Crypto and blockchain related stocks are suddenly back in the spotlight after President Trump disclosed $1.4b in crypto earnings and his administration doubled down on a pro crypto, pro technology message. Falling energy prices, talk of real wage gains, and a government backed Trump Accounts program for child investors are all feeding fresh interest in listed companies tied to digital assets. This article explains how that backdrop connects to our Crypto and Blockchain Technology Stocks screener and highlights 3 stocks that appear positively exposed to these headlines.

Duos Technologies Group (DUOT)

Overview: Duos Technologies Group delivers intelligent inspection, monitoring, and edge data center solutions that help customers process real time data from fast moving vehicles and complex infrastructure, with a growing focus on AI enabled analytics and digital asset security. The company also offers consulting, software licensing, hosting, and technical support services that wrap around these systems.

Operations: Duos Technologies Group generates about US$20.0m from Asset Management Services and US$3.8m from Technologies, with revenue of roughly US$23.5m coming from the United States and US$1.3m from outside the United States.

Market Cap: US$321.4m

Investors watching the renewed enthusiasm for crypto and digital infrastructure may find Duos Technologies Group interesting because it sits where AI workloads, edge computing, and blockchain related security intersect. The company is committing to a pivot toward modular edge data centers and higher margin recurring services. Recent contracts, index inclusions, and a sizeable capital raise point to expanding commercial ambitions and improved liquidity. At the same time, Duos is still reporting losses, relies on external borrowing, and faces contract concentration and leadership transition risk, so execution on new pods and equipment sourcing will matter. The key question is whether Duos can turn today’s deposits, guidance, and pipeline into durable, crypto ready infrastructure earnings that justify current expectations and its premium P/S multiple.

Duos Technologies Group is pitching a bold shift into crypto ready edge data centers, but the real story sits in the numbers behind that ambition. Before enthusiasm runs ahead of reality, review the 1 key reward and 2 important warning signs (1 is major!)

Block (XYZ)

Overview: Block, Inc. builds two connected ecosystems: Square for merchants and Cash App for consumers. These provide payment processing, banking services, lending, and tools for everyday spending, stock investing, and Bitcoin trading, with additional platforms such as TIDAL for creators and Bitkey for self custody of Bitcoin.

Operations: Block generates about US$8.7b from Square, US$15.4b from Cash App, and US$0.3b from Corporate and Other, with roughly US$22.4b from the United States and US$2.1b from international markets.

Market Cap: US$46.3b

Block sits at the crossroads of consumer finance, merchant payments, and digital assets, so a friendlier U.S. stance on crypto and a wider retail investor base could matter more here than for many peers. Cash App already offers Bitcoin trading, peer to peer transfers, and family accounts, while management is building out self custody through Bitkey and discussing deeper Bitcoin integration. At the same time, the stock has a high P/E, recent profit margins of 3.3%, and earnings tied in part to volatile crypto and newer lending products, which introduces risk. Investors who want to understand whether current optimism reflects both the crypto exposure and these pressures may want to look past the headlines into Block’s underlying economics and balance sheet discipline.

Block’s expanding Bitcoin and lending engines could be masking something important in the core business economics. Before assuming the current P/E tells the full story, unpack the analysis report for Block

GB Group (LSE:GBG)

Overview: GB Group (LSE:GBG) provides identity data intelligence that helps businesses verify who their customers are, detect fraud, and meet KYC/AML rules across financial services, e commerce, crypto, gaming, and the public sector.

Operations: GB Group generates about £175.0m from Identity, £88.5m from Location, and £21.6m from Global Fraud Solutions, with revenue spread across the UK, US, Australia, and other international markets.

Market Cap: £493.9m

GB Group operates in a context of rising crypto adoption and tighter verification rules, providing the identity, fraud, and transaction checks that onramps and exchanges use to stay compliant. Identity services contribute the largest share of its revenue, and the expanded Equifax partnership is designed to strengthen GBG Go and support broader US and global reach. At the same time, the company is loss making, funding itself through external borrowing, and working through a sizeable transformation that carries execution and churn risk. With the stock currently trading below some fair value estimates and regulators pushing for stronger KYC/AML in digital finance, investors may wish to focus on whether GB Group can translate its product unification and AI driven onboarding initiatives into higher quality earnings over time.

GB Group’s identity engine sits at the heart of tighter KYC/AML rules, yet the real story is how its earnings quality could shift as the transformation plays out, which is exactly what the 3 key rewards and 1 important warning sign

The 3 stocks in this article are just a starting point, and the full Crypto and Blockchain Technology Stocks screener uncovered 12 more companies with equally compelling narratives that you can review through the Crypto and Blockchain Technology Stocks screener. Use Simply Wall St to identify and analyze the specific catalysts and storylines that matter to you so you can focus on the highest conviction ideas in this space.

Take Control of Your Investment Journey

If Duos Technologies Group or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Fresh Alternatives Before Momentum Flies

New breakout stories are forming, prices are moving, and some of the best entry points could be caught by early, focused research before the crowd arrives. Consider taking a closer look at select opportunities through targeted research.

• Spot cash rich businesses before the momentum chasers arrive by scanning a curated 43 high quality undervalued stocks that still trade below many investors' radars.
• Review a hand picked set of 30 robotics and automation stocks that are positioned to benefit if productivity stories regain attention.
• Check a focused group of 35 power grid technology and infrastructure stocks that could matter more as electrification themes gather interest.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.