Two Cryptocurrency Stocks Benefit from Bitcoin's All-Time Highs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 12 2025
0mins
Should l Buy MARA?
Source: NASDAQ.COM
Recent Performance of Bullish and MARA Holdings: Both Bullish and MARA Holdings have seen significant gains of over 30% in the past month, with Bullish launching a spot crypto exchange for U.S. institutional investors and MARA reporting a 4% increase in Bitcoin production.
Market Trends in Cryptocurrency: October has been favorable for cryptocurrencies, with Bitcoin rising 7% this month, driven by factors such as the government shutdown, which has increased interest in alternative assets like crypto and gold.
Investment Considerations: When investing in Bitcoin-related companies, it's important to assess how integral Bitcoin is to their business model, including the amount held and the potential risks associated with price fluctuations.
Stock Advisor Recommendations: The Motley Fool's Stock Advisor has identified ten top stocks for investment, notably excluding Bullish, while highlighting the historical success of their recommendations compared to the S&P 500.
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Analyst Views on MARA
Wall Street analysts forecast MARA stock price to rise
12 Analyst Rating
7 Buy
5 Hold
0 Sell
Moderate Buy
Current: 9.220
Low
13.00
Averages
22.11
High
30.00
Current: 9.220
Low
13.00
Averages
22.11
High
30.00
About MARA
MARA Holdings, Inc. is engaged in digital asset compute that develops and deploys technologies. The Company secures the blockchain ledger and supports energy transformation by converting clean, stranded, or otherwise underutilized energy into economic value. It also offers advanced technology solutions to optimize data center operations, including liquid immersion cooling and firmware for bitcoin miners. It is primarily focused on computing for, acquiring, and holding digital assets as a long-term investment. Its core business is bitcoin mining, and it produces, or mines, bitcoin using energy-efficient fleets of specialized computers while providing dispatchable compute as an optionality to the electric grid operators to balance electric demands on the grid. It is also engaged in the sale of data center infrastructure, such as immersion-cooled systems, to third parties operating in the bitcoin ecosystem and the artificial intelligence (AI) and high-performance compute (HPC) sectors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Surge in Energy Prices: European natural gas prices surged over 24% to a three-year high after Qatar reported extensive damage at its largest gas export facility, exacerbating fears of supply disruptions that could further elevate global inflation.
- Rising Bond Yields: The 10-year Treasury note yield jumped to a 6.75-month high of 4.32% as stronger-than-expected US economic data indicated labor market resilience, increasing expectations for future rate hikes and adding pressure on the stock market.
- International Market Weakness: Overseas stock markets fell sharply, with the Euro Stoxx 50 hitting a 1.5-week low and China's Shanghai Composite dropping to a 2.5-month low, reflecting heightened risks of global economic slowdown impacting investor sentiment.
See More
US Stocks Plunge Amid Rising Inflation Pressures
- Market Decline: The S&P 500 Index fell by 1.36%, and the Dow Jones Industrial Average hit a 3.75-month low, indicating a decline in investor confidence due to rising inflation concerns that could impact future market performance.
- Inflation Data Surpasses Expectations: The US February Producer Price Index (PPI) rose by 0.7% month-over-month and 3.4% year-over-year, exceeding forecasts, which suggests persistent price pressures that may influence the Federal Reserve's monetary policy decisions.
- Energy Price Volatility: Crude oil prices have become more volatile due to Iran's attacks on neighboring countries, with the IEA warning that the conflict could disrupt global oil supply by 8 million barrels per day, further heightening inflation expectations.
- Mortgage Applications Decline: US MBA mortgage applications fell by 10.9%, reflecting weakened home-buying demand, while the average 30-year fixed mortgage rate increased to 6.30%, potentially hindering the recovery of the housing market.
See More
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- Market Decline: The S&P 500 fell 1.36% and the Dow Jones dropped 1.63%, both hitting new closing lows for 2026, indicating investor concerns about economic prospects that could lead to decreased market confidence.
- Fed Rate Decision: The Federal Reserve voted 11-1 to maintain the benchmark interest rate at 3.5%-3.75%, despite higher-than-expected inflation, reflecting a cautious optimism about economic growth that may influence future monetary policy directions.
- Oil Price Volatility: WTI crude oil prices swung more than 2% due to Iran's attacks on neighboring countries, which could lead to further increases in global oil prices, impacting cost structures and profit margins in related industries.
- Producer Price Index Rise: The US February PPI rose 0.7% month-over-month and 3.4% year-over-year, exceeding market expectations, indicating persistent price pressures that may prompt the Fed to adopt a tighter monetary policy in the future.
See More
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- Producer Price Surge: The US February Producer Price Index (PPI) rose 0.7% month-over-month and 3.4% year-over-year, exceeding expectations of 0.3% and 3.0%, indicating persistent price pressures that may compel the Fed to maintain high interest rates, thereby impacting stock market performance.
- Oil Price Volatility: WTI crude oil prices surged over 2% due to Iran's threats against energy infrastructure in Saudi Arabia, Qatar, and the UAE, heightening market uncertainty and potentially pressuring energy stocks while affecting overall market sentiment.
- Mortgage Applications Decline: US MBA mortgage applications fell 10.9% for the week ending March 13, with the purchase mortgage sub-index up 0.9% and refinancing down 18.5%, reflecting the dampening effect of high rates on home-buying demand, which could hinder the recovery of the real estate market.
- Market Decline: The S&P 500 index fell 0.55%, the Dow Jones Industrial Average dropped 0.82%, and the Nasdaq 100 index decreased by 0.50%, indicating investor concerns over economic outlook, which may lead to capital outflows from equities into safer assets.
See More
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- MARA Stock Surge: Despite Marathon Digital (MARA) reporting Q4 revenue of $202.3 million, below the expected $250.7 million, its stock surged 16.35% to close at $9.32, indicating strong technical momentum and short-covering effects.
- IREN's GPU Order Boost: IREN (IREN) saw a 13.30% increase in stock price, closing at $41.58, following its order of 50,000 Nvidia B300 GPUs, which is projected to generate over $3.7 billion in annualized revenue by late 2026, showcasing the company's commitment to expanding its AI computing capabilities.
- CoreWeave Rebounds: CoreWeave (CRWV) stock rose 11.12% to $81.11, despite facing legal challenges, as its Q4 revenue grew 110% year-over-year to $1.572 billion, reflecting strong market demand and significant future growth potential.
- Meta Deal Drives Market Rally: Meta's $27 billion deal with Nebius has led to broad gains across Neocloud stocks, reinforcing market confidence in the AI and cloud computing sectors and further solidifying the market positions of related companies.
See More
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- Crude Price Drop Fuels Market Rally: The successful passage of several oil tankers through the Strait of Hormuz has led to a more than 4% drop in crude prices, directly contributing to a 1.04% rise in the S&P 500, a 0.94% increase in the Dow Jones, and a 1.12% gain in the Nasdaq 100, indicating a positive market response to lower oil prices.
- Mixed Economic Data: February manufacturing production in the US rose by 0.2% month-over-month, surpassing expectations of 0.1%, while January's production was revised up to 0.8%, showcasing manufacturing resilience; however, the February Empire manufacturing survey fell to -0.2, below the expected 3.9, reflecting economic recovery uncertainties.
- Positive Chinese Economic Indicators: China's February industrial production increased by 6.3% year-over-year, exceeding expectations of 5.3%, and retail sales rose by 2.8%, also above the anticipated 2.5%, despite a rise in the unemployment rate to 5.3%, highlighting the complexities of economic recovery.
- Airline and Cruise Stocks Surge: With falling oil prices, airline and cruise line stocks are rising, with Norwegian Cruise Line up over 5% and Royal Caribbean up more than 4%, indicating optimistic market sentiment regarding future earnings prospects.
See More
