Crypto Stocks MicroStrategy, COIN, MARA Bounce Back Amid Bitcoin Revival

• MicroStrategy recently purchased another 2,530 Bitcoins, raising its total stash to 450,000 BTC.
• MSTR, COIN, and MARA have seen double-digit declines over the past 30 days.
• Cryptocurrency-related stocks are expected to experience solid gains in 2025 if Donald Trump’s administration can deliver its pro-crypto pledges.

Over the past week, top firms such as MicroStrategy, Coinbase, and MARA have seen their stock prices drop in line with Bitcoin (BTC).

However, as Bitcoin once pushes upwards towards $100,000 amid broader crypto market volatility, public companies with significant BTC exposure face a tricky tightrope.

MicroStrategy (MSTR)

With an absurd 450,000 BTC under its command, MicroStrategy is—by far—the biggest corporate holder of Bitcoin. Worth around $43.68 billion at today’s price of $97,000, Microstrategy commands 2.14% of BTC’s circulating supply.

Bitcoin’s success is often reflected in the firm’s stock , MSTR, which relished BTC’s push to retake $100,000 and gained 4.19% at the market close on Jan. 15, 2025.

Since Jan. 14, 2024, MSTR’s stock has climbed 609.75% to $342.17 and a market cap of $84.1 billion.

Coinbase (COIN)

Amongst billions in other crypto assets, Coinbase Global holds around 9,480 BTC worth roughly $919.1 million.

As one of the leading cryptocurrency exchanges and the first major U.S. exchange to go public, COIN’s stock has often benefited from bullish BTC momentum.

On the last trading day, COIN closed at $255.37, which was up 1.66% in 24 hours.

This is a relatively favorable sign following the stock’s 10.89% drop over the past ten days when it sunk from just over $286 to lows of around $243.

MARA Holdings (MARA)

Bitcoin mining firm, MARA (formerly Marathon Digital), is the second-biggest corporate holder of Bitcoin with a stack of 44,893 BTC valued at $4.35 billion.

The firm’s stock closed at $17.36, representing a modest 0.99% gain from the day before.

Due to the firm’s business model and sizeable BTC holdings, its stock may be slightly more sensitive to significant price changes.

Over the past month, MARA has dropped 29.32%, almost double that of COIN, which dropped 19.01%, and MSTR, which fell 16.24%.