If Bitcoin And AI Both Win These Cryptocurrency Stocks Could Surprise

Crypto and blockchain are back in focus as investors look for assets that can handle higher energy costs, sticky inflation risks, and shifting central bank plans. With AI-related demand supporting parts of global trade and payment systems under pressure from geopolitical tension, the broader digital infrastructure story is still evolving. The Top Cryptocurrency and Blockchain Stocks screener cuts through the noise by highlighting companies directly linked to this theme, without relying on short term hype. In this article, you will see 3 stocks from that screener that can help you research the space with more focus and discipline.

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Cipher Digital (CIFR)

Overview: Cipher Digital develops and operates large scale US data centers that primarily mine Bitcoin and are being adapted to host high performance computing for hyperscale tenants such as major cloud providers, aiming to serve both digital assets and AI driven compute demand. Founded in 2021 and based in New York, the company focuses on energy efficient infrastructure and flexible facilities that can switch between Bitcoin mining and HPC hosting.

Operations: Cipher Digital currently generates all of its US$223.9 million in revenue from Bitcoin mining operations in the United States.

Market Cap: US$6.9b

Cipher Digital combines Bitcoin exposure with data center expansion, with industrial scale sites geared to both mining and long term HPC leases that connect to rising AI compute demand. Analysts expect rapid earnings and revenue growth with margin improvement as the business shifts from pure mining to hosting large hyperscalers. However, the stock trades on a high P/S multiple and the company is still loss making today. A short cash runway, reliance on external borrowing and insider selling highlight the risk if execution slips or Bitcoin cycles change. For investors comfortable with volatility, the combination of energy efficient infrastructure, long duration leases and HPC optionality makes this a company some market participants may wish to monitor more closely.

Accelerating AI compute demand combined with pure Bitcoin exposure makes Cipher Digital a rare mix of growth story and balance sheet questions. Before you rush in, scan the Cipher Digital financial health report.

SoFi Technologies (SOFI)

Overview: SoFi Technologies is a digital financial services company that combines a consumer “super-app” for borrowing, saving, spending, investing, insurance, and travel with a technology platform, Galileo and Technisys, that powers banking and payments for other institutions across the Americas and Hong Kong.

Operations: SoFi generates about US$2.1b from Lending, US$1.6b from Financial Services, and US$421.9m from its Technology Platform, with Corporate and Other contributing a US$225.3m loss.

Market Cap: US$21.1b

SoFi sits at the intersection of consumer banking, software, and digital assets, combining high member growth, a 14.8% net margin and fee based technology revenues with an ambitious push into SoFiUSD backed payments and Big Business Banking. The stock carries clear tension, with a premium P/E and prior dilution on one side, set against high quality earnings, strong member engagement, and a bank charter plus Mastercard partnership that position SoFiUSD as a potential core rail for institutional settlement. Funding relies on external borrowing rather than deposits and recent weakness in SoFi Technology Solutions after a lost client shows execution risk, but Q1 2026 record revenue, loan originations of US$12.2b and 14.7m members underline why many investors are watching how this story develops.

SoFi’s mix of high member engagement, SoFiUSD ambitions, and premium P/E pricing raises a simple question: is the growth story strong enough to justify the tension you see in the analyst forecasts for SoFi Technologies

Galaxy Digital (GLXY)

Overview: Galaxy Digital operates a broad digital asset platform that spans trading, lending, asset management, advisory, tokenization, staking, custodial technology, data centers and a retail platform called GalaxyOne, giving both institutions and individuals access to crypto and traditional markets from a single group.

Market Cap: US$11.0b

Galaxy Digital is attracting attention because it ties together two hot themes, institutional crypto adoption and AI driven data centers, while trading on a low P/S multiple compared with peers. The company is still loss making, with a Q1 2026 net loss of US$216 million and heavy capital needs for its Helios data center build out, and its reliance on a single tenant, CoreWeave, adds concentration risk if demand softens. At the same time, data center leases, staking and tokenization services, and growing asset management inflows point to more stable, fee based revenue alongside trading. For investors who can handle volatility and funding risk, Galaxy’s breadth across trading, infrastructure and onchain finance makes it a stock that some may consider researching further.

Galaxy Digital is tying Helios data centers, tokenization, staking and trading together in a way many investors may be underestimating, yet its reliance on a single tenant and capital needs could flip the story in a way the analysis report for Galaxy Digital

The three stocks covered here are only a starting point, with the full Top Cryptocurrency and Blockchain Stocks screener surfacing 21 more companies whose stories around Bitcoin exposure, data centers, and digital finance are just as compelling. Use Simply Wall St to identify and analyze the specific catalysts and narratives that matter most to you so you can focus on the highest conviction ideas in this space.

Take Control of Your Investment Journey

If Galaxy Digital or any of these companies have caught your attention, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value and track any new developments as they happen. 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.

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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.

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