Theme watch · accelerating
Crypto exchange and stablecoin stocks to watch.
As of 25 August 2026
The gamma-squeeze/index leg is over: PURR is -42% from its 6/1 high of $11.62 to $6.68 (7/17), through the $7.70 shelf, and now trades at roughly…
Treasury-premium narrative still inverted: the 2026-08-10 Q2 print booked a $257.6M loss, 94.1% mark-to-market, against a $94,761 average cost…
The 2026-08-21 breakout above the $97.28/$98.87 band held its weekly close at $108.13, then gave 4.2% back to $103.62 on 2026-08-24 — still above…
Premium-to-NAV funding engine is closed; the 2026-08-10 release shows capital flipping from coin to float — 7,391 ETH bought for $14.3M (smallest…
Fourth session of the CLARITY repricing gave ground: adjusted close $179.48 on 2026-08-24 vs $186.49 on 08-21, RSI(14) 67.3 from 74.9, with the…
Still a policy trade, but the first company-level support in weeks arrived: Bernstein's 2026-08-24 note reports USDC supply +$1.7B in a week after…
Eighth straight week with no bitcoin bought: the 2026-08-24 8-K shows ~$2.01B of common sold at an average near $109.88 into the rally, with 100%…
"3-mo price move" is the stock's market price change, not a FrontierPicks return. The "3-mo price move" column is one of the three inputs to that score, weighted 20% — not the ranking itself, so rows do not descend in it. A dash means the name did not place in this week’s top-50 momentum scan, so it has no published 3-month figure.
How this page is built
These are the names FrontierPicks covers in the crypto exchange and stablecoin stocks cluster — each with a dated research dossier. Names on the momentum board rank first by a composite momentum score — 1-month price trend 50%, 3-month trend 20% and acceleration 30% — computed arithmetically from daily closes, then the rest of the covered roster by conviction tier. Cluster membership is assigned by a frontier model, currently read as accelerating.
Questions
- What crypto exchange and stablecoin stocks does FrontierPicks cover?
- As of 25 August 2026, the crypto exchange and stablecoin stocks FrontierPicks tracks are led by PURR, ASST, HOOD, BMNR, each with a dated research dossier. Names on the momentum board rank first by composite momentum score, then the rest of the covered roster by conviction tier; this is research, not a recommendation.
- Is the crypto exchange and stablecoin stocks theme accelerating or slowing?
- The FrontierPicks model reads this cluster as accelerating as of 25 August 2026. Bitcoin above $77,000 (2026-08-21) and near $80,000 (2026-08-25) is carrying the whole cluster: MSTR raised $2B with holdings turned profitable on a 24% BTC move (2026-08-24), CRCL drew a Bernstein $140 case and a Susquehanna PT to $92 (2026-08-24), BMNR bought $81M of ether (2026-08-24), PURR moved on Trump's Hyperliquid comments (2026-08-20). This is beta to one price, not eight theses — a BTC round-trip back below the 08-21 level invalidates the theme, not just individual names.
- How does FrontierPicks rank crypto exchange and stablecoin stocks?
- Every name links to its dated research dossier. Names on the momentum board rank first by composite momentum score, then the rest of the covered roster by conviction tier. Methodology is open; this is research, not advice.
Related
As of 25 August 2026 · research, not advice.