Crypto-Related Stocks Rally on Monday, Strategy Surges Nearly 7%
Alina Collins
The U.S. and Iran each paused military strikes, easing geopolitical risk and lifting risk appetite — Bitcoin reclaimed $65,000 as crypto-linked stocks rallied across the board.
Which stocks gained the most?
BMNR led the pack, surging nearly 14%; Strategy (MSTR) followed with a gain of almost 7%.
Recently listed Circle (CRCL) rose over 6%, while exchange giant Coinbase climbed nearly 6%.
Robinhood added over 3% — a smaller move, but in lockstep with the sector.
How did the coins themselves perform?
At time of writing, Bitcoin traded at $65,286 and Ethereum recovered to $1,960, up roughly 3.3%.
This means → spot crypto moved first, stocks followed — capital flowed from coin prices into equities in a single chain.
What triggered the rally?
The immediate catalyst: President Trump ordered a halt to airstrikes on Iran on May 24, ending 13 days of military action.
U.S. Central Command chief Brad Cooper and others recommended the pause, ultimately securing the decision.
On May 26 Iran said it had suspended retaliatory strikes against the U.S., though it expressed skepticism about Washington's sincerity.
What does geopolitical de-escalation have to do with crypto?
In plain terms = when conflict flares, money hides in gold and Treasuries; when it cools, money rushes back to riskier assets.
Crypto is a textbook high-risk asset: geopolitical risk eases → risk appetite returns → crypto rebounds first.
This reflects a market where crypto prices still track macro sentiment closely, not industry-specific fundamentals.
Content is for reference only, not financial advice.