Tariff Uncertainty Drives Investors Towards Crypto-Focused Stocks
The global uncertainty surrounding tariffs and oil prices is driving investors towards alternative systems for moving value and settling transactions. Three cryptocurrency and blockchain-focused stocks have been identified that tap directly into this story.
Cipher Digital (CIFR) develops large-scale bitcoin mining data centers in the United States, generating $191 million in revenue from bitcoin mining operations entirely within the country. Its market cap is $7.6 billion.
NasdaqGS:CIFR Earnings & Revenue Growth as at Sep 2026 shows that Cipher Digital's rapid expansion and optimization of production capacity could support future top-line revenue, with one unresolved constraint shaping the economics of that expanding capacity.
DLocal (DLO) runs a global payments platform that helps merchants and crypto businesses accept and send local and cross-border payments in emerging markets. It generates $1.36 billion in payment processing revenue, largely from Latin American markets including Brazil, Mexico, and Argentina. DLocal's market cap is $4.21 billion.
The company's rapid expansion of its solution set and continued onboarding of new alternative payment methods position it to benefit from accelerating digitization of payments in emerging markets, supporting sustained top-line growth and potential for higher take rates on new products.
TeraWulf (WULF) runs US-based digital infrastructure campuses that primarily host large-scale bitcoin mining and high-performance computing powered by lower-cost energy. It reports $95 million from digital asset mining within $165 million of total revenue, all generated in the United States. TeraWulf's market cap is $8.22 billion.
The company's recent multi-billion-dollar, multi-year hyperscale hosting agreements mark a shift from a pure bitcoin mining model toward diversified, contracted revenue streams in high-demand digital infrastructure, supporting higher revenue visibility and potentially insulating earnings from bitcoin price volatility.