10x Research Market Updates

10x Research Market Updates

Crypto Stocks Are Exploding 20–50% — And FOMO Traders Are Chasing

Actionable Market Insights

10x Research's avatar
10x Research
Jan 15, 2026
∙ Paid

After a sold-out debut in 2025, Consensus by CoinDesk has confirmed its return to Hong Kong from February 10–12, 2026.

We’re pleased to offer our community an exclusive 20% discount code, meaning that instead of $1,099, early bird buyers can secure tickets for just $519 (a $450 saving + another 20% saving).

Please note that ticket prices increase on January 16 at 11:00 PM HKT. This marks the last opportunity to secure tickets at a meaningful discount, and with demand expected to mirror last year, the event is likely to sell out again.

Discount Code: 10XDESK or get your tickets (here)


Crypto Stocks Are Exploding 30–50% — And FOMO Traders Are Chasing

Nearly all crypto-exposed equities have posted a blockbuster start in 2026, driven by Bitcoin’s rebound and amplified by their inherent operating leverage. While Bitcoin is up roughly 9% year-to-date, many crypto equities have outperformed by 2–5x in just the first days of the year, reflecting how quickly earnings and balance-sheet sensitivity reprice once the underlying asset stabilizes. Through our pattern-based Trading Signals, we have already captured several of these moves.

This rapid divergence has caught many institutional investors off guard, particularly those who entered the year underweight the sector. As a result, the question is no longer whether crypto equities have moved, but whether portfolio managers can afford to remain under-allocated if the broader repricing continues.

Year to date performance

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2026 10x Research · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture