Four Crypto Stocks We’d Buy For the Next 6-12 Months
Before the Consensus Catches Up
Four Crypto Stocks We’d Buy For the Next 6-12 Months
Each of these four names began as a crypto business and is now monetizing a second, larger one. That gives the basket two mostly independent return drivers instead of one, so it isn’t a pure Bitcoin proxy. The result is a convex payoff that doesn’t hinge on a single macro variable cooperating.
An equal-weighted 25% allocation across the four is a reasonable starting point, and hedge funds can go further: shorting Bitcoin (or BTC futures) against the basket strips out the residual crypto beta and leaves a close-to-delta-neutral position that’s still long convexity without directional crypto risk.
What makes the setup attractive right now is the entry price: all four are trading well inside their 2025–26 ranges rather than at extremes, which creates room for an outsized return as contracts convert to revenue over the next two to four quarters.
