10x Research Market Updates

10x Research Market Updates

From Circle to Robinhood: The Bitcoin Bull Market's Best Ideas

Before the Consensus Catches Up

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10x Research
Sep 04, 2026
∙ Paid

Fed Governor Waller had one last window to speak hawkish before the blackout, and he didn’t take it. That single decision just reshaped the rate path through December, and it’s already rippling through the dollar, gold, and bitcoin’s options market.

Since its August 12, 2026, launch, our four-stock crypto equity portfolio is up +24.5%, led by Circle, which we flagged as a buy at $61 following its August 5, 2026, earnings and which is now up +69%. There’s also plenty happening around Robinhood: our trading signals flashed three buy signals in August alone, and the stock has rallied to its highest level since April 2026. In a bull market, there’s no shortage of good ideas.

Bitcoin (LHS) vs. Robinhood (RHS) - outpacing after upgrades

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