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Crypto Stocks Surge 20–50% as Early 2026 Rally Gains Momentum

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Crypto-linked equities have started 2026 with a strong rally, significantly outpacing Bitcoin’s modest gains. While Bitcoin has risen roughly 9% year-to-date, many crypto-exposed stocks have climbed 20–50% in the opening weeks of the year, reflecting a selective market re-rating rather than a broad risk-on move. Drivers Behind the Surge Analysts from 10x Research cite several factors behind the rally, including operating leverage, balance-sheet optionality, increased power capacity, and growing regulatory clarity. According to the firm, many institutional portfolios entered 2026 underweight in crypto equities, expecting consolidation or continued volatility. “Now, prices are forcing a rethink, and the question is


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