3 Blockchain Stocks With Up To 43% Revenue Growth

Inflation running at 3.7% and energy costs jumping, with gas up 34% and fuel oil up 72%, has pushed many investors to look harder at assets linked to digital infrastructure and alternative financial rails. Crypto and blockchain related businesses sit right in that conversation as more activity moves online. This piece breaks down three stocks from our curated crypto and blockchain list that could help you evaluate how this theme might fit in a diversified portfolio.

The three stocks below are a short sample of the theme, and the full screen surfaced 15 more cryptocurrency and blockchain companies with equally compelling narratives that are not covered here. To identify your own highest conviction angles in this space, head straight into the Top Cryptocurrency and Blockchain Stocks screener.

Applied Digital (APLD)

Overview: Applied Digital runs large scale data centers that power crypto mining operations alongside high performance computing and AI cloud workloads.

Operations: The business generates about US$622 million from its HPC Hosting segment and roughly US$154 million from Data Center Hosting.

Market Cap: US$5.46 billion

Applied Digital provides a way to gain exposure to the crypto and blockchain theme through the power and infrastructure that keep miners running rather than through tokens themselves, and one recent agreement illustrates how large and long dated those commitments can be.

"The company has recently secured long-term (15-year) leasing agreements with CoreWeave, a major AI hyperscaler, for its purpose-built AI/HPC data center campus, Polaris Forge 1. This represents a total of $7 billion in contracted revenue and a multi-year, recurring, and predictable revenue stream that directly supports future revenue growth and cash flow stability."

What happens to Applied Digital’s margins and growth pace depends heavily on how one unseen financing pressure plays out over time.

If that financing squeeze is on your mind, read the full narrative for Applied Digital to see how those pressures could interact with long contracts, capital costs, and future optionality.

Nu Holdings (NU)

Overview: Nu Holdings runs a large-scale digital banking platform across Latin America, where customers handle everyday money tasks and in-app crypto trading through NuCrypto.

Operations: The business reports about US$8.4b in banking revenue, primarily from Brazil, where it generates roughly US$13.7b in sales.

Market Cap: US$70.3b

Nu Holdings matters for this crypto and blockchain list because NuCrypto brings coin trading inside a mass-market banking app, turning everyday users into potential crypto participants without needing separate exchanges or specialist products.

"The Central Bank of Brazil (Banco Central do Brasil) has watched Nu's rise with a mixture of admiration and caution. In late 2025, it issued new requirements that will compel Nubank to obtain a full banking license in Brazil by 2026."

What that license ultimately does to Nu Holdings' cost base and room to expand NuCrypto could reshape both profitability and investor expectations.

That license question is only the start, and the full narrative for Nu Holdings shows how Nu Holdings could turn tighter rules into accelerating fintech reach across Latin America.

Figure Technology Solutions (FIGR)

Overview: Figure Technology Solutions runs blockchain based lending, trading, and investing platforms that connect consumer borrowers, digital asset markets, and institutional capital.

Operations: Figure Technology Solutions currently reports about US$619 million in revenue, which is generated entirely from the United States.

Market Cap: US$6.1 billion

Figure Technology Solutions matters in this crypto and blockchain screen because it is trying to put core consumer credit and real world assets directly on chain, turning its marketplaces into plumbing for how loans and tokenized instruments are created, traded, and funded.

"The business depends heavily on continued adoption of blockchain rails for consumer credit and real world assets."

What happens to Figure Technology Solutions’ future margins and growth pace hinges on how one adoption gap between partners and on chain funding closes.

That adoption gap is the hinge. Read the full narrative for Figure Technology Solutions to see how Figure Technology Solutions could turn on chain credit rails into accelerating real world traction.

Seeking Fresh Alternatives Beyond Crypto?

Some themes move fast. Fresh ideas can gain breakout momentum while others stall, and the best entries often get caught by early movers. Scan these curated lists and consider your options.

• Spot potential compounders with healthy balance sheets before the crowd notices by reviewing the 20 high quality undiscovered gems curated for quality fundamentals under the radar for now.
• Target income while yields are currently elevated by scanning the 8 dividend fortresses built to highlight companies aiming to sustain sizeable payouts.
• Explore the AI build out as infrastructure demand develops by checking the 55 AI infrastructure stocks focused on businesses supplying the backbone for data center capacity.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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