Artificial intelligence is sucking in trillions of dollars of chips, power and data centers, and now one of its biggest builders, Anthropic, is heading for a huge stock market listing. That kind of capital spend needs fast, programmable plumbing for money and assets. Crypto and blockchain platforms offer exactly that. This article highlights three stocks from our crypto and blockchain shortlist that plug into this story.
The stocks covered below are just a starting sample, and the full screen surfaced 14 more cryptocurrency and blockchain companies with equally compelling narratives that are not detailed in this article. If you want to move faster, head straight into the Top Cryptocurrency and Blockchain Stocks screener to analyze, filter, and identify your own highest conviction ideas.
Overview: Applied Digital designs and operates high-density data centers that power crypto mining operations alongside broader AI and high-performance computing workloads.
Operations: Applied Digital generates about US$621.6 million from its HPC Hosting segment and US$154.2 million from Data Center Hosting.
Market Cap: US$5.52b
Applied Digital matters for this crypto and blockchain screen because its purpose-built facilities supply the heavy power and cooling crypto miners rely on, with long-duration AI and HPC leases helping to underpin that infrastructure story for investors watching this space closely.
"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, representing 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 if a single unseen pressure on that build out cost base and balance sheet shifts faster than revenue can catch up?
If that pressure point worries you, read the full narrative for Applied Digital to see how Applied Digital’s build out, contracts, and risk profile could be decoupling from the headline story.
Overview: Nu Holdings runs a large digital banking platform across Latin America, with NuCrypto giving customers in-app access to buy and sell cryptocurrencies.
Operations: Nu Holdings generates about US$8.4b from banking activities, primarily serving customers in Brazil with additional revenue from Mexico and other countries.
Market Cap: US$73.2b
Nu Holdings matters for this crypto and blockchain screen because NuCrypto sits inside a widely used banking app, putting a crypto trading rail directly alongside day to day spending, saving, and borrowing for tens of millions of customers.
"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 happens to Nu Holdings’ margins and product ambition if one key regulatory assumption behind scaling NuCrypto inside the bank suddenly shifts?
That regulatory swing could be the catalyst. Read the full narrative for Nu Holdings to see how Nu Holdings might turn tighter rules into accelerating product depth and wallet share.
Overview: Figure Technology Solutions runs a blockchain based marketplace that links consumer lending, digital asset trading, and capital providers, including interest bearing stablecoin deposits.
Operations: Figure Technology Solutions generates about US$619.1 million in revenue, primarily from activities in the United States.
Market Cap: US$5.2b
Figure Technology Solutions matters for this crypto and blockchain screen because it is trying to rewire how consumer credit and real world assets move across capital markets using on chain rails rather than traditional pipes.
"The business depends heavily on continued adoption of blockchain rails for consumer credit and real world assets. Any slowdown in banks, credit unions and institutional buyers embracing on chain structures could limit ecosystem volume growth and fee revenue."
What happens to Figure Technology Solutions’ marketplace margins if the funding side of that on chain credit engine hesitates, even slightly?
That hesitation is exactly where opportunity can build if the rails win out, so read the full narrative for Figure Technology Solutions to see whether Figure Technology Solutions is quietly accelerating.
Fresh breakout themes move fast, and the best stories rarely stay under the radar for long. Scan these focused ideas before momentum gets fully caught by the crowd and act now.
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