3 US Crypto Stocks Riding The Push Into Perpetual Futures

CFTC approval of US crypto perpetual futures has opened a new chapter for round-the-clock trading, and some US Crypto Infrastructure and Compliance Beneficiaries stocks now sit closer to that fault line than others. That shift could reshape fee pools, regulation risk, and who earns a place in the next phase of market plumbing. This article walks through three stocks directly exposed to that news and explains why their stories matter for your portfolio watchlist.

The stocks covered next are only a sample of this theme, and the full screen surfaced 32 more US Crypto Infrastructure and Compliance Beneficiaries with similarly detailed stories that are not in this article.

If you want to move quickly from ideas to a focused watchlist, head straight into the US Crypto Infrastructure and Compliance Beneficiaries screener to identify, compare, and analyze the highest-conviction candidates for your own research.

Bitmine Immersion Technologies (BMNR)

Overview: Bitmine Immersion Technologies runs blockchain infrastructure in the US, providing ETH and BTC treasury operations, mining equipment services, and digital asset consulting.

Operations: The business generates about $61 million from the cryptocurrency mining industry, with all reported revenue currently coming from the United States.

Market Cap: US$11.3b

Bitmine Immersion Technologies gives you pure crypto infrastructure exposure inside a US-listed stock, at a time when perpetual futures, 24/7 trading, and new derivatives rails could influence activity on the networks it supports. The company operates with tight cash, significant dilution, and leadership that may still be building its track record, so any unexpected funding pressure could be important for how outcomes ultimately affect shareholders.

Those funding pressures deserve context, and the Bitmine Immersion Technologies financial health report can help you see how Bitmine Immersion Technologies’ balance sheet aligns with its crypto ambitions.

Red Violet (RDVT)

Overview: Red Violet provides identity intelligence and analytics that power KYC, AML, fraud prevention, and regulatory compliance workflows across US industries.

Operations: Red Violet generates about $104 million from Identity and Information Solutions, with all reported revenue currently coming from the United States.

Market Cap: US$1.1b

Red Violet fits into the US Crypto Infrastructure and Compliance Beneficiaries theme because its identity graph and analytics help regulated platforms verify users, manage fraud, and support KYC and AML checks as crypto perps move more trading into monitored channels. Investors gain exposure to that compliance spend through a profitable, usage-based data platform, although future returns depend on how one less visible pressure ultimately affects pricing power.

That pricing power question is exactly what the analysis report for Red Violet unpacks so you can see where Red Violet’s usage model might be quietly stretching or stalling.

Sharplink (SBET)

Overview: Sharplink runs an institutional Ethereum treasury platform and a smaller betting affiliate network, giving investors direct crypto infrastructure exposure.

Market Cap: US$1.36b

Sharplink fits this US Crypto Infrastructure and Compliance Beneficiaries screen because it ties directly into Ethereum rails. The bullish analyst Narrative on Simply Wall St treats that ETH-first balance sheet as the main engine for potential value creation.

"The large Ethereum position of 888,938 ETH as of early August 2026 gives Sharplink balance sheet leverage to any wider adoption of Ethereum by major financial institutions that build settlement and issuance systems on chain. This can flow through into treasury related revenue and book value based earnings."

What happens if a single key assumption about how efficiently that Ethereum stack can be put to work in onchain finance breaks?

If that core assumption matters to you, the full narrative for Sharplink shows how Sharplink’s Ethereum stack could accelerate or stall as onchain finance infrastructure matures.

Seeking Fresh Alternatives Before They Fly?

Fresh breakout stories rarely stay quiet for long. Once momentum gets caught, entry points start dropping and under the radar ideas tighten quickly. Scan these while it matters and get in early.

• Chase early-stage momentum in smaller companies that already show financial strength by reviewing the curated 10 elite penny stocks with strong financials before the crowd reacts to the next move.
• Spot potential compounders at more reasonable valuations by running through the carefully filtered 40 high quality undervalued stocks while these opportunities still sit under broader market radars.
• Track businesses contributing to the AI buildout behind the scenes by exploring the focused 53 AI infrastructure stocks and see which operators could benefit if demand continues to develop.

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