Cellebrite DI And 2 Other Crypto Stocks To Own

China plans to spend about $940b on its energy transition in 2026, with a heavy focus on grid and power infrastructure for high-tech industries. That kind of long haul investment in pipes and plumbing for data, chips, and payments keeps attention on the rails that move digital value. This article walks through three crypto and blockchain related stocks from our screener that tap into that theme.

The three stocks in this piece are just a starting sample from the theme, and the full screen surfaced 17 more crypto and blockchain companies with equally compelling narratives that are not covered here. To identify and analyze the highest conviction ideas straight away, head into the Top Cryptocurrency and Blockchain Stocks screener.

Cellebrite DI (CLBT)

Cellebrite DI sits in this screener because its digital forensics tools are used to trace and analyze cryptocurrency evidence inside much wider investigative workflows. The analyst consensus Narrative on Simply Wall St frames that crypto-linked capability within a broader shift toward AI-powered investigative platforms.

"The accelerating shift by law enforcement and intelligence agencies toward more advanced digital investigation platforms, supported by products like Genesis, Guardian and Pathfinder that use agentic AI to compress case timelines, continues to support growth in high value subscription ARR and related revenue."

What investors will watch now is whether one pressure on that subscription engine eases or intensifies, because margins and growth hang on it.

Cellebrite DI generates all of its roughly US$514 million in sales from internet software and services, supplying digital investigation tools to agencies and enterprises, with crypto forensics a focused part of that broader portfolio, and the business carries a market value of about US$3.1b.

That subscription tension sits at the center of the full narrative for Cellebrite DI, which maps how Cellebrite DI’s crypto forensics, AI tools and contract risks are really interacting.

Nu Holdings (NU)

Nu Holdings brings the screener theme to life by combining a full-service digital bank with NuCrypto, its in-app crypto trading feature. According to kabz2342, an investor in the Simply Wall St Community, the bigger story is how that platform is reshaping everyday finance across Latin America.

"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."

The real test is how one unresolved regulatory shift filters through Nu Holdings’ funding costs, pricing power, and the pace of NuCrypto expansion.

Nu Holdings runs a broad digital banking platform spanning credit cards, accounts, loans, insurance, travel and mobile services. NuCrypto is included as a crypto trading feature. Banking activities generated about US$8.4b in revenue, and the group carries a market value near US$58.1b.

That hinges on how Nu turns regulation into an edge, and the full narrative for Nu Holdings shows where funding costs, NuCrypto growth and profitability potential could be decoupling.

Figure Technology Solutions (FIGR)

Figure Technology Solutions runs a blockchain based marketplace that connects loan originators and capital providers, and that direct link to tokenized credit and stablecoin funding is why it fits this crypto screener. The bearish analyst Narrative on Simply Wall St frames how that model is evolving under real world fee pressure.

"Although Figure Technology Solutions is capturing growing consumer loan marketplace volume and higher ecosystem fees, the rapid mix shift toward Figure Connect and volume tier discounts for large partners has already pushed the net take rate to 3.6% at the low end of guidance, which could restrain revenue growth even if headline volumes keep rising."

What ultimately matters for Figure Technology Solutions is how one subtle shift in where its loan volume flows lands on future profitability.

That shift in loan flow is exactly what the full narrative for Figure Technology Solutions unpacks, highlighting where fee pressure may be masking a stronger long term flywheel in Figure Technology Solutions.

Seeking Fresh Alternatives Before They Fly

Markets move fast and the next breakout ideas rarely stay under the radar for long. Scan these fresh lists before momentum gets fully caught by the crowd and act now.

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