October 2026s Top Blockchain Stocks To Improve Your Portfolio

AI has turned into the one trade everyone is watching, and that matters for crypto and blockchain stocks too. When algorithms and data centres soak up attention, many investors overlook the companies building the plumbing for digital value and on-chain transactions. That gap can create mispricing. This article walks through three blockchain focused stocks from our curated crypto list that some investors may want to keep on their radar right now.

The three blockchain stocks below are just a sample, and the full screen surfaced 17 more companies with equally detailed narratives that are not covered here. If you want to identify your own highest conviction ideas in this space, head straight to the Top Cryptocurrency and Blockchain Stocks screener.

CoreWeave (CRWV)

Overview: CoreWeave runs GPU focused cloud infrastructure that powers AI, crypto mining, blockchain validation and other high performance computing workloads.

Operations: CoreWeave generates about US$7.6b from Data Processing activities, with roughly US$7.0b in the United States and US$577 million elsewhere.

Market Cap: US$45.0b

CoreWeave matters for this crypto and blockchain screen because its GPU cloud is the plumbing that miners and validators rely on when they need serious compute on demand rather than building everything in house.

"The business model appears to be an extremely capital-intensive leasing play. NVDA maintains a dominant position, requiring upfront cash without credit terms."

What happens to CoreWeave’s story if a single key assumption about future demand for its high cost capacity eventually breaks?

If that assumption is wrong, the full narrative for CoreWeave explains how CoreWeave’s capacity bets, contracts and capital cycle could still set up an accelerating story.

Applied Digital (APLD)

Overview: Applied Digital designs, builds, and operates high power data centers that host large scale cryptocurrency mining and high performance computing workloads.

Operations: Applied Digital reports about US$154 million from its Data Center Hosting segment, alongside a US$648 million segment adjustment item.

Market Cap: US$7.2b

Applied Digital matters for this crypto focused list because it runs the energy hungry infrastructure that keeps large mining operations online at scale.

"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 to Applied Digital’s crypto hosting and AI capacity story if one key assumption about future demand or funding availability eventually breaks?

If that single assumption starts to wobble, the full narrative for Applied Digital explains how Applied Digital’s long contracts, funding options and crypto exposure could still accelerate the story.

Nu Holdings (NU)

Overview: Nu Holdings runs Nubank, a digital banking platform across Latin America, where core app-based accounts sit alongside NuCrypto in-app crypto trading.

Operations: Nu Holdings generates about US$8.4b from banking services, supported by roughly US$13.7b in Brazil, US$1.1b in Mexico and US$276 million elsewhere.

Market Cap: US$74.3b

Nu Holdings earns its place in this crypto and blockchain screen because NuCrypto puts direct retail crypto trading inside the same Nubank app that already anchors customers’ everyday money, turning theme-linked activity into a natural extension of its digital banking ecosystem.

"In late 2025, it issued new requirements that will compel Nubank to obtain a full banking license in Brazil by 2026. This is a significant operational and capital requirement that incumbents have long held."

What happens to Nu Holdings’ crypto-enabled banking story if one unseen pressure on its returns and product pricing quietly shifts direction?

That quiet shift could be where Nu Holdings’ real inflection sits, and the full narrative for Nu Holdings shows how regulation, returns and NuCrypto adoption might be decoupling.

Seeking Alternatives Before The Crowd

Fresh themes move fast. Breakout stories gain momentum, laggards keep dropping, and under the radar for now ideas get caught once everyone piles in. Scan what is flying today and act now.

• Spot cash generative outliers early by running the 28 high quality undervalued stocks while it matters, before stronger balance sheets and cleaner cash flows are fully priced in.
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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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