Zacks Investment Ideas feature highlights: Circle Group, Coinbase Global, Strategy, iShares Bitcoin Trust ETF and the ARK Bitcoin ETF

For Immediate Release

Chicago, IL – July 10, 2025 – Today, Zacks Investment Ideas feature highlights Circle Group CRCL, Coinbase Global COIN, Strategy MSTR, iShares Bitcoin Trust ETF IBIT and the ARK Bitcoin ETF ARKB.

Crypto Week Looms: A Look at Incoming Digital Asset Legislation

Now that the July 4^th holiday has passed and President Donald Trump’s controversial ‘Big Beautiful Bill’ has been passed into law, Wall Street investors are preparing for one last week of action from Washington, D.C. before Congress takes a three-week hiatus and the summer doldrums kick in. Next week will kick-start what the Republican-led US House of Representatives dubs ‘Crypto Week.’ During ‘Crypto Week,’ the US House of Representatives will consider three digital asset bills, including:

· The Genius Act: GENIUS, which stands for ‘Guiding and Establishing National Innovation for US Stablecoins Act) will aim to put a regulatory framework around stablecoins for the first time in US history.

· The CLARITY Act: This act aims to establish a comprehensive regulatory framework for digital assets by defining the boundaries between the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC).

· The Anti-CBDC Surveillance Act: Seeks to prevent the Federal Reserve from creating and issuing a central bank digital currency (CBDC).

Should the GENIUS and CLARITY Act legislation pass, it would be a welcome sign for crypto companies. Until now, digital asset regulations have either been non-existent, unclear, or conflicting.

How Likely is it that ‘Crypto Week’ Legislation Passes?

Overseas betting market Polymarket gives The GENIUS Act a 91% chance of passing and The CLARITY Act a 54% chance (at the time of this writing.

Stocks to Buy into Crypto Week

If you believe the GENIUS Act will pass, the two stocks that will benefit the most are Circle Group and Coinbase Global. COIN and CRCL manage USDC, the second-largest stablecoin. That said, COIN is the more attractive stock from a relative perspective. CRCL has a market cap of $45 billion, while COIN has a market cap double that. However, COIN’s USDC revenue (which has a 50/50 revenue split partnership with CRCL) only comprises ~15% of its business, while CRCL’s USDC revenue makes up nearly 100% of its revenue.

Additionally, COIN shares are positioned in an explosive-looking daily bull flag base structure.

Meanwhile, any crypto legislation that passes will likely be bullish for Bitcoin proxies, such as Strategy, iShares Bitcoin Trust ETF and the ARK Bitcoin ETF.

Bottom Line

As Crypto Week approaches, the eyes of the digital asset world will be fixed on Washington DC. The potential passage of the GENIUS and CLARITY Acts could mark a pivotal shift for the crypto industry, ushering in long-awaited regulatory clarity.

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