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2 Crypto Stocks Flashing Bullish Signals as Bitcoin Tops $75,000Reported by Dan Schmidt. Article Published: 4/21/2026. 
Key Points
- Bitcoin has reclaimed the crucial $75,000 price level, which carries several bullish implications for crypto markets.
- The $75,000 level is an important psychological and technical threshold and could be the precursor to a new crypto rally.
- Digital Asset Treasury (DAT) stocks are the biggest beneficiaries of a Bitcoin surge, and these two companies have intriguing business models and technical tailwinds.
- Special Report: Elon Musk already made me a “wealthy man”
Markets are once again hopeful as tensions in the Middle East ease, and stocks have staged a furious rally to new all-time highs over the last few weeks. Despite the renewed risk-on sentiment, cryptocurrencies have been relatively quiet, and most remain well below the August 2025 peak. Bitcoin recently reclaimed the important $75,000 level, and if you’re looking to add crypto exposure to your portfolio, two small-cap Digital Asset Treasury (DAT) stocks may deserve a closer look. Why $75,000 Was a Key Level for Bitcoin InvestorsA move above $75,000 has been long-awaited. That level acted as resistance after the price collapsed in early February, and when key resistance is breached it often becomes new support. The 100-day moving average sits near $75,000, so establishing a new floor there would restore some confidence in the market.
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It’s also significant for market makers. According to options data, market makers have negative gamma around $75,000. Negative gamma means market makers must hedge in the opposite direction of normal behavior — selling into dips and buying into rallies — which amplifies price moves and can accelerate trends. With Bitcoin above $75,000 and risk-on behavior returning to many market sectors, crypto stocks are once again on the radar. Many of these companies still trade well below their previous highs, so they may offer asymmetric upside if the crypto rally continues. If you want crypto exposure via a typical brokerage account, the two stocks below have distinct business models and technical setups suggesting momentum could be building. Twenty One Capital: High-Risk, High-Reward Bitcoin TreasuryThe DAT model commonly uses multiple on Net Asset Value (mNAV) to decide when to buy or sell assets. An mNAV of 1.0 means the stock trades in line with its Bitcoin holdings; above 1.0 implies a premium, while below 1.0 indicates a discount. Trusted treasury companies, such as MicroStrategy Inc. (NASDAQ: MSTR), often trade with an mNAV of 2.5–3.0 because investors are willing to pay for the management and capital strategy that can increase bitcoin-per-share over time. Twenty One Capital Inc. (NYSE: XXI) currently trades at a diluted mNAV of 0.79, meaning investors are paying about $0.79 for every $1 of Bitcoin exposure. The drawback of an mNAV under 1.0 is that the company can’t issue new common shares to buy Bitcoin without significantly diluting existing holders. Still, Twenty One Capital is the third-largest public Bitcoin holder, and that discount could narrow if cryptocurrencies keep rallying. XXI is also showing technical improvement. A bullish Moving Average Convergence Divergence (MACD) crossover pushed the stock back above its 50-day moving average, and the 100-day moving average is now within reach. XXI has been below its 100-day MA since last August, so a sustained move above that level could draw renewed buying interest ahead of any closing of the mNAV discount. Strive Inc.: A New Strategy on the Digital Asset Treasury ModelStrive Inc. (NASDAQ: ASST) is taking an unconventional approach to the DAT model. Instead of issuing common shares to fund digital asset purchases, Strive uses a preferred stock vehicle. SATA — the company’s Variable Rate Series A Perpetual Preferred Stock — funds Bitcoin accumulation, allowing Strive to buy BTC without diluting common shareholders even when ASST trades at an mNAV of 1.0 or below. SATA pays a roughly 13% annual dividend, so if Bitcoin appreciates at a rate higher than that yield, Strive can arbitrage the spread between its Bitcoin returns and the dividend obligation. Because the preferred is perpetual with no maturity, proceeds can be used directly for additional BTC purchases rather than repaying principal. Investors should recognize this is an unconventional strategy with unique risks: preferred dividends are an obligation, and if Bitcoin returns fall short of the dividend cost, common shareholders could be disadvantaged. That said, ASST has shown signs of an uptrend — a six-day winning streak in mid-April lifted the share price back above both the 50-day and 100-day moving averages, and the Relative Strength Index (RSI) confirms growing momentum as long as Bitcoin continues to rally. Both XXI and ASST are speculative, and their strategies carry pronounced crypto and small-cap risks. They may be appropriate only for investors who understand those risks and can tolerate significant volatility. |
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