What are Nakamoto, SharpLink, and Strive?

Bitcoin/ETH treasury companies with side businesses, buying coins aggressively for yield and growth.

Can crypto stocks really beat Bitcoin ETFs?

Maybe—if prices rebound and they stack per-share holdings. TD Cowen says yes; history's mixed.

Are these stocks a buy after 90% drops?

High risk. Vitanza's bullish to $1-$26. But crypto's volatile—DYOR. Word count: ~950.

TD Cowen's Wild Bet: 3 Crashed Crypto Stocks Poised to Smoke Bitcoin ETFs?

Ever wonder why Wall Street's sniffing around 90% losers in crypto stocks? TD Cowen thinks Nakamoto, SharpLink, and Strive will lap Bitcoin ETFs—if prices moon.

theAIcatchup Apr 09, 2026 4 min read

Stock charts of Nakamoto, SharpLink, Strive vs Bitcoin ETF performance

⚡ Key Takeaways

TD Cowen rates Nakamoto, SharpLink, Strive as Buys with targets implying 3-5x upside if BTC hits $140k. 𝕏
These crypto stocks blend treasuries, staking, and ops for potential ETF outperformance. 𝕏
Skeptical view: 90% drops signal risks like dilution; historical ICO parallels warn of hype. 𝕏

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theAIcatchup

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#Bitcoin ETFs #TD Cowen #crypto stocks #nakamoto-holdings

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Originally reported by CoinDesk

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