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This Week's Featured Story
2 Crypto Stocks Flashing Bullish Signals as Bitcoin Tops $75,000By 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: Have $500? Invest in Elon’s AI Masterplan
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 unusually quiet, and most remain well below the August 2025 peak. However, Bitcoin recently reclaimed the key $75,000 price level, which is significant for investors. If you’re looking to add crypto exposure to your portfolio, two small-cap Digital Asset Treasury (DAT) stocks may warrant a closer look. Why $75,000 Was a Key Level for Bitcoin InvestorsA move above $75,000 had been long-awaited for several reasons. That level acted as resistance after the price collapse in early February, and when key resistance levels are breached they often become new areas of support. The 100-day moving average sits near $75,000, so establishing a new BTC floor there would help restore confidence in the market.
In addition, options data show market makers have negative gamma around $75,000. Negative gamma describes how quickly the value of derivatives changes as the underlying asset moves. In that situation, market makers may need to sell on dips and buy into rallies to hedge, a dynamic that can amplify price moves. Now that Bitcoin has broken through $75,000 and risk-on behavior has returned to many market sectors, crypto-related stocks are looking attractive again. Many of these companies still trade well below their prior highs. If you want crypto exposure through a regular brokerage account, the two stocks below have distinct business models and technical tailwinds that suggest upward momentum may be building. Twenty One Capital: High Risk, High Reward Bitcoin TreasuryThe typical DAT model uses a metric called multiple on Net Asset Value (mNAV) to decide when to buy and sell assets. A stock with an mNAV of 1.0 trades roughly in line with its Bitcoin holdings; an mNAV above 1.0 means investors pay a premium for that exposure. Conversely, an mNAV below 1.0 indicates the stock trades at a discount to its holdings and can signal challenges for the company. A treasury company that the market trusts, like MicroStrategy Inc. (NASDAQ: MSTR), typically trades with an mNAV of 2.5–3.0 because investors value management’s track record. When MicroStrategy raises capital to buy more Bitcoin, it can increase Bitcoin-per-share value for existing holders. Twenty One Capital Inc. (NYSE: XXI) currently trades at a diluted mNAV of 0.79, meaning investors are paying about 79 cents for every $1 of Bitcoin exposure. The downside of an mNAV below 1.0 is that the company may be limited in issuing new shares to fund Bitcoin purchases without excessively diluting existing shareholders. Still, Twenty One Capital is now one of the largest public Bitcoin holders, and that discount could narrow if cryptocurrencies continue to rally. XXI shares are beginning to show technical tailwinds. A bullish Moving Average Convergence Divergence (MACD) crossover helped push 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 moving average since last August, so a move above that level could attract renewed accumulation ahead of a potential mNAV discount compression. Strive Inc.: A New Strategy on the Digital Asset Treasury ModelStrive Inc. (NASDAQ: ASST) is experimenting with a different approach to the DAT model. Instead of issuing new common shares to buy digital assets, Strive issues a preferred-stock vehicle to fund purchases. SATA is the company’s Variable Rate Series A Perpetual Preferred Stock. Using preferred stock to finance Bitcoin accumulation lets Strive keep buying 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 compounds at a higher annual rate, Strive can capture the spread between its Bitcoin returns and the preferred dividend obligation. The preferred shares have no maturity date, so proceeds can be used directly for new BTC purchases. Investors should understand that using preferred stock to fund digital-asset purchases for the benefit of common shareholders is unconventional and carries unique risks—chiefly, that Bitcoin gains may not outpace the dividend expense. If the strategy works, though, ASST shares could become an attractive value proposition. There are early signs of improvement: the stock posted a six-day winning streak in mid-April and is now back above both the 50-day and 100-day moving averages. The Relative Strength Index (RSI) supports the upward momentum, which should persist if Bitcoin continues to rally. |
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