"Maximize Your Gains: The Best Stocks to Play a Bitcoin Rebound"

With Bitcoin falling from its October 2025 highs of nearly $125,000 down to the $85,000 range in recent weeks, the market has indeed taken a significant hit. This pullback—driven by macroeconomic factors like interest rate uncertainty and late-cycle fatigue—has dragged down crypto-correlated stocks even harder than the asset itself.

However, if you believe a rebound is imminent, these stocks often act as a "leveraged" bet on Bitcoin's price, historically rising faster than the coin itself during recovery phases.

Here are three stocks that would likely see the most immediate benefit from a Bitcoin rebound, along with the reasoning for each.

1. MicroStrategy (MSTR)

The "Leveraged" Bitcoin Proxy

• Why it benefits: MicroStrategy is the closest thing the stock market has to a leveraged Bitcoin ETF. Because the company has utilized debt to acquire billions of dollars worth of Bitcoin, its stock price is mathematically tethered to BTC’s performance—but with a multiplier effect.

• The Investment Case: When Bitcoin drops, MSTR gets crushed (as seen recently). But when Bitcoin rebounds, MSTR typically outperforms the coin itself because its balance sheet value swells rapidly.

• 2025 Context: As of late 2025, they have continued to aggressively acquire Bitcoin. A rebound doesn't just improve sentiment; it immediately repairs their book value and validates their aggressive treasury strategy, forcing short sellers (who often target MSTR during downturns) to cover their positions, fueling a potential "short squeeze."

  
  

2. Coinbase Global (COIN)

The "Volume & Sentiment" Play

• Why it benefits: Coinbase makes the bulk of its money from transaction fees. During crypto downturns (like the one we are seeing in November/December), retail investors get scared and stop trading, drying up revenue.

• The Investment Case: A Bitcoin rebound triggers "FOMO" (Fear Of Missing Out). As prices tick up, retail volume returns, and trading fees skyrocket.

• 2025 Context: Coinbase has been diversifying into stablecoins and "real-world assets" (RWA), but their stock price is still highly correlated to crypto market health. A rebound validates their 2026 roadmap and improves their price-to-earnings multiple, which compresses severely during bearish sentiment.

  
  

3. Marathon Digital Holdings (MARA)

The "Operational Leverage" Play

• Why it benefits: As one of the largest publicly traded miners, Marathon is hit twice by a downturn: their revenue (Bitcoin mined) is worth less, and the assets on their balance sheet lose value.

• The Investment Case: Miners have high "operational leverage." Their costs (electricity, hardware) are relatively fixed. If Bitcoin rebounds, nearly every extra dollar in BTC price flows straight to their bottom line as pure profit.

• 2025 Context: Marathon holds a massive stack of Bitcoin (thousands of BTC). A rebound instantly improves their quarterly earnings report by revaluing these holdings. Additionally, MARA has been pivoting slightly toward AI compute to diversify; a BTC rebound gives them the capital cushion to fund these high-tech upgrades without diluting shareholders further.

A Note on Risk

While these stocks offer high upside during a rebound, they are "high beta" assets. This means if Bitcoin drops another 10%, these stocks could easily drop 20% or more. The current downturn is linked to broader economic factors (Bond yields, Fed policy), so a Bitcoin rebound likely requires the broader stock market (Nasdaq/S&P 500) to stabilize first.