Bitcoin Holds Above $119K; Visa, Robinhood, IBKR Report Rising Crypto Revenue

Bitcoin is proving its staying power in 2025. After reaching an all-time high of $123,153.22 last week, the world’s most valuable cryptocurrency has stabilized above the $119,000 mark. That stability, despite recent inflation data and global trade tensions, has reignited investor interest in companies linked to the digital asset space.

Unlike past rallies driven by hype and speculation, this leg of Bitcoin’s rise is unfolding during a period of economic uncertainty. Inflation remains elevated, and global trade dynamics continue to shift, particularly in light of newly announced bilateral trade agreements. Yet, Bitcoin's performance has remained largely unaffected, pointing to deeper adoption and broader market maturity.

With digital assets increasingly integrated into financial systems—from payment rails to brokerage platforms—investors are taking a closer look at public companies positioned at the intersection of traditional finance and blockchain technology.

Here are three such companies whose business models are being positively impacted by the crypto surge:

Visa Inc. (NYSE: V)

Visa has been quietly embedding itself into the digital asset ecosystem—not by investing in cryptocurrencies directly, but by upgrading its transaction infrastructure to support stablecoins and public blockchains. In its latest move, the payments giant expanded settlement capabilities to the Solana network, known for its high throughput and low transaction costs.

The expansion goes beyond technical integration. Visa is now working with global acquirers like Worldpay and Nuvei to enable real-time, blockchain-based settlements between merchants and payment processors. This could eventually reduce the reliance on SWIFT transfers and currency conversion fees, particularly in emerging markets.

While the crypto community often focuses on price charts, Visa’s approach targets the backbone of financial transactions. It’s not about volatility; it's about velocity. With over $10 trillion in global payments moving through its network annually, even marginal adoption of stablecoin rails could meaningfully enhance both revenue and efficiency.

Over the last quarter, earnings estimates for Visa’s current fiscal year have edged higher, reflecting cautious optimism from analysts as blockchain moves from pilot projects to real-world payments infrastructure.

Robinhood Markets, Inc. (NASDAQ: HOOD)

Robinhood’s decision to integrate crypto trading into its zero-commission platform in 2018 was initially viewed as a novelty. But in 2025, that feature is now a cornerstone of the company’s growth story. The platform enables millions of users—many of them under 40—to access not only stocks and ETFs, but also a curated list of digital currencies, including Bitcoin, Ethereum, and Dogecoin.

Earlier this year, Robinhood reported that cryptocurrency trading volumes on its platform grew more than 30% quarter-over-quarter. Unlike traditional brokerages that fence off crypto behind separate platforms, Robinhood presents it alongside other financial assets, helping normalize digital currency ownership for a new generation of investors.

Behind the scenes, the firm is also developing its own crypto wallet infrastructure, allowing customers to transfer assets on and off the platform—a significant shift from its previous closed-loop approach.

Earnings projections for the current year have jumped nearly 20% since May, suggesting that analysts expect crypto-related revenue to remain a significant contributor to overall performance.

Interactive Brokers Group, Inc. (NASDAQ: IBKR)

Unlike Robinhood, which focuses on retail traders, Interactive Brokers caters to professionals and active investors. Its crypto offering includes spot trading and regulated futures products—features that appeal to institutions and hedge funds looking for hedged or leveraged exposure to digital assets.

IBKR was among the first mainstream brokerages to offer access to Bitcoin and Ethereum futures listed on U.S. exchanges. It has since expanded its offering to include margin trading on certain crypto assets, as well as direct custody services through partnerships with regulated third-party custodians.

Its presence in the crypto derivatives space has helped attract a different kind of user—more risk-aware, typically institutional, and looking for diversification beyond equities or bonds. With the Chicago Mercantile Exchange (CME) seeing record volumes in crypto futures this year, firms like IBKR stand to benefit from the parallel demand for execution and risk management tools.

Earnings estimates for Interactive Brokers have been revised upward in recent months, reflecting analyst confidence in the company’s ability to capitalize on broader volatility and digital asset adoption.

Bitcoin’s Rise Reflects in Trading Revenue and Infrastructure Usage

The direct impact of Bitcoin’s recent rally is visible in the operating metrics of companies serving crypto markets. At Robinhood, cryptocurrency trading revenue climbed to $126 million in the first quarter of 2025 — more than double the previous quarter. The company added over 800,000 new crypto-enabled accounts between January and March, according to its latest earnings call.

Visa’s blockchain activity also reflects growing transaction demand. The firm processed over $2.4 billion in stablecoin settlements through its pilot integrations with Solana and Ethereum since January, up from $1.1 billion in the last quarter of 2024. The rollout with Nuvei and Worldpay has now expanded into 16 countries, targeting high-volume merchants in cross-border sectors such as travel and e-commerce.

Interactive Brokers reported that cryptocurrency derivatives contracts traded on its platform rose by 19% year-over-year in the second quarter, with a notable increase in demand for CME Bitcoin futures among European and Asian institutional clients. Executives attributed the growth to “renewed interest in regulated crypto exposure” in light of Bitcoin’s sustained price strength and growing ETF participation.

Rather than speculative bets on token appreciation, investor capital this year has shifted toward businesses generating recurring revenue from cryptocurrency operations. With regulators still cautious on retail coin ownership in several jurisdictions, equities linked to crypto infrastructure are becoming the preferred route for many investors seeking digital asset exposure without the compliance risks of holding the assets directly.

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