Long term bond buybacks, a softer US dollar and a sharp swing in crypto sentiment have pushed scarce assets such as bitcoin back into the spotlight, along with the stocks tied to that momentum. This shift can reward investors who identify which listed crypto financial infrastructure and trading platforms are most exposed to the news event. This article walks through three such stocks and what their exposure could mean for your portfolio.

The stocks covered below are just a sample, and the full screen highlights 17 more listed crypto financial infrastructure and trading platforms with equally compelling stories that are not discussed in this article. To identify and analyze the highest conviction ways to play this theme, head straight to…