Washington is about to reshuffle the referees for crypto, and that could quietly reshape how money flows into U.S. listed exchanges and brokerage platforms tied to digital assets. Clearer rules can squeeze some business models while giving others a cleaner runway, so sitting on the sidelines carries its own risk. This article walks through three stocks exposed to that regulatory story and explains why each might deserve a closer look now.
The stocks covered next are just a starter pack, while the full screen on Simply Wall St surfaced 34 more companies with equally detailed crypto narratives that do not fit into this article. To size up the wider opportunity set, head straight into the U.S.-Listed Crypto Exchanges & Brokerage Platforms screener to identify, filter, and analyze the highest conviction U.S. listed crypto exchanges and brokerage platforms.
Virtu Financial (VIRT)
Virtu Financial plugs into the screener theme as the picks and shovels behind modern trading, including crypto venues, using its market making and execution platforms to connect institutions to a wide range of assets.
Scaling invested trading capital from about US$2.0b a year ago to US$3.4b as of September 2026, supported by an incremental US$500m term loan and a medium term goal above US$4.0b, increases the capital base that can generate ANT and EBITDA.
The analyst consensus Narrative on Simply Wall St treats one unresolved regulatory and liquidity pressure as the quiet swing factor for Virtu’s future profitability.
That swing factor is the real hinge for Virtu Financial, and the full narrative for Virtu Financial explains how capital, regulation, and liquidity pressure could be decoupling expectations from reality.
Visa (V)
Visa links the crypto theme to everyday spending by running one of the largest global payment networks while experimenting with digital asset rails alongside its traditional card franchise.
Visa generates about US$46 billion from Payment Services and has a market value of roughly US$793 billion, which reflects the scale of its global payment network.
The analyst consensus Narrative on Simply Wall St argues that Visa’s expanding role in digital money movement could matter far more than its limited direct crypto exposure today.
Continued build out of cross border and money movement solutions, including Visa Direct reaching 18 billion endpoints and about 12.5 billion to 12.6 billion transactions last year, together with scaled stablecoin settlement on nine blockchains, is broadening Visa's fee pools and can support net revenue and EPS growth.
What investors really have to weigh is how one pressure point on Visa’s future pricing power could reshape those earnings assumptions almost overnight.
That pricing hinge is exactly what full narrative for Visa unpacks. It reveals where Visa’s fee engine could stall, where it could accelerate, and which risks might be getting mispriced.
CoinShares (CSHR)
CoinShares builds crypto linked investment products and capital markets services, with Asset Management generating about US$107 million and Capital Markets around US$29 million, all from Jersey, on a market value of roughly US$473 million.
CoinShares gives you direct exposure to crypto capital markets through exchange like products, trading activity, and tokenization efforts, all in a single U.S. listed stock. Interest is rising as regulators move toward clearer rules on digital asset venues and custody. However, one unseen pressure could decide how much of that clarity turns into profitable scale.
That unseen pressure is exactly what the 2 key rewards and 2 important warning signs lays out, so you can see where CoinShares’ crypto scale story could accelerate or stall next.
Seeking Alternatives Before The Crowd
Fresh ideas move first, prices move next. Before the next breakout gathers momentum and gets caught by the crowd, scan these under the radar lists while it matters.
- Spot potential high quality bargains early by checking the 32 high quality undervalued stocks that couples cash flow strength with balance sheet discipline before momentum traders start piling in.
- Review the 86 robotics and automation stocks packed with automation plays that may benefit from growing interest in productivity-focused technologies.
- Explore the 43 power grid technology and infrastructure stocks featuring businesses tied to grid upgrades, transmission technology, and electrification while they are still flying under most radars.
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Sasha Jovanovic
Sasha is an Equity Analyst at Simply Wall St with 15 years financial markets experience. He is a CFA Charterholder and holds Bachelor degrees in Mathematics and International Studies from the University of Technology, Sydney, Australia. He worked at CommSec Investment Management as an Investment Analyst from 2014 and later at Sequoia Financial Group as a Portfolio Analyst from 2018.
