Crypto market infrastructure stocks are suddenly back in focus after a swing in oil prices, fresh political clarity in Washington and a renewed regulatory push on digital assets. This mix of cooler inflation worries, clearer rules and rising ETF inflows has pushed some investors to reassess where regulated crypto exposure could fit in a portfolio. This article breaks down three stocks linked to that news backdrop and explains why their current setup now deserves attention.

The three stocks in this article are just a starter pack, and the full screen surfaced 17 more US crypto market infrastructure and compliance companies with similarly detailed stories that are not covered below. To identify potential higher conviction ideas before reading on, head straight into the US Crypto Market Infrastructure and Compliance Stocks screener.

Webull (BULL)

Overview: Webull runs a global mobile-first brokerage platform that lets retail investors trade securities and access tools, data, education and community features across multiple regulated markets.

Operations: Webull generates about $672 million from brokerage activity, with roughly $603 million from the US and smaller contributions from Singapore and other regions.

Market Cap: US$2.8b

For a screener built around regulated crypto market infrastructure, Webull matters because it is the direct consumer gateway where retail investors actually trade and hold assets. This makes its product decisions on digital assets especially important right now.

"Rapid adoption and reintroduction of crypto trading, alongside the platform's ability to quickly add new digital asset classes and prediction markets, positions Webull to capture growing demand for broad, mobile-accessible investment options, fueling revenue growth and market share."

"Rapid adoption and reintroduction of crypto trading, alongside the platform's ability to quickly add new digital asset classes and prediction markets, positions Webull to capture growing demand for broad, mobile-accessible investment options, fueling revenue growth and market share."

What really moves the needle for Webull is how one unresolved regulatory overhang ultimately shapes the economics of those expanding crypto and trading tools.

That unresolved overhang is the real story, and the full narrative for Webull shows how Webull's crypto push, pricing and regulation could be quietly reshaping its long term playbook.

Globant (GLOB)

Overview: Globant is a technology services group that builds AI infused platforms and software for large enterprises across industries worldwide.

Operations: Globant generates about US$2.5b in revenue from Software & Programming services, reflecting its focus on enterprise software and AI solutions.

Market Cap: US$2.0b

Globant matters in this crypto market infrastructure and compliance screen because its AI and software teams already build regulated grade platforms for financial institutions that need auditability, risk controls and SEC style oversight baked into their technology.

"The rapid adoption of AI and generative AI across industries is increasing the complexity of enterprise technology environments, driving greater demand for specialist partners to design, implement, and maintain tailored AI solutions. Client adoption of Globant's AI Pods and Glob.AI subscription model, while growing, still represents a relatively small share of overall revenue and requires ongoing human supervision, so any slowdown in scaling these offerings or any quality issues that limit expansion could weaken the expected mix shift to higher margin work and leave overall gross margin and earnings below investor expectations."

"The rapid adoption of AI and generative AI across industries is increasing the complexity of enterprise technology environments, driving greater demand for specialist partners to design, implement, and maintain tailored AI solutions. Client adoption of Globant's AI Pods and Glob.AI subscription model, while growing, still represents a relatively small share of overall revenue and requires ongoing human supervision, so any slowdown in scaling these offerings or any quality issues that limit expansion could weaken the expected mix shift to higher margin work and leave overall gross margin and earnings below investor expectations."

What really matters for Globant now is how a single shift in client appetite for regulated, AI powered platforms filters through to long term profitability.

That mix of risk and upside is exactly what the full narrative for Globant unpacks. It shows where Globant's AI work could be accelerating faster than headline margins suggest.

Telos (TLS)

Overview: Telos provides cyber, cloud, and identity security tools that help regulated organisations, including potential crypto platforms, meet strict compliance requirements.

Operations: Telos generates about $184 million from Security Solutions and $10 million from Secure Networks, almost entirely from US customers.

Market Cap: US$385 million

Telos slots into this crypto market infrastructure screen as the security and compliance specialist that could sit behind regulated exchanges, custodians, and ETF issuers. It quietly handles the complex work of risk, identity, and accreditation when regulators ask for more than basic checkbox controls.

"Rapid scaling of large, long-term federal security programs such as TSA PreCheck and DMDC, supported by a 500 plus site enrollment network and stronger than expected Telos ID performance in recent quarters, points to additional contract revenue that is not yet fully reflected in earnings and cash flow."

"Rapid scaling of large, long-term federal security programs such as TSA PreCheck and DMDC, supported by a 500 plus site enrollment network and stronger than expected Telos ID performance in recent quarters, points to additional contract revenue that is not yet fully reflected in earnings and cash flow."

The key variable is how one behind the scenes shift in Telos' higher margin security mix ultimately feeds through to profitability and investor patience.

That shift starts with how Telos gets paid on its best contracts, and the full narrative for Telos shows where that margin story could be quietly accelerating.

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This article is general in nature and was produced with the assistance of AI automation, based on data and analysis from Simply Wall St. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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