Block Stock And Crypto Infrastructure Plays As Bitcoin Demand Builds

Long term U.S. yields are pressing higher, federal debt has moved beyond $40t, and the Treasury is stepping up bond buybacks as confidence in the dollar wobbles and traders look harder at gold and Bitcoin. That mix is reshaping how crypto exchanges and infrastructure platforms are viewed. This article walks through three stocks from our screener that appear especially exposed to these cross currents right now.

The three stocks below are just a starting sample, since the full screen surfaced 33 more listed crypto exchanges and infrastructure platforms with equally detailed stories that are not covered here. If you want to go deeper into this theme, head straight to the Listed Crypto Exchanges and Infrastructure Platforms screener to identify, analyze, and focus on the highest conviction ideas.

Paysafe (PSFE)

Overview: Paysafe is a digital payments company that runs two main businesses, Merchant Solutions and Digital Wallets, processing online and in store payments and providing wallet and eCash services that can support digital asset and crypto related transaction flows. Its platforms are embedded in sectors like gaming, iGaming, travel, streaming, retail, and digital assets, connecting consumers and merchants across cards, eCash, wallets, and pay by bank methods.