Bitcoin’s recent selloff rattled markets, but the weakness could be short-lived. The cryptocurrency tumbled nearly 19% from its highs last week after President Donald Trump threatened 100% tariffs on China, wiping nearly half a trillion dollars off the crypto market. Now, Bitcoin has stabilized around $112,000, and traders are betting the next move is higher once the dust settles.
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That sets the stage for a rebound across crypto-linked stocks. For investors looking to buy the dip, three names stand out: Robinhood Markets (HOOD), PayPal (PYPL), and Visa (V). All are deeply tied to digital assets, and each has clear catalysts ahead as Bitcoin regains its footing.
Robinhood Markets (HOOD) Gains From Crypto Volatility
Robinhood has become a retail gateway for cryptocurrency trading, handling major coins like Bitcoin, Ethereum, and Dogecoin through its Robinhood Crypto platform. The company’s earnings outlook has sharply improved, with analysts expecting 39.5% growth this year, helped by a rebound in trading volumes and expanding crypto activity.
Robinhood’s earnings consensus estimate has jumped 22.6% in the past 60 days, reflecting higher engagement from retail traders. With a Moderate Buy rating, Robinhood is viewed as one of the best-positioned plays if crypto volumes continue to recover.
PayPal (PYPL) Reclaims Its Crypto Edge
PayPal remains a leader in digital payments and crypto integration. Its platform allows users to buy, hold, and sell Bitcoin, Ethereum, and other tokens, while Venmo gives millions of users simple access to the same features.
The company’s 12% expected earnings growth this year reflects renewed confidence in its payments business, while the consensus has improved 2.6% over the last 60 days. As consumer crypto use rebounds, PayPal’s infrastructure keeps it front and center.
Visa (V) Expands Its Stablecoin Network
Visa is deepening its role in blockchain infrastructure. The payments giant is expanding its stablecoin settlement capabilities to the Solana network in partnership with Worldpay and Nuvei. This move modernizes global money transfers and aligns Visa directly with the next phase of digital finance.
Analysts expect 13.7% earnings growth this year, and the company holds a Strong Buy rating. The push into Solana-based payments strengthens Visa’s long-term position in crypto transactions, giving it exposure to stablecoins and cross-border settlements without the volatility of holding crypto directly.
Key Takeaway
Bitcoin’s sharp decline shook confidence, but analysts say the fundamental drivers, institutional adoption, easing rate expectations, and ETF inflows, remain intact. If Bitcoin resumes its rally, these three stocks could lead the rebound.
For now, the market’s fear looks temporary, and history shows that every major Bitcoin correction has created new entry points. For investors who missed the first leg of the rally, Robinhood, PayPal, and Visa offer a second chance before the next uptrend begins. They can also compare all three stocks side-by-side on the TipRanks Stocks Comparison Tool. Click on the image below to find out more.
