This tracks how US Crypto Stocks is performing against the S&P 500: the relative-strength read traders use to find themes gaining momentum and the strongest stocks within them. Look for three things: whether it is gaining or losing ground on the index, whether the move is broad or led by a few large names, and which stocks lead on relative strength.
Current read · as at 3 July 2026
US Crypto Stocks is underperforming the S&P 500 and losing ground (the lagging zone of the rotation chart). It is down 19.8% over the past month but up 18.9% year to date. 1 of 13 stocks are above their 50-day average, with only a minority participating. On 3-month relative strength, HUT.US, RIOT.US and HOOD.US lead the theme.
Relative strength is measured against S&P 500, centred at 100. Above 100 means it outpaced the benchmark.
Performance charts
Rebased to 100 vs S&P 500
End of day
US Crypto Stocks vs S&P 500
Rising = outperforming
100 = matches benchmark. Above = outpacing it; below = lagging.
What's underneath the leaders
End of day
Latest-day drivers
- CIFR.US-12.26%-0.94%
- IREN.US-10.39%-0.80%
- WULF.US-10.18%-0.78%
Top 3 account for 34% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1HUT.US+3
- 2RIOT.US+3
- 3HOOD.US+10
- 4CIFR.US+3
- 5MARA.US+3
Rank 1 = strongest 3-month move. Delta is the rank change; positive means improving.
Breadth and Effective N measure how widely the basket is moving right now — a participation gauge, not a forecast.
Constituents
Weights and contribution to the basket move
CIFR.US | Cipher Mining Inc | $20.04 | -12.26% | 7.7% | -0.94% |
CLSK.US | CleanSpark Inc | $12.62 | -7.34% | 7.7% | -0.56% |
COIN.US | Coinbase Global Inc | $165.48 | +3.92% | 7.7% | +0.30% |
CORZ.US | Core Scientific, Inc. Common Stock | $21.43 | -9.62% | 7.7% | -0.74% |
CRCL.US | Circle Internet Group, Inc. | $64.62 | +4.31% | 7.7% | +0.33% |
GLXY.US | Galaxy Digital Holdings Ltd | $24.59 | -4.91% | 7.7% | -0.38% |
HOOD.US | Robinhood Markets Inc | $112.73 | +3.76% | 7.7% | +0.29% |
HUT.US | Hut 8 Corp. Common Stock | $97.14 | -8.18% | 7.7% | -0.63% |
IREN.US | IREN Ltd | $38.82 | -10.39% | 7.7% | -0.80% |
MARA.US | Marathon Digital Holdings Inc | $12.40 | -7.26% | 7.7% | -0.56% |
MSTR.US | MicroStrategy Incorporated | $100.77 | +7.90% | 7.7% | +0.61% |
RIOT.US | Riot Platforms, Inc. | $22.11 | -7.72% | 7.7% | -0.59% |
WULF.US | Terawulf Inc | $21.18 | -10.18% | 7.7% | -0.78% |
CIFR.US
Cipher Mining Inc
- Last
- $20.04
- 1D
- -12.26%
- Weight
- 7.7%
- Contribution
- -0.94%
CLSK.US
CleanSpark Inc
- Last
- $12.62
- 1D
- -7.34%
- Weight
- 7.7%
- Contribution
- -0.56%
COIN.US
Coinbase Global Inc
- Last
- $165.48
- 1D
- +3.92%
- Weight
- 7.7%
- Contribution
- +0.30%
CORZ.US
Core Scientific, Inc. Common Stock
- Last
- $21.43
- 1D
- -9.62%
- Weight
- 7.7%
- Contribution
- -0.74%
CRCL.US
Circle Internet Group, Inc.
- Last
- $64.62
- 1D
- +4.31%
- Weight
- 7.7%
- Contribution
- +0.33%
GLXY.US
Galaxy Digital Holdings Ltd
- Last
- $24.59
- 1D
- -4.91%
- Weight
- 7.7%
- Contribution
- -0.38%
HOOD.US
Robinhood Markets Inc
- Last
- $112.73
- 1D
- +3.76%
- Weight
- 7.7%
- Contribution
- +0.29%
HUT.US
Hut 8 Corp. Common Stock
- Last
- $97.14
- 1D
- -8.18%
- Weight
- 7.7%
- Contribution
- -0.63%
IREN.US
IREN Ltd
- Last
- $38.82
- 1D
- -10.39%
- Weight
- 7.7%
- Contribution
- -0.80%
MARA.US
Marathon Digital Holdings Inc
- Last
- $12.40
- 1D
- -7.26%
- Weight
- 7.7%
- Contribution
- -0.56%
MSTR.US
MicroStrategy Incorporated
- Last
- $100.77
- 1D
- +7.90%
- Weight
- 7.7%
- Contribution
- +0.61%
RIOT.US
Riot Platforms, Inc.
- Last
- $22.11
- 1D
- -7.72%
- Weight
- 7.7%
- Contribution
- -0.59%
WULF.US
Terawulf Inc
- Last
- $21.18
- 1D
- -10.18%
- Weight
- 7.7%
- Contribution
- -0.78%
Last price shown at full precision. Contribution is each holding's weight times its one-day move. A dash marks data pending after the latest end-of-day refresh.
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Equal weighted. Equal-weighted basket seeded from US-listed companies with businesses tied to cryptocurrency, screened nightly from end-of-day data. Active US common stocks only, with a market cap of at least USD 500 million and a 90-day average daily value traded of at least USD 2 million, top 20 by market cap. IREN, WULF, CIFR, and CORZ are also seeded in AI Data Centers & Power, reflecting their dual bitcoin mining and data center businesses.