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 15 Oct 2026
US Crypto Stocks is underperforming the S&P 500 and losing ground (the lagging zone of the rotation chart). It is down 16.7% over the past month and 3.3% year to date. 1 of 13 stocks are above their 50-day average, with only a minority participating. On 3-month relative strength, MSTR.US, CRCL.US and COIN.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
- WULF.US-12.64%-0.97%
- CORZ.US-12.44%-0.96%
- CIFR.US-12.35%-0.95%
Top 3 account for 31% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1MSTR.US+10
- 2CRCL.US+11
- 3COIN.US+7
- 4IREN.US+8
- 5HOOD.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 | $9.94 | -12.35% | 7.7% | -0.95% |
CLSK.US | CleanSpark Inc | $9.22 | -9.11% | 7.7% | -0.70% |
COIN.US | Coinbase Global Inc | $172.89 | -4.90% | 7.7% | -0.38% |
CORZ.US | Core Scientific, Inc. Common Stock | $13.51 | -12.44% | 7.7% | -0.96% |
CRCL.US | Circle Internet Group, Inc. | $79.55 | -5.60% | 7.7% | -0.43% |
GLXY.US | Galaxy Digital Holdings Ltd | $17.93 | -9.03% | 7.7% | -0.69% |
HOOD.US | Robinhood Markets Inc | $101.08 | -8.54% | 7.7% | -0.66% |
HUT.US | Hut 8 Corp. Common Stock | $74.87 | -10.45% | 7.7% | -0.80% |
IREN.US | IREN Ltd | $30.56 | -12.18% | 7.7% | -0.94% |
MARA.US | Marathon Digital Holdings Inc | $8.23 | -9.66% | 7.7% | -0.74% |
MSTR.US | MicroStrategy Incorporated | $143.24 | -5.87% | 7.7% | -0.45% |
RIOT.US | Riot Platforms, Inc. | $15.10 | -9.42% | 7.7% | -0.72% |
WULF.US | Terawulf Inc | $11.54 | -12.64% | 7.7% | -0.97% |
CIFR.US
Cipher Mining Inc
- Last
- $9.94
- 1D
- -12.35%
- Weight
- 7.7%
- Contribution
- -0.95%
CLSK.US
CleanSpark Inc
- Last
- $9.22
- 1D
- -9.11%
- Weight
- 7.7%
- Contribution
- -0.70%
COIN.US
Coinbase Global Inc
- Last
- $172.89
- 1D
- -4.90%
- Weight
- 7.7%
- Contribution
- -0.38%
CORZ.US
Core Scientific, Inc. Common Stock
- Last
- $13.51
- 1D
- -12.44%
- Weight
- 7.7%
- Contribution
- -0.96%
CRCL.US
Circle Internet Group, Inc.
- Last
- $79.55
- 1D
- -5.60%
- Weight
- 7.7%
- Contribution
- -0.43%
GLXY.US
Galaxy Digital Holdings Ltd
- Last
- $17.93
- 1D
- -9.03%
- Weight
- 7.7%
- Contribution
- -0.69%
HOOD.US
Robinhood Markets Inc
- Last
- $101.08
- 1D
- -8.54%
- Weight
- 7.7%
- Contribution
- -0.66%
HUT.US
Hut 8 Corp. Common Stock
- Last
- $74.87
- 1D
- -10.45%
- Weight
- 7.7%
- Contribution
- -0.80%
IREN.US
IREN Ltd
- Last
- $30.56
- 1D
- -12.18%
- Weight
- 7.7%
- Contribution
- -0.94%
MARA.US
Marathon Digital Holdings Inc
- Last
- $8.23
- 1D
- -9.66%
- Weight
- 7.7%
- Contribution
- -0.74%
MSTR.US
MicroStrategy Incorporated
- Last
- $143.24
- 1D
- -5.87%
- Weight
- 7.7%
- Contribution
- -0.45%
RIOT.US
Riot Platforms, Inc.
- Last
- $15.10
- 1D
- -9.42%
- Weight
- 7.7%
- Contribution
- -0.72%
WULF.US
Terawulf Inc
- Last
- $11.54
- 1D
- -12.64%
- Weight
- 7.7%
- Contribution
- -0.97%
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.