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 11 Sept 2026
US Crypto Stocks is outperforming the S&P 500 and still gaining ground (the leading zone of the rotation chart). It is up 11.1% over the past month and 20.9% year to date. 7 of 13 stocks are above their 50-day average. On 3-month relative strength, HOOD.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
- HUT.US+8.83%+0.68%
- CLSK.US+6.80%+0.52%
- CIFR.US+5.71%+0.44%
Top 3 account for 51% of the total move.
Contribution is each holding's weight times its one-day move.
Emerging leaders (3-month rank)
- 1HOOD.US+9
- 2CRCL.US+11
- 3COIN.US+9
- 4MSTR.US+7
- 5MARA.US+2
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 | $16.85 | +5.71% | 7.7% | +0.44% |
CLSK.US | CleanSpark Inc | $13.67 | +6.80% | 7.7% | +0.52% |
COIN.US | Coinbase Global Inc | $175.26 | +1.73% | 7.7% | +0.13% |
CORZ.US | Core Scientific, Inc. Common Stock | $17.94 | +3.28% | 7.7% | +0.25% |
CRCL.US | Circle Internet Group, Inc. | $90.60 | +0.31% | 7.7% | +0.02% |
GLXY.US | Galaxy Digital Holdings Ltd | $24.40 | +1.12% | 7.7% | +0.09% |
HOOD.US | Robinhood Markets Inc | $112.57 | -0.67% | 7.7% | -0.05% |
HUT.US | Hut 8 Corp. Common Stock | $98.60 | +8.83% | 7.7% | +0.68% |
IREN.US | IREN Ltd | $43.83 | +0.44% | 7.7% | +0.03% |
MARA.US | Marathon Digital Holdings Inc | $11.98 | +4.81% | 7.7% | +0.37% |
MSTR.US | MicroStrategy Incorporated | $130.97 | +1.87% | 7.7% | +0.14% |
RIOT.US | Riot Platforms, Inc. | $21.47 | +2.48% | 7.7% | +0.19% |
WULF.US | Terawulf Inc | $16.74 | +3.72% | 7.7% | +0.29% |
CIFR.US
Cipher Mining Inc
- Last
- $16.85
- 1D
- +5.71%
- Weight
- 7.7%
- Contribution
- +0.44%
CLSK.US
CleanSpark Inc
- Last
- $13.67
- 1D
- +6.80%
- Weight
- 7.7%
- Contribution
- +0.52%
COIN.US
Coinbase Global Inc
- Last
- $175.26
- 1D
- +1.73%
- Weight
- 7.7%
- Contribution
- +0.13%
CORZ.US
Core Scientific, Inc. Common Stock
- Last
- $17.94
- 1D
- +3.28%
- Weight
- 7.7%
- Contribution
- +0.25%
CRCL.US
Circle Internet Group, Inc.
- Last
- $90.60
- 1D
- +0.31%
- Weight
- 7.7%
- Contribution
- +0.02%
GLXY.US
Galaxy Digital Holdings Ltd
- Last
- $24.40
- 1D
- +1.12%
- Weight
- 7.7%
- Contribution
- +0.09%
HOOD.US
Robinhood Markets Inc
- Last
- $112.57
- 1D
- -0.67%
- Weight
- 7.7%
- Contribution
- -0.05%
HUT.US
Hut 8 Corp. Common Stock
- Last
- $98.60
- 1D
- +8.83%
- Weight
- 7.7%
- Contribution
- +0.68%
IREN.US
IREN Ltd
- Last
- $43.83
- 1D
- +0.44%
- Weight
- 7.7%
- Contribution
- +0.03%
MARA.US
Marathon Digital Holdings Inc
- Last
- $11.98
- 1D
- +4.81%
- Weight
- 7.7%
- Contribution
- +0.37%
MSTR.US
MicroStrategy Incorporated
- Last
- $130.97
- 1D
- +1.87%
- Weight
- 7.7%
- Contribution
- +0.14%
RIOT.US
Riot Platforms, Inc.
- Last
- $21.47
- 1D
- +2.48%
- Weight
- 7.7%
- Contribution
- +0.19%
WULF.US
Terawulf Inc
- Last
- $16.74
- 1D
- +3.72%
- Weight
- 7.7%
- Contribution
- +0.29%
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.