Stock prices decreased overall this week. On average, crypto investment platforms fell by 13%, and the Bitcoin network operator dropped by 12%. Mild strength from Block and Robinhood buoyed our index, resulting in an overall decline of 7%.
This sell-off is largely correlated with the tech downturn this week, which led companies such as Nvidia to lose many billions in market value. However, the correlation has diminished for Bitcoin and Ethereum, with both assets remaining flat over the week.
For most of these companies—if not all—Q4 2024 is likely to be the highest revenue-generating quarter ever in the crypto space. As we enter earnings season, we should expect many companies to report strong results, having already surpassed the revenue targets set by analysts during the early-2024 bear market.
Despite the rough week for our index, most groups are up year-to-date in 2025 given all the positive news for the industry under the new administration. We look forward to following earnings season closely. With Coinbase scheduled to announce its results on February 13th, we expect this to clearly demonstrate just how strong the last quarter has been.