Not too long ago, Trump was out in Nashville, just a stone’s throw from Broadway, schmoozing with the crypto bros at a Bitcoin conference. And before you knew it, whispers of “$1 million Bitcoin by 2030” spread faster than Elon Musk’s latest baby mama drama on Twitter.

Then came the memecoin era. And, oh boy, did that get the rug-pull artists excited. If the actual sitting U.S. President is launching a meme token, why should the SEC (or anyone else) come after them for dumping their latest “next-gen, AI-powered, decentralized, dog-themed” scam on unsuspecting degens? Altcoins went vertical.

But fast-forward a bit, and “The Don” moonwalks back into the White House. Instead of Bitcoin blasting off like SpaceX, it's been trading like a bloated dividend stock… down 20% since Inauguration Day. Peter Schiff is taking victory laps, dunking on Bitcoiners like Michael Saylor, acting like gold is suddenly the answer to all financial problems. So, was Trump really the crypto messiah? Or just another short-term catalyst that got priced in and dumped like trash? Honestly, who cares? Either way, there’s a silver lining… crypto stocks are having a fire… sale.

Bitcoin’s drop from its all-time high of almost $110K to around $83K hasn’t only torched BTC holders… it’s taken crypto stocks down a few floors with it. Coinbase is off 19% in just five days, while Robinhood has dropped 17% in the same period. Crypto miners like Riot Platforms, Marathon Digital, and CleanSpark are in free fall. But here’s the thing… none of this is because of regulation. If anything, crypto stocks just got a massive regulatory win.

The SEC,  formerly run by Gary Gensler (aka crypto’s least favorite person), dropped its investigations into Coinbase and Robinhood. Trump’s SEC pick, Paul Atkins, is actually pro-crypto, meaning the era of “regulation by enforcement” might be over. Oppenheimer analyst Owen Lau even called this “the beginning of the end” for the SEC’s crypto crackdown. And yet, these stocks are still trading like the SEC just announced a Bitcoin ban instead of giving them the regulatory equivalent of a participation trophy.

(Source: Mudrex)

If history tells us anything, crypto stocks tend to skyrocket when Bitcoin rallies. Coinbase’s fundamentals are still solid, with Oppenheimer giving them a $388 price target… implying an 85% jump from here. Steven Nie at Daiwa Capital Markets is even more bullish, calling for $400. Robinhood just made a power move, acquiring Bitstamp to expand its crypto empire. And Bitcoin miners (who got absolutely wrecked) might be sleeper plays right now.

Riot Platforms, Marathon Digital, Core Scientific, and CleanSpark have all been hit hard, but Cantor Fitzgerald analyst Brett Knoblauch thinks Bitcoin’s next 12-16 months will still be bullish.

The Trump-induced crypto hype cycle might have faded, but the fundamentals haven’t changed. Bitcoin’s pullback is nothing new… it’s still up massively from last year. Crypto stocks are beaten down but now have better regulatory clarity. Miners are diversifying into AI, making them less dependent on Bitcoin’s price.

So while everyone else is panicking, this might be the perfect time to load up on crypto stocks. I mean, seriously… do you really believe Bitcoin and the entire crypto market won’t bounce back?

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Stock.News has positions in Robinhood.