Monday, December 29, 2025

Why Blockchain Stocks Like Core Scientific, Figure and Globant Offer Stable Growth

Are blockchain stocks the bridge between volatile crypto markets and stable enterprise growth?

As trading volume surges in blockchain stocks, savvy investors are eyeing Core Scientific (CORZ), Figure Technology Solutions (FIGR), and **Globant (GLOB)**—the top performers by recent dollar trading volume according to MarketBeat's stock screener tool.[original] These aren't just crypto plays; they represent pure-play blockchain firms and diversified enterprise technology solutions providers transforming capital markets, digital asset mining, and beyond.

Consider Core Scientific (CORZ), North America's leading digital asset mining and hosting provider. Operating expansive data center facilities across states like Texas, Georgia, and Kentucky, it runs ~163,000 bitcoin miners for self-mining (18.1 EH/s hash rate) and hosting services for customer-owned mining equipment—earning 247 BTC in March 2025 alone while customers mined an estimated 17 BTC.[2][original] What makes this compelling? Core Scientific's pivot to high-performance computing (HPC) and AI workloads on its blockchain infrastructure delivers "long-term cash flow stability" amid cryptocurrency mining volatility, positioning it as a dual bet on Bitcoin miners and AI data centers.[6][2] For organizations looking to implement AI workflow automation in their blockchain operations, this infrastructure evolution represents a critical convergence point.

Then there's Figure Technology Solutions (FIGR), redefining capital markets with blockchain-based applications and next-generation lending via its proprietary blockchain ledger. By enhancing trading infrastructure, standardization, and liquidity in consumer credit and digital assets, Figure streamlines operations that traditional finance can't match—faster settlements, reduced friction, and broader access.[original] For business leaders, this raises a pivotal question: How quickly will blockchain protocols disrupt legacy lending when they already power efficient, transparent digital asset positions? Technical teams building sophisticated monitoring systems can leverage n8n's flexible automation platform to manage complex blockchain workflows with enterprise-grade precision.

Globant (GLOB) takes a broader view, delivering enterprise technology solutions infused with blockchain, cloud technologies (AWS, Google Cloud, Microsoft, Oracle, SalesForce, SAP, ServiceNow), AI, cybersecurity, Internet of Things (IoT), metaverse, and digital experience. Their Agile organization and "Cultural Hacking" approaches optimize processes while embedding blockchain technology into scalable ecosystems.[original] In a world where DeFi and cryptocurrency converge with enterprise needs, Globant's portfolio isn't niche—it's the full-stack enabler for digital transformation.

Why does this matter now? With global blockchain markets projected to hit $469B by 2030, these blockchain stocks offer exposure to digital assets without pure crypto risk—blending Mining and Hosting segments, trading volume spikes, and integrations like Core Scientific's AI shift.[3] Organizations seeking to integrate AI, ML, and IoT technologies into their blockchain strategies will find unprecedented opportunities for operational efficiency and competitive advantage. MarketBeat All Access tools can track alerts and ratings for strategic planning ($99/year).[original] Yet the real insight: As Bitcoin holders and miners adapt (e.g., corporate BTC accumulation amid ETP dips), these firms bridge cryptocurrency speculation to tangible business value—data centers powering tomorrow's economy.[5][1]

Forward thinkers: Will your portfolio capture this blockchain infrastructure convergence before it redefines industries? These leaders show how hosting provider scale meets enterprise demand—worth watching into 2026.

Are blockchain stocks a bridge between volatile crypto markets and stable enterprise growth?

Yes — some blockchain-listed companies can act as a bridge by providing business-facing products and services (data centers, enterprise software, cloud/AI integrations) that generate recurring revenue less tied to short-term crypto price swings. Organizations looking to integrate AI, ML, and IoT technologies into their blockchain strategies will find unprecedented opportunities for operational efficiency and competitive advantage. That said, exposure varies by company and may still carry material crypto-related, regulatory, and operational risk.

Which companies were highlighted as top blockchain-stock plays?

The piece highlighted Core Scientific (CORZ) for bitcoin mining and hosting, Figure Technology Solutions (FIGR) for blockchain-native capital-markets and lending infrastructure, and Globant (GLOB) for enterprise digital transformation that includes blockchain, cloud, AI, cybersecurity and IoT services.

What makes Core Scientific (CORZ) an interesting blockchain-stock candidate?

Core Scientific operates large bitcoin-mining campuses (hundreds of thousands of miners and ~EH/s hash rate), provides hosting services to third parties, and has been pivoting part of its infrastructure toward high-performance computing (HPC) and AI workloads. This diversification can smooth cash flows that would otherwise be tightly coupled to BTC prices and mining margins.

How does Figure Technology Solutions (FIGR) differ from traditional fintech?

Figure builds blockchain-native ledgers and capital-markets infrastructure designed to speed settlements, standardize asset representations and reduce friction in lending and digital-asset operations. Unlike legacy systems, its tech aims for faster, more transparent settlements and automated workflows suited to tokenized assets and next‑gen lending products.

What role does Globant (GLOB) play in enterprise blockchain adoption?

Globant is a full‑stack enterprise technology and digital‑experience firm that embeds blockchain capabilities into broader solutions (cloud, AI, cybersecurity, IoT, metaverse). Its strength is integrating blockchain into scalable enterprise ecosystems and digital transformation programs rather than offering a single crypto product.

What key metrics should investors watch when evaluating blockchain-related stocks?

For miners/hosts: hash rate, BTC produced, hosting utilization, energy costs, and unit economics per TH/s. For platform/service providers: revenue mix (blockchain vs. non‑blockchain), recurring revenue, gross margins, backlog/contract wins, customer concentration, and partnerships with cloud providers. Across all: cash flow, balance‑sheet strength, regulatory exposure, and trading/liquidity metrics.

What are the primary risks of investing in blockchain stocks?

Risks include crypto price volatility (which can affect miners' revenue), regulatory and legal changes, high capital and energy costs for mining, execution risk for tech pivots (e.g., shifting to HPC/AI), concentration in a few customers or assets, and market liquidity. Operational disruptions and rapid tech or protocol changes also matter.

How can enterprises leverage blockchain infrastructure from these providers?

Enterprises can use hosting providers for secure compute and storage of blockchain nodes, partner with ledger/platform vendors to tokenize assets or modernize lending workflows, and integrate blockchain with AI/ML and IoT for provenance, automation, and new business models. Firms should pilot narrow use cases, validate regulatory compliance, and plan integrations with existing cloud and data ecosystems.

What tools and data sources help monitor these stocks and underlying blockchain activity?

Use stock screeners and alert services (e.g., MarketBeat) for trading volume, ratings and news; SEC filings for financials and risk disclosures; on‑chain explorers and mining dashboards for production and hash‑rate data; and automation/monitoring platforms (n8n, observability stacks) to aggregate alerts and operational metrics. Combine quantitative on‑chain data with company guidance and macro/regulatory updates.

How should investors think about allocation and time horizon for blockchain stocks?

Treat blockchain equities as higher‑risk, thematic positions within a diversified portfolio. Many of these firms are best suited to medium‑to‑long horizons (several years) because revenue diversification, regulatory clarity, and technology adoption take time. Position size should reflect your risk tolerance, research, and whether you prefer direct crypto exposure or enterprise play on blockchain infrastructure. For organizations seeking to implement AI workflow automation in their blockchain operations, this infrastructure evolution represents a critical convergence point.

No comments:

Post a Comment