Ranking the Top Crypto Stocks: Coinbase vs. IBIT vs. MicroStrategy

In this Market Mondays clip, Rashad Bilal, Troy Millings, and Ian Dunlap break down the hottest crypto-related stocks and ETFs in today's market. The team dives deep into the strengths and weaknesses of Coinbase, IBIT (iShares Bitcoin Trust), and MicroStrategy—three major ways investors can get exposure to cryptocurrency through the stock market. Rashad starts the conversation by identifying each asset: Coinbase is the go-to platform for buying cryptocurrency, IBIT follows the price of Bitcoin as an ETF (backed by industry giant BlackRock), and MicroStrategy is a company that’s become synonymous with Bitcoin holdings—practically turning into a Bitcoin treasury. Ian highlights the importance of analyzing risk versus reward. He points out that while MicroStrategy once claimed the top spot due to its bold Bitcoin accumulation, current threats and volatility push it to the bottom of his ranking. Coinbase, with its strong leadership and lower perceived risk, gets his vote for number one. IBIT sits in the middle—reliable, but not quite on the same level as investment giants like Vanguard or BlackRock. Rashad pushes back, arguing IBIT deserves the top spot. He stresses the unprecedented security of a product backed by BlackRock, the largest asset manager ever. In his view, if you really believe in Bitcoin’s growth potential, IBIT offers the purest 1:1 exposure, removing the variables that platforms like Coinbase face during earnings reports or market downturns. Troy shares his perspective, agreeing IBIT is the best option for investors wanting direct bitcoin exposure. He explains that owning IBIT is not exactly the same as holding Bitcoin yourself, but it provides a simple route to gain exposure through a fund structure. Coinbase, meanwhile, earns revenue from transaction and subscription fees, making it a strong but somewhat cyclical contender. The trio concludes by ranking the three: IBIT first for its direct and secure Bitcoin exposure, Coinbase second for its business model, and MicroStrategy third due to its current risk factors. Throughout, they also briefly address their broader crypto confidence, with Rashad sharing that Bitcoin and Ethereum are the only coins he’s truly bullish on for the long term. If you're wondering how to get started with crypto investing—or want to understand which publicly traded options might suit your strategy—this clip is packed with insights, debates, and expert perspectives. *Hashtags:* #CryptoStocks #Coinbase #MicroStrategy #IBIT #BitcoinETF #MarketMondays #Investing #CryptoInvesting #StockMarket #BlackRock #Bitcoin

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Episode Transcript

Speaker 1 (00:00):
Let's talk about crypto currency.

Speaker 2 (00:04):
Not as do put slow cook equals.

Speaker 3 (00:09):
You're doing too much, my boy, But I appreciate you
think that's the best crazy.

Speaker 1 (00:13):
The best crypto related stocks. Right, if you had to
rank it from coin Base micro strategy an ibit right
strongest to weakest, and you know it's these are all
crypto related, but they're kind of unrelated in a sense

(00:33):
where obviously ibit is made to track the price of
bitcoin ETF micro strategy is like a big coin on steroids. Yeah, yeah,
bitcoin adjacent to have over stretched gains or losses that

(00:54):
mimic the size of bigcoin because it's a big cooin
treasury at this point, it's a big cooin holding company.
And then Coinbase obviously is a platform that you buy
cryptocurrency on. So they're all they're all part of the ecosystem,
but they're also all publicly traded UH investments that you
can that you can buy on the stock market if

(01:16):
IF or in a company to cryptocurrency holdings. So talk
about each one of those and talk about the rankings
from each one.

Speaker 3 (01:28):
If all things were fair, my list would be in
a different order. But when you're doing a swat analysis,
the threat is until Michael Saylor it's clear of the
attack that he's under, I have to put them last. Ordinarily,
in a normal market, if he's not being attacked, I

(01:48):
probably would put him first, So Michael Strategy would be last.
My bid is through I shares. I like I shares
shot to y'all. But they're not Vanguard, they're not black Rock,
they're not in Vesco, so they would be second, and
then Coinbase because will be first because the CEO is great,

(02:14):
But I'm looking at risk. I don't think the risk
is as great there. Coinbase has had a very interesting year,
to say the least. Last year they hit that high
of oh last quarter excuse me for forty four. They're
currently are two fifty forty two. I think all the
entire sector is going to have a little bit of

(02:35):
an issue. But when I look at the risk, the
risk tolerance is too high for micro Strategy. If they
didn't have that threat on the table, micro Strategy will
be first, but Coinbase I bit second, in micro Strategy
third for the time being until that threat is going away.

Speaker 2 (02:53):
As my lineup, I agree with one, I disagree with two.

Speaker 1 (02:57):
Well, let me just say something. I think that I
bit should be number one respectfully of course back by
black Rock, the largest asset manager in the history of
human civilization. So the strongest they got, the strongest backing possible.
And if you really believe in bitcoin, I think you

(03:17):
gotta invest in bitcoin. I like coin Base, but coin
Base is a platform, and like any platform platform, yeah,
it's the broken's platform and it has it can go
up and down. It has more variables involved, where the
iebid is just a one for one. As Bitcoin goes up,

(03:37):
ibig goes up as Bitcoin goes down. Theoretically Bitcoin can
go up and coin Base can go down. Right, they
miss their numbers, they have some bad quarters whatever like that.
There they are related to bitcoin, but Bitcoin can have
a blowout yet and theoretically it doesn't necessarily correlate with
the same as.

Speaker 3 (04:00):
Are we talking, Chris, cryptocurrency in general or bitcoin exposure ownly?
Because I thought we would lead it with cryptocurrency.

Speaker 1 (04:08):
Exposure, Well, well, what's the best crypto stock? But bitcoin
is Bitcoin is the is band aid I was. I
don't really believe in any crypto outside of Bitcoin, to
be completely honest with you about it, etherory ethereum for sure,
x R P. I've shared my thoughts on x RP
for a very long period of time. Solana still still
have to be proven. So I don't. I don't. I wouldn't.

(04:31):
I would not put my life on the line for
any cryptocurrency in the world other things.

Speaker 3 (04:38):
Does that change?

Speaker 4 (04:39):
Uh? Okay, I got you, No, aead, I'm gonna agree
with him. I'm going with Shotty on this one. I
think we're seeing this the same way. Uh.

Speaker 2 (04:53):
And that's why I said I agree with one of them,
which is I believe that Michael Strategy would be thirdy
in this. Yeah, for some of the reasons that he
just alluded to. When you're talking about IBID, you're talking
about and a lot of people think, I find investing
ibid I invest in in bitcoin.

Speaker 4 (05:11):
Not really right.

Speaker 2 (05:12):
You're investing in a fund and a trust that owns bitcoin,
and so that's direct access to it. But like, there's
no balance sheets on this right, This isn't There's not
as many leverages that you got hurdles you got to
get over. When you're talking about Coinbase, you're talking about,
like you said, a brokerage. But they don't make their
money from just housing those things. They make their money

(05:32):
from the transaction fees and subscription fees, and that can
be something that is cyclical and we've seen that as
we've seen it during the pandemic rise and we've seen
it pull back to where it's at today. So that's
why I would have them number two. IBID would be
number one, and then micro strategy for all the reasons
that we've talked about for the past month or so
would be third in this. So I'm going IBIT. I

(05:53):
don't think you're doing the same IBID coinbase MicroStrategy