Key Insights:
- Among the top crypto stocks, Coinbase is strengthening its U.S. exchange lead as more liquidity enters the market.
- Bitmine’s large Ethereum holdings continue to guide BNMR crypto stock movement.
- Circle expands its payment network as USDC use grows across banks and partners.
Crypto stocks are in the spotlight as the Federal Reserve has ended its quantitative tightening program as of today, December 1, 2025.
Notably, the move is poised to add more liquidity to the market and could guide attention to Bitmine, Circle, and Coinbase stocks.
Investors are watching how the shift might influence trading activity and balance sheet conditions moving forward.
Coinbase Among Top Crypto Stocks to Watch in the US
Crypto stocks to watch in December include Coinbase Global Inc. (COIN). The company holds a clear lead in the United States exchange market as it controls about 65% of domestic trading volume.
This position gives it a steady base as more liquidity enters the system after the end of quantitative tightening. Coinbase stock closed at $272.82 on November 28 after the crypto stock gained 7.85% during the trading day.
Pre-market trading showed $265.07, down 3.57% with the year range stretching from $142.58 to $444.65. As of writing, COIN stock has dropped to $264.18.
Market value stands at $73.57 billion with an average volume of 10.20 million shares. The price-to-earnings ratio is 23.61.
Notably, the company continues to attract institutional activity. Coinbase holds assets for several United States crypto exchange-traded products.
It also completed the $2.9 billion purchase of Deribit in May 2025 to strengthen its derivatives arm.
Recently, the crypto stock joined the S&P 500, a sign of massive capital inflow into Coinbase (COIN) stock. This is further complemented by its subscription and service revenue, both of which rose in the third quarter.
Coinbase stock may also benefit from its tokenized as the Brian-Armstrong-led exchange pushes for dominance beyond native crypto offerings.
Bitmine’s Large Ethereum Position Drives BNMR Moves
Based on market data, Bitmine has continued to influence BMNR crypto stock through its large Ethereum position.
The company holds 3.63 million ETH, equal to about 3% of the total supply. Shares closed at $33.12 on November 28.
Notably, the crypto stock rose 4.35% during the session, and currently, the early market trading price is pegged at $30.35, down 8.36%.
Bitmine added 82,353 ETH last week, with the latest purchase featuring 14,618 ETH worth $44 million.
The company recently launched the MAVAN staking network with a focus on United States validators. With the promised yield, this may attract more investors, benefiting the crypto stock
Ethereum is currently trading near $2,839.86, with BMNR moving in line with this price. The crypto stock has dropped 81% from its peak in the last five months.
This makes it an attractive bet for investors eyeing long-term gains.
Circle Joins Crypto Stock Rebound Hopeful
Circle is another leading crypto stock that continues to grow through its payment tools, reflected in how CRCL shares closed at $79.93, up 10.04% on November 28.
CRCL stock was trading at $79.35, down 0.73%. The year range for the crypto stock runs from $64.00 to $298.99.
Recently, USDC circulation rose 108% year-over-year to $73.7 billion in the third quarter of 2025.
The company has been outperforming, despite being new to the US stock market.
While revenue reached $740 million, marking a rise of 66%, net income climbed to $214 million.
To complement its performance, Circle’s adjusted EBITDA reached $166 million, up 78% as overall stablecoin volumes topped $19.4 billion this year.
Other major moves by Circle Internet Financial to acquire more value hinge on its native protocol.
Circle recently acquired Malachite to support the Arc blockchain. With the testnet launching on October 28 with more than 100 firms, the Circle crypto stock might be the net beneficiary of Arc’s adoption.
Source: https://www.thecoinrepublic.com/2025/12/01/crypto-stocks-to-watch-in-december-as-fed-ends-quantitative-tightening/
