Chasing a Bitcoin rally has historically been a risky move, but “the current environment appears fundamentally different,” says Chris Brendler, a Rosenblatt analyst. Bitcoin has rallied to record levels in recent sessions on the back of a 90-day trade truce between the US and China. Plus, Moody’s recent downgrade of the US credit rating has driven capital into the digital store of value as well. Still, Brendler sees BTC prices pushing further to the upside in the back half of 2025. Why is Rosenblatt bullish on Bitcoin? Rosenblatt analyst Chris Brendler is convinced that the Trump administration favourable stance on cryptocurrencies is changing the global attitude towards cryptocurrencies. President Trump has even signalled plans of setting up a strategic BTC reserve , leading to “rising interest from global pools of capital that are starting to seriously consider investing in Bitcoin,” he added in a research note. However, Brendler argued that institutional ownership of the world’s largest crypto by market cap remains modest only while the “sovereign/corporate interest is just getting started” to forecast a continued increase in demand and, therefore, sustainable momentum in BTC moving forward. If his Bitcoin price prediction proves true, following are the two stocks that could benefit the most. Mara Holdings Inc (NASDAQ: MARA) Chris Brendler expects Mara shares to benefit from a continued increase in Bitcoin price as it tends to trigger a rebound in hashprice. Mara Holdings is a “pure-play” crypto miner, meaning its core business is generating Bitcoin. So, a higher price tag on the digital asset translates to better revenues and improved profitability for MARA. A healthy bottom-line in turn enables the Nasdaq listed firm to reinvest into expanding its mining operations, improving efficiency, and adopting new technologies like immersion cooling, which reduces costs and enhances performance. Other Wall Street analysts agree with Brendler’s bullish view on Mara stock as well. The consensus rating on the mining company currently sits at “buy” with the mean target of about $20 indicating potential upside of about 45% from here. Terawulf Inc (NASDAQ: WULF) Rosenblatt also sees Terawulf shares rallying on the back of continued upside in BTC in the back half of 2025 for similar reasons as Mara Holdings. The hybrid miner stands to benefit from a Bitcoin price increase as it often unlocks upside in the entire crypto sector. Investors tend to flock to crypto-related stocks when the digital asset is doing well, driving higher demand and stock price appreciation for the likes of WULF. Chris Brendler is constructive on the Nasdaq listed firm even though it came in shy of profit and revenue estimates in its latest reported quarter. That said, Wall Street also currently has a consensus “buy” rating on Terawulf stock with upside to $6.79 on average. The post Top 2 US stocks to buy for exposure to Bitcoin’s ongoing rally appeared first on Invezz
