Wondering which stock is good to buy now in the fast-moving crypto sector? With recent market volatility and shifting investor sentiment, making the right choice requires up-to-date data and a clear understanding of current trends. This article breaks down the latest developments, highlights key risk factors, and offers practical guidance for those seeking opportunities in crypto-related stocks.
As of October 29, 2025, the crypto market is experiencing notable turbulence. According to Santiment, a $512 million liquidation cascade—primarily from long positions—occurred just ahead of the latest FOMC decision. This event triggered a spike in crowd interest to "buy the dip," a classic contrarian bearish signal. Historically, such high levels of optimism often precede further short-term downside before any significant rebound.
On-chain data from CryptoQuant reveals that long-term Bitcoin holders have sold 325,600 BTC in the past 30 days, marking the sharpest monthly drawdown since July 2025. This substantial sell-off has contributed to a midterm bearish sentiment, even as robust fundamentals persist in the background.
Market uncertainty remains high, especially with macroeconomic factors such as the Fed's quantitative tightening (QT) and ongoing geopolitical tensions. Despite a 97% probability of a 25 basis point rate cut, according to Polymarket and Kalshi, the market has responded with caution. The "sell-the-news" effect is also in play, with bullish momentum fading after the Fed's anticipated actions and the listing of new spot altcoin ETFs.
Institutional demand for crypto assets has declined recently. U.S. spot Bitcoin ETFs have seen positive but significantly reduced inflows compared to earlier in the year. This reduction in whale activity, combined with the recent liquidation wave, suggests that leverage buyers may continue to drive downside momentum in the short term.
For those evaluating which stock is good to buy now within the crypto sector, MicroStrategy (MSTR) is a prominent example. As of October 27, 2025, MSTR stock traded at $294, down 36% from its yearly high and 46% below its all-time peak. The company's ongoing Bitcoin accumulation strategy—adding 390 BTC last week for a total of 640,808 BTC—has not prevented a sharp decline in its net asset value (NAV) premium, which has dropped to 1.153 from a high of 3.3 in November.
Technical analysis indicates further downside risk for MSTR, with a death cross pattern forming on the daily chart and key indicators like the Relative Strength Index (RSI) remaining below neutral. The stock's market capitalization has fallen from $128 billion to $83 billion, and outstanding shares have increased significantly due to at-the-market offerings for Bitcoin purchases.
Other crypto treasury stocks, such as Metaplanet and American Bitcoin, have also experienced double-digit declines in recent months, reflecting broader sector challenges.
It's important to recognize that high crowd interest in "buying the dip" does not guarantee an immediate rebound. According to Santiment, such optimism often leads to further retracement before a true recovery occurs. Investors should be cautious about over-leveraging and remain aware of dilution risks from companies raising capital through share offerings.
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Staying informed is crucial when deciding which stock is good to buy now in the crypto sector. Monitor on-chain activity, institutional flows, and technical indicators to identify potential entry points. Remember, market conditions can change rapidly—regularly review the latest data and consider using Bitget's comprehensive suite of trading and wallet services for a safer, more informed experience.
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