Crypto-related equities have faced sustained pressure throughout 2026, with most underperforming the broader market as Bitcoin and numerous altcoins declined during what analysts have termed a crypto winter. The three companies highlighted below each represent a distinct channel through which public-market investors gain exposure to digital assets: corporate Bitcoin treasury strategy, exchange infrastructure, and mainstream payments integration. Among the key names to monitor in the coming week are Strategy (MSTR), Coinbase (COIN), and PayPal (PYPL), all of which have scheduled announcements or earnings releases.

Strategy to Disclose Corporate Actions on Monday

MSTR shares will draw attention on Monday, when the company traditionally releases details about its corporate activities, including whether it purchased or sold Bitcoin during the period.

Strategy's reports have garnered heightened scrutiny since the company disclosed its intention to begin selling Bitcoin. In its most notable disclosure, the firm reported selling coins worth over $200 million, with the stated objective of raising sufficient capital to pay dividends to its preferred shareholders.

More recently, however, Strategy has refrained from selling its Bitcoin holdings, opting instead to raise cash through equity issuance. In its latest report, the company stated it sold shares valued at more than $425 million.

Any resumption of Bitcoin sales by Strategy could exert downward pressure on the cryptocurrency, given that the company has historically been the largest single acquirer. The firm currently holds 843,775 BTC, valued at approximately $53.9 billion. Such a move could also prompt other corporations to follow suit. Empery Digital has already sold 1,400 coins to finance its pivot toward artificial intelligence.

On the technical side, MSTR stock continues to trade below all major moving averages and appears to be forming a bearish flag pattern, a formation typically associated with potential further downside.

PayPal Set to Report Earnings Amid Acquisition Interest

PayPal's stock has attracted considerable attention in recent weeks, rebounding from a year-to-date low of $40 to approximately $56. A significant price gap emerged on July 15 following reports that Stripe and Advent International submitted a takeover bid of $53 per share.

Should the acquisition proceed, it would represent a striking reversal for one of the most prominent fintech companies, which was once valued at over $300 billion. A tie-up between Stripe and PayPal would also combine two of the largest digital payments platforms, potentially reshaping the competitive landscape for both traditional and crypto-based payment rails.

PayPal is scheduled to publish its second-quarter financial results on Tuesday. Analysts surveyed by Yahoo Finance anticipate a 2.25% year-over-year revenue increase to $8.47 billion. Earnings per share are projected at $1.26, compared with $1.40 in the same period last year.

The most closely watched element of the report is likely to be management's commentary on the acquisition proposal. The board may accept the offer, seek a higher buyout price, or reject it outright while pursuing an independent turnaround strategy.

Coinbase Braces for Earnings as Crypto Winter Persists

Coinbase will also report its financial results next week, against the backdrop of a prolonged crypto winter. Bitcoin and other altcoins have posted double-digit declines in recent months, directly impacting the exchange's transaction revenue.

The company's stablecoin business faces similar headwinds. The USDC market capitalization has fallen to $73 billion, down from a peak exceeding $80 billion. Coinbase earns interest income on the reserves backing USDC, making this metric a significant contributor to its non-trading revenue.

According to Yahoo Finance data, analysts expect Coinbase to report revenue of $1.29 billion, representing a 14% year-over-year decline. Consensus estimates also point to a swing from profit to a loss on a per-share basis. Actual results could fall short of expectations, as the company has missed its targets in each of the past two consecutive quarters.

Additional Crypto Equities to Monitor

Several other crypto-related stocks warrant attention next week. Tom Lee's BitMine is expected to announce its Ethereum purchasing metrics. Robinhood and Marathon Digital Holdings (MARA) are also scheduled to report their financial results.