A record US$6.4b hack at Binance has put regulated crypto infrastructure back under the spotlight, yet Bitcoin drifting only about 4% lower tells a different story about how this market now absorbs shocks. That gap between scary headlines and calmer price action is where opportunity often hides. This article unpacks how that tension may matter for you and reveals 3 stocks directly exposed to this news.
These three stocks are a starting sample, and the full screen on Simply Wall St surfaced 37 more companies with equally compelling crypto infrastructure narratives that are not covered below.
To go straight to the source, identify potential opportunities, and analyze regulated crypto infrastructure and exchange players side by side, head directly into the Regulated Crypto Infrastructure & Exchanges screener
NZX (NZSE:NZX)
NZX is a traditional, tightly regulated securities exchange. This makes it a natural candidate for investors who want crypto exposure through established market infrastructure rather than pure digital asset platforms.
NZX operates New Zealand’s stock exchange with fee-based services across trading, data, funds management and wealth administration, linking naturally to regulated crypto infrastructure themes. Revenue is concentrated in Funds Services at about NZ$57.6 million, Secondary Markets at NZ$23.8 million and Information Services at NZ$21.9 million, within a business valued at roughly NZ$500 million in market cap.
"Growing revenues from Smartshares show strong organic growth and successful acquisition integration, and the latest figures for Smart funds under management of $18b with 20.5% year-on-year growth and $1.2b net cash inflows suggest further potential for NZX group revenue and operating earnings."
What really matters now is how one unseen pressure on NZX’s fee mix and platform economics ultimately filters through to margins and dividend capacity.
That pressure on margins is the real hinge for NZX. Read the full narrative for NZX to see how those fees, funds flows and risks could be interacting under the surface.
Interactive Brokers Group (IBKR)
Interactive Brokers Group plugs directly into the Regulated Crypto Infrastructure & Exchanges theme, since it gives traders regulated access to cryptocurrencies alongside stocks, options and futures on a single, global brokerage platform.
Interactive Brokers Group runs an electronic brokerage that handles trading, custody and margin lending across traditional assets and cryptocurrencies. It generates about US$7.1b from its Brokerage segment, with the stock valued around US$139.1b in market cap.
"However, he also notes that the future of brokerage will not be defined solely by low costs and global access, as financial markets are shifting toward tokenized assets, instantaneous settlement, and potentially 24/7 trading infrastructures."
One question for investors is what happens if an emerging part of Interactive Brokers Group’s crypto infrastructure offering starts to reshape how often clients trade and where margins settle.
If that shift in trading behavior is the real story, read the full narrative for Interactive Brokers Group to see how Interactive Brokers Group could benefit as tokenization accelerates.
DLocal (DLO)
DLocal connects global merchants to local payment methods in emerging markets, which puts it squarely in the Regulated Crypto Infrastructure & Exchanges theme as a potential fiat to crypto on ramp, while still being a broad payments gateway for everyday digital commerce.
DLocal generates about US$1.4b from Payment Processing and has a market value near US$3.9b, so it is a sizeable listed player in cross border payments rather than a niche fintech.
"dLocal is continuing to expand its solution set through higher take-rate value-added services such as buy now pay later in eight markets, merchant of record, FX OTC products and physical POS."
What really could move the needle for DLocal is how one quiet shift in where those payment flows originate and settle ends up feeding into margins.
That shift in flows is the crux, and the full narrative for DLocal shows whether DLocal’s expanding services are quietly masking risk or setting up accelerating upside.
Seeking Alternatives Before Everyone Else
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