Bitcoin, XRP, and Crypto Stocks Surge as Market Eyes 2026 Recovery

Bitcoin price surged to its highest level since mid-November, climbing more than 3% to around $94,400 during Monday’s trading session, marking its strongest daily percentage gain in over a month. The rally pushed BTC closer to the psychologically important $95,000 level, which many analysts view as a key resistance zone that could unlock further upside momentum if decisively broken.

While Bitcoin led headlines, XRP outperformed the broader crypto market. After breaking through a major resistance level overnight, XRP extended its gains during U.S. trading hours, jumping roughly 9% to near $2.32. This move represents XRP’s strongest price level since mid-November and underscores renewed investor interest in large-cap altcoins amid improving market sentiment.

The crypto rally also lifted crypto-related stocks, many of which experienced sustained selling pressure toward the end of 2025. Coinbase shares surged nearly 9% following an upgrade to “buy” from Goldman Sachs. Strategy (formerly MicroStrategy) rose about 5%, while Robinhood gained approximately 6%, reflecting renewed optimism across the digital asset ecosystem. Smaller-cap crypto stocks saw even sharper moves, with Bakkt soaring 30% and Figure adding roughly 20%. Bitcoin miner Hut 8 climbed around 15%, approaching $60 per share as its transition toward AI-focused infrastructure continues to attract investor attention.

Traditional financial markets echoed the positive tone, with U.S. equities trading higher. The Dow Jones Industrial Average rose about 1.4%, while the Nasdaq and S&P 500 posted gains near 0.7%. Precious metals also strengthened, as silver advanced roughly 7% and gold climbed about 3%, highlighting broader demand for alternative assets.

Despite the renewed momentum, analysts caution that Bitcoin is not entirely out of danger. After declining more than 6% in 2025, BTC could find support in 2026 as interest rates fall and exchange supply tightens due to long-term holders keeping coins off platforms. However, potential headwinds remain, including new U.S. tax reporting requirements and regulatory scrutiny of crypto-focused firms. Technically, a sustained move above $100,000 could reignite all-time high ambitions, while failure to hold key levels may expose Bitcoin to downside risks near $77,500 or even $54,000.