U.S. bitcoin-related stocks rose sharply on March 4, 2026, after Bitcoin pushed above $72,000 for the first time in almost a month, with Coinbase jumping more than 12% in the opening minutes of trading and miners plus Strategy joining the move. The rally in U.S. bitcoin-related stocks began the moment Bitcoin cleared $72,000, a level it had not touched in nearly a month. The breakout reset risk appetite across every publicly listed name with direct exposure to crypto prices. For related coverage, see Midnight Foundation Says Wanchain Cardano BNB Bridge Was Attacked.