Will MSTR, COIN, and CRCL Stocks Crash During Government Shutdown?

Crypto stocks took a hit after the United States partial government shutdown on January 31, 2026, when Congress could not agree on new funding for the Department of Homeland Security. The shift came at a time when Bitcoin was taking a hit and shares of MSTR, COIN, and CRCL were down.

Crypto Stocks MSTR, COIN, and CRCL In Focus

The trading patterns indicate volatility rather than disorderly selling. The prices of crypto stocks such as MSTR, COIN, and CRCL remain closely tied to Bitcoin’s price movement. MSTR last traded at $149.71 as of January 31. The stock price oscillated between $137.57 and $151.09. According to analyst Lourenço VS, the MSTR stock price is approaching a level that can be considered attractive again. 

As CoinGape reported, Chartered Market Technician Aksel Kibar identified a long-forming topping structure in the weekly chart of MSTR stock. Based on the expert’s prediction, the MSTR stock could fall to as low as $120. 

CRCL traded at approximately $63.93, with a 5.36% decline. The price of CRCL stock oscillated between $61.9 and $67.5. The shares are approaching a new 52-week low. In an X post, analyst BRUH stated, “CRCL about to create an ATL. Just as I warned.” 

However, Compass Point upgraded the shares of Circle Internet Group from Sell to Neutral. The company lowered its target to $60 from $75. As CoinGape reported, on January 28, Mizuho Securities USA LLC raised the stock of the company to Neutral from Sell. The shares were upgraded due to elevated USDC usage on the Polymarket site.

COIN stock closed around $194.74 and declined by 2.23%. The COIN price ranged from $191 to $199. In an X post, analyst BRUH stated that the shares are likely in a cycle that formed in the $140- $160 range. However, Piper Sandler lowered its target to $270 from $350.

Will These Stocks Fall Amid Shutdown

These crypto stocks remain at risk of decline due to the current Bitcoin price action. The flagship crypto dropped to as low as $80,000 today just as the partial U.S. government shutdown began. However, the shutdown is likely to be short-lived as the Senate passed a funding deal yesterday. 

Bitcoin and, by extension, crypto stocks are also facing bearish sentiment due to U.S. President Donald Trump’s nomination of Kevin Warsh as the next chair of the U.S. central bank. The move sparked fresh concerns about the future path of interest rates. However, the U.S. President stated that Warsh would lower rates without pressure from the White House.

The MSTR stock, in particular, could face significant losses due to Michael Saylor’s Strategy exposure to the leading crypto. BTC has dropped below $80,000 and is approaching Strategy’s average price of $76,000 for its Bitcoin holdings.