Geopolitics Alpha

3 Cybersecurity Stocks To Watch After The Binance Crypto Theft

Published . Updated .

Key takeaways

  • Exposed: CIBR, IBIT, COIN, MSTR, MARA
  • Market reaction: price tracking starts with the next trading session.

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GEOPOLITICS ALPHA3 Cybersecurity Stocks To WatchAfter The Binance Crypto TheftGEOPOLITICS ALPHA

This report is about cybersecurity and crypto.

Directly affected

  • No company is named in this report.

Indirectly affected

  • CIBR First Trust NASDAQ Cybersecurity ETF+6.1% 30d

    First Trust NASDAQ Cybersecurity ETF: it holds cybersecurity firms. Linked by “cybersecurity” (cybersecurity) in this story.

  • IBIT iShares Bitcoin Trust-11.2% 30d

    iShares Bitcoin Trust: it follows bitcoin. Linked by “crypto” (crypto) in this story.

  • COIN Coinbase Global-31.4% 30d

    Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “crypto” (crypto) in this story.

  • MSTR Strategy-21.8% 30d

    Strategy (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “crypto” (crypto) in this story.

  • MARA MARA Holdings-6.2% 6d

    MARA Holdings (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “crypto” (crypto) in this story.

  • RIOT Riot Platforms-52.5% 30d

    Riot Platforms (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “crypto” (crypto) in this story.

  • CRWD CrowdStrike Holdings+3.3% 11d

    CrowdStrike Holdings (prepackaged software): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story.

  • PANW Palo Alto Networks-6.1% 30d

    Palo Alto Networks (computer peripheral equipment): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CIBR+10.97%+3.85%baseafter closeafter closeafter closeafter close
IBIT+4.77%-1.52%baseafter closeafter closeafter closeafter close
COIN+11.73%-1.44%baseafter closeafter closeafter closeafter close
MSTR+7.12%-3.72%baseafter closeafter closeafter closeafter close
MARA+2.51%-5.85%baseafter closeafter closeafter closeafter close
RIOT+3.28%-8.77%baseafter closeafter closeafter closeafter close
CRWD+9.02%+2.35%baseafter closeafter closeafter closeafter close
PANW+12.65%+4.54%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

3 Cybersecurity Stocks To Watch After The Binance Crypto Theft Yahoo Finance

Source: Yahoo Finance

First Tr Exchange-Traded Fd (CIBR) since this story, compared with the market

CompanyWhenMoveStatus
First Tr Exchange-Traded Fd (CIBR)three days earlier+3.85%final price
First Tr Exchange-Traded Fd (CIBR)five days earlier+10.97%final price
Coinbase Global (COIN)three days earlier-1.44%final price
Coinbase Global (COIN)five days earlier+11.73%final price
CrowdStrike Holdings (CRWD)three days earlier+2.35%final price
CrowdStrike Holdings (CRWD)five days earlier+9.02%final price
iShares Bitcoin Trust ETF (IBIT)three days earlier-1.52%final price
iShares Bitcoin Trust ETF (IBIT)five days earlier+4.77%final price
MARA Holdings (MARA)three days earlier-5.85%final price
MARA Holdings (MARA)five days earlier+2.51%final price
Strategy (MSTR)three days earlier-3.72%final price
Strategy (MSTR)five days earlier+7.12%final price
Palo Alto Networks (PANW)three days earlier+4.54%final price
Palo Alto Networks (PANW)five days earlier+12.65%final price
Riot Platforms (RIOT)three days earlier-8.77%final price
Riot Platforms (RIOT)five days earlier+3.28%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around First Tr Exchange-Traded Fd (CIBR)

Companies mentioned with this story

  • CIBR First Tr Exchange-Traded Fd

    First Tr Exchange-Traded Fd (CIBR) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “3 Cybersecurity Stocks To Watch After The Binance Crypto Theft.” Reason on file: First Trust NASDAQ Cybersecurity ETF: it holds cybersecurity firms. Linked by “cybersecurity” (cybersecurity) in this story

  • IBIT iShares Bitcoin Trust ETF

    iShares Bitcoin Trust ETF (IBIT) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “3 Cybersecurity Stocks To Watch After The Binance Crypto Theft.” Reason on file: iShares Bitcoin Trust: it follows bitcoin. Linked by “crypto” (crypto) in this story

  • COIN Coinbase Global

    For “3 Cybersecurity Stocks To Watch After The Binance Crypto Theft,” Coinbase Global (COIN) is linked, with no stored direction, medium confidence. Reason on file: Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “crypto” (crypto) in this story

  • MSTR Strategy

    In “3 Cybersecurity Stocks To Watch After The Binance Crypto Theft,” Strategy (MSTR) is linked, with no stored direction, medium confidence. Reason on file: Strategy (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “crypto” (crypto) in this story

  • MARA MARA Holdings

    MARA Holdings (MARA) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “3 Cybersecurity Stocks To Watch After The Binance Crypto Theft.” Reason on file: MARA Holdings (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “crypto” (crypto) in this story

  • RIOT Riot Platforms

    Riot Platforms (RIOT) is linked, with no stored direction, medium confidence in the 3 Nov 2026 story “3 Cybersecurity Stocks To Watch After The Binance Crypto Theft.” Reason on file: Riot Platforms (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “crypto” (crypto) in this story

  • CRWD CrowdStrike Holdings

    For “3 Cybersecurity Stocks To Watch After The Binance Crypto Theft,” CrowdStrike Holdings (CRWD) is linked, with no stored direction, medium confidence. Reason on file: CrowdStrike Holdings (prepackaged software): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story

  • PANW Palo Alto Networks

    In “3 Cybersecurity Stocks To Watch After The Binance Crypto Theft,” Palo Alto Networks (PANW) is linked, with no stored direction, medium confidence. Reason on file: Palo Alto Networks (computer peripheral equipment): hacks and breaches raise demand for security software. Linked by “cybersecurity” (cybersecurity) in this story

First Tr Exchange-Traded Fd (CIBR)

First Tr Exchange-Traded Fd (CIBR) is the company in “3 Cybersecurity Stocks To Watch After The Binance Crypto Theft,” the 3 Nov 2026 this story story.

What ties First Tr Exchange-Traded Fd (CIBR) to the headline is this: First Trust NASDAQ Cybersecurity ETF: it holds cybersecurity firms. Linked by “cybersecurity” (cybersecurity) in this story

Also listed, iShares Bitcoin Trust ETF (IBIT): iShares Bitcoin Trust: it follows bitcoin. Linked by “crypto” (crypto) in this story

The price range for First Tr Exchange-Traded Fd (CIBR), and the dates in the story

CIBR traded between 98.09 and 110.59 across 20 sessions. The latest close on file is 107.88. COIN traded between 135.46 and 192.80 across 20 sessions. The latest close on file is 137.85. IBIT traded between 43.03 and 49.09 across 20 sessions. The latest close on file is 43.35.

A simple score for First Tr Exchange-Traded Fd (CIBR)

46 out of 100

“3 Cybersecurity Stocks To Watch After The Binance Crypto Theft” scores 46 out of 100. The score uses 1 sources, and 8 linked companies.