Liquidity Fuels Market Surge as HOOD, COIN, RKLB Hit Highs, TSLA Eyes Breakout

A renewed wave of investor optimism is sweeping across select high-beta growth stocks, igniting impressive gains in names like Robinhood (HOOD), Coinbase (COIN), and Rocket Lab (RKLB). The sharp upside moves on June 26, supported by both retail and institutional buying, appear to be tied directly to improving macro liquidity conditions and an increasing appetite for risk.

Raoul Pal, co-founder and CEO of Real Vision, noted that these stocks all part of the RV Pro portfolio are responding to the markets flood of liquidity. He highlighted the recent accumulation via call options at April lows as a timely strategy.

While Tesla (TSLA) hasnt yet joined the rally, signs suggest it may soon follow suit. Importantly, this broad surge appears tied to macro liquidity conditions and increasing risk appetite, especially as crypto markets hover on the edge of another breakout.

Wow, $HOOD, $COIN and $RKLB going vertical now. All in the RV Pro portfolio (added to all via calls at April lows). $TSLA likely to follow.

Next step, crypto.

The liquidity spigot is wide, wide open…

— Raoul Pal (@RaoulGMI) June 26, 2025

Robinhood and Coinbase Flash Strength

The strength in crypto-adjacent equities is clear. Robinhood shares climbed 2.14% to close at $84.52, pushing near their 52-week high of $85.55. The trading day began with a slight dip, but buyers quickly stepped in, driving prices steadily upward.

Source: Yahoo Finance

After-hours trading extended those gains slightly, signaling ongoing demand. The stocks 5Y beta of 2.26 highlights its volatility, but also its upside potential when sentiment turns positive. Investors appear increasingly confident ahead of its August earnings.

Meanwhile, Coinbase surged 5.54% to close at $375.07, after hitting a fresh 52-week high of $382. The move underscores strong momentum in crypto-adjacent equities. The stock opened modestly before leaping higher in early trading.

Source: Yahoo Finance

Although it faced resistance near the days high, it managed to hold most gains into the close. After-hours action stayed positive. With a staggering 5Y beta of 3.62, COIN remains highly sensitive to Bitcoin and Ethereum price shifts, hinting at more upside if crypto breaks out.

Rocket Lab Launches Higher

RKLB offered a textbook breakout, jumping from $32.49 at the open to over $36.50 within 30 minutes. The rally was likely driven by a fresh catalyst possibly contract news or a space launch update.

Source: Yahoo Finance

After peaking at $37.27, the stock found footing above $35.00. This consolidation signals healthy technical strength. RKLBs explosive 52-week run, from $4.20 to near $37, illustrates strong long-term momentum.

Tesla Stays Quiet for Now

Tesla closed slightly lower at $325.78 after struggling to hold early-session gains. However, after-hours buying nudged it higher to $326.60.

Source: Yahoo Finance

With a 5Y beta of 2.46 and a trillion-dollar market cap, TSLA remains a major player. If it clears $330 resistance, it may quickly rejoin the upward march.