比特幣、以太幣和其他加密貨幣越來越受到投資者的關注

隨著比特幣、以太坊和其他加密貨幣越來越受到投資者的關注，華爾街及其傳統銀行不斷適應這一轉變。

As bitcoin, ethereum and other cryptocurrencies continue to gain attention from investors, Wall Street and its traditional banks are adjusting to the shift. Here are some of the top stories highlighting the intersection of old guard and new school finance this week.

隨著比特幣、以太坊和其他加密貨幣繼續受到投資者的關注，華爾街及其傳統銀行正在適應這一轉變。以下是本週重點報導的一些熱門新聞，強調了保守派和新派金融的交叉點。

MicroStrategy (MSTR) said on Monday that it bought 2,138 bitcoins between December 23 and 29 for an average price of $97,837 per bitcoin, inclusive of fees and expenses. The company now holds an aggregate of approximately 446,400 bitcoins, which were acquired at an aggregate purchase price of approximately $27.9B.

MicroStrategy (MSTR) 週一表示，它在 12 月 23 日至 29 日期間購買了 2,138 個比特幣，平均價格為每比特幣 97,837 美元，包括費用和開支。該公司目前總共持有約 446,400 枚比特幣，這些比特幣的總購買價格約為 $27.9B。

Bit Digital (BTBT) said on Monday that it acquired the real estate and building for a build-to-suit 5MW Tier-3 data center expansion project in Montreal, Canada. This site also comprises part of Bit Digital's 288MW proprietary pipeline announced earlier this year. Bit Digital purchased the site for C$33.5M excluding fees. Bit Digital initially funded the purchase with cash on hand and is in the process of securing mortgage financing for both the site acquisition and subsequent infrastructure capex.

Bit Digital (BTBT) 週一表示，它收購​​了加拿大蒙特利爾一個定制 5MW Tier-3 數據中心擴建項目的房地產和建築。該網站還包括 Bit Digital 今年稍早宣布的 288MW 專有管道的一部分。 Bit Digital 以 3,350 萬加元（不含費用）購買了該網站。 Bit Digital 最初使用手頭現金為此收購提供資金，目前正在為場地收購和後續基礎設施資本支出獲取抵押融資。

On Monday, Piper Sandler increased estimates for Robinhood (HOOD) saying the company announced better than expected December to-date trading volumes. The most surprising data point is the resilience in crypto volumes post-election, as crypto volumes declined just 20% from elevated November volumes and came in over two-times higher than Piper's previous estimate, the analyst said. Piper increased its Q4 earnings per share estimate to 47c from 33c due to the impact of stronger than expected December trading volumes. The firm kept an Overweight rating on Robinhood with a $54 price target.

週一，派珀桑德勒 (Piper Sandler) 上調了對 Robinhood (HOOD) 的預期，稱該公司宣布 12 月至今的交易量好於預期。這位分析師表示，最令人驚訝的數據點是加密貨幣交易量在選舉後的彈性，因為加密貨幣交易量較 11 月的增長僅下降了 20％，並且比 Piper 之前估計的兩倍多。由於 12 月交易量強於預期的影響，Piper 將第四季每股收益預期從 33 美分上調至 47 美分。該公司維持 Robinhood 的增持評級，目標價為 54 美元。

On Wednesday, Jefferies raised the firm's price target on Core Scientific (CORZ) to $20 from $19 and kept a Buy rating on the shares as part of a 2025 outlook. The firm believes we are in the “very early innings” of data center demand driven by artificial intelligence. For the towers, domestic carrier capex investment in 5G has disappointed, the analyst said.

週三，傑富瑞 (Jefferies) 將 Core Scientific (CORZ) 的目標價從 19 美元上調至 20 美元，並作為 2025 年展望的一部分，維持對該股的買入評級。該公司認為，我們正處於人工智慧驅動的資料中心需求的「早期階段」。分析師表示，對於鐵塔而言，國內業者對 5G 的資本支出投資令人失望。

On Friday, Wolfe Research raised the firm's price target on Robinhood to $51 from $50 and kept an Outperform rating on the shares as part of a 2025 playbook for the brokers, asset managers, and exchanges. The firm is “getting selective as valuations look stretched.” After a “banner year” for financials, Wolfe is most positive on names with secular growth stories and exposure to “Trump tailwinds,” the analyst said.

週五，Wolfe Research 將 Robinhood 的目標股價從 50 美元上調至 51 美元，並維持該股的跑贏大盤評級，作為經紀商、資產管理公司和交易所 2025 年策略的一部分。該公司「由於估值看起來過高而變得有選擇性」。這位分析師表示，在金融業經歷了「標誌性的一年」之後，沃爾夫對那些具有長期成長故事和受到「川普順風」影響的公司最為看好。

ANALYST SEES BITCOIN REACHING $225K: On Thursday, H.C. Wainwright analyst estimated the crypto sector heading into 2025. It estimates total market cap for the bitcoin miners will exceed $100B in 2025 and expects pure-plays to outperform. Mining stocks will once again outperform bitcoin in 2025, as fundamentals continue to improve for the group alongside rising prices, the firm contended. H.C. Wainwright lists Mara (MARA), Riot (RIOT), and CleanSpark (CLSK) as the pure-play miners. It views Core Scientific, Bitdeer (BTDR), TeraWulf (WULF), Hut 8 (HUT), IREN (IREN), Bit Digital and Hive Digital (HIVE) as hybrid miners

分析師認為比特幣將達到225,000 美元：週四，HC Wainwright 分析師估計加密貨幣產業將進入2025 年。 它估計比特幣礦商的總市值將在2025 年超過100B 美元，並預計純礦商的表現將優於大盤。該公司表示，隨著價格上漲，礦業股的基本面繼續改善，到 2025 年將再次跑贏比特幣。 HC Wainwright 將 Mara (MARA)、Riot (RIOT) 和 CleanSpark (CLSK) 列為純礦工人。它將 Core Scientific、Bitdeer (BTDR)、TeraWulf (WULF)、Hut 8 (HUT)、IREN (IREN)、Bit Digital 和 Hive Digital (HIVE) 視為混合礦工

Now see the top stocks recommended by analysts.

現在來看看分析師推薦的頂級股票。