比特幣 (BTC-USD) 減半後值得買入的 3 隻加密貨幣股票

在過去幾季的大幅上漲之後，比特幣（BTC-USD）似乎正在整合。隨著比特幣減半的完成以及未來 12 個月內可能多次降息，我看好比特幣創下新高。

Bitcoin (BTC-USD) has been consolidating after a big rally in the last few quarters. However, with the Bitcoin halving done and dust settling, I am bullish on new highs for Bitcoin.

比特幣（BTC-USD）在過去幾季大幅上漲後一直在盤整。然而，隨著比特幣減半的完成和塵埃落定，我看好比特幣的新高。

Further, there continues to be good news for the crypto industry. With the approval for an Ethereum (ETH-USD) ETF, cryptocurrencies will likely remain in an uptrend. Exposure to quality crypto stocks is one way to benefit from the bull market.

此外，加密產業繼續傳來好消息。隨著以太坊（ETH-USD）ETF 的批准，加密貨幣可能會保持上升趨勢。投資優質加密貨幣股票是從牛市中受益的一種方式。

It’s worth mentioning here that chart expert Peter Brandt expects Bitcoin to scale $200,000 before the current bull market ends. Therefore, there is ample scope to make money from Bitcoin, altcoins and crypto stocks.

這裡值得一提的是，圖表專家 Peter Brandt 預計，在當前牛市結束之前，比特幣將達到 20 萬美元。因此，從比特幣、山寨幣和加密貨幣股票賺錢的空間很大。

If the above target for Bitcoin is achieved, some of the best crypto stocks will likely deliver multibagger returns. My focus includes centralized crypto exchange and Bitcoin miners. Let’s, therefore, discuss three crypto stocks to buy with a bullish outlook for Bitcoin and the broader crypto industry.

如果比特幣實現上述目標，一些最好的加密股票可能會帶來豐厚的回報。我的重點包括中心化加密貨幣交易所和比特幣礦工。因此，讓我們討論一下看好比特幣和更廣泛的加密行業前景的三隻加密股票。

Coinbase (NASDAQ:COIN) has witnessed a massive rally of 300% in the last 12 months. However, the rally has been from deeply oversold levels, and COIN stock remains attractive. COIN stock has been in a consolidation zone in the previous two months, and a forward price-earnings ratio of 33.2 looks attractive. I expect a renewed breakout on the upside if the current rally for Bitcoin sustains.

Coinbase（納斯達克股票代碼：COIN）在過去 12 個月內大幅上漲 300%。然而，反彈是從深度超賣水平開始的，COIN 股票仍然具有吸引力。 COIN 股票在過去兩個月一直處於盤整區，33.2 的遠期本益比看起來很有吸引力。如果比特幣目前的漲勢持續下去，我預期比特幣將再次突破上行趨勢。

An important point to note is that Coinbase focused on aggressive international expansion last year. The priority markets include Brazil, Europe, Singapore, Australia and the UAE. Therefore, Coinbase has a bigger addressable customer base in the current bull market. This is likely to translate into robust revenue growth and profitability expansion.

值得注意的重要一點是，Coinbase 去年專注於積極的國際擴張。優先市場包括巴西、歐洲、新加坡、澳洲和阿聯酋。因此，Coinbase在目前的多頭市場中擁有更大的潛在客戶群。這可能會轉化為強勁的收入成長和獲利能力擴張。

It’s also worth noting that Coinbase has a strong balance sheet. This provides ample flexibility for expansion and platform development. As the financial flexibility improves in the current bull market, Coinbase will be positioned to accelerate revenue diversification. This will support a potential acceleration in revenue growth.

另外值得注意的是，Coinbase 擁有強勁的資產負債表。這為擴展和平台開發提供了充足的靈活性。隨著目前多頭市場中財務靈活性的提高，Coinbase 將加速收入多元化。這將支持收入成長的潛在加速。

Riot Platforms (NASDAQ:RIOT) seems to be trading at a valuation gap among Bitcoin mining stocks. It’s worth noting that RIOT stock has remained sideways in the last 12 months, even as Bitcoin surges. At a forward P/E of 18.9, the stock is a steal.

Riot Platforms（納斯達克股票代碼：RIOT）似乎在比特幣礦業股票之間存在估值差距。值得注意的是，儘管比特幣價格飆升，但 RIOT 股票在過去 12 個月內一直保持橫盤整理。以 18.9 的預期本益比計算，該股非常值得買入。

It’s worth noting that Riot Platforms has ambitious growth plans that are backed by strong fundamentals. As of Q1 2024, the company reported a cash buffer (including Bitcoin holdings) of $1.3 billion. Further, with a zero-debt balance sheet, financial flexibility is high.

值得注意的是，Riot Platforms 制定了雄心勃勃的成長計劃，並得到了強勁基本面的支持。截至 2024 年第一季度，該公司報告的現金緩衝（包括比特幣持有量）為 13 億美元。此外，由於資產負債表為零債務，財務靈活性很高。

Regarding expansion, Riot reported a hash rate capacity of 12.4EH/s as of Q1 2024. By the end of the year, the company is targeting to increase capacity to 31.5EH/s. This is likely to translate into stellar revenue and EBITDA growth.

關於擴展，Riot 報告稱，截至 2024 年第一季度，算力容量為 12.4EH/s。這可能會轉化為出色的收入和 EBITDA 成長。

Riot has also set a target to achieve a Bitcoin mining capacity of 100EH/s by 2027. Healthy growth is, therefore, likely to be sustained in the next few years. I believe it’s just a matter of time before RIOT stock goes ballistic.

Riot 也設定了到 2027 年比特幣挖礦能力達到 100EH/s 的目標。我相信 RIOT 股票暴漲只是時間問題。

Let’s end the discussion on crypto ideas with a penny stock to buy that has multibagger returns potential. Bitfarms (NASDAQ:BITF) has been weak year-to-date, with a correction of 30%.

讓我們以購買一隻具有多重回報潛力的細價股票來結束加密貨幣概念的討論。 Bitfarms（納斯達克股票代碼：BITF）今年迄今表現疲軟，修正了 30%。

There are two reasons for the decline, even as Bitcoin trends are higher. First, BITF stock has discounted the relative mining difficulty after the halving event. Further, Bitfarms raised $275 million earlier this year, and equity dilution has impacted stock sentiments. The stock, however, seems to be in a consolidation zone, and I expect a big breakout in the coming quarters.

儘管比特幣趨勢走高，但下跌的原因有兩個。首先，BITF股票在減半事件後已經折現了相對挖礦難度。此外，Bitfarms 今年稍早籌集了 2.75 億美元，股權稀釋影響了股票情緒。然而，該股似乎處於盤整區域，我預計未來幾季將出現重大突破。

As of Q1 2024, Bitfarms reported a hash rate capacity of 7EH/s. The company is targeting capacity expansion to 21EH/s by the end of the year. With $124 million in liquidity and a zero-debt balance sheet, Bitfarms has high financial flexibility.

截至 2024 年第一季度，Bitfarms 報告的算力容量為 7EH/s。該公司的目標是在今年年底將產能擴展至 21EH/s。 Bitfarms 擁有 1.24 億美元的流動性和零債務資產負債表，具有高度的財務彈性。

For Q1 2024, Bitfarms reported revenue growth of 67% on a year-on-year basis to $50 million. Adjusted EBITDA surged by 233% for the same period to $21 million. As a low-cost Bitcoin miner, Bitfarms is positioned to deliver robust EBITDA and cash flows in the coming quarters. This will translate into significant price-action.

2024 年第一季度，Bitfarms 報告營收年增 67%，達到 5,000 萬美元。調整後 EBITDA 同期飆升 233%，達到 2,100 萬美元。作為一家低成本比特幣礦商，Bitfarms 預計在未來幾季提供強勁的 EBITDA 和現金流。這將轉化為重大的價格趨勢。