3 只看漲比特幣（BTC-USD）前景的加密貨幣股票

經過近幾個季度的大幅上漲後，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 個月內多次降息的可能性，我對比特幣創新感到樂觀。

After a strong rally in recent quarters, Bitcoin (BTC-USD) seems to be consolidating. However, I am optimistic about new highs for Bitcoin, given the completion of the halving and the possibility of multiple rate cuts over the next 12 months.

經過近幾個季度的強勁反彈後，比特幣（BTC-USD）似乎正在整合。不過，鑑於減半的完成以及未來 12 個月內多次降息的可能性，我對比特幣創下新高持樂觀態度。

Additionally, there continues to be positive news for the crypto industry. With permission for ether (ETH-USD) ETF, cryptocurrencies are likely to remain in an uptrend. One way to profit from the bull market is through exposure to high-quality crypto stocks.

此外，加密貨幣行業仍然有積極的消息。在以太幣 (ETH-USD) ETF 獲得批准的情況下，加密貨幣可能會保持上升趨勢。從牛市中獲利的一種方法是透過投資優質加密貨幣股票。

It’s worth mentioning here that chart expert Peter Brandt expects Bitcoin to scale $200,000 before the current bull market ends. Therefore, there are ample opportunities to make money with 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，有充足的機會透過比特幣、山寨幣和加密股票賺錢。

If the above goal is achieved for Bitcoin, some of the best crypto stocks are likely to deliver multi-bagger returns. I am focusing on centralized crypto exchanges and Bitcoin miners. So let’s discuss three crypto stocks to buy with a bullish outlook for Bitcoin and the broader crypto industry.

如果比特幣實現了上述目標，一些最好的加密貨幣股票可能會帶來多重回報。我專注於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 (COIN)

幣庫 (COIN)

Coinbase (NASDAQ:COIN) has seen a massive 300% increase in the last 12 months. However, the rally started from heavily oversold levels and COIN stock remains attractive.

Coinbase（納斯達克股票代碼：COIN）在過去 12 個月內大幅上漲了 300%。然而，反彈是從嚴重超賣水平開始的，COIN 股票仍然具有吸引力。

Having been in a consolidation zone over the past two months, COIN stock is trading at a forward price-to-earnings ratio of 33.2, which seems attractive. I expect another breakout to the upside if the current Bitcoin rally continues.

過去兩個月一直處於盤整區，COIN 股票的預期本益比為 33.2，似乎很有吸引力。如果當前的比特幣反彈持續下去，我預計將再次突破上行趨勢。

An important point is that Coinbase has focused on this aggressive international expansion last year. Priority markets include Brazil, Europe, Singapore, Australia and the United Arab Emirates.

重要的一點是，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、澳洲和阿拉伯聯合大公國。

Hence, Coinbase has a larger addressable customer base in the current bull market. This should lead to robust sales growth and increased profitability.

因此，Coinbase 在目前的多頭市場中擁有更大的潛在客戶群。這應該會帶來強勁的銷售成長和獲利能力的提高。

It is also worth mentioning that Coinbase has a strong balance sheet. This provides sufficient flexibility for expansion and platform development.

另外值得一提的是，Coinbase 擁有強勁的資產負債表。這為擴展和平台開發提供了足夠的靈活性。

As financial flexibility improves in the current bull market, Coinbase will be positioned to do so Accelerating revenue diversification. This will support a potential acceleration in revenue growth.

隨著目前多頭市場中財務靈活性的提高，Coinbase 將能夠加速收入多元化。這將支持收入成長的潛在加速。

Riot Platforms (RIOT)

防暴平台 (RIOT)

Riot Platforms (NASDAQ:REVOLT) appears to be trading with a valuation gap among Bitcoin mining stocks. It’s worth noting that RIOT stock has trended sideways over the past 12 months, even as Bitcoin surged.

Riot Platforms（納斯達克股票代碼：REVOLT）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 個月中一直呈現橫盤走勢。

With a P/E ratio of 18.9, the stock is a bargain.

該股的本益比為 18.9，非常便宜。

It’s worth noting that Riot Platforms has ambitious growth plans based on strong fundamentals. As of Q1 2024, the company reported a cash buffer (including Bitcoin holdings) of $1.3 billion.

值得注意的是，Riot Platforms 制定了基於強勁基本面的雄心勃勃的成長計劃。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。

In addition, financial flexibility is high with a debt-free balance sheet.

此外，無債務資產負債表的財務彈性很高。

As for expansion, Riot reported a hash rate capacity of 12.4EH/s as of the first quarter of 2024. The company is aiming for an increase by the end of the year Increase capacity up to 31.5EH/s. This should lead to excellent sales and EBITDA growth.

至於擴展，Riot 報告稱，截至 2024 年第一季度，算力容量為 12.4EH/s。這應該會帶來出色的銷售和 EBITDA 成長。

Riot has also set a goal of reaching 100EH/s Bitcoin mining capacity by 2027. Therefore, healthy growth is likely to continue in the next few years. I think it’s only a matter of time before RIOT stock explodes.

Riot也設定了2027年比特幣挖礦能力達到100EH/s的目標。我認為 RIOT 股票爆炸只是時間問題。

Bitfarms (BITF)

比特農場（BITF）

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

讓我們透過購買有可能獲得多重回報的細價股票來結束加密貨幣想法的討論。 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 higher. First, BITF stock has taken into account the relative mining difficulty post-halving.

儘管比特幣趨勢走高，但下跌的原因有兩個。首先，BITF股票考慮了減半後的相對挖礦難度。

Additionally, Bitfarms raised $275 million earlier this year, and stock dilution has impacted stock sentiment. However, the stock appears to be in a consolidation zone and I expect a big breakout in the coming quarters.

此外，Bitfarms 今年稍早籌集了 2.75 億美元，股票稀釋也影響了股票情緒。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。

In the first quarter of 2024, Bitfarms reported a hash rate capacity of 7EH/s. The company aims to do this Capacity expansion to 21EH/s by the end of the year.

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容量擴展至 21EH/s。

With $124 million in liquidity and a debt-free balance sheet, Bitfarms has high financial flexibility.

Bitfarms 擁有 1.24 億美元的流動性和無債務的資產負債表，具有高度的財務靈活性。

For the first quarter of 2024, Bitfarms reported 67% year-over-year revenue growth to $50 million. Adjusted EBITDA increased 233% to $21 million over the same period.

Bitfarms 報告稱，2024 年第一季營收年增 67%，達到 5,000 萬美元。調整後 EBITDA 同期成長 233%，達到 2,100 萬美元。

As a low-cost Bitcoin miner, Bitfarms is positioned to deliver robust EBITDA and cash flows in the coming quarters. This will lead to significant price movements.

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。這將導致價格大幅波動。

At the time of publication, Faisal Humayun did not hold, directly or indirectly, any positions in the securities mentioned in this article. The opinions expressed in this article are those of the author, subject to those

截至本文發表時，Faisal Humayun 並未直接或間接持有本文提及的證券的任何部位。本文僅代表作者個人觀點，如有異議，請以法律為準