加密貨幣的捲土重來引發相關股票飆升

隨著美國監管的轉變，加密貨幣市場正在經歷上漲，尤其是比特幣。美國證券交易委員會 (SEC) 對現貨比特幣 ETF 的批准以及英國金融行為監管局 (FCA) 對比特幣和以太坊交易所交易票據交易的開放態度激發了積極的情緒。為了因應比特幣價格上漲，機構參與加速，貝萊德 iShares 比特幣 ETF 購買了價值 7.78 億美元的比特幣就證明了這一點。因此，我們研究了 2024 年值得買入的三隻前景的加密貨幣相關股票：MicroStrategy (MSTR)，主要的比特幣企業投資者； Riot Platforms (RIOT)，一家加密貨幣挖礦公司；以及比特幣挖礦業者 Marathon Digital (MARA)。

Cryptocurrency's Resurgence and the Promise of Related Stocks

加密貨幣的復甦和相關股票的前景

The cryptocurrency market is experiencing a renewed surge, particularly in Bitcoin (BTC USD), propelled by regulatory shifts in the United States. This positive momentum has sparked interest in crypto-related stocks, as companies in this space are poised to capitalize on the upward trend.

在美國監管變化的推動下，加密貨幣市場正在經歷新一輪的飆升，尤其是比特幣（BTC USD）。這種積極的勢頭引發了人們對加密貨幣相關股票的興趣，因為該領域的公司準備利用這一上升趨勢。

Regulatory Tailwinds Boost Crypto Sentiment

監管利好提振加密貨幣情緒

The Securities and Exchange Commission (SEC), the primary financial regulator in the US, has recently approved 11 spot Bitcoin ETFs, paving the way for institutional investors to gain direct exposure to the cryptocurrency's spot price. This move has significantly accelerated Bitcoin's price trajectory, attracting the attention of major players like BlackRock, which purchased over $778 million worth of BTC through its iShares Bitcoin ETF (NASDAQ:I BIT).

美國主要金融監管機構美國證券交易委員會 (SEC) 最近批准了 11 隻現貨比特幣 ETF，為機構投資者直接投資加密貨幣現貨價格鋪平了道路。此舉顯著加速了比特幣的價格走勢，吸引了貝萊德等主要參與者的注意，貝萊德透過其iShares 比特幣ETF（納斯達克股票代碼：I BIT）購買了價值超過7.78 億美元的比特幣。

The British Financial Conduct Authority (FCA), the UK equivalent of the SEC, has also indicated a willingness to allow trading in Bitcoin and Ethereum-based exchange-traded notes (ETNs) within the country. This openness from regulatory authorities underscores the growing recognition and acceptance of cryptocurrencies.

英國金融行為監理局（FCA）（相當於英國的 SEC）也表示願意允許在英國境內進行比特幣和基於以太坊的交易所交易票據（ETN）交易。監管機構的這種開放性凸顯了人們對加密貨幣的日益認可和接受。

3 Promising Crypto-Related Stocks for 2024

2024 年 3 只有前途的加密貨幣相關股票

Amidst the bullish sentiment, investors seeking exposure to the crypto market can consider the following three promising stocks:

在看漲情緒中，尋求投資加密貨幣市場的投資者可以考慮以下三隻前景的股票：

1. MicroStrategy (MSTR)

1.MicroStrategy（MSTR）

MicroStrategy has established itself as a prominent corporate investor in Bitcoin, holding over $15 billion worth of the cryptocurrency. The company's strategic acquisition of Bitcoin has been a key factor in its stock's remarkable performance, which has seen a 150% gain in 2024 alone. As Bitcoin prices continue to ascend, MicroStrategy shares are likely to follow suit.

MicroStrategy 已成為比特幣領域著名的企業投資者，持有價值超過 150 億美元的加密貨幣。該公司對比特幣的策略性收購是其股票表現出色的關鍵因素，光是 2024 年就上漲了 150%。隨著比特幣價格持續上漲，MicroStrategy 的股價也可能隨之上漲。

2. Riot Platforms (RIOT)

2.防暴平台（RIOT）

Riot Platforms, a leading cryptocurrency mining company, is focused on enhancing its hash rate, a crucial metric in mining operations. With significant investments in infrastructure and a robust financial position, Riot is poised to capitalize on the growing demand for Bitcoin. Analysts are also bullish on the stock, with JP Morgan upgrading it to an "Overweight" rating, implying a potential 40% upside.

Riot Platforms 是一家領先的加密貨幣挖礦公司，致力於提高其哈希率，這是挖礦業務的關鍵指標。憑藉對基礎設施的大量投資和穩健的財務狀況，Riot 準備充分利用對比特幣不斷增長的需求。分析師也看好該股，摩根大通將其評級提升至“增持”，這意味著潛在的上漲空間為 40%。

3. Marathon Digital (MARA)

3.馬拉松數字（MARA）

Marathon Digital, another major cryptocurrency mining company, has experienced a surge in its stock price driven by rising Bitcoin prices. The company's latest earnings report revealed a significant increase in Bitcoin production and a 253% growth in hash rate. Marathon's expansion plans, including the activation of new mining facilities, position it well for continued growth in the crypto mining sector.

另一家主要的加密貨幣挖礦公司 Marathon Digital 的股價在比特幣價格上漲的推動下飆升。該公司最新的財報顯示，比特幣產量大幅增加，哈希率增加 253%。馬拉鬆的擴張計劃，包括啟用新的採礦設施，使其為加密採礦行業的持續成長做好了準備。

Key Takeaway

重點

The uptrend in Bitcoin and the positive regulatory environment have created a favorable climate for crypto-related stocks. Investors seeking to gain exposure to the cryptocurrency market should consider these three promising companies that are poised to benefit from the ongoing surge in Bitcoin prices. However, it is important to note that the cryptocurrency market can be volatile, and investors should proceed with caution and conduct thorough research before making investment decisions.

比特幣的上漲趨勢和積極的監管環境為加密相關股票創造了有利的氛圍。尋求進入加密貨幣市場的投資者應該考慮這三家有前景的公司，它們有望從比特幣價格的持續飆升中受益。但值得注意的是，加密貨幣市場可能波動較大，投資者在做出投資決定前應謹慎行事並進行充分研究。