防暴平台在比特幣產量下降後庫存掉落

比特幣採礦和數字基礎設施公司Riot Platforms今天早上正在翻滾，下降了多達8％，然後恢復到約5％

Riot Platforms (NASDAQ:RIOT) is trading lower on Monday, after the company's bitcoin production fell in February.

在該公司2月份的比特幣產量下降之後，週一，RIOT平台（NASDAQ：RIOT）的交易較低。

What Happened: Bitcoin (CRYPTO: BTC) mining and digital infrastructure company Riot Platforms is tumbling this morning, dropping as much as 8% before recovering to about 5% down as of 10:50 a.m. ET. Meanwhile, bitcoin is somewhat stable, hovering around $91,000, as the crypto industry is in a wait-and-see mode until tomorrow’s inaugural White House Crypto Summit.

發生的事情是：比特幣（加密：BTC）採礦和數字基礎設施公司Riot Platforms今天早上正在滾動，下降了多達8％，然後截至美國東部時間上午10:50下降到約5％。同時，比特幣有些穩定，徘徊在91,000美元左右，因為加密貨幣行業處於候補模式，直到明天的首屆白宮加密賽峰會。

Riot released fourth-quarter and full-year financial earnings on February 24. The company’s results exceeded expectations, primarily due to bitcoin mining revenue, but it didn’t lift the stock.

Riot於2月24日發布了第四季度和全年財務收益。該公司的業績超出了預期，主要是由於比特幣採礦收入所致，但並未提高股票。

On March 4, the company said its bitcoin production declined month-over-month, mining 470 bitcoin in February vs. 527 in January. Production was “impacted by planned maintenance, elevated curtailment driven by higher power prices as a result of colder weather, and a shortened month,” Riot CEO Jason Les said in a press release.

該公司在3月4日表示，其比特幣產量每月下降，在2月份開采了470比特幣，而1月份的527比特幣。 Riot首席執行官傑森·萊斯（Jason Les）在一份新聞稿中說，“受生產受到計劃的維護，由於天氣寒冷而受到較高電力價格的限制的影響，也縮短了一個月。”

Today, Seeking Alpha analyst Deep Value Investing downgraded Riot to a Strong Sell "due to anticipated inflation risks impacting bitcoin's performance, similar to 2022."

如今，尋求Alpha分析師的深度價值投資將Riot降級為強勁的賣出，“由於預期的通貨膨脹風險會影響比特幣的績效，類似於2022年。”

"I foresee rising inflation due to tariffs and government cost-cutting measures, which could delay interest rate cuts until 2026. Historically, bitcoin has struggled in such environments," the analyst wrote.

分析師寫道：“我預見到由於關稅和政府削減成本措施而導致的通貨膨脹率上升，這可能會將降低利率降低到2026年。從歷史上看，比特幣在這種環境中一直在掙扎。”

Riot overall is down nearly 20% year to date as uncertainty around bitcoin’s price puts pressure on the company’s outlook. At the end of February 2025, the company’s bitcoin holdings stood at 18,692, worth roughly $1.7 billion. This places Riot as the third-largest public company holding bitcoin, behind Strategy and MARA Holdings.

迄今為止，Riot總體上下降了近20％，因為比特幣價格的不確定性給公司的前景帶來了壓力。 2025年2月底，該公司的比特幣持有量為18,692，價值約17億美元。這使Riot成為持有比特幣的第三大上市公司，僅次於戰略和Mara Holdings。

See Also: Top 500 Biggest Companies In The World

另請參閱：世界上最大的500家最大的公司

What’s Next: At the beginning of the year, Riot said it plans to install at least 12,000 next-generation bitcoin miners in 2024, nearly double the number it deployed in 2023.

接下來的事情是：在年初，Riot表示，計劃在2024年安裝至少12,000個下一代比特幣礦工，幾乎是2023年部署的數量的兩倍。

The company also recently announced the expansion of its bitcoin mining operations with the purchase of additional miners from Bitmain.

該公司最近還宣布，通過從Bitmain購買其他礦工，擴大了其比特幣採礦業務。

Riot is expected to report its first-quarter financial earnings in late April or early May.

預計Riot將在4月下旬或5月初報告其第一季度的財務收入。

What's New: Riot Platforms saw its stock decline on Monday, potentially due to a report by Seeking Alpha that an analyst downgraded the company's rating and pointed to anticipated inflation risks that could impact bitcoin's performance.

新事物：Riot Platforms週一的股票下跌，這可能是由於尋求Alpha的一份報告，即分析師降低了該公司的評級，並指出預期的通貨膨脹風險可能會影響比特幣的性能。

The analyst, who contributes to the Deep Value Investing service, downgraded Riot to Strong Sell from Hold and cut the price target to $15 from $20.

為深度價值投資服務做出貢獻的分析師將Riot從Hold降低，並將目標目標從20美元降低到15美元。

In a note on Monday, the analyst, whose identity is not disclosed by SA, said: "I foresee an uptick in inflation as tariffs will be imposed to reduce the trade deficit, while government cost-cutting measures will be implemented to decrease the deficit. This will have the effect of delaying the interest rate cuts, which I now anticipate to commence in late 2025 and proceed at a slower pace than previous estimations. From a historical perspective, bitcoin tends to struggle in periods of sustained inflation."

在周一的一份筆記中，SA未披露的身份的分析師說：“我預見到通貨膨脹會增加，因為關稅將被強加於減少貿易赤字，而政府削減成本的措施將降低赤字。這將降低降低利率的效果，而我現在預計在2025年代後期就開始了一段時間的範圍持續通貨膨脹的s。”

The analyst also noted that Riot's stock has already recovered significantly from its 2022 lows and now trades at a premium valuation.

該分析師還指出，Riot的股票已經從其2022年的低谷中大幅回收，現在以高價估值進行了交易。

However, the analyst said that they still prefer other bitcoin miners, such as Bitfarms (OTC:BITFF) and Hut 8 (TO: HUT8)(NASDAQ: HUT), which are currently rated as Buys.

但是，分析師說，他們仍然更喜歡其他比特幣礦工，例如Bitfarms（OTC：BITFF）和HUT 8（TO：HUT8）（NASDAQ：HUT），這些（NASDAQ：HUT）當前被評為購買。

"I am more optimistic about Bitfarms, considering its potential for a complete debt repayment by year-end and the possibility of a merger with a special purpose acquisition company (SPAC). Meanwhile, Hut 8 is viewed as a safer investment despite its slower growth rate," the analyst added.

分析師補充說：“我對Bitfarms更加樂觀，考慮到其按年底償還債務的可能性以及與特殊目的收購公司合併的可能性（SPAC）。與此同時，儘管其增長率較慢，但HUT 8仍將其視為更安全的投資。”

Despite the recent sell-off in bitcoin, which has wiped out nearly $1 trillion in cryptocurrency market cap since November 2021, several analysts remain bullish on the digital asset in 2024.

儘管最近在比特幣中售出了售罄，但自2021年11月以來，該比特幣卻取消了近1萬億美元的加密貨幣市值，但在2024年，幾位分析師仍然對數字資產看漲。