加密货币股票将受益于比特币上涨

加密货币股票今年表现良好，其中大多数跑赢了大盘。随着加密货币价格飙升并成为加密托管行业的市场领导者，Coinbase (COIN) 股价已上涨超过 34%。

Crypto stocks have done well this year, with most of them beating the broader market. Coinbase (NASDAQ:COIN) stock has risen by over 34%, as cryptocurrency prices soared and as it became the market leader in the crypto custody industry.

加密货币股票今年表现良好，其中大多数跑赢了大盘。随着加密货币价格飙升并成为加密托管行业的市场领导者，Coinbase（纳斯达克股票代码：COIN）的股价已上涨超过 34%。

Crypto stocks to benefit as BTC rallies

随着比特币上涨，加密货币股票将受益

Bitcoin mining stocks like Core Scientific (NASDAQ:CORZ), Riot Platforms (NASDAQ:RIOT), Bitfarms (NASDAQ:BITF), and Marathon Digital (NASDAQ:MARA) have also risen this year. These companies do well when Bitcoin is rising because they are some of its biggest holdings. Data shows that Marathon Digital golds over 20,000 coins while Riot and Hut 8 Mining have slightly under 10,000 coins.

Core Scientific (NASDAQ:CORZ)、Riot Platform (NASDAQ:RIOT)、Bitfarms (NASDAQ:BITF) 和 Marathon Digital (NASDAQ:MARA) 等比特币矿业股今年也有所上涨。当比特币上涨时，这些公司表现良好，因为它们是比特币最大的持股之一。数据显示，Marathon Digital 拥有超过 20,000 个金币，而 Riot 和 Hut 8 Mining 拥有略低于 10,000 个金币。

The best-performing Bitcoin stock this year has been MicroStrategy (NASDAQ:MSTR), a company that holds over 226,000 coins. Its stock has soared by over 166%, giving it a market cap of over $30 billion compared to its Bitcoin holdings valued at less than $16 billion. MSTR has become a better holding than spot ETFs.

今年表现最好的比特币股票是 MicroStrategy（纳斯达克股票代码：MSTR），该公司持有超过 226,000 个比特币。其股价已飙升超过 166%，市值超过 300 亿美元，而其持有的比特币市值还不到 160 亿美元。 MSTR 已成为比现货 ETF 更好的持有品。

These crypto stocks have more catalysts that could push them higher for longer in the longer term.

这些加密股票有更多的催化剂，从长远来看可以推动它们走高。

First, Bitcoin demand and supply are moving in the different directions. Demand is rising from the likes of ETFs while supply is slowing because of halving. There are signs that this demand will continue rising now that Trump has hinted that the government will accumulate and store Bitcoin as a reserve asset. Such a move will push more countries to do the same.

首先，比特币的需求和供给正在朝着不同的方向发展。 ETF 等产品的需求正在上升，而供应则因减半而放缓。有迹象表明，既然特朗普暗示政府将积累和存储比特币作为储备资产，这种需求将继续上升。此举将推动更多国家采取同样的行动。

Second, analysts are upbeat on the price of Bitcoin. Michael Saylor noted that Bitcoin price could surge to over $49 million in the next 21 years. Larry Fink, Blackrock’s CEO, has become a Bitcoin believer while VanEck believes that the coin could vault to $52 million by 2050. Jen VanEck has allocated 30% of his net worth to Bitcoin.

其次，分析师对比特币的价格持乐观态度。 Michael Saylor 指出，未来 21 年内，比特币价格可能飙升至 4900 万美元以上。贝莱德 (Blackrock) 首席执行官拉里·芬克 (Larry Fink) 已成为比特币信徒，而范埃克 (VanEck) 则认为，到 2050 年，比特币可能会飙升至 5200 万美元。詹·范埃克 (Jen VanEck) 已将其净资产的 30% 分配给了比特币。

Third, Bitcoin has formed the extremely bullish cup and handle chart pattern on the weekly chart. In most cases, this pattern usually leads to a big breakout over time. The cup section, as shown above, is in red while the recent consolidation is part of the handle section.

第三，比特币在周线图上形成了极其看涨的杯柄图形态。在大多数情况下，随着时间的推移，这种模式通常会导致大幅突破。如上图所示，罩杯部分为红色，而最近的整合是手柄部分的一部分。

This pattern has been supported by the 50-day Exponential Moving Average (EMA), where Bitcoin failed to move below in July.

这种模式得到了 50 天指数移动平均线 (EMA) 的支持，比特币在 7 月份未能跌破该平均线。

At the same time, the handle section is also a falling broadening wedge chart pattern, which is another bullish sign. Therefore, ultimately, if this pattern works well, there are chances that it will have a bullish breakout.

同时，手柄部分也是一个下降加宽楔形图表形态，这是另一个看涨信号。因此，最终，如果该模式运行良好，则有可能出现看涨突破。

A good example of the cup and handle pattern in action is to look at gold’s monthly chart. As shown above, gold formed a cup section between September 2011 and July 2020. It then formed the handle part between August 2020 and October 2023. Most recently, it has formed a bullish breakout, pushing it to a record high of near $2,500.

杯柄模式的一个很好的例子是查看黄金的月度图表。如上图所示，黄金在2011年9月至2020年7月期间形成了杯形部分，然后在2020年8月至2023年10月期间形成了手柄部分。最近，它形成了看涨突破，将其推至接近2500美元的历史新高。

Looking ahead, most of these crypto stocks will be impacted by the upcoming earnings that starts on Tuesday. Some of the companies to watch this week will be Coinbase, MicroStrategy, Riot Platforms, and Marathon Digital.

展望未来，大多数加密货币股票将受到周二开始的即将发布的收益的影响。本周值得关注的公司包括 Coinbase、MicroStrategy、Riot Platforms 和 Marathon Digital。