比特币 (BTC-USD) 减半后值得买入的 3 只加密货币股票

在过去几个季度的大幅上涨之后，比特币（BTC-USD）似乎正在整合。随着比特币减半的完成以及未来 12 个月内可能多次降息，我看好比特币创下新高。

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.

比特币（BTC-USD）在过去几个季度大幅上涨后一直在盘整。然而，随着比特币减半的完成和尘埃落定，我看好比特币的新高。

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，加密行业继续传来好消息。随着以太坊（ETH-USD）ETF 的批准，加密货币可能会保持上升趋势。投资优质加密货币股票是从牛市中受益的一种方式。

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.

这里值得一提的是，图表专家 Peter Brandt 预计，在当前牛市结束之前，比特币将达到 20 万美元。因此，从比特币、山寨币和加密货币股票中赚钱的空间很大。

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.

如果比特币实现上述目标，一些最好的加密股票可能会带来丰厚的回报。我的重点包括中心化加密货币交易所和比特币矿工。因此，让我们讨论一下看好比特币和更广泛的加密行业前景的三只加密股票。

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（纳斯达克股票代码：COIN）在过去 12 个月内大幅上涨 300%。然而，反弹是从深度超卖水平开始的，COIN 股票仍然具有吸引力。 COIN 股票在过去两个月一直处于盘整区，33.2 的远期市盈率看起来很有吸引力。如果比特币目前的涨势持续下去，我预计比特币将再次突破上行趋势。

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.

值得注意的重要一点是，Coinbase 去年专注于积极的国际扩张。优先市场包括巴西、欧洲、新加坡、澳大利亚和阿联酋。因此，Coinbase在当前的牛市中拥有更大的潜在客户群。这可能会转化为强劲的收入增长和盈利能力扩张。

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.

还值得注意的是，Coinbase 拥有强劲的资产负债表。这为扩展和平台开发提供了充足的灵活性。随着当前牛市中财务灵活性的提高，Coinbase 将加速收入多元化。这将支持收入增长的潜在加速。

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（纳斯达克股票代码：RIOT）似乎在比特币矿业股票之间存在估值差距。值得注意的是，尽管比特币价格飙升，但 RIOT 股票在过去 12 个月内一直保持横盘整理。以 18.9 的预期市盈率计算，该股是值得买入的股票。

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 制定了雄心勃勃的增长计划，并得到了强劲基本面的支持。截至 2024 年第一季度，该公司报告的现金缓冲（包括比特币持有量）为 13 亿美元。此外，由于资产负债表为零债务，财务灵活性很高。

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.

关于扩展，Riot 报告称，截至 2024 年第一季度，算力容量为 12.4EH/s。到今年年底，该公司的目标是将容量提高到 31.5EH/s。这可能会转化为出色的收入和 EBITDA 增长。

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 还设定了到 2027 年比特币挖矿能力达到 100EH/s 的目标。因此，未来几年可能会持续健康增长。我相信 RIOT 股票暴涨只是时间问题。

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%.

让我们以购买一只具有多重回报潜力的细价股票来结束对加密货币理念的讨论。 Bitfarms（纳斯达克股票代码：BITF）今年迄今一直表现疲软，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.

尽管比特币趋势走高，但下跌的原因有两个。首先，BITF股票在减半事件后已经贴现了相对挖矿难度。此外，Bitfarms 今年早些时候筹集了 2.75 亿美元，股权稀释影响了股票情绪。然而，该股似乎处于盘整区域，我预计未来几个季度将出现重大突破。

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 报告的算力容量为 7EH/s。该公司的目标是在今年年底将产能扩展至 21EH/s。 Bitfarms 拥有 1.24 亿美元的流动性和零债务资产负债表，具有高度的财务灵活性。

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 报告收入同比增长 67%，达到 5000 万美元。调整后 EBITDA 同期飙升 233%，达到 2100 万美元。作为一家低成本比特币矿商，Bitfarms 有望在未来几个季度提供强劲的 EBITDA 和现金流。这将转化为重大的价格走势。