3 只看涨比特币（BTC-USD）前景的加密货币股票

经过近几个季度的大幅上涨后，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 个月内多次降息的可能性，我对比特币创新高持乐观态度。

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.

经过近几个季度的强劲反弹后，比特币（BTC-USD）似乎正在整合。不过，鉴于减半的完成以及未来 12 个月内多次降息的可能性，我对比特币创下新高持乐观态度。

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，加密货币行业仍然有积极的消息。在以太坊 (ETH-USD) ETF 获准的情况下，加密货币可能会保持上升趋势。从牛市中获利的一种方法是通过投资优质加密货币股票。

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.

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，有充足的机会通过比特币、山寨币和加密股票赚钱。

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.

如果比特币实现了上述目标，一些最好的加密货币股票可能会带来多重回报。我专注于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 (COIN)

币库 (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（纳斯达克股票代码：COIN）在过去 12 个月内大幅上涨了 300%。然而，反弹是从严重超卖水平开始的，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.

过去两个月一直处于盘整区，COIN 股票的预期市盈率为 33.2，这似乎很有吸引力。如果当前的比特币反弹继续下去，我预计将再次突破上行趋势。

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、澳大利亚和阿拉伯联合酋长国。

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 在当前的牛市中拥有更大的潜在客户群。这应该会带来强劲的销售增长和盈利能力的提高。

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

还值得一提的是，Coinbase 拥有强劲的资产负债表。这为扩展和平台开发提供了足够的灵活性。

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.

随着当前牛市中财务灵活性的提高，Coinbase 将能够加速收入多元化。这将支持收入增长的潜在加速。

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（纳斯达克股票代码：REVOLT）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 个月内一直呈横盘走势。

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

该股的市盈率为 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 制定了基于强劲基本面的雄心勃勃的增长计划。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。

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

此外，无债务资产负债表的财务灵活性很高。

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.

至于扩展，Riot 报告称，截至 2024 年第一季度，算力容量为 12.4EH/s。该公司的目标是在年底前将容量提高至 31.5EH/s。这应该会带来出色的销售和 EBITDA 增长。

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。我认为 RIOT 股票爆炸只是时间问题。

Bitfarms (BITF)

比特农场（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%.

让我们通过购买有可能获得多重回报的细价股票来结束对加密货币想法的讨论。 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 higher. First, BITF stock has taken into account the relative mining difficulty post-halving.

尽管比特币趋势走高，但下跌的原因有两个。首先，BITF股票考虑了减半后的相对挖矿难度。

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 今年早些时候筹集了 2.75 亿美元，股票稀释也影响了股票情绪。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。

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 报告的算力容量为 7EH/s。该公司的目标是到今年年底将容量扩展至 21EH/s。

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

Bitfarms 拥有 1.24 亿美元的流动性和无债务的资产负债表，具有高度的财务灵活性。

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 报告称，2024 年第一季度收入同比增长 67%，达到 5000 万美元。调整后 EBITDA 同期增长 233%，达到 2100 万美元。

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。这将导致价格大幅波动。

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

截至本文发表时，Faisal Humayun 并未直接或间接持有本文提及的证券的任何头寸。本文仅代表作者个人观点，如有异议，请以法律为准