加密货币的卷土重来引发相关股票飙升

随着美国监管的转变，加密货币市场正在经历上涨，尤其是比特币。美国证券交易委员会 (SEC) 对现货比特币 ETF 的批准以及英国金融行为监管局 (FCA) 对比特币和以太坊交易所交易票据交易的开放态度激发了积极的情绪。为了应对比特币价格上涨，机构参与加速，贝莱德 iShares 比特币 ETF 购买了价值 7.78 亿美元的比特币就证明了这一点。因此，我们研究了 2024 年值得买入的三只有前景的加密货币相关股票：MicroStrategy (MSTR)，一家主要的比特币企业投资者； Riot Platforms (RIOT)，一家加密货币挖矿公司；以及比特币挖矿运营商 Marathon Digital (MARA)。

Cryptocurrency's Resurgence and the Promise of Related Stocks

加密货币的复苏和相关股票的前景

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.

在美国监管变化的推动下，加密货币市场正在经历新一轮的飙升，尤其是比特币（BTC USD）。这种积极的势头引发了人们对加密货币相关股票的兴趣，因为该领域的公司准备利用这一上升趋势。

Regulatory Tailwinds Boost Crypto Sentiment

监管利好提振加密货币情绪

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).

美国主要金融监管机构美国证券交易委员会 (SEC) 最近批准了 11 只现货比特币 ETF，为机构投资者直接投资加密货币现货价格铺平了道路。此举显着加速了比特币的价格走势，吸引了贝莱德等主要参与者的注意，贝莱德通过其 iShares 比特币 ETF（纳斯达克股票代码：I BIT）购买了价值超过 7.78 亿美元的比特币。

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.

英国金融行为监管局（FCA）（相当于英国的 SEC）也表示愿意允许在英国境内进行比特币和基于以太坊的交易所交易票据（ETN）交易。监管机构的这种开放性凸显了人们对加密货币的日益认可和接受。

3 Promising Crypto-Related Stocks for 2024

2024 年 3 只有前途的加密货币相关股票

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

在看涨情绪中，寻求投资加密货币市场的投资者可以考虑以下三只有前途的股票：

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 已成为比特币领域著名的企业投资者，持有价值超过 150 亿美元的加密货币。该公司对比特币的战略收购是其股票表现出色的关键因素，仅 2024 年就上涨了 150%。随着比特币价格持续上涨，MicroStrategy 的股价可能也会随之上涨。

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 是一家领先的加密货币挖矿公司，致力于提高其哈希率，这是挖矿业务的一个关键指标。凭借对基础设施的大量投资和稳健的财务状况，Riot 准备充分利用对比特币不断增长的需求。分析师也看好该股，摩根大通将其评级提升至“增持”，意味着潜在的上涨空间为 40%。

3. Marathon Digital (MARA)

3.马拉松数字（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.

另一家主要的加密货币挖矿公司 Marathon Digital 的股价在比特币价格上涨的推动下飙升。该公司最新的财报显示，比特币产量大幅增加，哈希率增长 253%。马拉松的扩张计划，包括启用新的采矿设施，使其为加密采矿行业的持续增长做好了准备。

Key Takeaway

要点

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.

比特币的上涨趋势和积极的监管环境为加密相关股票创造了有利的氛围。寻求进入加密货币市场的投资者应该考虑这三家有前景的公司，它们有望从比特币价格的持续飙升中受益。但值得注意的是，加密货币市场可能波动较大，投资者在做出投资决定前应谨慎行事并进行充分研究。