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随着竞选活动的进行,加密货币已成为美国的一个重大政治问题。公司研究主管 Galaxy Digital Alex Thorn 称 8 月对比特币来说是艰难且季节性糟糕的一周。
We recently compiled a list of the 20 Best Cryptocurrency Stocks to Buy According to Hedge Funds. In this article, we are going to take a look at where Core Scientific, Inc. (NASDAQ:CORZ) stands against the other cryptocurrency stocks.
我们最近根据对冲基金编制了 20 只最值得购买的加密货币股票名单。在本文中,我们将了解 Core Scientific, Inc.(纳斯达克股票代码:CORZ)相对于其他加密货币股票的立场。
A Review of the Crypto World: Latest Updates
加密世界回顾:最新更新
Crypto has emerged as a major political issue in the US with the campaigns for election going on. Head of Firmwide research Galaxy Digital Alex Thorn called August a rough and seasonally bad week for Bitcoin. He mentioned how eight out of the eleven prior Augusts witnessed the major coin trading down. However, political events have also played a role in the crypto landscape.
随着竞选活动的进行,加密货币已成为美国的一个重大政治问题。公司研究主管 Galaxy Digital Alex Thorn 称 8 月对比特币来说是艰难且季节性糟糕的一周。他提到了前 11 个八月中有 8 个月份见证了主要代币交易的下跌。然而,政治事件也在加密货币领域发挥了作用。
In Thorn's opinion, most people view Trump’s victory as bullish for the crypto market. Trump who is now running for President brought the hopes of the crypto world higher by promising to deliver a plan to make the United States the ‘crypto capital of the planet’. Crypto became an even hotter topic as Kamala Haris simultaneously supported policies for the expansion of the industry. In the opinion of Thorn, most people view Trump’s victory as bullish for the crypto market. He predicts crypto will run quite higher if Trump ends up winning the election based on an anticipated easing of the regulations. On the other hand, he expects the victory of Harris to be more neutral even for the industry since those advising her belong to the Biden administration on crypto policy.
在索恩看来,大多数人认为特朗普的胜利对加密市场有利。现在正在竞选总统的特朗普承诺将提出一项使美国成为“地球加密之都”的计划,这给加密世界带来了更高的希望。随着卡玛拉·哈里斯同时支持该行业扩张的政策,加密货币成为了一个更热门的话题。在索恩看来,大多数人认为特朗普的胜利对加密市场有利。他预测,如果特朗普基于预期的监管放松最终赢得选举,加密货币的价格将会相当高。另一方面,他预计哈里斯的胜利即使对于整个行业来说也会更加中立,因为那些为她提供加密货币政策建议的人属于拜登政府。
Looking forward to September which is a seasonally weak month for crypto too, the next months including October, November, and December are crypto's most bullish months based on the seasonality factor. Regardless of the highly awaited Fed interest rate cuts just ahead of us, the crypto market investors still remain concerned as JPMorgan’s Head of Global and European Equity Strategy dismissed the potential of a crypto bull market. While September has been a historically worst month for US stocks, the upcoming rate cut might be an outlier in history.
展望 9 月,这也是加密货币的季节性疲软月份,接下来的几个月,包括 10 月、11 月和 12 月,根据季节性因素,是加密货币最看涨的月份。尽管备受期待的美联储降息即将到来,但加密货币市场投资者仍然感到担忧,因为摩根大通全球和欧洲股票策略主管否认了加密货币牛市的潜力。尽管九月是美国股市历史上最糟糕的一个月,但即将到来的降息可能是历史上的异常情况。
In an interview with CNBC, Anthony Pompliano, Professional Capital Management CEO, talked about the recent price moves in Bitcoin. The German government offloading Bitcoin through as many exchanges and the Bitcoin exchange Mt. Gox unloading coins onto the market are two important events defining this supply. Pompliano refers to Bitcoin as really illiquid with many Bitcoin holders having a long-term view of it. At the start of 2024, the Bitcoin amount that had not moved in more than a year was over 70%. Some of it started to get distributed as prices rose, as expected in a bull market. Although Pompliano expects this percentage to drop to 50% to 55% but still at least half of the Bitcoin would still be in the hands of people who have an over 10-year time horizon. Thus, the question revolves around whether these hands are strong enough to outlast the aforementioned two events. Pompliano finally states time as the only catalyst for Bitcoin rather than a pro-crypto candidate in the upcoming US elections. While the summer season is a bit slow, prices typically go back up in September and beyond.
Professional Capital Management 首席执行官 Anthony Pompliano 在接受 CNBC 采访时谈到了比特币近期的价格走势。德国政府通过尽可能多的交易所卸载比特币,以及比特币交易所 Mt. Gox 将比特币卸载到市场上,这是定义这种供应的两个重要事件。 Pompliano 表示,比特币确实缺乏流动性,许多比特币持有者都对它抱有长远的看法。 2024年初,一年多没有变动的比特币数量超过70%。正如牛市中所预期的那样,其中一些随着价格上涨而开始分配。尽管 Pompliano 预计这一比例将下降至 50% 至 55%,但至少一半的比特币仍将掌握在拥有 10 年以上投资期限的人手中。因此,问题在于这些牌是否强大到足以承受上述两个事件。庞普里亚诺最终表示,在即将到来的美国大选中,时间是比特币的唯一催化剂,而不是支持加密货币的候选人。虽然夏季有点缓慢,但价格通常会在九月及以后回升。
Our Methodology:
我们的方法论:
In order to compile a list of the 20 best cryptocurrency stocks to buy according to hedge funds, we sifted through ETFs and online rankings to compile a preliminary list of 40 companies involved in the crypto space. Moving on, we shortlisted the top 20 stocks from our list which had the highest number of hedge fund holders. The 20 best cryptocurrency stocks to buy according to hedge funds have been arranged in ascending order of the number of hedge fund holders they have, as of Q2 2024.
为了根据对冲基金编制一份最值得购买的 20 只加密货币股票名单,我们筛选了 ETF 和在线排名,编制了涉及加密货币领域的 40 家公司的初步名单。接下来,我们从名单中选出了对冲基金持有者数量最多的前 20 只股票。截至 2024 年第二季度,对冲基金最值得购买的 20 只加密货币股票已按对冲基金持有者数量升序排列。
At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
在 Insider Monkey,我们对对冲基金大量投资的股票非常着迷。原因很简单:我们的研究表明,通过模仿最好的对冲基金的首选股票,我们可以跑赢市场。我们的季度通讯策略每个季度都会选择 14 只小盘股和大盘股,自 2014 年 5 月以来回报率达到 275%,比基准高出 150 个百分点(更多详情请参见此处)。
A close-up of a person's hands holding cryptocurrency coins.
一个人的手拿着加密货币硬币的特写镜头。
Core Scientific, Inc. (NASDAQ:CORZ)
核心科学公司(纳斯达克股票代码:CORZ)
Number of Hedge Fund Holders: 53
对冲基金持有人数量:53
Core Scientific, Inc. (NASDAQ:CORZ) is a leader in digital infrastructure for bitcoin mining and high-performance computing. The firm was founded in 2017 and has scaled its operations over the years to be the first digital asset miner in North America to achieve 100, 250, and 500 megawatts of operating capacity. Other than engaging in Bitcoin mining, Core Scientific offers hosting services for Bitcoin mining by housing its customers’ miners in the same data centers in which it self-mines. The firm’s eight operational data centers include 2 in Georgia, 1 in Kentucky, 1 in North Carolina, 1 in North Dakota, and 3 in Texas.
Core Scientific, Inc.(纳斯达克股票代码:CORZ)是比特币挖矿和高性能计算数字基础设施领域的领导者。该公司成立于 2017 年,多年来不断扩大业务规模,成为北美第一家运营能力达到 100、250 和 500 兆瓦的数字资产挖矿公司。除了从事比特币挖矿之外,Core Scientific 还通过将客户的矿工安置在其自行挖矿的同一数据中心来提供比特币挖矿托管服务。该公司有 8 个运营数据中心,其中 2 个位于佐治亚州、1 个位于肯塔基州、1 个位于北卡罗来纳州、1 个位于北达科他州和 3 个位于德克萨斯州。
Being one of the largest bitcoin miners
成为最大的比特币矿工之一
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