防暴平台在比特币产量下降后库存掉落

比特币采矿和数字基础设施公司Riot Platforms今天早上正在翻滚，下降了多达8％，然后恢复到约5％

Riot Platforms (NASDAQ:RIOT) is trading lower on Monday, after the company's bitcoin production fell in February.

在该公司2月份的比特币产量下降之后，周一，RIOT平台（NASDAQ：RIOT）的交易较低。

What Happened: Bitcoin (CRYPTO: BTC) mining and digital infrastructure company Riot Platforms is tumbling this morning, dropping as much as 8% before recovering to about 5% down as of 10:50 a.m. ET. Meanwhile, bitcoin is somewhat stable, hovering around $91,000, as the crypto industry is in a wait-and-see mode until tomorrow’s inaugural White House Crypto Summit.

发生的事情是：比特币（加密：BTC）采矿和数字基础设施公司Riot Platforms今天早上正在滚动，下降了多达8％，然后截至美国东部时间上午10:50下降到约5％。同时，比特币有些稳定，徘徊在91,000美元左右，因为加密货币行业处于候补模式，直到明天的首届白宫加密赛峰会。

Riot released fourth-quarter and full-year financial earnings on February 24. The company’s results exceeded expectations, primarily due to bitcoin mining revenue, but it didn’t lift the stock.

Riot于2月24日发布了第四季度和全年财务收益。该公司的业绩超出了预期，主要是由于比特币采矿收入所致，但并未提高股票。

On March 4, the company said its bitcoin production declined month-over-month, mining 470 bitcoin in February vs. 527 in January. Production was “impacted by planned maintenance, elevated curtailment driven by higher power prices as a result of colder weather, and a shortened month,” Riot CEO Jason Les said in a press release.

该公司在3月4日表示，其比特币产量每月下降，在2月份开采了470比特币，而1月份的527比特币。 Riot首席执行官杰森·莱斯（Jason Les）在一份新闻稿中说，“受生产受到计划的维护，由于天气寒冷而受到较高电力价格的限制的影响，也缩短了一个月。”

Today, Seeking Alpha analyst Deep Value Investing downgraded Riot to a Strong Sell "due to anticipated inflation risks impacting bitcoin's performance, similar to 2022."

如今，寻求Alpha分析师的深度价值投资将Riot降级为强劲的卖出，“由于预期的通货膨胀风险会影响比特币的绩效，类似于2022年。”

"I foresee rising inflation due to tariffs and government cost-cutting measures, which could delay interest rate cuts until 2026. Historically, bitcoin has struggled in such environments," the analyst wrote.

分析师写道：“我预见到由于关税和政府削减成本措施而导致的通货膨胀率上升，这可能会将降低利率降低到2026年。从历史上看，比特币在这种环境中一直在挣扎。”

Riot overall is down nearly 20% year to date as uncertainty around bitcoin’s price puts pressure on the company’s outlook. At the end of February 2025, the company’s bitcoin holdings stood at 18,692, worth roughly $1.7 billion. This places Riot as the third-largest public company holding bitcoin, behind Strategy and MARA Holdings.

迄今为止，Riot总体上下降了近20％，因为比特币价格的不确定性给公司的前景带来了压力。 2025年2月底，该公司的比特币持有量为18,692，价值约17亿美元。这使Riot成为持有比特币的第三大上市公司，仅次于战略和Mara Holdings。

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What’s Next: At the beginning of the year, Riot said it plans to install at least 12,000 next-generation bitcoin miners in 2024, nearly double the number it deployed in 2023.

接下来的事情是：在年初，Riot表示，计划在2024年安装至少12,000个下一代比特币矿工，几乎是2023年部署的数量的两倍。

The company also recently announced the expansion of its bitcoin mining operations with the purchase of additional miners from Bitmain.

该公司最近还宣布，通过从Bitmain购买其他矿工，扩大了其比特币采矿业务。

Riot is expected to report its first-quarter financial earnings in late April or early May.

预计Riot将在4月下旬或5月初报告其第一季度的财务收入。

What's New: Riot Platforms saw its stock decline on Monday, potentially due to a report by Seeking Alpha that an analyst downgraded the company's rating and pointed to anticipated inflation risks that could impact bitcoin's performance.

新事物：Riot Platforms周一的股票下跌，这可能是由于寻求Alpha的一份报告，即分析师降低了该公司的评级，并指出预期的通货膨胀风险可能会影响比特币的性能。

The analyst, who contributes to the Deep Value Investing service, downgraded Riot to Strong Sell from Hold and cut the price target to $15 from $20.

为深度价值投资服务做出贡献的分析师将Riot从Hold降低，并将目标目标从20美元降低到15美元。

In a note on Monday, the analyst, whose identity is not disclosed by SA, said: "I foresee an uptick in inflation as tariffs will be imposed to reduce the trade deficit, while government cost-cutting measures will be implemented to decrease the deficit. This will have the effect of delaying the interest rate cuts, which I now anticipate to commence in late 2025 and proceed at a slower pace than previous estimations. From a historical perspective, bitcoin tends to struggle in periods of sustained inflation."

在周一的一份笔记中，SA并未透露身份的分析师说：“我预见到通货膨胀会增加，因为关税将被征收以减少贸易赤字，而政府削减成本的措施将被实施以降低赤字。这将减少前面的估计，而我现在预计在2025年底会延迟估计的效果，这将是较spoter的效果，这将是在历史上的努力，而这将使在2025年底之前开始使用，这将是在较低的范围内开始的。倾向于在持续通货膨胀时期挣扎。”

The analyst also noted that Riot's stock has already recovered significantly from its 2022 lows and now trades at a premium valuation.

该分析师还指出，Riot的股票已经从其2022年的低谷中大幅回收，现在以高价估值进行了交易。

However, the analyst said that they still prefer other bitcoin miners, such as Bitfarms (OTC:BITFF) and Hut 8 (TO: HUT8)(NASDAQ: HUT), which are currently rated as Buys.

但是，分析师说，他们仍然更喜欢其他比特币矿工，例如Bitfarms（OTC：BITFF）和HUT 8（TO：HUT8）（NASDAQ：HUT），这些（NASDAQ：HUT）当前被评为购买。

"I am more optimistic about Bitfarms, considering its potential for a complete debt repayment by year-end and the possibility of a merger with a special purpose acquisition company (SPAC). Meanwhile, Hut 8 is viewed as a safer investment despite its slower growth rate," the analyst added.

分析师补充说：“我对Bitfarms更加乐观，考虑到其按年底偿还债务的可能性以及与特殊目的收购公司合并的可能性（SPAC）。与此同时，尽管其增长率较慢，但HUT 8仍将其视为更安全的投资。”

Despite the recent sell-off in bitcoin, which has wiped out nearly $1 trillion in cryptocurrency market cap since November 2021, several analysts remain bullish on the digital asset in 2024.

尽管最近在比特币中售出了售罄，但自2021年11月以来，该比特币却取消了近1万亿美元的加密货币市值，但在2024年，几位分析师仍然对数字资产看涨。