十一月美国大选之后，多霉素价格的上涨非常强劲，以至于采矿产品提供商无法跟上需求。

总部位于中国的Intchains Group提供了Altcoin采矿产品并收购了以太坊的加密货币，并于周四下午报告了全年收益结果。

The U.S. presidential elections in November 2024 had an unexpected impact on the cryptocurrency market, particularly on Dogecoin, leading to such high demand for mining products that one provider couldn't keep up.

2024年11月，美国总统大选对加密货币市场产生了意想不到的影响，尤其是对Dogecoin的影响，导致对采矿产品的需求很高，因此一个提供商无法跟上。

China-based Intchains Group (AD: ICG), which provides altcoin mining products and cryptocurrency, reported full-year earnings results Thursday afternoon. The company reported non-GAAP adjusted net income of $8.3 million for the year on revenue of $38.6 million, up 242.7% from the prior year.

总部位于中国的Intchains Group（AD：ICG）提供了Altcoin采矿产品和加密货币，在周四下午报告了全年收益结果。该公司报告的年度非GAAP调整后的净收入为830万美元，收入为3860万美元，比上一年增长了242.7％。

The company also sold 2,681,500 units of ASIC chips in 2024, an 84% year-over-year increase. Of that, 1,705,408 units were sold in the fourth quarter, up significantly from the prior-year quarter's 423,040 units.

该公司还在2024年出售了2,681,500辆ASIC芯片，同比增长84％。其中，第四季度售出了1,705,408个单位，比去年季度的423,040辆售出。

“The cryptocurrency market showed strong performance in Q4 2024, with growing optimism from major financial institutions about its prospects for 2025," Qiang Ding, CEO and board chairman, said in a press release. “Riding this momentum, Dogecoin saw solid price growth during the quarter. As a leading supplier of Dogecoin mining machines, the Company also delivered satisfactory operational results in Q4 2024.”

“加密货币市场在第四季度2024年表现出强劲的表现，主要金融机构对2025年的前景的乐观情绪越来越乐观，”首席执行官兼董事长Qiang ding在新闻稿中说：“在这一势头上，DogeCoin在该季度中稳定的价格增长了。作为季度的稳定价格。

In fact, the demand for Dogecoin mining rigs rose so strongly in the weeks following President Donald Trump's victory that Intchains initially underestimated the extent of that demand and found itself scrambling to fill the incoming orders for its rigs.

实际上，在唐纳德·特朗普（Donald Trump）的胜利之后的几周内，对狗狗销售钻机的需求越来越强烈，该钻机最初低估了该需求的程度，并发现自己争先恐后地填补了其钻机的传入命令。

"As a result, a meaningful portion of the orders that the company received for Dogecoin miners during 4Q24 was not fulfilled until 1Q25, with the impact of these orders seen in the $5.1m of contract liabilities on its year-end 2024 balance sheet," Benchmark equity analysts Mark Palmer wrote in a note to clients.

“结果，该公司在4q24期间为Dogecoin矿工收到的有意义的部分直到2000年第1季度才履行，而这些订单在510万美元的合同债务中的影响是其年终的2024年资产负债表，” Benchmark Equity分析师Mark Mark Palmer在给客户的注释中写道。

Shortly after winning the election, Trump announced Elon Musk would lead the Department of Government Efficiency, or DOGE, which was later made official on Jan. 20, 2025.

赢得选举后不久，特朗普宣布，埃隆·马斯克（Elon Musk）将领导政府效率部或门槛，后来于2025年1月20日被正式宣布。

After trading around the $0.15 area, that Nov. 12 announcement led to a spike in Dogecoin's price to a high of just above $0.47 and helped push the token's market cap past $60 billion. Dogecoin has since dropped 40% over the past three months and trades around $20 at publication time, according to The Block's DOGE price data.

在售价约0.15美元的地区之后，11月12日的公告导致Dogecoin的价格高达略高于0.47美元，并帮助将令牌的市值推高了600亿美元。此后，Dogecoin在过去三个月中下降了40％，根据该街区的Doge Price数据，在出版时交易约20美元。

"The upshot is that ICG, which during 4Q24 posted revenue of $10.2m (up 109% y/y), is well positioned to report a healthy sequential jump in its top line when it releases its 1Q25 results a few months hence," Palmer said.

帕尔默说：“结果是，在4Q24期间，ICG的收入为10020万美元（增长109％/y），在几个月后释放其1q25结果时，在其最高点上有一个健康的依次跳跃。”

As of Dec. 31, 2024, the fair value of Intchains Group's cryptocurrency assets other than stablecoins was $20.4 million, primarily comprised of approximately 5,702 ETH-based cryptocurrencies. The company also anticipates "significant contributions" from its new AE BOX series of mining rigs for Aleo (ALEO), the native cryptocurrency of the Aleo blockchain, which it launched on Feb. 7.

截至2024年12月31日，Intchains集团除Stablecoins以外的加密货币资产的公允价值为2040万美元，主要由约5,702个基于ETH的加密货币组成。该公司还预计，其新的AE Box系列采矿钻机（Aleo）（Aleo）（ALEO）是Aleo区块链的本地加密货币（Aleo）的“重大贡献”，该钻机于2月7日推出。

"Management noted that a user of one of its Aleo mining rigs could expect to generate a daily profit of $15-20, a return that compares favorably to the less than $10 in daily profit currently generated by most bitcoin miners," Palmer said. "Given the many crypto miners who gravitate to the tokens and rigs that provide the best returns, management said Aleo mining’s profitability had already been driving strong demand for ICG’s rig."

帕尔默说：“管理层指出，其ALEO矿业钻机之一的用户可能会预期产生的每日利润为15-20美元，这一收益比大多数比特币矿工当前产生的每日利润不到10美元。” “鉴于许多加密矿工倾向于提供最佳回报的令牌和钻机，管理层表示，Aleo Mining的盈利能力已经在推动了对ICG钻机的强劲需求。”

Benchmark reiterated a "buy" rating on Intchains's stock with a price target of $11. The stock traded at $3.79 per share and had a $227 million market cap as of publication time, according to The Block's ICG price data.

Benchmark重申了对Intchains股票的“买入”评级，目标价为11美元。根据该公司的ICG价格数据，该股票以每股3.79美元的价格交易，截至出版时间为2.27亿美元。