目前哪些加密股票有意義？

在美國總統競選期間，比特幣（BTC）受到了異常廣泛的公眾關注。而前總統川普甚至出現在比特幣 2024

Bitcoin (BTC) price went up 11% over the last 30 days, nearly revisiting its March all-time high of $73.7k on Tuesday. At press time, BTC price stood at $72k. As the last three months of 2024 saw a strong rally in Bitcoin, several crypto stocks also performed well.

比特幣 (BTC) 價格在過去 30 天內上漲了 11%，週二幾乎重回 3 月的歷史高點 7.37 萬美元。截至發稿時，BTC 價格為 7.2 萬美元。隨著2024年最後三個月比特幣的強勁反彈，一些加密貨幣股票也表現良好。

With the US presidential elections coming up and Bitcoin in the spotlight, what crypto stocks make sense right now? Let’s take a look at three Bitcoin mining stocks that could perform well after the elections.

隨著美國總統選舉的臨近和比特幣成為人們關注的焦點，目前哪些加密股票有意義？讓我們來看看三個選舉後可能表現良好的比特幣礦業股票。

Top crypto stocks to buy after US presidential elections

美國總統大選後最值得買的加密貨幣股票

1. Bitdeer Technologies Group (NASDAQ: BTDR)

1. 比特鹿科技集團（納斯達克股票代碼：BTDR）

Since our last coverage on October 21, BTDR stock went up from $8.22 to $8.95 per share. As one of the rare Bitcoin mining stocks that haven’t received triple YTD gains, it still makes sense to consider Bitdeer.

自 10 月 21 日我們上次報導以來，BTDR 股票從每股 8.22 美元上漲至 8.95 美元。作為少數今年迄今尚未實現三倍漲幅的比特幣礦業股之一，考慮 Bitdeer 仍然有意義。

Not only does the company have a new lineup of Sealminer machines to mass produce by the end of 2024, but cash-making Tether Holdings heavily invested in the company. Throughout 2025, Bitdeer has plans to complete a 100 MW hydro-cooling conversion at Rockdale, Texas, as well as constructing a 500 MW datacenter mining facility in Bhutan.

該公司不僅擁有將於 2024 年底大量生產的新 Sealminer 機器系列，而且賺錢的 Tether Holdings 也對該公司進行了大量投資。 2025 年，Bitdeer 計畫在德州羅克代爾完成 100 MW 水冷改造，並在不丹建造 500 MW 資料中心採礦設施。

After the presidential elections, on November 18, Bitdeer is scheduled to deliver its Q3 earnings report. If all upgrade and expansion projects complete by the end of 2025, Bitdeer should have around 30 EH/s mining capacity, compared to 17.1 as of September 2024.

總統選舉結束後，11 月 18 日，Bitdeer 計劃發布第三季財報。如果所有升級和擴建項目在 2025 年底前完成，Bitdeer 的挖礦能力應約為 30 EH/s，而截至 2024 年 9 月為 17.1 EH/s。

At that time, the company mined 164 BTC. In Q2, Bitdeer reported $37.8 million debt and $203.9 million in cash and cash equivalents. If BTC price goes to sustainable new highs, this is a more than manageable debt load. According to Alliance Global Partners, BTDR stock has a price target of $14 per share.

當時，該公司開採了 164 BTC。第二季度，Bitdeer 報告債務為 3,780 萬美元，現金及現金等價物為 2.039 億美元。如果比特幣價格升至可持續的新高，那麼債務負擔就完全可以控制。據 Alliance Global Partners 稱，BTDR 股票的目標價為每股 14 美元。

2. TeraWulf (NASDAQ: WULF)

2.TeraWulf（納斯達克股票代碼：WULF）

In the last 30 days, WULF stock gained a 47% boost, now priced at $6.96 versus the 52-week average of $2.99 per share. TeraWulf adopted a hybrid approach by catering to both Bitcoin mining and high-performance computing (HPC) for businesses in need of generative AI cloud infrastructure.

在過去 30 天裡，WULF 股票上漲了 47%，目前股價為 6.96 美元，而 52 週平均股價為每股 2.99 美元。 TeraWulf 採用了混合方法，為需要生成式 AI 雲端基礎架構的企業提供比特幣挖礦和高效能運算 (HPC) 服務。

To that end, TeraWulf has been investing in the Nautilus datacenter near the nuclear power plant in Pennsylvania. In early October, the company announced the sale of a 25% Nautilus equity to Talen Energy, worth around $92 million. This resulted in a 3.4x MOIC (Multiple on Invested Capital) for TeraWulf.

為此，TeraWulf 一直在賓州核電廠附近投資 Nautilus 資料中心。 10月初，該公司宣布將Nautilus 25%的股權出售給Talen Energy，價值約9,200萬美元。這使得 TeraWulf 的 MOIC（投資資本倍數）達到了 3.4 倍。

Moving forward, TeraWulf plans to monetize over 80% of Nautilus miners and add 14.4k new S21 Pro mining rigs at Lake Mariner in the first quarter of 2024. This would lead to a hash rate capacity of 13.1 EH/s by Q1 ‘25 vs ~10 EH/s as of the October report.

展望未來，TeraWulf 計畫將超過80% 的Nautilus 礦工貨幣化，並於2024 年第一季在Lake Mariner 新增1.44 萬台S21 Pro 採礦設備。 EH/s，而截至 10 月報告，約為 10 EH/s。

Moreover, the cost-to-mine efficiency should be significantly improved to 18.2 J/TH from the current mining fleet’s 23.7 J/TH. In less than two weeks, the company is scheduled to release its Q3 earnings on November 12.

此外，採礦成本效率應從目前採礦隊的 23.7 J/TH 顯著提高至 18.2 J/TH。還有不到兩週的時間，該公司定於 11 月 12 日發布第三季財報。

Although TeraWulf has already received great investor interest throughout the year, investors should consider WULF stock when the next stock market price correction occurs.

儘管 TeraWulf 全年已經引起了投資者的極大興趣，但當下一次股市價格調整發生時，投資者應該考慮 WULF 股票。

3. Bit Digital (NASDAQ: BTBT)

3.位元數字（納斯達克股票代碼：BTBT）

In Q2 earnings, this NY-based mining company once again reported zero debt, having funded its operations from cash flows and equity financing. This may change in the future in the form of convertible notes financing, following the path of MicroStrategy (NASDAQ: MSTR).

在第二季的收益中，這家總部位於紐約的礦業公司再次報告零債務，營運資金來自現金流和股權融資。未來這種情況可能會像 MicroStrategy（納斯達克股票代碼：MSTR）一樣以可轉換票據融資的形式改變。

In the last quarter ending June, Bit Digital tracked 220% revenue growth increase compared to the year-ago quarter. This left the company with $191.9 million worth of total liquidity. Mid-October, Bit Digital acquired Enovum Data Centers for $46 million to boost its HPC business.

截至 6 月的最後一個季度，Bit Digital 的營收較去年同期成長了 220%。這使得該公司的流動資金總額達到 1.919 億美元。 10 月中旬，Bit Digital 以 4,600 萬美元收購了 Enovum Data Centers，以推動其 HPC 業務。

Continuing Enovum’s expansion plans, alongside direct-to-chip liquid cooling upgrades, the company should get 8 MW worth of extra computing in Q2 ‘25. By the end of 2025, this could increase to 20 MW with Bit Digital’s own GPUs.

繼續 Enovum 的擴張計劃，加上直接晶片液體冷卻升級，該公司應該會在 25 年第二季度獲得價值 8 MW 的額外運算能力。到 2025 年底，如果使用 Bit Digital 自己的 GPU，這個數字可能會增加到 20 MW。

As of August, Bit Digital’s mining fleet has 4.3 EH/s hash rate capacity, having cumulatively mined 6,912 BTC. Drawing energy from 86% carbon-free assets, Bit Digital should be considered

截至8月份，Bit Digital的礦機擁有4.3 EH/s的算力能力，累計開採了6,912 BTC。應考慮從 86% 無碳資產中獲取能源