在比特幣牛市中表現跑贏大的4個股票

隨著直接加密貨幣投資的吸引力，許多投資者現在正在探索具有大量數字資產的上市公司。

While stocks are languishing below all-time highs, the cryptocurrency market has entered a new bull phase, with Bitcoin hitting all-time highs last week. As direct cryptocurrency investment has gained traction, many investors are now exploring public companies with significant exposure to digital assets.

雖然股票在歷史最高水平以下，但加密貨幣市場已經進入了新的公牛階段，上週比特幣的歷史高點。隨著直接加密貨幣投資的吸引力，許多投資者現在正在探索具有大量數字資產的上市公司。

Investing in cryptocurrencies is easier for those of us who already have a brokerage account, although it’s crucial to understand the risks.

對於已經擁有經紀帳戶的人來說，對加密貨幣進行投資更容易，儘管重要的是要了解風險。

Cryptocurrency markets are inherently volatile, even more so than small caps. Dramatic price swings driven by speculation and sentiment are common. The ever-evolving regulations and technological developments give the space a Wild West feel.

加密貨幣市場本質上是波動的，甚至比小帽子更重要。由猜測和情感驅動的戲劇性價格波動很普遍。不斷發展的法規和技術發展為空間帶來了狂野的西部感覺。

Investing in stocks with fortunes tied to Bitcoin or other digital currencies introduces an even greater layer of unpredictability and risk than conventional stock picking.

與比特幣或其他數字貨幣相關的命運的股票投資比傳統的股票採購更大的不可預測性和風險。

That unpredictability and volatility is a risk. But it can also send these stocks soaring.

這種不可預測性和波動性是一種風險。但這也可以使這些股票飆升。

In this article, we’ll pick four stocks that can outperform in a Bitcoin bull market based on technical signals, earnings potential, and the amount of digital assets they hold. Word to the wise: always use an extra measure of caution when investing in crypto-adjacent companies.

在本文中，我們將根據技術信號，收益潛力以及其持有的數字資產數量在比特幣牛市中勝過四個股票。明智的話：在投資加密蛋糕公司時，請務必謹慎。

Coinbase Global Inc.

Coinbase COIN, one of the first companies to offer cryptocurrency investing to retail traders, became the first cryptocurrency exchange to go public in April 2021. The stock quickly shot over $300 per share following the IPO, topping out at $353 at the peak of the 2021 Bitcoin bull market in November. However, like the broader crypto market, Coinbase entered a bear market in 2022, dropping under $50 per share by the start of 2023. Despite its massive market cap and customer base, the stock didn’t participate in the 2023 market recovery and only started showing renewed strength once the rally extended to 2024.

Coinbase Coin是最早向零售商人提供加密貨幣投資的公司之一，於2021年4月成為首次公開公開的加密貨幣交易所。該股票在IPO之後迅速售價超過300美元，在11月在2021年的2021年比特幣牛市高峰時，該股票以353美元的價格售價353美元。但是，像更廣泛的加密貨幣市場一樣，Coinbase在2022年進入熊市，到2023年初下跌低於每股50美元。儘管具有巨大的市場上限和客戶群，但該股票並未參加2023年的市場恢復，僅一旦大會延伸至2024年，才開始顯示出重新的實力。

Much like the price of Bitcoin, COIN shares declined for the second half of 2024 before rallying again on Donald Trump's presidential victory in hopes of relaxed crypto regulation. Then, another extended decline followed Inauguration Day, and the stock suffered a 50% haircut. However, now that Bitcoin is reaching new all-time highs, COIN shares have joined in on the fun again, and a new all-time high for the exchange might not be far behind.

就像比特幣的價格一樣，硬幣的股價在2024年下半年下降，隨後再次集會了唐納德·特朗普的總統勝利，希望有放鬆的加密法規。然後，就職典禮那天，又一次下降了下降，該股票的髮型為50％。但是，既然比特幣達到了新的歷史最高高點，硬幣股已經加入了樂趣，而該交易所的新歷史最高點可能不會落後。

The daily chart above shows the stock breaking out of its downtrend thanks to a 16% gain on May 13 on heavy volume. Coinbase reported over $1.2 trillion in trading volume in 2024. Analysts at Goldman Sachs, Benchmark, Oppenheimer, and Rosenblatt have all boosted price targets in the last two weeks. Based on current prices, Coinbase also owns 6,885 Bitcoins in its treasury, which are valued at an estimated $750 million.

上面的每日圖表顯示，由於5月13日的大量增長了16％，因此股票從下降趨勢中斷出來。 Coinbase在2024年報告了超過1.2萬億美元的交易量。高盛，基準，Oppenheimer和Rosenblatt的分析師在過去兩個星期中都提高了價格目標。根據目前的價格，Coinbase在其財政部還擁有6,885個比特幣，其價值估計為7.5億美元。

Robinhood Markets Inc.

Robinhood HOOD ushered in the commission-free stock trading era, and its 2021 IPO was one of the most heavily anticipated issues in years. But after surging over $50 per share in the fall of 2021, the stock later swooned, and unlike Coinbase, it did not experience a new bull run when the market turned in 2023. It took until September 2024 for HOOD shares to sustain a price over $20, but the recent rally has been impressive and should have legs if crypto keeps ascending.

Robinhood Hood迎來了無佣金的股票交易時代，其2021 IPO是多年來最受期待的問題之一。但是，在2021年秋天飆升了每股超過50美元的股票之後，股票後來散發出來，與Coinbase不同，當市場在2023年轉向時，它沒有經歷新的公牛運行。直到2024年9月9日，Hood股票才能維持超過20美元的價格，但最近的拉力賽的價格令人印象深刻，如果加油cryptosspessspessssssssposssspossspossposement and News Engement。

Today, Robinhood offers retirement accounts, banking services, premium features through its Gold subscription program, and a new platform called Legends for active traders. But the company's bread and butter is still crypto and options trading. In Q1 2025, the company reported $583 million in annual transaction-based revenue, including $252 million from cryptocurrency trading. The $252 million figure represents a 100% increase year-over-year; the company expects to grow total revenue by 30% in 2025.

如今，Robinhood通過其黃金訂閱計劃提供退休帳戶，銀行服務，高級功能，以及一個名為Active Traders Legends的新平台。但是公司的麵包和黃油仍然是加密貨幣和期權交易。在2025年第一季度，該公司報告了5.83億美元的年度收入，其中包括加密貨幣交易的2.52億美元。 2.52億美元的數字代表同比增長100％；該公司預計將在2025年將總收入增長30％。

Technical signals are also strong, with the price trading above the 50- and 200-day simple moving averages (SMAs) and recently reaching a new all-time high. Goldman Sachs, Deutsche Bank, and Needham boosted their price targets this month in defense of their Buy ratings. The average of $69 indicates an upside of nearly 10% from current levels.

技術信號也很強，價格交易高於50天和200天簡單的移動平均值（SMA），並且最近達到了新的歷史最高水平。高盛，德意志銀行和尼德姆（Needham）本月提高了他們的價格目標，以捍衛他們的買入評級。平均69美元表示目前水平的上漲空間接近10％。

Strategy Inc.

戰略公司

Formerly known as MicroStrategy, Strategy MSTR is the planet's largest public Bitcoin holder by a fairly wide margin. According to its most recent treasury report, Strategy now owns over 576,000 Bitcoins, which is more than 2.7% of the total supply and nearly 530,000 more than any other public company. CEO Michael Saylor has replaced much of his former software business with cryptocurrency management, and the stock has swung wildly along with Bitcoin's

MSTR戰略以前被稱為MicroStrategy，是地球上最大的公共比特幣持有者。根據其最新的財政部報告，戰略現在擁有576,000多個比特幣，比其他任何上市公司都超過總供應量的2.7％，近530,000％。首席執行官邁克爾·賽勒（Michael Saylor）用加密貨幣管理代替了他以前的軟件業務，該股票與比特幣一起瘋狂地浪費了