目前哪些加密股票有意义？

在美国总统竞选期间，比特币（BTC）受到了异常广泛的公众关注。而前总统特朗普甚至出现在比特币 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.

比特币 (BTC) 价格在过去 30 天内上涨了 11%，周二几乎重回 3 月份的历史高点 7.37 万美元。截至发稿时，BTC 价格为 7.2 万美元。随着2024年最后三个月比特币的强劲反弹，一些加密货币股票也表现良好。

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.

随着美国总统选举的临近和比特币成为人们关注的焦点，目前哪些加密股票有意义？让我们来看看选举后可能表现良好的三只比特币矿业股票。

Top crypto stocks to buy after US presidential elections

美国总统大选后最值得购买的加密货币股票

1. Bitdeer Technologies Group (NASDAQ: BTDR)

1. 比特鹿科技集团（纳斯达克股票代码：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 日我们上次报道以来，BTDR 股票从每股 8.22 美元上涨至 8.95 美元。作为少数今年迄今尚未实现三倍涨幅的比特币矿业股之一，考虑 Bitdeer 仍然有意义。

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.

该公司不仅拥有将于 2024 年底批量生产的新 Sealminer 机器系列，而且赚钱的 Tether Holdings 也对该公司进行了大量投资。 2025 年，Bitdeer 计划在德克萨斯州罗克代尔完成 100 MW 水冷改造，并在不丹建设 500 MW 数据中心采矿设施。

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.

总统选举结束后，11 月 18 日，Bitdeer 计划发布第三季度收益报告。如果所有升级和扩建项目在 2025 年底前完成，Bitdeer 的挖矿能力应约为 30 EH/s，而截至 2024 年 9 月为 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.

当时，该公司开采了 164 BTC。第二季度，Bitdeer 报告债务为 3780 万美元，现金及现金等价物为 2.039 亿美元。如果比特币价格升至可持续的新高，那么债务负担就完全可以控制。据 Alliance Global Partners 称，BTDR 股票的目标价格为每股 14 美元。

2. TeraWulf (NASDAQ: WULF)

2.TeraWulf（纳斯达克股票代码：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.

在过去 30 天里，WULF 股票上涨了 47%，目前股价为 6.96 美元，而 52 周平均股价为每股 2.99 美元。 TeraWulf 采用了混合方法，为需要生成式 AI 云基础设施的企业提供比特币挖矿和高性能计算 (HPC) 服务。

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.

为此，TeraWulf 一直在宾夕法尼亚州核电站附近投资 Nautilus 数据中心。 10月初，该公司宣布将Nautilus 25%的股权出售给Talen Energy，价值约9200万美元。这使得 TeraWulf 的 MOIC（投资资本倍数）达到了 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.

展望未来，TeraWulf 计划将超过 80% 的 Nautilus 矿工货币化，并于 2024 年第一季度在 Lake Mariner 新增 1.44 万台 S21 Pro 采矿设备。这将导致到 25 年第一季度哈希率容量达到 13.1 EH/s，而截至 10 月份报告，约为 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，采矿成本效率应从当前采矿队的 23.7 J/TH 显着提高至 18.2 J/TH。还有不到两周的时间，该公司定于 11 月 12 日发布第三季度财报。

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

尽管 TeraWulf 全年已经引起了投资者的极大兴趣，但当下一次股市价格调整发生时，投资者应该考虑 WULF 股票。

3. Bit Digital (NASDAQ: BTBT)

3.比特数字（纳斯达克股票代码：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).

在第二季度的收益中，这家总部位于纽约的矿业公司再次报告零债务，其运营资金来自现金流和股权融资。未来这种情况可能会像 MicroStrategy（纳斯达克股票代码：MSTR）那样以可转换票据融资的形式发生改变。

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 月的最后一个季度，Bit Digital 的收入较去年同期增长了 220%。这使得公司的流动资金总额达到 1.919 亿美元。 10 月中旬，Bit Digital 以 4600 万美元收购了 Enovum Data Centers，以推动其 HPC 业务。

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.

继续 Enovum 的扩张计划，加上直接芯片液体冷却升级，该公司应该会在 25 年第二季度获得价值 8 MW 的额外计算能力。到 2025 年底，如果使用 Bit Digital 自己的 GPU，这一数字可能会增加到 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的矿机拥有4.3 EH/s的算力能力，累计开采了6,912 BTC。应考虑从 86% 无碳资产中获取能源