在比特币牛市中表现跑赢大的4个股票

随着直接加密货币投资的吸引力，许多投资者现在正在探索具有大量数字资产的上市公司。

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.

虽然股票在历史最高水平以下，但加密货币市场已经进入了新的公牛阶段，上周比特币的历史高点。随着直接加密货币投资的吸引力，许多投资者现在正在探索具有大量数字资产的上市公司。

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

对于已经拥有经纪帐户的人来说，对加密货币进行投资更容易，尽管重要的是要了解风险。

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.

加密货币市场本质上是波动的，甚至比小帽子更重要。由猜测和情感驱动的戏剧性价格波动很普遍。不断发展的法规和技术发展为空间带来了狂野的西部感觉。

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.

与比特币或其他数字货币相关的命运的股票投资比传统的股票采购更大的不可预测性和风险。

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

这种不可预测性和波动性是一种风险。但这也可以使这些股票飙升。

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，我们将根据技术信号，收益潜力以及其持有的数字资产数量在比特币牛市中胜过四个股票。明智的话：在投资加密蛋糕公司时，请务必谨慎。

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货币投资的公司之一，于2021年4月成为首次公开公开的加密货币交易所。该股票在IPO之后迅速售价超过300美元，在11月在2021年的2021年比特币牛市高峰时，该股票以353美元的价格售价353美元。但是，像更广泛的加密货币市场一样，Coinbase在2022年进入熊市，到2023年初下跌低于每股50美元。尽管具有巨大的市场上限和客户群，但该股票并未参加2023年的市场恢复，仅一旦大会延伸至2024年，才开始显示出重新的实力。

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.

就像比特币的价格一样，硬币的股价在2024年下半年下降，随后再次集会了唐纳德·特朗普的总统胜利，希望有放松的加密法规。然后，就职典礼那天，又一次下降了下降，该股票的发型为50％。但是，既然比特币达到了新的历史最高高点，硬币股已经加入了乐趣，而该交易所的新历史最高点可能不会落后。

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.

上面的每日图表显示，由于5月13日的大量增长了16％，因此股票从下降趋势中断出来。 Coinbase在2024年报告了超过1.2万亿美元的交易量。高盛，基准，Oppenheimer和Rosenblatt的分析师在过去两个星期中都提高了价格目标。根据目前的价格，Coinbase在其财政部还拥有6,885个比特币，其价值估计为7.5亿美元。

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迎来了无佣金的股票交易时代，其2021 IPO是多年来最受期待的问题之一。但是，在2021年秋天飙升了每股超过50美元的股票之后，股票后来散发出来，与Coinbase不同，当市场在2023年转向时，它没有经历新的公牛运行。直到2024年9月9日，Hood股票才能维持超过20美元的价格，但最近的拉力赛的价格令人印象深刻，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通过其黄金订阅计划提供退休帐户，银行服务，高级功能，以及一个名为Active Traders Legends的新平台。但是公司的面包和黄油仍然是加密货币和期权交易。在2025年第一季度，该公司报告了5.83亿美元的年度收入，其中包括加密货币交易的2.52亿美元。 2.52亿美元的数字代表同比增长100％；该公司预计将在2025年将总收入增长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.

技术信号也很强，价格交易高于50天和200天简单的移动平均值（SMA），并且最近达到了新的历史最高水平。高盛，德意志银行和尼德姆（Needham）本月提高了他们的价格目标，以捍卫他们的买入评级。平均69美元表示目前水平的上涨空间接近10％。

Strategy Inc.

战略公司

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战略以前被称为MicroStrategy，是地球上最大的公共比特币持有者。根据其最新的财政部报告，战略现在拥有576,000多个比特币，比其他任何上市公司都超过总供应量的2.7％，近530,000％。首席执行官迈克尔·赛勒（Michael Saylor）用加密货币管理代替了他以前的软件业务，该股票与比特币一起疯狂地浪费了