投资指南：通过股票和etf利用比特币的上涨

$比特币 (BTC.CC)$ 比特币价格飙升至89,000美元以上，将其市值提升至超过1.75万亿美元，并超过白银，排名世界第八大资产。

数字货币相关股票也急剧上涨。在过去五个交易日里， $Coinbase (COIN.US)$ 和 $CleanSpark (CLSK.US)$ 涨幅超过70%， $Riot Platforms (RIOT.US)$ 和 $MARA Holdings (MARA.US)$ 爱文思控股涨幅超过60%，而 $MicroStrategy (MSTR.US)$ 上涨了50%以上。

特朗普概念当选美国总统推动了加密货币市场的繁荣。特朗普承诺对加密货币采取更宽松的态度，并打算任命亲加密货币的人士担任关键职位。

比特币牛市有望持续。

比特币今年上涨了110%，得到了比特币现货etf强劲需求和美联储降息的支撑。

来自加密期权交易所Deribit的数据显示，投资者正在押注比特币到年底达到10万美元。预测市场Polymarket显示，比特币到2024年达到10万美元的概率为68%。

Bitwise首席投资官马特·侯根指出，尽管越来越多的投资者急于加入涨势，但长期持有比特币的投资者没有低于10万美元的价格卖出。

在我们最近的文章中，“牛市正在瞄准比特币的下一个目标：$120K一些分析师预测比特币可能在明年春天达到12万美元，可能在2025年年底达到20万美元。

股票

MicroStrategy：领先的比特币持有者

MicroStrategy Inc.，作为最大的公司比特币持有者，正在加大其数字货币收购策略。该公司在自2020年12月以来的最大收购中购买了约27,200比特币，花费约20.3亿美元，累积了近28万比特币。这使MicroStrategy的比特币总投资达到了119亿美元，未实现盈利约110亿美元。

在10月30日的第三季度收益报告中，MicroStrategy公布了一个“21/21计划”，旨在在三年内筹集420亿美元——股权和债券平均分配——以进一步扩大其比特币持有量。

股票 $MicroStrategy (MSTR.US)$ 今年股价已经飙升438％，明显超过比特币110％的涨幅。这种表现优于比特币主要有两个因素。首先，MicroStrategy充当比特币投资的代理人，吸引了那些无法直接购买数字货币的投资者。其次，随着比特币价格的上涨，投资者预计MicroStrategy的盈利预测和估值倍数将有所改善，突显了权益和数字资产之间不同的估值动态。

Coinbase：主要数字货币交易所

$Coinbase (COIN.US)$, a leading cryptocurrency exchange in the U.S., offers direct buying and selling services for digital currencies, generating revenue through transaction fees among other means.

Its stock has surged 86% this year, influenced not only by Bitcoin's price fluctuations but also by overall market activity, investor sentiment, and regulatory policy. When the broader cryptocurrency market performs well and trading activity increases, Coinbase's transaction volume and revenue are likely to rise, potentially driving its stock price higher.

MARA, RIOt and CLSK: Bitcoin Mining Firms

$MARA Holdings (MARA.US)$ and $Riot Platforms (RIOT.US)$, key players in Bitcoin mining, are leveraging their extensive operations to mine and sell Bitcoin. Marathon holds over 26,800 Bitcoins, while Riot holds more than 12,400.

Marathon's shares have climbed 6.5% this year, whereas Riot's have slid 3.2%. In the near term, their profits are highly responsive to Bitcoin price fluctuations due to relatively stable mining costs. However, long-term profitability and share performance could be pressured by rising mining costs, competitive computational demands, or a downturn in Bitcoin prices or increased mining difficulty.

此外，一些华尔街策略师认为，由于企业盈利情况，股市有可能出现短期反弹。 $CleanSpark (CLSK.US)$ focuses on delivering technical support and services for cryptocurrency mining, offering efficient equipment and optimizing processes. Its performance is linked to the health of the crypto mining industry. When the market thrives and the sector expands, demand for CLSK's services rises, driving up its stock. This year, CLSk shares have jumped 60%.