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Macquarie has recently begun covering multiple bitcoin mining companies in its reports and has given them an 'outperform' rating.
According to the Securities Times app, Macquarie has started covering$Riot Platforms (RIOT.US)$,$MARA Holdings (MARA.US)$,$CleanSpark (CLSK.US)$companies such as Cipher Mining (CIFR.US) in its recent report, and has given them an 'outperform' rating. The institution stated that the fundamental driving factors supporting the appreciation of bitcoin prices "may continue without acceleration, leading to an increase in BTC production and an increase in stock issuance."
Driven by optimistic expectations, Cipher's stock price surged significantly, rising 18% in early trading on Wednesday and closing up 12%. At the same time, Riot, marathon digital, and Cleanspark also saw slight gains. As of the time of publication, the concept stocks of cryptocurrencies $Iris Energy (IREN.US)$Please use your Futubull account to access the feature.$Cipher Mining (CIFR.US)$Please use your Futubull account to access the feature.$TeraWulf (WULF.US)$Please use your Futubull account to access the feature.$Bit Digital (BTBT.US)$ Up more than 3%, Wheaton Precious Metals (WPM.US) fell more than 13%, with silver falling more than 4%, and others falling more than 2%. $MicroStrategy (MSTR.US)$ Increasing nearly 3%. $Coinbase (COIN.US)$ The TOPIX index rose more than 2%.
Currently, $Bitcoin (BTC.CC)$ Strong upward movement, rising nearly 2%, breaking through $64,000.
Analyst Paul Golding mentioned fundamental drivers, including "loose fiscal policies, loose monetary policies, concerns about sovereign debt crises, capital controls, geopolitical unrest, institutional value transfers, cross-border payments, web3, and more."
Furthermore, in a report on Tuesday, he wrote, "In our view, the concentration of bulk commodity resources such as electrical infrastructure, computing, and bandwidth represents tangible value beyond the expected appreciation of bitcoin."
The analyst pointed out that some bitcoin miners are increasingly transitioning to high-performance computing infrastructure for artificial intelligence to boost revenue.
He noted, "Operating artificial intelligence cloud products from bitcoin mining facilities is still in its early stages, yet if the search for computing on a massive scale is generally embraced by miners, we might see this value game materialize in a potential, colossal way."
This is a translation for Text 17.This is a translation for Text 18.
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Editor/Somer
