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Crypto Analyst Still Bullish On Bitcoin Miners, Names 4 Top Stock Picks
Crypto Analyst Still Bullish On Bitcoin Miners, Names 4 Top Stock Picks
Plummeting cryptocurrency prices have made life difficult for Bitcoin (CRYPTO: BTC) miners in 2022, but Canaccord Genuity analyst Joseph Vafi said Monday that he maintains his bullish long-term outlook for crypto miners Argo Blockchain ADR (NASDAQ:ARBK), HIVE Blockchain Technologies Ltd (NASDAQ:HIVE), Hut 8 Mining Corp (NASDAQ:HUT) and Iris Energy Ltd (NASDAQ:IREN).
Mining Efficiency Critical: In his monthly digital asset mining update, Vafi said production has been on the rise among top miners despite the downturn in crypto prices. In May, North American miners increased their output, while miners in China came back online as well.
Related Link: If You Invested $1,000 In Dogecoin At Its COVID-19 Pandemic Low, Here's How Much You'd Have Now
Vafi also said there are factors helping to offset profit and margin pressures on miners. As less efficient miners shut down production, higher-efficiency miners that can remain profitable at breakeven Bitcoin prices in the $7,000 to $9,000 range are taking over that market share. In addition, Vafi said prices on specialized Bitcoin application-specific integrated circuits (ASICs) are starting to fall, providing the opportunity for miners with strong balance sheets to expand their production at a much lower cost than six months ago.
How To Play It: Vafi said the four Bitcoin miners Canaccord covers all have access to capital and are maintaining consistent production as they invest in building future mining capacity.
"Clearly, BTC spot prices have yet to decouple from risk equities, but we still see attractive long-term characteristics for the digital asset," Vafi said.
Canaccord Genuity has the following ratings and price targets for the crypto miners mentioned:
- Argo Blockchain: Buy rating, $13 target
- HIVE Blockchain: Buy rating, $14 target
- Hut 8 Mining: Buy rating, $6 target
- Iris Energy: Buy rating, $14 target
Benzinga's Take: Bitcoin and other cryptos have experienced several drawdowns of more than 80% throughout its history, and the current pullback has Bitcoin prices trading nearly 70% off of its highs in late 2021. However, with break-even prices of below $9,000, these highly efficient miners could seemingly still turn a profit even if Bitcoin prices dropped another 50% from current levels.
Photo: FabreGov via Shutterstock
Plummeting cryptocurrency prices have made life difficult for Bitcoin (CRYPTO: BTC) miners in 2022, but Canaccord Genuity analyst Joseph Vafi said Monday that he maintains his bullish long-term outlook for crypto miners Argo Blockchain ADR (NASDAQ:ARBK), HIVE Blockchain Technologies Ltd (NASDAQ:HIVE), Hut 8 Mining Corp (NASDAQ:HUT) and Iris Energy Ltd (NASDAQ:IREN).
暴跌的加密货币价格让他们的日子变得艰难比特币(CRYPTO:BTC)2022年的矿商,但Canaccel Genuity分析师Joseph VAFI周一表示,他仍看好密码矿商的长期前景Argo区块链ADR(纳斯达克:ARBK),蜂巢区块链技术有限公司(纳斯达克:蜂巢),小屋8矿业公司(纳斯达克:HUT)和艾瑞斯能源有限公司(纳斯达克:爱伦)。
Mining Efficiency Critical: In his monthly digital asset mining update, Vafi said production has been on the rise among top miners despite the downturn in crypto prices. In May, North American miners increased their output, while miners in China came back online as well.
采矿效率至关重要:在他的每月数字资产挖掘更新中,VAFI表示,尽管加密价格低迷,但顶级矿商的产量一直在上升。今年5月,北美矿商增加了产量,而中国的矿商也恢复了生产。
Related Link: If You Invested $1,000 In Dogecoin At Its COVID-19 Pandemic Low, Here's How Much You'd Have Now
相关链接:如果你在新冠肺炎疫情低点时投资1,000美元,现在你会有这么多钱
Vafi also said there are factors helping to offset profit and margin pressures on miners. As less efficient miners shut down production, higher-efficiency miners that can remain profitable at breakeven Bitcoin prices in the $7,000 to $9,000 range are taking over that market share. In addition, Vafi said prices on specialized Bitcoin application-specific integrated circuits (ASICs) are starting to fall, providing the opportunity for miners with strong balance sheets to expand their production at a much lower cost than six months ago.
VAFI还表示,有一些因素有助于抵消矿商面临的利润和利润率压力。随着效率较低的矿商停产,效率较高的矿商正在夺取这一市场份额,这些矿商可以在7000美元到9000美元的比特币价格范围内保持盈利。此外,VAFI表示,专用比特币专用集成电路(ASIC)的价格开始下降,这为资产负债表强劲的矿商提供了以远低于六个月前的成本扩大生产的机会。
How To Play It: Vafi said the four Bitcoin miners Canaccord covers all have access to capital and are maintaining consistent production as they invest in building future mining capacity.
玩法:VAFI表示,Canaccel覆盖的四家比特币矿商都可以获得资本,并在投资建设未来的采矿能力时保持一致的产量。
"Clearly, BTC spot prices have yet to decouple from risk equities, but we still see attractive long-term characteristics for the digital asset," Vafi said.
VAFI表示:“显然,比特币现货价格尚未与风险股票脱钩,但我们仍看到这种数字资产具有吸引力的长期特征。”
Canaccord Genuity has the following ratings and price targets for the crypto miners mentioned:
Canaccel Genuity对提到的密码矿商有以下评级和目标价:
- Argo Blockchain: Buy rating, $13 target
- HIVE Blockchain: Buy rating, $14 target
- Hut 8 Mining: Buy rating, $6 target
- Iris Energy: Buy rating, $14 target
- Argo区块链:买入评级,13美元目标
- 蜂窝区块链:买入评级,14美元目标
- 8号小屋采矿:买入评级,6美元目标
- 虹膜能源:买入评级,14美元目标
Benzinga's Take: Bitcoin and other cryptos have experienced several drawdowns of more than 80% throughout its history, and the current pullback has Bitcoin prices trading nearly 70% off of its highs in late 2021. However, with break-even prices of below $9,000, these highly efficient miners could seemingly still turn a profit even if Bitcoin prices dropped another 50% from current levels.
本辛加的观点:比特币和其他加密产品在其历史上经历了几次超过80%的下跌,目前的回调使比特币价格较2021年末的高点下跌了近70%。然而,在盈亏平衡价格低于9,000美元的情况下,即使比特币价格从当前水平再下跌50%,这些高效率的矿商似乎仍有可能盈利。
Photo: FabreGov via Shutterstock
图片:FabreGov通过Shutterstock
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moomoo是Moomoo Technologies Inc.公司提供的金融信息和交易应用程序。
在美国,moomoo上的投资产品和服务由Moomoo Financial Inc.提供,一家受美国证券交易委员会(SEC)监管的持牌主体。 Moomoo Financial Inc.是金融业监管局(FINRA)和证券投资者保护公司(SIPC)的成员。
在新加坡,moomoo上的投资产品和服务是通过Moomoo Financial Singapore Pte. Ltd.提供,该公司受新加坡金融管理局(MAS)监管(牌照号码︰CMS101000) ,持有资本市场服务牌照 (CMS) ,持有财务顾问豁免(Exempt Financial Adviser)资质。本内容未经新加坡金融管理局的审查。
在澳大利亚,moomoo上的金融产品和服务是通过Futu Securities (Australia) Ltd提供,该公司是受澳大利亚证券和投资委员会(ASIC)监管的澳大利亚金融服务许可机构(AFSL No. 224663)。请阅读并理解我们的《金融服务指南》、《条款与条件》、《隐私政策》和其他披露文件,这些文件可在我们的网站 https://www.moomoo.com/au中获取。
在加拿大,通过moomoo应用提供的仅限订单执行的券商服务由Moomoo Financial Canada Inc.提供,并受加拿大投资监管机构(CIRO)监管。
在马来西亚,moomoo上的投资产品和服务是通过Moomoo Securities Malaysia Sdn. Bhd. 提供,该公司受马来西亚证券监督委员会(SC)监管(牌照号码︰eCMSL/A0397/2024) ,持有资本市场服务牌照 (CMSL) 。本内容未经马来西亚证券监督委员会的审查。
Moomoo Technologies Inc., Moomoo Financial Inc., Moomoo Financial Singapore Pte. Ltd., Futu Securities (Australia) Ltd, Moomoo Financial Canada Inc.,和Moomoo Securities Malaysia Sdn. Bhd.是关联公司。
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