However, this underperformance might provide a window for investors looking for an opportunity to buy into mining stocks. “Just like bitcoin, the next two months offer a dip buying opportunity in bitcoin miners,” as the stocks will offer “higher beta trade” to the next bitcoin price inflection, analysts Gautam Chhugani and Mahika Sapra wrote. There may be a further temporary weakness in bitcoin, with a potential short-term bottom in the $38,000-$42,000 range for the world’s largest cryptocurrency, the report said. Still, investors should be “structurally long” ahead of the next halveringshændelse, forventes i april. I en separat note onsdag gentog Bernstein sin bullish opfordring til minearbejderne. Mægleren anbefaler "at opnå bitcoin-eksponering via bitcoin-minearbejdere, der tilbyder en højere beta end bitcoin drevet af EBITDA-ekspansion og markedsmulig vækst i tyrens cyklus." Bernstein siger, at det foretrækker at overgå ratede aktier Riot Platforms (RIOT) og CleanSpark (CLSK). Læs mere: Bitcoin Miner CleanSpark skåret til neutral, Riot-platforme opgraderet til neutral: JPMorgan
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- Kilde: https://www.coindesk.com/business/2024/01/17/bernstein-says-buy-the-dip-in-bitcoin-mining-stocks-ahead-of-btc-price-inflection/?utm_medium=referral&utm_source=rss&utm_campaign=headlines