Odaily星球日报讯 摩根大通分析师在周二的一份报告中写道，摩根大通跟踪的上市加密货币公司（包括 Coinbase 交易所和 Marathon 以及 Riot 等比特币矿企）整体市值在 1 月增长了 14%，达到 1080 亿美元，而加密货币市场本身在 1 月底的市值约为 3.2 万亿美元，涨幅为 8%。 分析师指出，随着特朗普执政下的加密友好监管环境开始成形，上市加密货币公司的市值增长速度几乎是整体加密货币市场的两倍。 此外，SEC 愿意与加密货币公司合作可能会使 Coinbase 受益，SEC 于 2023 年因涉嫌违反注册要求对 Coinbase 提起诉讼。但摩根大通分析师 Charles Pearce 表示，上市加密货币公司的表现可能在很大程度上受到了围绕人工智能炒作的推动，“比特币矿企的叙事部分在于他们过渡到 HPC 数据中心的能力，一些股票已经受益于这一进展，这与加密货币市场的整体走势无关。”（Decrypt）
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