🚀 The Federal Reserve cuts interest rates for the third time! Is the valuation of crypto mining stock CIFR facing a major reassessment?

With the Federal Reserve's third interest rate cut implemented, macro liquidity is further easing. The market's optimistic sentiment towards the crypto industry has significantly returned, and capital is reassessing related assets. Mining company Cipher Mining (CIFR), as a direct beneficiary, is seeing a decline in the core variable of its valuation model—the discount rate—resulting in an upward adjustment of future cash flow value.

This is not just the story of CIFR alone. A lower interest rate environment reduces the capital costs and operational pressures for mining companies, providing a fundamental boost to the entire Bitcoin mining sector. Sector rotation may have already begun.

💡 Key Insight: The macro wind has completely shifted in favor of risk assets. Crypto mining stocks are one of the "proxy assets" for traditional capital participating in this bull market cycle, with their stock prices being extremely sensitive to interest rate changes. Pay attention to sector linkage opportunities.

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