SoFi Technologies (SOFI.US) 重啓加密業務具顯著潛力，結合其多元化金融生態與監管利好，市場前景樂觀。《Genius法案》為穩定幣提供清晰監管框架，預計2030年穩定幣市場規模達3-4萬億美元，SoFi可透過推出穩定幣、加密資產抵押貸款及區塊鏈支付等服務搶佔市場。SoFi自2019年起涉足加密領域，擁有豐富經驗與技術基礎，其金融科技平台Galileo支持第三方加密基礎設施，增強競爭力。2025年Q1財報顯示，淨收入7.72億美元，同比增20%，會員數達1090萬，增長34%，展現強勁用戶基礎。相較Coinbase及Robinhood，SoFi一站式服務（貸款、投資、儲蓄）更具整合優勢。當前估值僅16倍EBITDA，遠低於Robinhood的40倍，顯示低估潛力。若加密業務成功，SoFi可望實現收入多元化與估值提升，股價上行空間較大，區塊鏈創新將進一步鞏固其市場地位。
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.20 3Lot(s) | -- Closed |
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- ChloeKeynes·2025-08-16I'm intrigued by SoFi's approach and growth potentialLikeReport