對沖基金資深人士 Mark Yusko 預測，迫在眉睫的 FOMO 可能會導致比特幣飆升

Morgan Creek Capital 創辦人 Mark Yusko 認為，比特幣（BTC）市場尚未經歷 FOMO（害怕錯過）。他預計，隨著 BTC 接近 8 萬美元的新公允價值，先前觀望的交易員和投資者將湧入，引發需求激增。 Yusko 將這種延遲的 FOMO 歸因於谷歌搜尋活動的減少以及來自個人關係的查詢有限。

Bitcoin Poised for Surge as FOMO Phase Looms, Says Hedge Fund Veteran Mark Yusko

對沖基金資深人士 Mark Yusko 表示，隨著 FOMO 階段的臨近，比特幣有望飆升

Renowned hedge fund manager Mark Yusko, founder of Morgan Creek Capital, has declared that the Bitcoin (BTC) market is yet to witness the inevitable grip of "fear of missing out" (FOMO) among market participants. Speaking at the recent Bitcoin Investor Day, Yusko provided compelling insights into the post-halving trajectory of Bitcoin, predicting a significant rally toward its newly established fair value.

摩根溪資本 (Morgan Creek Capital) 創辦人、著名對沖基金經理人馬克尤斯科 (Mark Yusko) 表示，比特幣 (BTC) 市場尚未出現市場參與者不可避免的「錯失恐懼」(FOMO) 現象。在最近的比特幣投資者日上發表演說時，尤斯科對比特幣減半後的軌跡提供了令人信服的見解，並預測其新確定的公允價值將大幅反彈。

Yusko emphasized that Bitcoin's latest halving event, which reduces the issuance rate of new coins by half, has catapulted its fair value from $50,000 to an estimated $80,000. This upward valuation is attributed to the reduced supply, coupled with increasing adoption and demand.

Yusko 強調，比特幣最近的減半事件使新幣的發行率降低了一半，使其公允價值從 5 萬美元躍升至估計的 8 萬美元。估值上升的原因是供應量減少，以及採用率和需求量的增加。

"Historically, Bitcoin's fair value has doubled during each previous halving cycle," Yusko explained. "While I don't anticipate a doubling this time due to the introduction of inscription fees related to ordinals, we will likely witness a rise to approximately $80,000. As we approach this new fair value, the FOMO phase will set in, triggering a surge in demand."

「從歷史上看，比特幣的公允價值在之前的每個減半週期中都會翻倍，」尤斯科解釋道。 「雖然我預計這次不會因為引入與序號相關的登記費而翻倍，但我們可能會看到上漲到大約 80,000 美元。當我們接近這個新的公允價值時，FOMO 階段將開始，引發價格飆升需求。

Moreover, Yusko highlighted that FOMO has yet to take hold, citing low search activity for Bitcoin on Google and the absence of inquiries from his personal network. "This conference is an echo chamber," he noted. "We discuss Bitcoin's brilliance within our crypto circles, but the average person has not jumped on the bandwagon just yet. However, they will."

此外，Yusko 強調，FOMO 尚未佔據主導地位，理由是谷歌上比特幣的搜尋活動較低，而且他的個人網絡也沒有查詢。 「這次會議是一個回音室，」他指出。 “我們在加密圈內討論比特幣的輝煌，但普通人還沒有跟上這股潮流。不過，他們會的。”

At the time of writing, Bitcoin was trading at $65,246, marking a 2.38% gain over the previous 24 hours. Yusko's predictions have been met with cautious optimism within the Bitcoin community, as investors anticipate a sustained rally driven by increased demand and the psychological factor of FOMO.

截至撰寫本文時，比特幣交易價格為 65,246 美元，較前 24 小時上漲 2.38%。 Yusko 的預測在比特幣社群中得到了謹慎樂觀的回應，因為投資者預計需求增加和 FOMO 心理因素將推動比特幣持續上漲。

"The combination of a new, higher fair value, coupled with the inevitable FOMO phase and the growing institutional adoption, will propel Bitcoin to a completely different price level," Yusko concluded. "We stand on the cusp of a significant market shift, and those who embrace this opportunity stand to benefit greatly."

Yusko 總結道：“新的、更高的公允價值，加上不可避免的 FOMO 階段和不斷增長的機構採用，將推動比特幣達到完全不同的價格水平。” “我們正處於市場重大轉變的風口浪尖，那些抓住這一機遇的人將受益匪淺。”