对冲基金资深人士 Mark Yusko 预测，迫在眉睫的 FOMO 可能会导致比特币飙升

Morgan Creek Capital 创始人 Mark Yusko 认为，比特币（BTC）市场尚未经历 FOMO（害怕错过）。他预计，随着 BTC 接近 80,000 美元的新公允价值，之前观望的交易员和投资者将涌入，引发需求激增。 Yusko 将这种延迟的 FOMO 归因于谷歌搜索活动的减少以及来自个人关系的查询有限。

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

对冲基金资深人士 Mark Yusko 表示，随着 FOMO 阶段的临近，比特币有望飙升

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.

摩根溪资本 (Morgan Creek Capital) 创始人、著名对冲基金经理马克·尤斯科 (Mark Yusko) 表示，比特币 (BTC) 市场尚未出现市场参与者不可避免的“错失恐惧”(FOMO) 现象。在最近的比特币投资者日上发表讲话时，尤斯科对比特币减半后的轨迹提供了令人信服的见解，并预测其新确定的公允价值将大幅反弹。

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 强调，比特币最近的减半事件使新币的发行率降低了一半，使其公允价值从 50,000 美元跃升至估计的 80,000 美元。估值上升的原因是供应量减少，以及采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."

“从历史上看，比特币的公允价值在之前的每个减半周期中都会翻倍，”尤斯科解释道。 “虽然我预计这次不会因为引入与序号相关的登记费而翻倍，但我们可能会看到上涨到大约 80,000 美元。当我们接近这个新的公允价值时，FOMO 阶段将开始，引发价格飙升需求。”

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 强调，FOMO 尚未占据主导地位，理由是谷歌上比特币的搜索活动较低，而且他的个人网络也没有查询。 “这次会议是一个回音室，”他指出。 “我们在加密圈内讨论比特币的辉煌，但普通人还没有跟上这股潮流。不过，他们会的。”

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.

截至撰写本文时，比特币交易价格为 65,246 美元，较前 24 小时上涨 2.38%。 Yusko 的预测在比特币社区中得到了谨慎乐观的回应，因为投资者预计需求增加和 FOMO 心理因素将推动比特币持续上涨。

"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 总结道：“新的、更高的公允价值，加上不可避免的 FOMO 阶段和不断增长的机构采用，将推动比特币达到完全不同的价格水平。” “我们正处于市场重大转变的风口浪尖，那些抓住这一机遇的人将受益匪浅。”