摘要：3 月 5 日，全球第一种加密货币 比特币 ( BTC ) 价格升至 69,000 美元以上，期待已久的价格历史新高终于出现。我们终于得到它了。我们正式进入牛市。在上一次牛市期间，开发商、项目和艺术家都分享了他们对加密货币和区块链...
3 月 5 日，全球第一种加密货币 比特币 ( BTC ) 价格升至 69,000 美元以上，期待已久的价格历史新高终于出现。
我们终于得到它了。我们正式进入牛市。
在上一次牛市期间，开发商、项目和艺术家都分享了他们对加密货币和区块链将如何彻底改变整个世界的崇高目标和想法。虽然其中一些已经发生，但实际上，还有很多事情尚未实现。
因此，现在市场状况终于有所改善，每个人都有另一个兑现承诺的机会。该议程的共同主持人乔纳森·德扬（Jonathan DeYoung）和雷·萨尔蒙德（Ray Salmond）的假设是，随着更好的市场条件和有利可图的资产负债表，区块链项目应该有足够的跑道来构建希望解决许多世界问题的产品和服务。
在《议程》第 31 集中，Salmond 和 DeYoung 分享了他们对比特币价格创下历史新高的重要性以及这对 2024 年加密货币意味着什么的看法。
比特币的凤凰时刻是资产和市场成熟的标志
一旦人们摆脱了围绕比特币创下历史新高的兴奋和迷恋，就会产生一种更加沉思的情绪，其中会考虑这一里程碑的重要性。
当被问及 BTC 价格上涨在更大的计划中意味着什么时，萨尔蒙德表示这是“成熟的标志”，特别是考虑到：
“ETF 有点像无限需求的买家，对吗？他们就像无限需求的购买者。在过去的两三周里，他们每天至少购买 5 亿美元的比特币，即每天 4.5 亿美元。即使在今天，随着比特币价格在创下历史新高后遭到抛售，贝莱德 (BlackRock) 的 IBIT 等 ETF 的交易量也达到了 10 亿股。”
DeYoung 表达了他的观点，与之前的牛市不同，来自非加密货币兄弟的社交讨论与 2017 年和 2020 年的情况相比相形见绌，他发现自己有点惊讶没有每五分钟查看一次他的投资组合价值：
“I’m here for something deeper. So yeah, now that the price is back, I feel like I’m a bit detached from that. And I also think that we’re just — I mean, you can correct me if you disagree — but I feel like we’re just still so early into this bull run that I feel like getting super hyped up about hitting $69,000 is a bit premature, I guess.”
2024 will be more about results than ideas
Salmond and DeYoung agreed that in 2024, blockchain and crypto’s success is more likely to be defined by builders’ ability to deliver useful products and services instead of the value of their tokens. DeYoung said:
“I hope that it means that some of the people that are riding the wave up will then take some of their money and throw it into the more passion projects. Like they made their money with the [...] hype plays, maybe the bigger projects that make a little cash. Now they’ve got an extra few ETH lying around, and they can throw it into their friend’s passion project and help that get off the ground, or the kind of cool, unique use cases.”
DeYoung suggested that the synergy between crypto and artificial intelligence will continue to strengthen as the need to verify data and media becomes more necessary. According to DeYoung, blockchains seem perfectly purposed for cataloging and authenticating data, and he expects that they will play a critical role in media and possibly in government in the coming years.
Related: Bitcoin accumulation phase ends as ETFs fuel new $100K BTC price target
Salmond, on the other hand, is hopeful that music nonfungible tokens (NFTs) will become a trendy industry again in 2024:
“You know, the market blew up two years ago. So, I thought the phoenix of NFTs would be music NFTs. I really thought that that was the one kind of subsector of the industry that made the most sense and would have the most growth — it would just be easy to kind of bridge between Web3, blockchain and the traditional music industry. And there were so many platforms and people that were fundraising to the tune of tens of millions of dollars for music NFTs that I’m surprised nothing has happened.”
Salmond conceded that perhaps the timing of his high expectations lack patience, something that he explained is critical in the fintech space:
“One thing I’ve learned investing in Ethereum, Bitcoin maybe, but really Ethereum and some of the other, Ethereum-like coins — one thing I’ve learned about tech companies is you don’t expect results at the end of one year, or even at the end of two years, or even at the end of three years. You expect the payoff and the result at the end of five or 10 years. Like ETH is clearly a five-to-10-year investment.”
要了解 Jonathan 和 Ray 在The Agenda上的对话的更多信息（包括即将到来的剧集嘉宾的有趣细节），请在Cointelegraph 的播客页面、Apple 播客或Spotify上收听完整剧集。并且不要忘记查看 Cointelegraph 的其他节目的完整阵容！
杂志：2024 年衡量区块链每秒交易量 (TPS) 是否愚蠢？大问题
本文仅供一般参考之用，无意也不应被视为法律或投资建议。这里表达的观点、想法和意见仅代表作者个人观点，并不一定反映或代表Cointelegraph的观点和意见。
