Mark Yusko

@MarkYusko

~200K a XMorgan Creek wanda ya kafa & CIOSamfurin asusun gado mai saka jari

Manajan asusun gado da ke magana kan darajar gaskiya, ba burin farashi ba. Yusko yana gudanar da bitcoin ta hanyar samfurin darajar hanyar sadarwa, yana saya idan samfurin ya ce yana da arha, kuma yana sanya kwanan wata kan zagayen kasuwa — abin da ya sa ake iya duba shi ta hanyar da ba a saba ba, kuma hakan ya sa ana iya duba kurakuransa.

A taƙaice. Mark Yusko is the founder, CEO and chief investment officer of Morgan Creek Capital Management, and before that ran the endowments at Notre Dame and UNC Chapel Hill. In crypto he is a macro and valuation voice rather than a chartist: he anchors on a Metcalfe's-law network-value model (run by analyst Tim Peterson) that puts Bitcoin's fair value near $105,000, and he accumulates whenever price sits below it. He is also a four-year-cycle believer to the day, naming 5 October 2026 as the cycle's turn — a date that came and went with no new low. That framework called the depth of this year's low almost exactly — and got the timing of it badly wrong, twice.

Tarihi — daga asusun gado na Notre Dame zuwa „Two Point One Quadrillion“

Yusko (an haife shi 1963, ya girma a Seattle) yana da BS daga Notre Dame da MBA daga Jami'ar Chicago. Ya shiga ofishin saka jari na Notre Dame a matsayin assistant investment officer a Oktoba 1993 kuma ya kasance senior investment director a can har 1998, sannan ya kafa ya kuma jagoranci UNC Management Company, ofishin saka jari na asusun gado na Jami'ar North Carolina a Chapel Hill, daga 1998 zuwa 2004. Ya kai „samfurin asusun gado“ mai nauyi kan kadarorin madadin zuwa wuraren biyu. A 2004 ya kafa Morgan Creek Capital Management, kuma a 2018 Morgan Creek Digital, wanda ya haɗa kai da Bitwise don ƙaddamar da Digital Asset Index Fund na cibiyoyi. Wata hira ta 2026 ta bayyana reshen dijital a matsayin mai gudanar da $3.2 billion of assets under advisement.

Tarihin aikinsa ba mai kyau ba ne gaba ɗaya, kuma fayil ɗin ya faɗi haka: Endowment Fund, haɗin gwiwarsa da Salient Partners, ya girma zuwa kusan $3.5 billion kafin matsalolin aiki su kai ga cire shi daga ciki a Janairu 2013. A crypto kwarin gwiwarsa tsoho ne — sunansa a X, „Two Point One Quadrillion“, shi ne adadin satoshi da ke wanzuwa — haka kuma lambarsa ta dogon lokaci: a hira ta 15 ga Fabrairu 2026 ya ce yana jin „pretty comfortable“ cewa bitcoin zai kai $600,000–$700,000 by September 2029. Wannan hirar ta ƙunshi kiran da wannan fayil ɗin ba zai iya jera shi a chart ba amma ba zai ɓoye shi ba: ya sanya ƙasan wannan zagayen a $58,000–$63,000 yana zuwa kusan 30 ga Satumba–1 ga Oktoba 2026. Matakin ya kusan cika — ƙasan bitcoin zuwa yanzu shi ne $58,566 — amma ya faru a 1 ga Yuli, watanni uku da wuri, kuma a cikin watannin da suka wuce yana gaya wa mutane cewa ƙasan ya riga ya zo.

Sources: morgancreekcap.com · Bitcoin Magazine · Yahoo Finance / Benzinga / Stocktwits · Coinage · NewsBTC · Cointelegraph

Salon ciniki & falsafa

Kimanta daraja da farko, macro bisa agogon asusun gado. Yusko ba ya zana layin yanayi. Yana tambaya nawa ne darajar hanyar sadarwa — dokar Metcalfe da aka yi amfani da ita kan masu amfani da bitcoin da ma'amalolinsa, ta samfurin Tim Peterson — sannan yana saya kowane mako idan farashi yana ƙasa da wannan lambar, ba tare da ƙoƙarin zaɓar ranar ba. A kewaye da hakan akwai karatun daga sama zuwa ƙasa kan ruwan kuɗi, raguwar darajar kuɗin fiat, matsayi a kasuwar futures, da zagayen halving na shekara huɗu, wanda yake ɗauka a matsayin kalanda mai daidaito na 364 kwanaki daga ƙolin da ya gabata. Ƙarfinsa shi ne ci gaba da siya a cikin faɗuwar da ke tsoratar da kowa. Rauninsa shi ne wannan halin: samfurin da ya ce „arha“ a $70,000 zai ce „arha“ a $60,000 ma, kuma hasashensa kan lokacin zagayen ya sha zuwa da wuri.

Tarihin hasashe — kiraye-kirayensa, a jadawali

Dated statements Yusko made on podcasts and video interviews, written up verbatim by third-party press, charted against real price. He is a valuation and cycle voice, so the calls are directional and dated rather than tight levels — we judged each on what Bitcoin (or Solana) actually did next. The 2026 sample below is unflattering in the middle: he called the lows in on 11 March and again on 18 May, and Bitcoin then fell to $58,566 on 1 July. What he did right is arguably more useful — he was buying weekly the whole way down, and his 11 July and 16 September accumulation calls both worked. His 6 September warning — a possible drop toward $60,000 before a 5 October low — did not. His out-of-window 15 February call had the bottom level almost exactly right and the date three months late; it is on the record above, not on this chart, because it predates the price window.

Outcomes are our read of his stated view against real price, not his own scoring. Every call links the page we fetched, and every quote was re-checked against that page on 20 September 2026; the 22 September and 2 October calls were checked on 7 October 2026. Those two are days old — near-term marks can flip.

Yadda ake samun kuɗi a nan — da inda rikicin buƙatu yake

Yusko ba ya sayar da sigina ko kwas. Yana gudanar da kamfani, kuma abin da ya kamata a sani a bayyane yake: mai rarraba jari ne da ke magana kan nasa matsayin a talabijin, da asusu da buri na dogon lokaci a bayansa.

Ra'ayoyi na musamman

An ɗauko maganganun daga tushen jama'a nasa; ra'ayoyi ne da aka bayyana, ba shawarwari ba.

Dakin karatu na abun ciki

Yusko ba shi da nasa dandali — babu tasha, babu wasiƙar labarai, babu ƙungiyar biya. Yana bayyana a shirye-shiryen wasu, kuma a can ne aka yi kowane kira da ke sama. Waɗannan su ne bidiyoyin asali a bayan fayil ɗin, waɗanda aka tabbatar da taken su da kwanan wata da aka ɗora su:

Why Bitcoin’s Bull Path to $250K Already Started: Mark YuskoCoinage — the “durability of the trend” interview behind the 22 September call.22 Sep 2026Mark Yusko: Bitcoin's Rise is Programmed - The Path from Speculation to Global MoneyBitcoin Magazine TV — hirar „it's on sale“ da aka jera a sama.16 Sep 2026Why Mark Yusko Is Buying Bitcoin Before OctoberCointelegraph — hirar tarawa ta mako-mako da ke bayan kiran 11 ga Yuli.10 Jul 2026Donald Trump Is About To Crash Bitcoin Again | Mark Yusko's 2026 PredictionsAltcoin Daily — ƙasan $58,000–$63,000 da burin $600–700k na 2029, kaɗan a wajen tagar chart.8 Feb 2026Bitcoin ETF Manipulation, AI Bubble & 2026 Predictions | Mark YuskoThe Bureau Podcast — tsarin matsin futures da kumburin AI da yake maimaitawa duk shekara.7 Jan 2026

Amsoshi kai tsaye

Salonka ya yi kama sosai?

Yusko yana sayen lamba, ba chart ba: darajar gaskiya da farko, siya kowane mako, babu ƙoƙarin kama ƙasan daidai. Yaya kusa hankalinka yake — auna shi da gaske da Trader Passport.

Nazari na bayanai da ilimi wanda ya dogara kacokan kan kayan da jama'a za su iya samu (rahotannin waje masu kwanan wata kan hirarrakinsa, haɗe a kowane kira). Ba shawarar kuɗi ko saka hannun jari ba ne. Lambobi kusan-kusan ne kuma suna canjawa koyaushe. Spotted an error, or are you Mark? Gabatar da gyara →

An tabbatar da masu amfani · An ambaci tushe a sama · Hanyar ba da maki · An sabunta 7 October 2026