RGB++协议的意义与Nervos生态发展
作者:YUUU 来源:X,@Web3_Yuuu
昨晚 @HueHubOfficial Huehub的Fair mint上线后,引发了一波社区的Fud和下跌。归根结底原因就两点,一是预期与现实不匹配;二是大家对RGB++协议理解不足。这条Thread就来讲一讲预期的不匹配究竟在哪,对协议理解的偏差又在哪,而我看到昨晚社区的情绪后为什么会更坚定的去mint,下面详细展开:
首先,大家预期Huehub实现的不是一个Fair Mint的工具,而是一个振臂一呼有共识的第二个RGB++资产,然后大家哐哐开打,打完哐哐拉盘赚钱,以至于有人会想要Hue去限制资产的部署。然而这显然是不可能的,因为协议资产标准是开放的,这种中心化限制没有意义即使Hue不做,也会有其他人做出开放mint的工具。而且一个基础设施DEX去做这种中心化的限制那我觉得才是要命的,况且实际上,第二个RGB++资产的共识还是形成了的,只不过没有像大家预想的从一开始就振臂一呼共识形成,而是一打开网页对着Mint列表一脸茫然,这种预期的差异导致了Fud情绪的产生和市场下跌。
第二点也是更关键的,大家还没感受到RGB++协议的意义到底是什么,昨晚的Fair Mint更是让很多人想起BRC-20哐哐Mint然后被割的那段时间。许多人对RGB++的理解是从二层生态玩,因此觉得为什么不从Nervos上打资产,而要花费这么高的成本在比特币主网铸造,这不是浪费了Nervos的设计么?
然而实际上,RGB++协议本身目的就是为主网资产服务,是借助比特币的强大共识发资产,而后把主网资产能安全、去中心化的带到UTXO同构链(当前只有Nervos)上去玩,去实现可编程性。但显然在目前的玩法下大家还很难体会到这个过程,这主要有两个方面的原因:
一是对同构绑定的过程没有感知,这个过程确实不太好理解,不过我觉得Nervos浏览器上标注的还算清晰。在joyid钱包的交易历史里点击一笔RGB++交易,就会发现有至少两个TX,第二个就是同构在Nervos上的交易。而点进这笔交易,就会在浏览器里看到同构的详细信息,会标示出封装的主网TX,以及见证信息等。
第二个原因也是最主要的,那就是当前Nervos生态基础设施严重不足,连个像样的DEX都没,以至于将资产同构到二层后,也没法玩,这就导致大家的体感上就和铭文没区别,部署-Mint-放那不动了,没有后续玩法。这就需要一点时间来慢慢发展,可能至少要一个月,等到基础的DAPP出现后,二层的玩法才逐渐开始。
这也能回答一部分人的一个疑问,那就是为啥非要从一层打资产,不直接在Nervos打。很简单,Nervos没有承载这么多原生资产的共识,以前Nervos上有上百个Token,也没见哪个炒起来,难道你想打第101个就能炒起来么,要不然也不至于生态建设都要几乎从0开始了。
最后就是我为什么仍然有信心,很简单,那就是基本面没变,Fud主要源自短期情绪,而且昨天对第二个资产的共识已经形成,所以果断开始Mint,之前的Seal稳稳拿住,有句话说得好,基本面没问题,群友们又都在骂的,那可以上车吧。
The author's source triggered a wave of community peace and decline after going online last night. In the final analysis, there are two reasons: one is that expectations don't match with reality, and the other is that people don't understand the agreement well. Let's talk about where the expected mismatch is and where the deviation of the understanding of the agreement is. Why did I go to the following details more firmly after seeing the mood of the community last night? First of all, what everyone expected to achieve was not a new tool, but a second asset with consensus, and then everyone started playing with a bang. To make money in the market is such that some people will want to restrict the deployment of assets. However, this is obviously impossible, because the standard of agreed assets is open, and this centralized restriction is meaningless. Even if you don't do it, others will make open tools and an infrastructure will do this centralized restriction. I think it is fatal. Besides, in fact, the consensus on the second asset has been formed, but it is not as expected that the consensus was formed from the beginning, but that the website was opened to the list. This difference in expectation has led to emotional production and market decline. The second point is also more crucial. Everyone has not yet felt the meaning of the agreement. Last night, it reminded many people of the time when Kuang was cut. Many people understood that they were playing from the second-floor ecology, so they thought why it would cost so much to cast assets on Bitcoin's main network. Isn't this a wasted design? However, in fact, the purpose of the agreement itself is to serve the main network assets by means of comparison. The strong consensus of special currency is to distribute assets and then bring the main network capital production capacity to the isomorphic chain safely. At present, we only have to play to realize programmability, but obviously it is difficult for everyone to understand this process under the current gameplay. There are two main reasons. First, we are not aware of the isomorphic binding process. This process is really not well understood, but I think it is quite clear that it is marked on the browser. When you click on a transaction in the transaction history of wallet, you will find that there are at least two isomorphic links. Click on this transaction, and you will see the isomorphic details in the browser, which will mark the main network of the package and witness information. The second and most important reason is that the current ecological infrastructure is so inadequate that you can't even play after isomorphic assets are on the second floor, which leads to the fact that everyone's sense of body is no different from the inscription. There is no follow-up gameplay, which will take a little time to develop slowly, and it may take at least one month to wait until the foundation appears. This can also answer a question of some people, that is, why do you have to fight assets from the first floor? Why don't you fight directly before there is a simple consensus that there are so many original assets? Do you want to fight first, you can fight? Otherwise, ecological construction will almost start from the beginning. Finally, why do I still have confidence? It is simple that the fundamentals have not changed, mainly due to short-term emotions, and the consensus on the second asset has been formed yesterday, so there is a saying that the fundamentals are fine, friends. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台
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