为什么BRC20的铭文会一直涨?

币圈资讯 阅读:46 2024-04-22 11:40:01 评论:0
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作者:inpower王骏;来源:加密市场观察

这几天铭文市场十分火爆,有人上车有人下车。

甚至很多加密圈资深大佬都搞不明白~ 

本文讲一下铭文逻辑,以正视听。

欢迎各位讨论交流,如果觉得有道理请关注/点赞/转发~

很多人把现在的铭文市场比作前两年的土狗币。

我承认铭文并没有什么使用价值,但并不代表这东西没有价值。

01 谁在力推铭文?

直接说结果,是各大矿工。

尤其是美股上市的矿场主们。

十几年前比特币的叙事是去中心化的支付系统。

过去十年比特币的叙事是电子黄金,通胀克星。

但是随着比特币产出率逐渐减半,原本在比特生态占据重要位置的矿工,在生态中的影响力越来越弱。

现在向华尔街灌输的叙事是:

比特生态是重要的区块链结算层,矿工是结算基建!

要知道过去几年中,超过一半的比特币就待在钱包地址里面不动。

没有交易结算个毛线~

如果矿场的收入只依赖比特币上涨,那华尔街的投资者会怎么看比特矿场的估值?按多少倍定PE/PS/PB?

所以矿场就要把比特生态的交易做起来。

要知道,哪怕铭文生态火成这样,交易费用如此昂贵,现在交易也只不过占矿主收入是25%。

如果矿主们不能把比特生态建立起来,那挖矿整个行业的叙事都会受到影响。

02 有利益驱动是好事

不要觉得有利益方推动就是坏事。

这是典型不懂商业的白痴才会有的想法。

一旦一件事情有涉及行业利益,通常都会比较持久。

例如犹太人CX钻石,一直到这两年我们河南人把人造钻石搞出白菜价才差不多开始消退,这个故事讲了上百年。

所以为了维护美股上市的各大矿工行业利益,铭文也不会是一阵风。

而是涉及行业长久发展的大事情。

熟悉加密圈的人都知道,现在除了挖矿和交易所,基本上没什么正经业务在跑。

以太坊生态都是这个死样子,比特生态短期能做得起来?

所以只能靠矿主捐款养着。

这个逻辑其实是和可口可乐打品牌广告是一样的。

要知道如果叙事没立起来,PS要是少一倍,那上市矿企一年的矿就白挖。

现在铭文市场规模才多少?连一个上市矿企(如MARA/Riot)的市值都没有。

03 维护矿主利益很重要

前几天有个开发大佬在diss铭文。

从技术角度他说的也没错,铭文确实会导致比特网络堵塞。

但是各位要知道,现在比特币挖矿的行业有多卷,大部分矿场是不赚钱的。

随着比特币减半,竞争只会越来越激烈。

如果新的生态没有建立起来会发生什么?

小矿主逐渐倒闭,大矿主越来越大?

这样还去毛线的中心化呀!

要是头部几个大矿场控制的算力超过一半,那比特币就是中心化资产了。

所以我判断比特生态的参与方了解这个问题的本质之后,在其他生态建立起来之前,也只能依靠铭文了。

04 其他链的铭文能不能买?

在比特矿工卖力做生态的时候。

其他主链也纷纷推出各自的铭文。

这些铭文和BRC20的铭文最本质的区别是:

只有BRC20的铭文,才和矿主的利益有关系!

他们会维护行业秩序,实现长远发展。

其他没有上市矿企的主链,因为没有利益方制约,本质和土狗币一样。

最近忙到飞起,本篇配图较少,请见谅。


Author Alvin Wong source encryption market observation These days, the inscription market is very hot. Some people get on the bus and some get off the bus. Even many senior leaders in the encryption circle don't understand it. This article talks about the logic of the inscription and welcomes you to discuss and exchange. If you think it makes sense, please pay attention to the praise and forward it. Many people compare the current inscription market to the local dog coins in the previous two years. I admit that the inscription has no use value, but it doesn't mean that it is worthless. Who is pushing the inscription and directly says that the result is that the major miners, especially the US stocks, are listed. More than ten years ago, the narrative of Bitcoin was decentralized payment system. In the past ten years, the narrative of Bitcoin was an electronic gold inflation nemesis. However, with the gradual halving of the output rate of Bitcoin, the influence of miners who used to occupy an important position in the bit ecology is getting weaker and weaker. Now the narrative instilled in Wall Street is that the bit ecology is important, and the miners in the blockchain settlement layer are the settlement infrastructure. You know, in the past few years, more than half of Bitcoin has stayed in the wallet address without a transaction. Just to be clear, if the mine's income only depends on bitcoin, what will investors on Wall Street think of the valuation of the bit mine? So the mine should do the transaction of bit ecology. You know, even if the inscription is so ecological, the transaction cost is so expensive, and now the transaction only accounts for the mine owner's income. If the mine owners can't establish the bit ecology, the narrative of the whole mining industry will be affected. It is a good thing to be driven by interests. Don't think that it is a bad thing to be driven by stakeholders. The idea that a typical idiot who doesn't understand business will usually last once a thing involves the interests of the industry, such as Jewish diamonds. It was not until these two years that we Henan people made synthetic diamonds out of cabbage prices that it almost began to fade. This story has been told for hundreds of years, so in order to safeguard the interests of the major miners listed in the US stock market, it will not be a gust of wind, but a big thing involving the long-term development of the industry. Anyone familiar with the encryption circle knows that there is basically nothing serious now except mining and exchanges. The business is running in the ethereum, and the ecology is like this. The bit ecology can be done in a short time, so it can only be supported by the mine owner's donation. This logic is actually the same as Coca-Cola's brand advertising. You know, if the narrative is not established, if it is less than twice, the mines of listed mining enterprises will be dug up in vain in the inscription. The market size is not even important to safeguard the interests of the mine owner. A few days ago, there was a development tycoon in the inscription. From a technical point of view, he was right. The inscription will indeed lead to Bitnet is blocked, but you should know that there are many volumes of bitcoin mining industry, and most mines are unprofitable. With the halving of bitcoin, the competition will only become more and more fierce. What will happen if the new ecology is not established? The small miners will gradually close down, and the big miners will become bigger and bigger, so they will also go to the center of wool. If the computing power of the first few large mines is more than half, then bitcoin will be a centralized asset, so I judge that the participants of bitcoin ecology will be in other countries after understanding the essence of this problem. Before the ecology is established, we can only rely on the inscriptions. Can we buy the inscriptions of other chains? When Bitter miners are working hard to do ecology, other main chains have also launched their own inscriptions. The most essential difference between these inscriptions and the inscriptions is that only the inscriptions are related to the interests of mine owners. They will maintain the industrial order and achieve long-term development. The main chains of other unlisted mining enterprises are as busy as local dog coins recently. Please forgive me. 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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