Solana铭文市场:一场狂热又争先恐后的抢票游戏
作者:深潮TechFlow
“那些看上去是白送的机会,走过去的路往往困难重重”。
随着年初 BRC-20 的出现和最近几个月比特币生态内铭文的反复火爆,市场彻底被点燃。
资金涌入比特币铭文市场这片处女地之后,也产生了明显的FOMO效应,流动性开始外溢到其他生态。如果新生态上没有铭文,市场总会如法炮制建个新的;随后便是一场争先恐后的打铭文游戏。
由于打铭文相对公平,也没有预挖和VC,因此对于韭菜和散户们来说,这相当于白送的捡钱机会。
但前提是,你得赶早。
以昨天 Solana 上突然蹿红的 Lamp 铭文为例,不同于 Solana 上之前的龙头铭文 Sols 有项目方积极喊单,Lamp 在毫无预兆的情况下由一位推特用户 @babla11001 提出,遵循 SPL-20格式,总供应21万个,并以长推的形式发布了打铭文的步骤教程。
而当你还在研究 Lamp 怎么突然出现、SPL-20 格式是什么、怀疑是不是空气的时候,狂热的市场只讲效率,不讲道理。
在 babla 发帖后短短 3小时左右的时间内,符合资格的 LAMP 铭文已被迅速打完。随后 LAMP 在 Magic Elden 和 OKX 的 Web3 钱包中开始交易,截至发稿时,单个 LAMP 铭文的价格来到 0.3 SOL。
粗略估算,单个 LAMP 的打铭文成本在 1-2 U左右,以目前 Lamp 的地板价来看,打到即赚麻。
笔者在较早的时间发现了 Lamp ,但结果并未成功打到。在铭文局部热点和Solana资金流入的多重利好下,竞争难度也多重加倍。
大型抢票现场,落后即挨打
复盘昨天 Lamp 打铭文的全过程,仿佛经历了一场春运或演唱会抢票。
但这种感受的区别在于,你并不知道自己具体在抢的究竟是什么玩意,只是非常清楚抢到了意味着什么。
在 babla 发的 Lamp 打铭文操作攻略还没完全摸明白的时候,一条“规则补充”贴彻底引爆了FOMO情绪:
“打了 Lamp 铭文后,还需要有关键的验证步骤,缺少这步的话铭文无法在交易市场进行交易。”
而相关网站显示,能够被验证的铭文仅有5万个,先来先得,且在你铸造铭文的过程中,已被成功验证的Lamp还在不断增加,这无疑又增加了争先恐后的竞争情绪。
但在验证之前,Lamp 铭文的打新还需要通过以下几个步骤,也代表着 Solana 上的铭文一般性的制作流程:
第一,自己在某个指定的网站上传一张图,写一个名称,设置各类转手规则然后将其 Mint 为NFT;
第二,自己准备某些字段格式,例如{"p":"spl-20","op":"mint","tick":"lamp","amt":"100000"} ,将该 NFT 进行“铭刻”(Inscribed),变成所谓的铭文;
第三,为了让铭文有效,需要对其进行“验证”,以保证它能够在市场上进行交易。
图源:依据《sols链铸造铭文教程》整理制作
这几个步骤谈不上友好,甚至有些抽象和费解。你并不知道、也不感兴趣每一步具体是如何实现的,需要做的只是比别人更快的完成上述步骤。
本质上,这显然是由于基础设施的孱弱而导致的开发逻辑外露,与其说是在打铭文,不如说是在当程序员在后台做各种功能配置的操作。
由于先验证先得的规则,冲进来打 LAMP 的用户越来越多,也使得本就不友好的打铭文界面变得雪上加霜:
因为流量过大,铸造、铭刻和验证铭文的三个不同的网站页面先后崩溃,多次出现无法访问或者点击没有反应的情况。多次刷新页面也并不能解决问题,能不能打到铭文全凭运气。
而在另一头,已验证通过的 LAMP 铭文数量还在上涨。于是一边是因人太多被卡住反复点击鼠标的无能狂怒,另一边是早起的虫儿幸运的成功打完上岸。
最后,在“抢票高峰期”之后,铭文被打完,网站恢复了正常访问。此时网站也并不会提醒你继续打铭文没有意义,你甚至仍然可以顺畅完成打铭文的动作,但结果是白白浪费自己的 SOL 代币。
一套流程走下来,落后就会挨打,结果全靠运气,规则未必健全,结果则非常诱人。
铭文机会面前, 人人平等?
竞争结束回头再看,Sols也好,Lamp也罢,SLP-20铭文究竟是什么?
其实 SPL-20 铭文是唯一的 Solana 地址,其中包含直接存储在区块链上的图像。这种概念实际上与BRC-20没有任何区别,只是现在看有些“返祖”:
既然之前流行的方式,是把所有的 NFT 图像通过第三方进行分布式存储,现在又流行把图像存在链上而不放在链下。
说链上空间珍贵的是叙事,将链上空间存满垃圾图片的也是叙事,没有好坏,只有利益。
关键在于你能不能在叙事转换中聪明、幸运且快速的分一杯羹。
而在这个过程中,由于基础设施如前端界面、数据索引、提示和流程封装的匮乏,早期来打铭文的用户将不得不面对不友好的操作体验和卡顿的竞争环境。
目前,Solana 上的 SLP-20 铭文主要由 LibrePlex 提供支持,它是 Solana 生态系统中的独立贡献者和团队。上文提到的铭文刻印和锁定的网站,也来自LibrePlex。
只是以 Lamp 铭文热冲击网站服务导致崩溃的情况来看,想支持Solana上的铭文生意,LibrePlex恐怕还有很长的一段优化之路要走。
就连Lamp 铭文的提出者 Babla 自己也发帖感慨,Lamp 对 Solana 上的铭文生态造成了不小的冲击,有必要尽快更新和重构配套的基础设施。
但在感慨之外,除了铭文的创造者,提供基础设施收手续费的网站,可以问问自己:
你是否有时间、有精力甚至是有运气抓住新铭文的机会?
从笔者的体验看来,在弱基础设施和高竞争压力的冲突下,想要打铭文,你可能需要充足的时间来盯住社媒上突发的铭文出现,并且在出现后操作出问题的同时密切关注网站的一举一动,反复尝试枯燥且重复的步骤。
而即使你足够努力,因为网站崩溃也有可能打不到,所以还需要一点点运气。
我们经常看到一种观点,即对待加密市场,不要有偏见,不能懒惰,要勇于尝试。但在财富热潮的裹挟中,有时即使你放下偏见,足够勤奋,尝试个遍,也可能一无所获。
铭文机会面前,确实人人平等;但个人的禀赋和精力并不相同,有时很难与热点发生的时机产生同频。
在加密市场中,交易代币,你可能在和VC竞争;冲入铭文,你可能和跟你一样饥渴的人竞争。前者可能被割,后者可能被挤。
因此,没有所谓的公平不公平,具备执行力至少在铭文市场中,只是基础素质;在面对巨大的造富效应和FOMO心态时,合理的过滤噪音,评估自己的操作可能性,才是正确的选择。
最后Lamp 铭文打完,当笔者惊讶的发现自己打的“半个” Lamp 铭文(因网站卡顿无法完成最后验证步骤)居然还能再 Magic Eden 上卖出价格时,就有一种预感:
这场魔幻、狂热又争先恐后的铭文抢票游戏,远未结束。
With the appearance of the beginning of the year and the repeated popularity of inscriptions in the bitcoin ecosystem in recent months, the market has been completely ignited, and after the funds poured into the virgin land of the bitcoin inscription market, it also produced obvious effects. If there is no inscription in the new ecology, the market will always do the same thing and build a new one, followed by a scrambling inscription game, because the inscription is relatively fair and there is no pre-excavation. Therefore, for leeks and retail investors, this is equivalent to a free opportunity to collect money, but only if you take the inscription that suddenly became popular yesterday as an example, which is different from the previous leading inscription. The project party actively called for orders. Without warning, a Twitter user proposed to follow the format and provide a total of 10,000 copies, and released the steps of typing inscriptions in the form of a long push. The inscription market is a fanatical and scrambling ticket grabbing game, and while you are still studying how to suddenly appear, you doubt whether it is air. At that time, the frenzied market only talked about unreasonable efficiency. In a short time after posting, the qualified inscriptions were quickly typed, and then trading began in Hehe's wallet. As of the time of publication, the price of a single inscription came to a rough estimate, and the cost of typing a single inscription was left and right. Judging from the current floor price, it was a fanatical and scrambling ticket grab game. The author found it earlier, but the result did not succeed in hitting the local hot spots of inscriptions and the multiple inflows of funds. The difficulty of competition is also doubled under favorable conditions. The large-scale ticket-grabbing scene is backward, that is, the whole process of playing the inscription yesterday seems to have experienced a Spring Festival travel rush or concert to grab the ticket, but the difference of this feeling is that you don't know exactly what you are robbing, but you are only very clear about what it means to grab it. When the operating strategy of the inscription is not fully understood, a rule supplement sticker completely explodes the emotion. After playing the inscription, there is still a key verification step. Without this step, there is no inscription. Trading in the trading market, the inscription market is a fanatical and scrambling game, and the related websites show that there are only 10,000 inscriptions that can be verified on a first-come-first-served basis, and the number of inscriptions that have been successfully verified in the process of casting inscriptions is increasing, which undoubtedly increases the competitive spirit of scrambling. However, before verification, the following steps are needed to make new inscriptions, which also represents the general production process of inscriptions on the internet. First, upload a picture and write a name on a designated website yourself. Set all kinds of transfer rules and then prepare some field formats for yourself, for example, turn the inscription into the so-called inscription. Third, in order to make the inscription effective, it needs to be verified to ensure that it can be traded in the market. The inscription market is a fanatical and scrambling ticket grabbing game. According to the chain casting inscription course, these steps are not friendly, even abstract and confusing. You don't know or are interested in how to realize each step. What you need to do is just compare. Others finish the above steps faster. In essence, this is obviously due to the weakness of the infrastructure, which leads to the exposure of the development logic. It is not so much the inscription as the programmer is doing various function configuration operations in the background. Because of the first-come-first-served rules, more and more users are rushing in and typing, which makes the unfriendly inscription interface worse. Because of the excessive traffic, three different website pages that cast the inscription and verified the inscription have crashed several times, and they cannot be accessed or clicked. Refreshing the page several times can't solve the problem. Can you hit the inscription by luck? The inscription market is a frenzied and scrambling ticket-grabbing game. The inscription market is a frenzied and scrambling ticket-grabbing game, and the number of inscriptions that have been verified and passed at the other end is still rising, so on the one hand, people are stuck and click the mouse repeatedly, and on the other hand, the early worm is lucky enough to successfully hit the shore. Finally, after the peak of ticket-grabbing, the website resumed its normal visit. At that time, the website will not remind you that it is meaningless to continue to type inscriptions. You can even finish the inscription smoothly, but the result is a waste of your tokens. If you fall behind, you will be beaten. The result depends entirely on luck. The rule may not be perfect, but the result is very attractive. Everyone has an equal opportunity before the inscription. Look back at what the inscription is. In fact, the inscription is the only address, which contains images directly stored in the blockchain. This concept is actually no different from the blockchain. But now, since it was popular to store all the images in a distributed way through a third party, it is popular to store the images in the chain instead of in the inscription market under the chain. It is said that the space on the chain is precious, and the space on the chain is full of junk pictures. There is no good or bad narrative. The only benefit lies in whether you can get a share of the story in the narrative transformation intelligently, fortunately and quickly. In this process, due to infrastructure such as the front-end interface, Lack of data indexing tips and process packaging, users who came to print inscriptions in the early days will have to face unfriendly operating experience and a competitive environment. At present, the inscriptions are mainly supported by independent contributors and teams in the ecosystem. The websites engraved and locked as mentioned above also come from the inscription market. A fanatical and scrambling ticket grabbing game only leads to the collapse of the website service due to the impact of inscription fever. I am afraid there is still a long way to go to optimize the inscription business. The road to go is even the author of the inscription himself has posted a sigh of emotion, which has caused a big impact on the inscription ecology in the world. It is necessary to update and reconstruct the supporting infrastructure as soon as possible. The inscription market is a fanatical and scrambling ticket-grabbing game, but in addition to the sigh of emotion, the website where the creator of the inscription provides infrastructure fees can ask yourself whether you have the time, energy or even luck to seize the opportunity of new inscriptions. From the author's experience, it seems that you want it under the conflict of weak infrastructure and high competitive pressure. You may need enough time to keep an eye on the sudden appearance of inscriptions on social media, and pay close attention to every move of the website while there are operational problems after it appears. Even if you work hard enough, you may not be able to type because of the website crash, so you need a little luck. We often see a view that we should not be biased against the encryption market, we should not be lazy, we should be brave in trying, but sometimes even if you put aside your prejudice and try hard enough, you may get nothing. However, everyone is equal before the opportunity of inscription, but sometimes it is difficult to have different personal talents and energy. 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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