🤔大家说的「BTC 生态」到底指的是什么？我尝试把 Bitcoin 生态分成 6 个关键场景，大家一起讨论。
🔥What does everyone actually mean when they talk about the "BTC ecosystem"?
💡I've tried breaking the Bitcoin ecosystem down into 6 key scenarios. The full English article is in the second half of the tweet.）
1️⃣ 打新：即 Dev 发行新的 Bitcoin 链上资产协议，玩家 Mint 和押注新资产协议的 First 标的。
这个从 Brc20 时代开始，历经 ATOM、Runes 等等，以及今年的 op20 还有最近很热的 Alkanes。事实上，一个新协议的崛起，都会先经历「打新炒作」的这个阶段。
另一方面，BTC UTXO结构下，只要有点创新的新协议，都有很大机会成为热点，操盘得当都有阶段性的造富效应（dev 有机会名利双收，对玩家来说成本低、暴击几率高）。
尤其是今天OP_RETURN 很大概率会放开字节限制，肉眼可见的未来，BTC链上的新协议还会如雨后春笋。
所以这个赛道可能会是以小博大玩家的最爱玩儿的赛道。PS：缺点是后期退出流动性差。
2️⃣ 围绕 Memecoins 的OG 符文、Lauchpad 和 Bitcoin 2.0时代的新符文。
Runes 符文是目前唯一经历过时间洗礼，并且在24年N个新资产协议中竞争并且发展壮大的协议。
所以真正的社区meme 币都已经选择 Runes 符文这个资产标准，比如 $Dog 、 $BDC 和 $RSIC 之类；之前选择 Brc20 的巫师、木偶 $PUPS 社区，也已经都迁移到了 Runes 标准之下。
所以围绕 Runes，在25年最热的是各种 Lauchpad，具备造富效应，比如 odinfun、Blockminer 和 Tyche。
3️⃣Utility Token：就是搞 Bitcoin 新资产的 DeFi 应用的平台币。
Liquidium 涨了快两倍的时候，多少人拍断大腿。
目前看 RichSwap 的平台币 HOPE•YOU•GET•RICH，也有这个潜力，最近是一路上涨。
试问：OdinFun 会不会发币？Tyche 会不会发币？其他符文 DEX 还有没有要发币的？
所以关注 BTCFi 应用的平台币也是一个重要且极具可玩儿性的场景。
4️⃣ 搞 BTC 支付、搞 Pay 、搞稳定币的赛道，以闪电网络和Spark 为代表，以期完成中本聪白皮书里的支付理想。似乎未来 RWA 也是适合放在 Spark 里，不知道 @DaPangDunCrypto 老板怎么看。
5️⃣搞 BTC 生息的项目，这里都是天王级的，虽然 TGE 了一波，但相信还会源源不绝。而且一旦有新项目，必然豪华，大概率舍得给福利，不然谁会动手上的大额BTC，当然套路还得防着。
6️⃣玩儿 Ordinals NFT，这是一个特别有bitcoin 文化的赛道，迟早还得热起来。而且我一直期待能有把 Ordinals NFT 和 Runes 符文结合起来的创新。
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Bitcoin 生态其实很热闹，只是需要其他智能合约高速链把市场测试明白，再回到 Bitcoin 链。
以上。
1️⃣ Minting "Firsts" on New Protocols
This refers to the process where developers launch new on-chain asset protocols on Bitcoin, and players mint and speculate on the "first" assets issued under these new protocols.
This trend started in the #BRC-20 era, continued through protocols like #ATOM and #Runes, and has extended this year to #op20 and the recently popular #Alkanes. In fact, the rise of any new protocol always first goes through this "initial minting hype" phase.
On the other hand, under BTC's UTXO structure, any new protocol with even a slight innovation has a high chance of becoming a hot trend. If managed well, it can create a temporary wealth effect (devs have the opportunity for both fame and fortune, while for players, the cost is low and the potential for explosive gains is high).
Especially with the high probability that the byte limit for OP_RETURN will be relaxed today, new protocols on the BTC chain will spring up like mushrooms in the foreseeable future.
Therefore, this track will likely be a favorite for players looking for high-leverage "small bet, big win" opportunities.
P.S. The downside is poor exit liquidity later on.
2️⃣OG Runes, Launchpads, and New Runes of the Bitcoin 2.0 Era
The Runes protocol is currently the only one that has stood the test of time, competing against numerous new asset protocols in 2024 to emerge and thrive.
That's why genuine community memecoins have all adopted the Runes standard, such as $DOG, $BDC, and $RSIC. Even communities that previously chose BRC-20, like Magic Eden's Wizards and the $PUPS community, have also migrated to the Runes standard.
Consequently, the hottest trend surrounding Runes for 2024/2025 is the various launchpads that possess wealth-creation effects, like @Odin_GodOfRunes , @BlockMinerfun , and @tyche_run .
3️⃣ Utility Tokens
These are the native platform tokens of DeFi applications built for new Bitcoin assets.
When @LiquidiumWTF nearly doubled in price, countless people were kicking themselves in regret.
Currently, @RichSwap_REE 's platform token, HOPE•YOU•GET•RICH, is showing similar potential with its recent steady rise.
🌟Will OdinFun launch a token? Will Tyche?
🌟What other Runes DEXs are planning to launch tokens?
Therefore, keeping an eye on the platform tokens of BTCFi applications is another important and highly actionable scene.
4️⃣The Payments Track
This track, focused on BTC payments, #PayFi, and #stablecoins, is represented by projects like the Lightning Network and @buildonspark, aiming to fulfill the payment vision from Satoshi's whitepaper.
5️⃣ BTC Yield-Bearing Projects
This area is dominated by blue-chip, "heavenly king" level projects. Although a wave of them have already had their TGEs, I believe more will continue to emerge.
When new projects in this space do appear, they are bound to be top-tier and will likely be generous with rewards—otherwise, who would risk their large BTC holdings?
Of course, one must still be wary of potential traps.
6️⃣ Ordinals NFTs
This is a track deeply imbued with Bitcoin culture, and it's bound to heat up again sooner or later. Moreover, I've been consistently waiting for an innovation that combines Ordinals NFTs with Runes.
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The Bitcoin ecosystem is actually very lively; it just needs other high-speed smart contract chains to test the market thoroughly before the value settles back on the Bitcoin chain.
That's all.
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