歷史上的每一次技術(shù)革命都告訴我們，成功的關(guān)鍵不僅在于早期接觸技術(shù)和實(shí)踐，還在于對(duì)技術(shù)本質(zhì)的深刻理解、對(duì)市場(chǎng)趨勢(shì)的準(zhǔn)確把握、對(duì)未來發(fā)展的敏銳洞察。

這種超越常規(guī)的認(rèn)知視角是享受Web3.0紅利的關(guān)鍵因素。

2024年，思想的轉(zhuǎn)變尤為重要。

我們對(duì)今年的行業(yè)趨勢(shì)進(jìn)行了深入的分析和預(yù)測(cè)，提出了六大趨勢(shì)。

我們的目的是為大家提供新的視角，幫助關(guān)注Web3.0的人們抓住時(shí)代機(jī)遇，實(shí)現(xiàn)持續(xù)成長(zhǎng)和發(fā)展。

這些趨勢(shì)涵蓋了從技術(shù)創(chuàng)新到監(jiān)管框架、從市場(chǎng)動(dòng)態(tài)到用戶參與的方方面面，為我們提供了對(duì)即將到來的行業(yè)變化的預(yù)見和應(yīng)對(duì)策略。

本文將繼續(xù)分享《2024年Web3.0數(shù)字資產(chǎn)趨勢(shì)報(bào)告》的六大核心趨勢(shì)。

趨勢(shì)三：BRC20的記入只是BTC新生態(tài)的起點(diǎn)。

BTC生態(tài)創(chuàng)新為數(shù)字算力帶來新生命

對(duì)比特幣生態(tài)系統(tǒng)的探索就像一個(gè)探索者跳入未知的深淵。

Ordinals協(xié)議的誕生、BRC20標(biāo)準(zhǔn)以及銘文的興起，不僅是BTC生態(tài)發(fā)展的新起點(diǎn)，也是整個(gè)數(shù)字挖礦和交易平臺(tái)新機(jī)遇的信號(hào)彈。

事實(shí)上，我們認(rèn)為在數(shù)字資產(chǎn)領(lǐng)域，底層技術(shù)的創(chuàng)新往往預(yù)示著市場(chǎng)的大幅波動(dòng)，尤其是牛市的到來。

在近期的市場(chǎng)發(fā)展中，Inscription的創(chuàng)新可謂是數(shù)字資產(chǎn)發(fā)行方式的一次重大創(chuàng)新升級(jí)。

數(shù)字資產(chǎn)發(fā)行方式的創(chuàng)新：從最初發(fā)行區(qū)塊鏈原生資產(chǎn)（如BTC、ETH），到依托智能合約技術(shù)的資產(chǎn)（基于EVM的資產(chǎn)），再到銘文等資產(chǎn)發(fā)行方式，我們見證了數(shù)字資產(chǎn)發(fā)行方式的創(chuàng)新。持續(xù)進(jìn)化的發(fā)展軌跡。

Inscription, in its unique way, uses the native assets of the existing chain to issue derivative assets. Compared with traditional asset issuance based on smart contracts, it shows many advantages. Its independence, fairness and security are in the market. It was highly praised. Every inscription of an asset is done on a recognized and secure chain like Bitcoin, so there is no need to worry about backdoor operations or centralization risks. This method ensures the transparency and fairness of issuance. Every transaction and every inscription has its own unique identification. Traceability and non-tamperability are its core features. In addition, compared with smart contracts, inscriptions reduce the risks caused by contract vulnerabilities and provide a more solid security guarantee. In terms of cost, inscription, as a method of issuance that relies on native assets, avoids the high cost of creating and maintaining an independent chain, and also eliminates the complexity and potential expenses that smart contracts may introduce. In terms of consensus, Inscription takes advantage of the strong user base and widely recognized value of the Bitcoin network to ensure a higher degree of market acceptance and community trust.

This innovation is an important milestone for the industry as it not only increases the uniqueness and traceability of assets, but also provides miners with a new revenue stream and helps maintain and enhance the security and stability of the Bitcoin network. . Through Inscription, we are able to issue and trade non-fungible digital assets on Bitcoin, the safest and most decentralized network. This undoubtedly broadens the application scenarios of Bitcoin and also brings unprecedented benefits to market participants. new opportunities. It is this kind of underlying technological innovation that promotes the development of the industry in a more mature and complex direction. We have reason to believe that with the further development and improvement of Inscription and the market’s deeper understanding of this new asset issuance method, more investors will be attracted to enter the market and bring about a new round of bull market.

Ordinals has inspired the emergence of more Tokens and protocol standards, opening up a broader application space and potential possibilities for the Bitcoin network. As a result, the Bitcoin ecosystem has become rich and colorful, and technological progress and value have been further realized.

From the data point of view, the number of daily engravings of Ordinals has repeatedly hit new highs, showing the market's high recognition of this innovation. In 2023, the BRC20 protocol-related transaction volume on the BTC network once exceeded the non-Ordinals protocol transaction volume. On May 7, the BRC20 protocol’s transaction volume accounted for more than 65%, and it also accounted for more than 60% many times in August, September, and November. As of December 8, there were more than 37,643 BRC20 projects with a total market value of more than 3.5 billion US dollars.

On December 21, the total number of cumulative inscriptions on the Bitcoin NFT protocol Ordinals exceeded 46.58 million, and on November 12, it set a new record of more than 500,000 in a single day.

The rise of inscriptions has changed the traditional model of asset issuance, heralding the large-scale rise of the Bitcoin ecosystem. It may also make transaction fees the main source of income for miners, thereby enhancing the stability and security of the Bitcoin network.

We can therefore see that the situation of Bitcoin mining in 2023 indicates a continued growth trend, in which the craze of inscriptions has greatly promoted Bitcoin on-chain transactions and pushed up transaction fees, thus having a fundamental impact on the revenue structure of miners. The change. This new trend has reignited interest in mining. On October 19, according to an investigative report by The Times, Bitcoin mines owned or operated by Chinese companies were discovered in at least 12 states in the United States. The total energy consumption is equivalent to the energy consumption of 1.5 million households. Many mines The farms are equipped with mining machines manufactured by Bitmain. Records show that since May 2021, Bitmain has shipped 15 times more equipment to the United States than the previous five years combined.

Correspondingly, the stock prices of listed mining companies have also rebounded significantly, but the market’s evaluation of these companies is obviously divided. For example, the leading mining companies Marathon Digital Holdings (RARA) and Riot Blockchain (RIOT) will be in 2023. The annual increases were 393.53% and 369.73% respectively. The emerging mining company CleanSpark (CLSK) even reached a 141.43% increase. However, there are still some established listed mining companies such as Hive Blockchain (HIVE) and Hut8 Mining Corp (HUT). Follow the rise and fall of Bitcoin. This suggests that the growth potential of the mining industry may be just beginning to be recognized by the market, and investors may not yet be fully aware of this change.

In addition, in the development of the Bitcoin and Ethereum ecology, we should not regard them as opposites, but as complementary existences. The POW and POS they represent respectively jointly meet the diverse needs of the Web3.0 world and promote the construction of a long-term coexistence ecosystem. It is crucial to avoid falling into the bias cycle of technology and market. Only by maintaining an open and exploratory spirit can we truly seize the opportunities of the Web 3.0 era. We should keep an open attitude, Stay hungry, Stay foolish, and meet and embrace new technological trends with an open mind.

On the other hand, due to the rise and craze of inscriptions, digital asset trading platforms are undergoing a profound change. This change lies not only in the diversification of trading methods, but also in the integration of trading platforms and wallet services. Traditionally, trading platforms and wallets are often two separate entities, one focusing on asset trading and the other focusing on asset storage. However, the popularity of inscription technology, especially its application in the Bitcoin network, has forced the trading platform to reconsider its service scope and expand its functions to meet the needs of users who can trade and store assets on the same platform.

This convergence trend is a great boon for users. It lowers the threshold for participating in digital asset transactions and simplifies the operation process. Users no longer need to switch between multiple platforms to complete the entire process from purchase, storage to transaction. For trading platforms, this also means being able to provide more comprehensive services, increase user stickiness, and open up new revenue channels.

We predict that future trading platforms will increasingly adopt this one-stop service model, integrate wallet functions, and provide a more secure and convenient user experience. The integration of trading platforms and wallets will become a major trend in the field of digital asset services, bringing more liquidity and vitality to the entire digital asset ecosystem. Trading platforms are gradually shifting to a one-stop service model, and the market value of each platform's platform currency will also be closely related to their ability to integrate future services. This one-stop service not only includes traditional trading and asset storage functions, but also extends to the integration of emerging digital assets such as inscription technology. As the core component of these platforms, the market value and application scope of platform coins will directly reflect the platform's performance in terms of technological adaptability and market leadership.

In general, the inscription craze is just the beginning of a new ecology and the first wave of underlying innovation in the digital asset ecology. Every underlying technological innovation in history is often accompanied by three stages of development: technical verification, bubble formation, and finally the return of the market to rationality. Each wave is accompanied by huge opportunities and risks, attracting the eager attention of capital and innovators. In the process, initial bubbles may bring about rapid wealth growth, but this is often short-lived and unstable. These bubbles will eventually recede as markets become saturated and rationality returns.

The key for investors is to recognize this cyclical market fluctuation and stick to the stage that they are most familiar with and good at in their investment decisions. Investors should seek opportunities in areas where they understand and can effectively assess risks, and avoid blindly chasing market hot spots and bubbles. Only in this way can we achieve steady returns and avoid potential huge risks to the greatest extent in this round of technological innovation and market fluctuations.

In the next few days, we will continue to share the six key trends in the "2024 Web3.0 Digital Asset Trend Report".

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