历时半年完成铸造,sats迎来高光时刻

Odaily星球日报Published on 2023-11-03Last updated on 2023-11-03

Abstract

过去两天,sats最高涨幅250%。

原创 | Odaily星球日报

作者 | Loopy

历时半年完成铸造,sats迎来高光时刻

近日,BRC-20 代币 sats 持续上涨。Coingecko 数据显示,在过去的半个月,sats 价格长期徘徊在 0.00000002 USDT 附近,而在近两日价格迅速攀升,最高突破 0.00000007 USDT ,最高涨幅近 250% 。最近一段时间,BRC-20 市场发生了什么?

历时半年完成铸造,sats迎来高光时刻

不可能铸造完的 meme 币

提起 sats,人们对它最大的印象,是其无比庞大的供应量。sats 总供应量 2,100,000,000,000,000枚,即 2100 万亿枚,是比特币的一亿倍。

也因此,在推出之初,许多用户并不相信这一 BRC-20 代币最终会被完全铸造。但用户的热情是强大的,sats 这个拥有中本聪之名的 meme,最终还是被全部铸造完成。

9 月 24 日, sats 的铸造进度达到 100% ,总铸造次数达 21,107,258 次,持有人达 36061 人,铸造自 2023 年 3 月 9 日开始,共耗时 6 个月。

历时半年完成铸造,sats迎来高光时刻

从参与人数来看,sats 足够多,这在一定程度上代表着足够“去中心化”。而且代币名字本身就是一种“先天优势”,这也让 sats 在 meme 赛道的竞争中具有一定的优势。

Meme 币转身成效用代币

随着 sats 社区规模的扩大,BRC 20 生态最大的钱包开发商 UniSat 也看上了这块「香饽饽」。UniSat 团队试图为 sats 赋能,增加应用场景。(Odaily 注:UniSat Wallet 是一款用于 BTC 生态的 Chrome 插件钱包,帮助用户存储、铸造和传输 BRC-20 代币,包括买卖 BTC、NFT、域名等。)

Meme 币“赋能”的故事,在加密世界并不是第一次发生,此前 DOGE、SHIB 都曾因“发链”而一度引发市场热议。而本次的故事则来自于 swap 的手续费消耗。在 UniSat 最新上线的 brc20-swap中,sats 将被作为手续费收取,而这将使用户消耗大量 sats。

UniSat Wallet 表示,brc20-swap 将向所有参与交易的用户收取 0.3% 的服务费,该费用中大约 1/6 (0.05%)由 UniSat 收取,其余 5/6(0.25%)则分配给各个交易对的所有流动性提供商。该费用结构主要基于 UniSwap 当前使用的费率标准。在手续费的使用上,UniSat 将把收入的 2% 捐赠给 L1F(Layer1 Foundation)。此外,UniSat 将开放 brc20-swap 的完整解释和验证源代码,以促进索引器的早期支持。

目前来看,brc-20 协议乃至整个 Ordinals 生态依然处于早期,UniSat 占据极大的市场份额和影响力。sats 被 UniSat 看好,也为自身提供了极大的利好预期。OKX 数据显示,sats 过去 24 小时创造了约 200 万美元交易量。

历时半年完成铸造,sats迎来高光时刻

brc 20-swap 上线一波三折

此前,由于“原始”的用户体验和糟糕的流动性,brc-20 代币仍属于“小圈子”式的小众赛道,基础设施的匮乏让 EVM 巨鲸们难以入场。UniSat 的 brc20-swap开放,为更多用户进入比特币生态交易 BRC-20 代币打开了通道,该产品的问世也经历了一番挫折。

9 月 27 日,UniSat Wallet 宣布推出 brc 20-swap 测试网,用户可以在其测试网上铸造 BRC-20 代币、存款、交易和增加流动性。

10 月 10 日,UniSat Wallet 公布 brc20-swap 主网发布时间表,计划在 10 月 25 日上线。

10 月 22 日,UniSat 自身遇到了技术困境。有用户发现,不同的市场正在使用不同版本的 ord,它们索引不同的铭文编号。在 Magic Eden、OKX 和 UniSat Wallet 都使用相同的序数之前,交易 BRC-20 存在双花风险。

UniSat 随后在 X 发文回应:“我们已经注意到由于 ord 软件版本不同,导致出现 BRC-20 索引不匹配的情况。UniSat Wallet 和服务与当前的 ord 0.9 版本保持一致,确保正确匹配 ordinals.com 的结果。我们正在监控贡献者和索引编制者的工作,并将及时通知我们的用户。”同日,Magic Eden 暂停了 BRC-20 交易。

10 月 25 日,已到 brc20-swap 原定的主网上线时间。但 UniSat 推迟了该产品的上线,将其主网上线时间推迟至 10 月 31 日,同时表示,在最初的主网启动期间,团队将继续免费分发 Prime Access;随着更多用户的加入,团队将密切监控系统的性能并及时解决可能出现的任何问题;经过一系列迭代,最终将向所有用户开放所有功能。

北京时间 11 月 1 日,brc 20-swap 主网正式上线。不过,与常见的“无需许可”DEX 有所不同,brc20-swap目前仍需一定意义的“许可”后才可开启交易。

在首批上线的资产中,UniSat 将 14 种铭文资产纳入 brc20-swap主网上线首批支持名单,分别为:sats、ordi、trac、oshi、btcs、oxbt、texo、cncl、meme、honk、.bit、vmpx、pepe、mxrc。具体来说,资产开放交易采用“按需交易”的模式:只有当新的用户向 brc20-swap 中存入相关资产,提现请求才能使用。

BRC-20 生态能走多远,现在下定论似乎还为时过早,不妨让子弹飞一会儿,静待发展。

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