除了ORDI,BRC-20代币还有哪些价值洼地?

Odaily星球日报Published on 2023-11-07Last updated on 2023-11-07

Abstract

生态规模较小,流动性集中于头部代币。

原创 | Odaily星球日报

作者 | 南枳

除了ORDI,BRC-20代币还有哪些价值洼地?

今日下午,币安宣布上线 BRC-20 代币 ORDI;此后两小时,ORDI 价格飙升突破 12 USDT, 24 小时涨幅约 60% 。其他比特币生态热门币种包括 sats、rats 等价格也开始大幅上涨,涨幅超过 10% ,引起加密社区广泛关注。

Odaily星球日报基于 OKX Ordinals 市场数据,将 7 日交易量排行前十 BRC-20 代币的概念与数据整理如下。(Odaily 注:以下的张数为最小张数,实际可能存在单张 mint 代币数非上限值情况,导致实际总数增加)

除了ORDI,BRC-20代币还有哪些价值洼地?

sats

故事与概念:超高总量,历时 6 个月(3/9 ~ 9/24)铸造完毕;BTC 最小单位同名概念;将作为 Unisat 所推出的 L2 brc20-swap的 Gas 和交易对;

总量: 2,100,000,000,000,000 枚;21,000,000 张,每张 100,000,000 枚;

价格: 0.00039 sats(约 0.0000001521 美元);

市值: 319,410,000 美元;

rats

故事与概念:动物园概念龙头;超高总量,主要的份额耗时数天铸造完毕(3/11 已部署);sats 平替版概念;CZ 发推 emoji 概念;

总量:共 1,000,000,000,000 枚; 1,000,000 张,每张 1,000,000 枚;

价格: 0.037 sats(约 0.00001443 美元);

市值: 14,430,000 美元;

BTCs

故事与概念:地推概念;比特币铭文(相对以太铭文 ETHs);

总量: 21,000,000 枚;21000 张,每张 1, 000 枚;

价格: 1559 sats(约 0.60801 美元);

市值: 12,768,210 美元;

cats

故事与概念:动物园概念;高总量;

总量: 2,100,000,000 枚;210,000 张,每张 10, 000 枚;

价格: 1.72 sats(约 0.0006708 美元);

市值: 1,408,680 美元;

GROK

故事与概念:Musk 概念;

总量: 21,000,042 枚;约 49,881 张,每张 421 枚;

价格: 179 sats(约 0.06981 美元);

市值: 1,466,013 美元;

SHIB

故事与概念:SHIB 同名概念;

总量: 100,000,000,000,000 枚;100,000 张,每张 1, 000, 000, 000 枚;

价格: 0.00017 sats(约 0.0000000663 美元);

市值: 6,630,000 美元;

FRAM

故事与概念:纯 Meme,于 7-8 月曾在 OKX 成交第一;

总量: 8,000,000,000 枚;1 张,每张 8, 000, 000, 000 枚(即项目方一次铭刻了所有代币,然后再分发);

价格: 92.91 sats(约 0.0362349 美元);

市值: 289,879,200 美元(高度控盘);

IBTC

故事与概念:贝莱德所申请 BTC 现货 ETF 同名概念;

总量: 21,000,000 枚;210,000 张,每张 100 枚;

价格: 249 sats (约 0.09711 美元);

市值: 2,039,310 美元;

foxs

故事与概念:动物园概念;

总量: 100,000,000 枚;100,000 张,每张 1, 000 枚;

价格: 14.97 sats(约 0.0058383 美元);

市值: 583,830 美元;

lion

故事与概念:动物园概念;

总量: 100,000,000 枚;100,000 张,每张 1, 000 枚;

价格: 8.48 sats (约 0.0033072 美元);

市值: 330,720 美元;

综上,可见 BRC-20 市场目前存在几个特点:

  • 基本都为 Meme 币,暂无效用;

  • 市值均较小,只有 4 个代币市值超 1 千万美元,且其中 FRAM 为高度控盘币种;

  • 热度非常集中,第九、第十名的 foxs 和 lion 市值仅几十万美元, 7 日成交额约为 20 万美元;而 sats 7 日成交额为 1260 万美元,rats 为 294 万美元,BTCs 为 173 万美元,到了第四名的 cats 就锐减至 50 万美元。

BRC-20 市场规模仍较小,且由于基于挂单交易的机制波动性较大,一旦失去热度流动性也将锐减,请用户注意相关风险。

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