24小时内爆仓超2000万美元,$ORDI剧烈涨跌背后发生了什么?

MarsBitPublished on 2023-12-07Last updated on 2023-12-07

Abstract

本周,铭文龙头Ordinals及其代币$ORDI引发了加密货币行业的热议,7日内涨幅达187%,市值突破10亿美元,但受“铭文将消失”消息影响,$ORDI直线下跌31%,社区对Bitcoin Core开发者权限的讨论声也愈演愈烈,导致全网爆仓2447万美元,其中ORDI爆仓366万美元。Luke表示,比特币仍然存在漏洞,但不一定非要铲除所有铭文才能给比特币提供价值。

内容目录:
· 1 日内从 50 美元直线涨至 65 美元,$ORDI 市值步入 10 亿美元阵营
· 受「铭文将消失」消息影响,$ORDI 直线下跌 31%
· Bitcoin Core 开发人员当晚「服软」,$ORDI 直接冲击 ATH
本周以来,铭文龙头 Ordinals 及其代币$ORDI 无疑成为了整个加密货币行业的热议焦点。据 CoinGecko 数据显示,截止到发稿时,$ORDI 报价 56.17 美元,7 日内涨幅为 187%,距离起始的 0.003 美元更是涨了近 2 万倍。

Bitcoin


但在暴涨的同时,$ORDI 也在短短的 2 日内经历了暴跌的行情,先是在 12 月 6 日 11 时许从 63.26 美元近乎直线下跌到 43.59 美元,后又从 12 月 7 日 2 时许的历史最高点 68.37 美元回落到 56.17 美元。
在这中间发生了什么?
1 日内从 50 美元直线涨至 65 美元,$ORDI 市值步入 10 亿美元阵营
$ORDI 这次的涨幅从 12 月 2 日开始便已有端倪,但一开始的涨幅不大,一路从 12 月 2 日零时许的 21.19 美元涨到了 12 月 3 日 5 时许的 32.8 美元,涨幅为 54.8%。
然而,从 12 月 5 日 15 时许,$ORDI 便开始起飞,一路从 50 美元直线上涨到 12 月 5 日 18 时许的 65 美元。

Bitcoin


图源:trdingview


而就在 12 月 5 日,据 CoinGecko 数据显示,ORDI 的市值突破了 10 亿美元,达 1,053,372,018 美元,在按市值排名的榜单中位列第 59 名,也成为了首个市值突破 10 亿美元的比特币铭文项目。


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此外,CoinDesk 于 12 月 5 日 发布 了 2023 年最具影响力年度榜单,其中比特币协议 Ordinals 创始人 Casey Rodarmor 位列榜首,这也在社区内引起了广泛讨论。
与此同时,据 Blockworks Research 12 月 4 日数据显示,11 月份发生了创纪录的 834 万笔 Ordinals 相关交易,为比特币矿工创造了约 3870 万美元的收入。

Bitcoin


但接下来的 12 月 6 日,让所有人都意想不到的暴跌开始了。
受「铭文将消失」消息影响,$ORDI 直线下跌 31%
12 月 6 日 11 时许,$ORDI 从 63.26 美元开始一路下跌,于当晚 20 时许触到 43.59 美元,跌幅达 31%。或许造成这次跌幅的原因从 12 月 6 日 10 时许便已有端倪。
12 月 6 日 10 时许,Ordinals 创始人 Casey Rodarmor 针对 Rune Alpha 的正统性发文表示:「均与我没有关联,当(正式的)Runes 发布时,这些 Runes 不会被追溯识别。」


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Casey 的这条回应动态,是针对一个近日刚出的比特币网络铭文项目 Rune Alpha 而做出的。Rune Alpha 在 12 月 5 日宣布主网上线的同时,社区内许多用户将 Rune Alpha 误认为了是 Casey 的项目。
但这对于$ORDI 而言并非一个巨大的利空消息,真正的利空消息来源于 Bitcoin Core 开发人员 Luke Dashjr 的一条动态。
12 月 6 日 9 时许,Luke 在社交媒体发文表示,「铭文」正在利用比特币核心客户端 Bitcoin Core 的一个漏洞向区块链发送垃圾信息。自 2013 年以来,Bitcoin Core 允许用户设置在转发或挖矿交易时的额外数据大小限制。通过将其数据模糊为程序代码,铭文绕过了这个限制。
Luke Dashjr 表示,「这个漏洞最近在比特币 Knots v25.1 中得到修复。由于去年底我的工作流程受到了严重干扰(v24 被完全跳过),修复时间比平常长。在即将发布的 v26 版本中,Bitcoin Core 仍然存在漏洞。我只能希望它会在明年的 v27 之前得到最终修复。」
同时 Luke 还在随后的动态中指出,漏洞如果修复,意味着 Ordinals 和 BRC-20 将不复存在。


Bitcoin




随后,$ORDI 开始一路下跌,并于 12 月 6 日 13 时许造成了全网范围内的多单爆仓。据 Coinglass 数据显示,从 12 月 6 日 13 时许至之后的 1 小时,全网爆仓 2447 万美元,主爆多单,其中 ORDI 爆仓 366 万美元。
其间也有躲过暴跌的幸运儿,据 Lookonchain 监测,某鲸鱼地址于 Luke 发文抨击 ORDI 前卖出 5.9 万枚 ORDI,获利 230 万美元。据悉,该地址于 11 月 22 日从 Binance 提取了 65,263 枚 ORDI (130 万美元),当时价格为 20 美元。


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Bitcoin Core 开发人员当晚「服软」,$ORDI 直接冲击 ATH
在 Luke 发文后,伴随着$ORDI 价格一路下跌的同时,社区对于 Bitcoin Core 开发者权限的讨论声也愈演愈烈,但更多的是讨伐和反对的声音。
或许是收到的反对声变强,Luke 于 12 月 7 日零时许在与社区成员的讨论中展现出「服软」的迹象:「我们不一定非要铲除所有铭文才能给比特币提供价值。」


Bitcoin




随后$ORDI 应声上涨,从 12 月 6 日 23 时许的 45.66 美元,在 3 小时内直线上涨到 12 月 7 日 2 时许的 68.37 美元,这也是截止到目前为止,$ORDI 的历史最高价格。
但随后 Luke 还在持续输出,在回答用户「你只想推出一个你想赚钱的项目,而不关心 btc 生态的繁荣」的质疑时,Luke 于 12 月 7 日 4 时许回应表示「如果我们屈服的话,我们可能会赚更多的钱,但我们公司的组建将比特币的利益放在第一位。垃圾邮件攻击并不经济。」
其言下之意便是,虽然「不一定非要铲除所有铭文」,但自己也不会完全屈服。


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而随后,$ORDI 又开始出现小幅下跌行情,从 67.07 美元跌到现在的 56.17 美元。与此同时,据 Coinglass 数据显示,截止到发稿时,$ORDI全网爆仓数量达2531.07 万美元,仅次于BTC 和 ETH。


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在本次$ORDI 的暴涨暴跌背后,多个消息面和多种力量纠葛下,$ORDI 回落到 56 美元附近。而之后 Ordinals 协议及$ORDI 的动态,BlockBeats 也将持续保持关注。

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