如何看待BRC-20的分叉?

币界网Published on 2024-08-12Last updated on 2024-08-12

币界网报道:

最近比特币的BRC-100社区发布了一条消息:

社区将在9月2日对BRC-20资产进行分叉,然后对所有持有这些资产的用户进行空投。这么做最大的目的是希望将BRC-20资产引入到生态应用稍为丰富的BRC-100生态中。

或许是比较久没有比特币生态的消息了,也或许是近期的大跌让比特币生态的热度降低了很多,不少关心比特币生态的用户对这则消息比较感兴趣,又重新燃起了对比特币生态的热情。

BRC-100是比特币生态中的一种协议,它和众多比特币生态中的其它协议(比如ORC-20、BRC-420等等)一样都是对BRC-20协议的扩展和延伸。

它最大的特点是将智能合约中需要的各种操作逻辑用“mint”和“burn”两种操作方式实现,它实现的方式依旧是采用铭文的方式把所有的操作写在比特币上。

这样做最大的好处是安全,避免使用第二层扩展的方式来实现智能合约的功能,但实际上它依旧需要靠链下的索引来解释它的操作。

所以它虽然极大扩展了铭文的功能,可以便利灵活地引入各种逻辑,但本质上所采用的技术手段和铭文是一样的。

BRC-100生态目前已经有一些比较基本的DeFi应用,比如DEX、借贷等。可能正是因为这样的原因,所以BRC-100社区希望借用自身比较成熟的DeFi应用,把BRC-20资产的热度和共识带入到这个生态。

但这种分叉能不能把BRC-20资产的热度和共识引流过来,我是有点怀疑的。

一般在现有的生态中,当我们说把一个资产从一个生态(原生态)引入到另一个生态(目的生态)时,资产会在原生态被锁定,然后在目的生态创造出原生态的锚定资产。这样原生态资产才算被引入到了目的生态。

但这种分叉空投所产生的资产其实和原生态资产的关联并不强。这就好比有人说要在以太坊区块链上空投比特币,有多少人会认为这个空投的比特币价值和比特币链上的比特币价值是一样的呢?

我们认可的以太坊生态上的比特币比如WBTC等都是经过锁定和锚定的比特币。

guRN3sfyKx6MpIDm39LqzMLA8N2KNz3Hxkbc6xHH.png

另外,我认为即便BRC-100比其它同类协议在安全性上稍好,但我怀疑真正在使用过程中有多少用户会特别在意这种差别?

最后最重要的是,我一直认为比特币生态要发展起来,它一定要有以太坊生态中不曾有过的应用场景和应用模式。

要做到这一点,要么BRC-100生态的开发者能够开发出创新性的应用,要么BRC-100协议本身具备独特的技术特色能让它在技术上支撑新的应用场景和应用模式。

可这两点,我在BRC-100上都看不到。

虽说BRC-100生态中现在也有DeFi应用,但都还是老一套,即便这个生态的开发者能把所有的DeFi应用都实现,那也还只是把以太坊生态中的应用抄了一遍,没有什么创新。

在技术上,BRC-100也只算是对现有协议的扩展,利用现有的技术实现了更多的功能,而不像以太坊超越比特币那样实现了其它协议根本无法实现的技术。

所以总体上看,我想不到有什么应用是只有BRC-100生态可以创造而其它比特币生态创造不了的,也不太看好这个操作的引流作用。

参考链接:

https://mp.weixin.qq.com/s/M-6ozdClGGXlBjO0PoAmQw

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