分形比特币?技术创新 or 炒作叙事 —— 早期生态一览

比推Published on 2024-08-30Last updated on 2024-08-30

比特币生态新热点,一文盘点分形比特币早期生态。

撰文:shaofaye123,Foresight News

UniSat 团队再次出手,Fractal Bitcoin 引发市场热潮,测试网钱包地址已超千万。Pizza、Sats 纷纷上涨,是比特币生态下一个爆点还是 BSV 2.0。FUD 和 FOMO 共存,主网发布在即,本文将带你一览分形比特币早期生态。

关于 Fractal Bitcoin

Fractal Bitcoin 是比特币又一扩展解决方案,由 UniSat 团队开发。通过使用 BTC 核心代码,在主链上创新无限拓展层来提高交易处理能力和速度,同时与现有比特币生态系统完全兼容。

从名字上即可窥见其技术优势:原生、快速、动态扩展。

  • 原生 —— 即时兼容比特币生态(包括 BRC-20 代币标准)

  • 快速 —— 缩短区块确认时间至 30 秒

  • 动态扩展 —— 即时动态调整扩展层数量

Fractal Bitcoin 自推出以来,市场评价就褒贬不一,两级分化。有人高呼是比特币生态下一个爆点,有人疯狂 FUD,认为其仅 Fork 了比特币代码,硬蹭 BTC。 那如何评价其是技术创新还是炒作叙事?可以从应用场景入手,判断其市场是否有潜在增量空间。

分析其应用场景可能包括:

  • 作为 BTC 先行网,OP_CAT 试验田。(这点虽然被 FUD,但某种程度上确实可以为 BTC 生态的快速试错降低成本。)

  • 项目方及用户低成本参与 BTC 生态方式。(复用 L1 地址,完全兼容 BTC 现有生态,由于 UniSat 钱包在铭文热潮时的普及相较于其他 L2 用户可能更易上手。)

  • 带动微交易的发展。(交易处理能力提升 20 倍。)

从技术角度看,Fractal Bitcoin 可能既不 Fractal 也不 Bitcoin。从应用场景看,Fractal Bitcoin 确实存在一定市场。但目前 BTC 生态基础设施尚不完善,玩法较为单一,Fractal Bitcoin 的发展处于极早期阶段。后续能否打开市场,维持热度还得看其上生态是否真的具有实际用例,可以带动财富效应。

Fractal Bitcoin 生态发展

像小游戏之于 TON ,Memecoin 之于 Solana,社交之于 Base。生态与链始终是共同繁荣,每条链都有其适合的项目,不同赛道都有其滋生的土壤。哪些应用适用于 Fractal Bitcoin 土壤,哪些项目能帮助 Fractal Bitcoin 吸引资金流入,吸引用户参与?Fractal Bitcoin 又要凭何出圈?

基于此,我们对其上生态做了盘点。但目前仍处于非常早期阶段,已有项目在主网上线前宣告失败。当心 Rug,保护本金是区块链第一准则。

热点项目盘点

目前 Fractal Bitcoin 上热度最高的 5 个项目:

UniSat

UniSat 涉猎领域广泛,不仅包括众所周知的开源钱包,还提供铭刻服务,是基础设施提供商。如今作为比特币扩展方案实施者,其重要程度不言而喻。

Pizzaswap(原 Fractal Swap)

Fractal Bitcoin 的 DEX,计划随主网一起上线。将采用 Sats 作为 Gas。PizzaSwap 上线后,团队将启动内置迷你资产桥进行测试,可以在主网和 Fractal 间转移 BTC 及其他资产。

UNiworlds

UniWorlds 是元宇宙项目,一个基于比特币生态系统的游戏基础设施平台,提供工具来开发和管理移动游戏和游戏化环境,包括:UniWorlds Studio/ 游戏引擎、模块库、Uniworlds 市场等。用户可以通过个人 3D 创作引擎在比特币网络上构建虚拟空间,建立链上身份。该项目与 Bitmap 项目类似,目前已完成种子轮融资,UniSat 以及 UGC 平台等参投。

UniWorlds 目前已发行两种类型 NFT 资产,Domain Names 、Keys。相较于 Domain Names ,Keys 流动性稍好。

Infinity AI

Infinity AI 是构建于分形比特币上的一体化 Web3&AIGC 平台,当前可以参与交互,有潜在空投机会。其正与 UniSat 联合举办活动,提供积分奖励。

Satspumpfun

Memecoin 发行平台,Pump.fun 仿盘。但是如何在 BTC 上实现联合曲线定价等机制,以及具体的发行资产与方式尚不清楚。目前该平台已与比特币生态链游基础设施 UniWorlds 达成合作。官方于 8 月 12 日宣布将进行一次 BRC-20 空投,凡在钱包中持有价值 300 美元的白名单 BRC-20 代币(ORDI、SATS、PIZZA、SHNT、WZRD、HONK、RATS)或 3 个位图 (Bitmap)的用户均有资格获得本次空投。

其他项目盘点DeFi

  • Motoswap:基于比特币第 1 层构建的 DEX,类似 Uniswap。

  • Bamkfi:符文项目 NUSD•NUSD•NUSD•NUSD,是 Nakamoto Dollar(NUSD)的发行者,NUSD 是 L1 上的合成稳定币。

基础设施

  • GeoMarks io:链上成就代币发行平台,以 OAT 形式记录用户链上行为。

  • Scryptplatform:开发者平台,帮助开发者快速构建包含 OP_CAT 智能合约功能的协议和应用。

  • Fractal 420:分形比特币的开源资产管理协议。RUG 风险提示:项目已宣布失败,推特账号已清空。(据传言推特已改名为 Fractal Punks)

NFT

  • Honzomomo :分形网络上第一个序数。

  • fractal_frogs: 分形网络上第一只青蛙。

  • Bipolar:夸张躁郁风格 NFT,预计九月推出。

  • Picho by Rabeno:NFT 具体信息未披露更多。

  • BTCFSIC:可用于预挖矿。

  • Fractacles:分形网络的章鱼 NFT。第一个 5K Ordinals 合集。

  • Fractal Punks:分形网络的朋克 NFT ,第 10,000 个 Ordinals NFT。

  • Fractalrobotica :机器人 NFT,有潜在空投。

  • FractalStone:分形网络的符石 NFT。

  • Fractal Puppets:分析网络的木偶,有潜在赋能。

  • Ordinal Jack

  • JeetsOnBTC:原创数字涂鸦,来自艺术家 PudgyPenguins。

  • MEBS:书籍系列 NFT。

游戏

  • nodinoBtc:分形网络的第一个 Telegram 游戏。

  • vntgrobots:机器人战斗游戏,游戏画风复古怀旧。

Op net 元协议及衍生项目

  • Opdotfun:分形网络 pump.fun。

  • SLOHM Finance:第一个支持 SLOHM 的去中心化金融 (DeFi) 系统。

  • MultiBit:将 ERC 20 代币与 BRC 20 代币连接,增强 BRC 20 代币流动性。

  • SatsX:DeFi 项目,链接 BTC 生态,目前计划推出 Sats.fun。

  • Ordinal Novus:多协议 Ordinals 市场

生态系统资助计划

目前官方已在官网公布将要上线以及扶持的项目类型。拟招募的项目类型有 14 类,从基础设施、DeFi 到 AI 、GameFi 等都有涉及。

说明: 比推所有文章只代表作者观点,不构成投资建议

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363 Total ViewsPublished 2025.05.13Updated 2025.05.13

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