Messari：Alkanes将推动Bitcoin生态爆发

Odaily星球日报Published on 2025-06-11Last updated on 2025-06-11

Abstract

烷烃（Alkanes）是一个基于Bitcoin的应用层元协议，旨在通过 Protorunes 协议和 OP_RETURN 输出，在Bitcoin L1 上实现智能合约功能，支持去中心化应用（dApp）开发。Alkanes近三个月内交互的交易共计消耗GAS费用 11.5 BTC ，占Bitcoin生态总消耗额12.2%。

原文标题：A New Bitcoin Metaprotocol Emerges: Alkanes

原文作者：AJC @AvgJoesCrypto @MessariCrypto 企业研究主管

原文翻译：比特雷（Ray.bit ）@bitlaser_btc 

我是比特雷 Ray.bit，一个集 Bitcoin 热情与技术洞察于一身的男子，X (Twitter)：https://x.com/bitlaser_btc

Web3 最权威、最专业的投研机构之一的 Messari @MessariCrypto 分析了 Alkanes 协议，并表达出非常乐观的看法， 2025 年下半年 Bitcoin 生态将进入爆发期。

Messari：Alkanes将推动Bitcoin生态爆发

元协议是构建在 Bitcoin 之上的二级协议，通过在 Bitcoin 交易中嵌入和解释自定义数据，以实现 Bitcoin 网络原生不支持的额外功能和用途。到目前为止，Ordinals 和 Runes 是最突出的例子，它们促进了 Bitcoin 上非同质化代币（NFTs）和同质化代币的发行。然而，这些元协议的一个重大局限性是，它们主要支持代币发行和基本的点对点转账，在更广泛的可编程性方面功能有限。这种功能深度的缺乏导致其在初始炒作阶段后的采用和创新陷入停滞。

烷烃（Alkanes）是由@oylwallet 开发的一种新的元协议 旨在通过引入基于 WASM 的完整智能合约环境来解决 Ordinals 和 Runes 的不足。理论上，Alkanes 可以直接在 Bitcoin 底层实现去中心化应用，例如自动做市商 (AMM) DEX、借贷协议、衍生品、收益聚合器等等。

Alkanes 于 2025 年 1 月首次上线，但直到 3 月才开始受到关注。在接下来的 3 个月里，与 Alkanes 协议交互的交易共计消耗了 11.5 BTC 的 Gas 费用。迄今为止，大部分活动主要集中在以下方面：

• 使用烷烃代币标准（Alkanes Token Standard）创建的代币，例如 $DIESEL 和 $METHANE（@MethaneFund）。

• 使用 Orbitals 标准创建的 NFT，例如 @AlkanePandas 和 @OylyOnAlkanes。

• ClockInSystem，由 @jin_maa 开发的智能合约，允许用户“打卡”并将交易包含在每天发生的“特殊区块”中。成功包含交易的用户会增加其“打卡”计数，并在排行榜上提升排名。

相比之下，Alkanes 的需求量高于 Ordinals（不包括 BRC-20 代币），后者同期产生了 6.2 BTC 的交易费，但 Runes（41.7 BTC）和 BRC-20 代币（35.2 BTC）的需求量则略逊一筹。Alkanes 目前提供的大部分功能与 Runes 和 Ordinals 类似。目前，大部分交易发生在 @idclub_ord，这是一个基于 PSBT 的 Alkanes 交易平台。换句话说，基于 Alkanes 的资产交易方式与 Runes 和 Ordinals 大致相同。

然而，一旦 OYL AMM 在明年上线，Alkanes 将显著提升现有元协议的用户体验。尽管目前的交易活动仍然依赖于像 iDclub 这样的基于 PSBT 的市场，但原生 AMM DEX 的推出将标志着一个显著的转变。基于 Bitcoin 的资产将首次通过智能合约驱动的流动性池进行交易，这将消除手动订单匹配的摩擦并简化交易。从这个意义上讲，Alkanes 有潜力弥合 Bitcoin 与现代智能合约生态系统之间的用户体验差距，定位为 Bitcoin 上更具表现力和 DeFi 原生活动的基础层。

本质上，Alkanes 代表了 Bitcoin 元协议的下一个进化阶段，将叙事从静态代币发行转变为动态应用程序部署。通过直接在 Bitcoin 上启用智能合约，它为自动化做市商 (AMM)、借贷市场和 NFT 平台等去中心化应用打开了大门。凭借早期的采用迹象和不断发展的生态系统，Alkanes 有潜力成为更具表现力和可组合性的 Bitcoin 原生应用的基础层。

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