资产发行方式——符文相较于铭文感知最大的改变?

Odaily星球日报Publicado a 2024-04-23Actualizado a 2024-04-23

Resumen

符文改变了铭文Fair Launch的资产发行方式,带来了革新和以及担忧。

原创 | Odaily星球日报

作者 | 范佳宝

对希望参与符文生态的交易者来说,除了各方面的技术革新之外,符文生态相较于铭文生态的最大的变化便是符文项目独特的“pre mine”玩法。而相较于原来铭文的“公平启动”,社区对这样的改变自然是褒贬不一。

资产发行的三种方式

而由于 Runes 协议是 Ordinals 协议的发展,在 Runes 协议正式上线之前,就形成了 Runestone、RSIC 这类抢占先机,建立在原有协议上的资产类别。

这样我们就可以将 Runes 生态的资产发行方式分为三类,并辅以市面上较为火爆的符文作为例子进行介绍。

抢跑+完全预留

第三号符文 DOG•GO•TO•THE•MOON 的预挖比例为 100% ,Runestone 项目方宣布Runestone NFT 均可获得 889806 枚DOG•GO•TO•THE•MOON 符文(3 号符文)。

而值得注意的的是,Runestone NFT 今日完成快照后,短时跌幅超过了 60% ,Runestone 能否延续比特币生态“金铲子”这一称号需要更多时间的考验。

第八号符文 RSIC•GENESIS•RUNE 的预挖比例同样为 100% ,其将面向 RSIC NFT 持有者空投。

公平发射

这类项目的项目方预留为 0% ,其资产发行方式更接近于 Brc-20 的 Fair Launch 模式。

而在这之中,最引人注目的就是 Casey 亲自部署的编号为“ 0 ”的符文(0 号符文)UNCOMMON•GOODS。

0 号符文的资产发行方式更类似币安 IEO,初期热度十分火爆,随着供应量的增加,以及市场热情的退却,将呈现出量价双杀的局面。0 号符文更多的可以理解为为了一款大量发行的纪念钞,虽然纪念性质十足,但由于其充足的供应量,将失去在市场上的持续炒作能力。

以及 ORDINALS•ARE•DEAD(铭文已死)这一发行在 Runes 协议上的符文其预挖比例就为 0% ,MEME•ECONOMICS(模因经济学)这一符文的预挖比例同样为 0% 。

Pre-mine(部分预留):

这类符文项目方会预留一部分,剩下的部分留给希望参与符文生态的交易者 open mint。

例如 第六号符文 SATOSHI•NAKAMOTO 和第七号符文 MEME•ECONOMICS 的预挖比例均为 20% 。

结论

Runes 协议是比特币生态的又一次进步,站在比特币减半叠加符文协议上线的时间点来看,铭文无疑是不成熟的符文形态。

铭文在 2023 年度的推出话题性十足, 2023 的铭文夏天让很多参与者无比怀念,符文接续了铭文生态的热度,也让大家的预期打满,以至于符文上线的矿工区块奖励达到了惊人的 30 个 Btc。

但符文基于 utxo 模型,数据存放在 OP_Return 这一交易备注中,不过由于转账备注的空间有限,符文本身能做的事也不会相较于铭文有什么改变,符文协议当下的作用就恐怕是以发币为主要应用了

相较于铭文四个字母(Ordi、Sats、Rats)辨识度超高,病毒式传播的 meme 社交属性,符文的分隔符和超多字母无疑削弱了其社交属性。而根据 Casey 本人的设计,四字代码甚至更少的代码将会在下一次减半之前上线,无疑这是一种对符文协议健康发展更有利的设计方案,但这对于现在襁褓中急需认可的符文协议以及符文代币是一个坏消息。

流动性的问题依旧是符文这类 类 NFT 资产的最大痛点,市场下跌之时市场失去流动性,投资无法推出的达摩克里斯之剑在重创铭文市场后依旧高悬在符文市场之上。

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