检验Ordinals的叙事假说:一种「安全税」?

Odaily星球日报Pubblicato 2023-11-09Pubblicato ultima volta 2023-11-09

Introduzione

BRC 20 的火热,变相的向 BTC 交易的刚需用户征收了「安全税」。

原文作者:DrJinglee(X:@ordjingle)

编者按:近日,Ordinals 只有 FEE。

检验Ordinals的叙事假说:一种「安全税」?

图二

从图二明显可见 BTC 链上的 FEE 在过去两周有了明显的回暖,但这一次链上活动产生 Fee 的高度和前面 5 月份产生的高度相差还很大。

检验Ordinals的叙事假说:一种「安全税」?

图三 

图三是检验 Ordinals 或者广义的 Layer 1 对 security budget 贡献的跟踪指标,在假设普通交易转账大体不变的情况下,可以看到因为 Layer 1 协议带来的交易费用的增加,最高到过目前整个 coinbase 的 40% 左右,也就是未来减半以后,大体上可以补上这一部分的空缺。 

最近几天在 gas 基本持续在 100 左右的状态下,占比大约是 10% -15% ,这个水平在减半以后能够达到 coinbase 的 20% -30% 的水准,因此增加矿工收益,维系 BTC 安全预算的说法,目前看起来并不是特别离谱。只是所有都要忍耐,也相当于向 BTC 用户按照谁使用谁付费的原则收取了安全税收? 

因为 Ordinals/BRC 20 的火爆,拉高了 FEE,让一些刚需用户急于完成交易的用户也被迫使用了高费率。

检验Ordinals的叙事假说:一种「安全税」?

图四

图四是最近 BTC 交易手续费的构成情况,可以看到 BRC 20 的费用,在最近几天站到了整个交易费用「图四」的一半左右,另外一半是普通的交易。

结论

  • 没有 Ordinals/BRC 20 ,BTC 交易费和矿工 Coinbase 收入比例大致在通常在 1-3% 左右,引发人们对未来减半以后的安全预算担忧;

  • Ordinals/BRC 20 爆发期间,交易费用增加,最高到过 40% ,在 Fee 100 左右的时候可以增加 15-20% 左右。交易费用增加是由于 BRC 20 的抢跑机制,带动整体 Fee 的增加,从而提高一些“刚需”用户的交易成本;用户被动需要缴纳高额费率以其尽快完成交易;

  • BRC 20 对于交易费的贡献也越来越多,峰值可以占到全部交易费用的一半。 

从数据上看,Ordinals/BRC 20 的持续火爆,是可以极大的弥补矿工收入,从而缓解人们对安全预算的担忧的。BRC 20 的火热,变相的向 BTC 交易的刚需用户征收了“安全税”,这同样成为增加矿工收入的一个来源。 关于比特币减半、安全预算的基本知识,可以自行学习。

原文链接

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