超越“时空”的比特币, 需要什么样的生态?

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

币界网报道:

任何一个法币,任何一个股票,或者任何一个山寨币,一百年后,都很有可能消失。

不过,过一百年,黄金还会有价值,毋庸置疑。

同样,过一百年,我相信比特币也会有价值,它是一个超越主权的资产存在,哪怕是世界大战也不会让它失去信用。

比特币生态,就是围绕这个屹立不倒的数字黄金去构建一系列黄金产业链和黄金金融体系。

我们平时嘴里说的“native”,不管是说一个币、还是一个项目,它都不仅是指代技术上的贴合比特币,更是文化上的吻合。

一个事物能不能像比特币一样,超越主权、永远存在,这就是比特币文化上的要求之一。

在这里,有的项目是一时热度,有的项目热度久一些,而有的项目能够直接和比特币捆绑起来,成为大树的枝干,成为比特币永远的用例。

很多比特币生态的项目,不是不好,但实在不够“BTC”。有的不够去中心化,有的没有可持续性,有的甚至大可脱离比特币——这样的项目就不是为比特币而生,恐怕只是在利用比特币做自己的噱头。在我看来,那种项目只是可以投机,但不太适合信仰与建设。

比特币是超越时空的文化载体和金融载体,比特币所需要的生态,是能陪它一起超越时空的,这样的生态应自然而然和比特币伴生(具备长期伴生的条件),不能只因短期热度勉强维系。

但如今,很难找到一个项目或者子生态,是能够在比特币未来的任何时期都得到延续的,是比特币发展到任一阶段都可以利用和发展的。

——

今日的生态环境算是个原始部落发展期,各家有各家的尝试。2022年底Ordinals开了个好头,2023年比特币生态进入了一次巨大的繁荣期。百家争鸣,风来的时候没有哪一个项目是吹不到的。

很多人觉得23年底的比特币生态已经是泡沫最大的时候了。其实目光放远,这点资金不过是比特币历史长河的简单一撇。全比特币生态几十个亿的市值,怎么配得上万亿的生态环境?更何况今天的万亿也只是比特币的一个新起点。

客观而言,比特币是一个全人类无法忽视的、必然长期存在的事物,所以在这里永远会有人想做生态,永远会有新的idea、新的创造、新的尝试。“比特币生态”的概念,在市场上不会是一波流,未来一定会有一波又一波的热度。

然而并非每个项目、每个协议都是足够正统、原生(Native),也并非每一个都能继承比特币的文化基因。

当一个子生态能被真正划入“比特币的生态”这一范畴,它才有历久弥新的希望。

——

今天,你关注的协议和项目,算得上真正的比特币生态吗?这值得每一个投资者和建设者思考。

以我为例,Atomicals深度爱好者。

在我的学习范围里,Atomicals在比特币生态排得上号。今天的原子协议已经是比特币的自然枝芽。不需要项目方,不需要刻意维护,染色币、挖矿机制、领域名称、原子NFT这些东西终会永久存在。比特币存在一天,这些信息就会存在一天。

这种协议,实实在在利用比特币自身特性来实现新的应用方向。不仅是生态目前仍在发展建设的重要板块,也是未来比特币生态的风能够吹到的第一梯队。

当然,Atomicals之外,也有不少重要的生态项目。有的东西市值大,它不一定就真的是对比特币有价值的事物,很多项目其实只是恰好在比特币上构建,它本质上还是一个独立的项目,自己开创自己的玩法。而有的东西市值小,不代表它就是比特币生态的弃子,那些真正为比特币创造了用例与叙事的项目,比特币也会为其报以持续的生命力。

回想,比特币十余年的屹立不倒,愈挫愈勇。作为比特币的生态,也一定得配得上它生生不息的文化基因。

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