BTC生态 | 铭文市场起飞,BRC-20价值外溢

Odaily星球日报Publicado em 2023-11-16Última atualização em 2023-11-16

Resumo

你买的铭文涨了多少?

原创 | Odaily星球日报

作者 | Loopy Lu

BTC生态 | 铭文市场起飞,BRC-20价值外溢

今日,加密市场的走势再次大幅上扬,Odaily星球日报于今早发布《BTC 再度逼近 38000 美元,小牛结局还是大牛伊始?》一文报对行情进行了解读。

而在大盘亮眼的表现中,BRC-20 板块的狂飙突进最为引起投资者关注。比特币铭文市场已经迎来了“狂暴大牛”,铸造的比特币序数铭文总数已攀升至新纪录。

Dune 数据显示,过去一天,单日铸造的比特币序数铭文数量激增至 50.5 万个,创下历史新高。而截至目前,全网铸造的铭文总数已经超过4083 万枚,为了完成这些铭文的铸造,已经消耗了约2564 枚 BTC,约合9614 万美元。

BTC生态 | 铭文市场起飞,BRC-20价值外溢

投资者不仅对铭文的铸造热情高涨,BRC-20 的市场也一样极度繁荣,多种 BRC-20 代币在今日快速上涨。

Odaily星球日报统计了多个市值较大、近日热度较高、且快速上涨的 BRC-20 代币,具体情况如下:

BTC生态 | 铭文市场起飞,BRC-20价值外溢

近一周以来,多款铭文代币获得了数倍的涨幅。例如,rats 或许是今日话题最高的 BRC-20 代币,这一代币近日的高额获利让社区热议其或许是下一个 meme。而一些小市值代币则更容易在短时间内快速拉升,例如,mfsq、jpeg 均在今日一日之间获得了超过三倍的涨幅。

BRC-20 市场的火热,也引发了链上手续费的飙升。

Ycharts 数据显示,本周稍早时,比特币的平均费用一度飙升至 15.86 美元,目前仍在接近 10 美元的高位区间。

BTC生态 | 铭文市场起飞,BRC-20价值外溢


本轮 BRC 牛市,矿工无疑成为了最大的获益方之一。目前,减半距离我们并不遥远。明年减半之后,比特币区块奖励将从 6.25 BTC 减少到 3.125 BTC,而手续费的快速攀升无疑为矿工提供了更为丰富的收入来源。

而作为 BRC-20 生态的“龙头”代币,ORDI 的涨幅虽然(与其他 meme 相比)并不瞩目,但这一代币已经成为了庞然大物。

BTC生态 | 铭文市场起飞,BRC-20价值外溢

欧易 OKX 行情显示,ORDI 价格今日一度达到 27.8 美元,创下历史新高。目前 ORDI 市值约为 5.3 亿美元,coingecko 数据显示,这一市值表现已经进入加密世界的前 100 位排名,目前为市值第 96 大的代币。对于一款新生的 meme 币来说,这一表现颇为亮眼。

今日,除“传统”的比特币铭文市场外,Polygon 铭文也一度引发链上 gas 飞涨。

目前,铭文市场全面“起飞”,其价值早已外溢至不止 BTC 一条链。而从社区的立场出发,我们可将其解读为投资者对这一新兴市场的看好。但若从“刻舟求剑”的角度解读,meme 的“漫天飞舞”,是否又是一场“闪崩”的前奏呢?Odaily星球日报将保持关注。

Leituras Relacionadas

Under the Shock of Oil Prices and Inflation, Which Country Will Be the First to Sell Off Its Gold Reserves?

The article draws a parallel between the 2003 North American blackout and the potential collapse of the global financial system, framing the US dollar and Treasury market as the world's economic "power grid." It argues that the closure of the Strait of Hormuz is creating a shockwave, starting with oil-importing emerging markets like Turkey, India, and Indonesia. As oil prices rise, these nations are forced to sell dollar-denominated assets—first US Treasuries, then potentially their gold reserves—to afford fuel. Turkey is highlighted as a key case, having sold nearly 90% of its Treasuries and begun tapping gold reserves when oil was between $70-$105/barrel. The article warns that if prices spike to $150-$160/barrel, global buffers like oil inventories and strategic reserves will be depleted. This could trigger a cascade: vulnerable nations, having exhausted assets, could face economic and political collapse (like Sri Lanka in 2022). Their forced asset sales would drive US Treasury yields higher, potentially past a critical threshold (around 5%), forcing the US to choose between a bond market crash or hyperinflation through massive money printing. Ultimately, the piece posits that the dollar's long-term decline is inevitable. The first domino to fall will likely be a fragile emerging market, signaling the start of a chain reaction that eventually threatens the core of the dollar system. The conclusion advises holding tangible assets like gold and energy, which cannot be printed, as a hedge against currency devaluation.

marsbitHá 16m

Under the Shock of Oil Prices and Inflation, Which Country Will Be the First to Sell Off Its Gold Reserves?

marsbitHá 16m

Behind HYPE's Repeated Record Highs, the 'Minions' in the Ecosystem Can't Keep Up

While HYPE, the native token of the Hyperliquid ecosystem, surges to new all-time highs above $76 and attracts significant institutional ETF inflows, a starkly different reality unfolds within its HyperEVM application layer. Multiple core DeFi protocols across lending, NFTs, stablecoins, and DEXs have announced shutdowns between May and June. The article argues HYPE functions more like an "application stock" than a traditional ecosystem token. Its value is anchored to the trading fees from Hyperliquid's core perpetual contracts platform (HyperCore), which boasts a diversified revenue stream from crypto, commodities, and indices. Approximately 97% of protocol fees fund buybacks and burns of HYPE. This means HYPE's price is largely decoupled from the health of projects built on HyperEVM. The closures of significant projects like lending protocol HypurrFi (peak TVL >$300M) and NFT marketplace Drip.Trade highlight a structural tension. Hyperliquid's minimalist philosophy offers infrastructure without official grants, liquidity support, or marketing coordination for HyperEVM projects. This forces protocols into a fiercely competitive environment from day one. Furthermore, the success of HyperCore creates a liquidity vacuum, and mechanisms like HIP-3 (allowing direct perpetual market deployment) divert user attention and capital away from application-layer projects. The stronger the core perpetual trading business becomes, the more difficult it is for peripheral "DeFi lego" projects to survive and capture value, despite the flagship token's rising price.

Foresight NewsHá 1h

Behind HYPE's Repeated Record Highs, the 'Minions' in the Ecosystem Can't Keep Up

Foresight NewsHá 1h

Conversation with Arthur Hayes: AI Has Drained Market Liquidity, BTC Will Be Below 100k by Year-End

In this June 2026 podcast interview, BitMEX co-founder Arthur Hayes explains his decision to sell his major crypto holdings (HYPE, NEAR, Worldcoin, Zcash). His rationale is based on a macro view linking oil prices, the Iran conflict, US politics, and an impending AI bubble burst. Hayes argues that high oil prices, driven by the ongoing war, will pressure domestic US inflation. To salvage the Republican Party's chances in the midterm elections, he believes Donald Trump may pivot to a populist, anti-AI stance—advocating for taxes and regulation—which would deflate the AI investment narrative. He sees the AI sector, particularly massive capital expenditure on data centers, as having absorbed nearly all excess market liquidity (around $1.5 trillion in debt issuance since 2025), starving other assets like Bitcoin. He highlights the upcoming SpaceX IPO at a ~$1.8 trillion valuation and 100x price-to-sales ratio as a potential tipping point. If these hyped IPOs underperform, it could shatter market confidence in AI. In such a scenario, all risk assets, including crypto, would fall together as correlations converge to 1 during a broad correction. Hayes has moved his portfolio into Treasuries and energy stocks (like ExxonMobil), predicting Bitcoin will be below $100k by year-end. He sees a potential crypto bull market only after the AI frenzy cools, liquidity stops flowing exclusively into AI, and possibly after a significant market downturn prompts new monetary stimulus.

marsbitHá 1h

Conversation with Arthur Hayes: AI Has Drained Market Liquidity, BTC Will Be Below 100k by Year-End

marsbitHá 1h

Trading

Spot
Futuros
活动图片