诅咒铭文或将绝版,有哪些值得关注的标的?

Odaily星球日报2023-11-16 tarihinde yayınlandı2023-11-16 tarihinde güncellendi

Özet

诅咒铭或将绝版,稀缺性增加,也带来了炒作空间。

原文作者:0x Bread

原文编译:深潮 TechFlow

最近,被淡忘的诅咒铭文重新回归大众视野。

11 月 14 日,Ordinals 协议创始人在 Twitter 表示,Ordinals 协议官方正在考虑在比特币主网区块高度 820512 进行「禧年 (Jubilee)」,差不多也就是 26 天之后。

这正好呼应了 10 月 Ordinals 的创始人 Casey 在 github 上发起了一个新的提案 The Jubilee #2495 ,称将会在一个月后修复诅咒铭文,也就是说从此 BTC 生态再无新的诅咒铭文,与此同时,这也给诅咒铭文带来了炒作空间。

什么是诅咒铭文?

诅咒铭文 (Cursed Inscriptions) 是由于 Ordinals 协议之前的一个 BUG 引发的,导致部分铭文没有被索引器识别,因此 Ordinals 团队决定将这些被诅咒的铭文赋为负值,从 0 开始倒数,因此又称为负数铭文。

简而言之,诅咒铭文有点类似于错版的纸币,由于印刷错误而流通世间,但又货真价实,因为其稀有性,往往被炒作到远超其自身价值的价格,其逻辑有相似之处。

如果当诅咒铭文绝版,稀缺性必然再次增加,这也导致铭文爱好者纷纷陷入 FOMO,试图寻觅到投资与投机机会。

目前,都有哪些主流的诅咒铭文?

NFT 而言,主要有:

cursed bitcoin punk

总量: 10000 

官网:https://btcmachine.org/

诅咒铭文或将绝版,有哪些值得关注的标的?

cursed pokemon(宝可梦)

总量: 200 

诅咒铭文或将绝版,有哪些值得关注的标的?

Cursed Satorian Dimension

总量: 379 

官网:https://cursedbitcoinpunks.com/

诅咒铭文或将绝版,有哪些值得关注的标的?

目前,交易诅咒铭文 NFT 的交易平台是 magic eden,甚至有专门的散装诅咒铭文 NFT 专区:

https://magiceden.io/ordinals/marketplace/cursed

就代币的投资标的而言,SeaTalk 主理人 0x Sea 分析认为主要有两个标的:

-Crsd,是第一个总量 2100 万的 token, 5 月 25 号 mint 完成。但是由于 ord 开发团队一直没有完善索引,导致其一直无法交易。

-Tap,总量也是 2100 万, 8 月份打完,现在有一定价格、流通量和社区共识基础,它也是 Tap Protocol (BRC-20 改进协议) 的第一个币。

Tap Protocol 由 Trac 团队在 8 月 7 日推出,也是基于 Ordinals 的改进和增强协议,功能上无缝兼容 BRC-20 。

值得注意的是,Tap 和 -Tap 都是基于 Tap 协议的原生代币。其中 Tap 被官方一次打完锁了起来,无流通;-Tap 则是开放给了社区 mint,总量 21, 000, 000 枚(也就是 21, 000 张)。诅咒版(-Tap)比正数 Tap 更早部署 30 分钟,是真正的第一个原生代币,目前社区讨论的 Tap 实际上就是 -Tap。

Unisat 目前还没有兼容诅咒铭文,也不能交易 Tap 协议上的代币,所以不要去 Unisat 买 $Tap。

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