开盘后涨幅超15倍，比特币链游Bitcoin Cats有何魅力？

Odaily星球日报2023-12-21 tarihinde yayınlandı2023-12-21 tarihinde güncellendi

Özet

Launchpad持续两个小时，有37,383 枚ETH 、 7300 万枚BAKE参与，总价值达1.06亿美元

在不断的见顶声中，比特币生态又给了社区一点小小的震撼。

12 月 19 日，AMM NFT 交易平台 BakerySwap 进行了首次 Launchpad，在其上进行 IDO 的项目为比特币链游项目 Bitcoin Cats，首轮将释放 20 亿枚$ 1 Cat，每个参与者的限额为 2 ETH，白名单成员有资格获得双倍分配。Launchpad 持续两个小时，据悉，有 37, 383 枚 ETH、 7300 万枚 BAKE 参与，参与代币总价值达 1.06 亿美元，超额认购了 150 倍。

开盘后涨幅超15倍，比特币链游Bitcoin Cats有何魅力？

12 月 20 日下午 4 时，$ 1 Cat 上线 uniswap、bakeryswap 交易所，在开盘后涨幅超 15 倍，截至撰稿时为 0.007 U。比巨额募金和涨幅更让社区惊讶的，是其 IDO 平台 BakerySwap 借着首次 Launchpad 成为了市场聚焦的中心，其代币 BAKE 在今日有了 64% 的涨幅。

Bitcoin Cats ：比特币生态+GameFi+NFT

根据官网介绍，BitcoinCats 的定位是比特币生态系统的 GameFi 平台。通过将比特币资产（BRC 20、Ordinals NFT 等）映射到以太坊（和其他 Layer 2）网络，为比特币资产带来包括但不限于 Play 2 Earn、质押、耕种、SocialFi 等新玩法。

此次开盘半小时涨幅超 10 倍的代币 1 Cat 是 Bitcoin Cats 游戏生态系统的原生代币，总供应量为 100 亿，本次发行中释放了 20 亿枚。据官网介绍， 1 Cat 可用于购买和升级游戏内资产，包括头像、宠物、设备、农田等。它还可以承担门票的功能，使玩家能够访问游戏的特殊功能。

此外， 1 Cat 在作为游戏生态系统的实用代币的同时，「也是一个 meme 币，以一只超级可爱的猫作为它的标志。」

1 Cat 是 BRC 20 代币、同时也是 ERC 20 代币。团队解释称「它最初刻在比特币上，其中一部分被桥接/包装到以太坊」。在此次 Lanchpad 中，团队将 BRC 20 和 ERC 20 1 cat 代币混合分发给了 BRC 20 地址中分配量较大的参与者，而其他人仅收到 ERC 20 代币。团队做出的解释是「由于 1 cat 即将在多家中心化交易所上市，无需担心 BRC 20 和 ERC 20 代币之间的价格差异。」

按照这个设定，如果 Bitcoin Cats 真的能实现其构想的话，在游戏内资产流动方面有许多障碍需要克服。依赖于近期发展起来的比特币跨链协议和 DEX 协议，BRC 20 和 ERC 20 已经可实现互换交易，但距应用到游戏生态还有一些距离。此外，既是生态治理代币、又是 meme 币， 1 cat 代币价值要如何稳定的发展，也是团队在设计游戏时需要考虑到的问题。

除了代币以外，Bitcoin Cats 推出的资产还包括 Bitcoin Cats NFT，是刻在 Ordinals 上的像素化卡通猫 NFT，总量为 10, 000 ，在 Bitcoin Cats 的官方网站上，已经提到了关于其 IP 生态系统的各种设想，涉及不同的媒体形式和产品领域，这包括了视频短片、游戏、AR&VR（增强现实和虚拟现实）、元宇宙以及玩具模型等。

目前，BitcoinCats NFT 还没有发售，可以通过质押 1 cats 代币的形式来获得 NFT 空投白名单资格。此外，官网提供了 BitcoinCats NFT 的图片下载渠道，使用 BitcoinCats NFT 图片作为社交媒体头像的用户也有机会获得 NFT 白名单的资格。

开盘后涨幅超15倍，比特币链游Bitcoin Cats有何魅力？

Bitcoincats 还没有放出有关游戏的具体信息，根据官网显示，游戏可能涉及对战、社交、耕种等玩法，其官方网站上线于 12 月 11 日。在 IDO 成功后，Bitcoin Cats 在在社交媒体上发布了「简短路线图」，首先是将开启质押 1 Cat 代币获得 NFT 白名单的活动，然后将推出 Bitcoin Cats 第一款游戏，将涉及 3D 元宇宙等元素，但并没有提到具体的时间。

开盘后涨幅超15倍，比特币链游Bitcoin Cats有何魅力？

除了 BakerySwap，BitcoinCats 还和专注于比特币生态的 IDO 平台 Turtsat 进行了合作，在 IDO 预热期间，Web3 社交平台 Port 3 Network、铭文市场 Ave.ai 等项目也宣布了与 BitcoinCats 的合作关系。

占位优势吃香，能否持续？

不得不说，「比特币生态上的第一个游戏平台」的叙事确实足够有吸引力，但是从项目本身而言，Bitcoin Cats 尚未充分向社区展示其做游戏的实力。目前看来，代币 1 Cats 与「游戏平台」的密切关联性似乎并不显著。社区也有人指出，BitcoinCats 的画风很像一款链游 Worldwide Webb，后者是一款 NFT 社区熟知的像素风元宇宙 mmorpg 游戏，曾获得千万融资。

可以确定的是，相比于游戏本身，市场看重的是比特币生态的叙事空间。Bitcoin Cats 作为比特币生态中的第一个游戏平台，其占位优势吸引了市场的青睐和投资者的 FOMO 情绪。但游戏不比铭文，项目还需要展示出真正的能力才能真正留住涌来的资金。

值得注意的是，Bitcoin Cats 和 BakerySwap 的双赢合作在比特币生态热潮中不是首例。宣布不接受任何投资、专为比特币生态项目进行 IDO 的平台 TurtSat，近 1 个月以来已经陆续为 5 个项目进行了 Launchpad，并表示有 20 多个项目还在 IDO 的路上，其代币 TURT 也在近一个月内实现了超 10 倍的涨幅。12 月 21 日，TurtSat 还宣布了与 DWF Labs 建立战略合作伙伴关系。

注意力容易被吸引，但共识不容易聚集。热潮之后，这些项目的表现将会如何，BlockBeats 将持续关注。

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