《2024年Web3.0数字资产趋势报告》（4）

历史上的每一次技术革命都告诉我们，成功的关键不仅在于早期接触技术和实践，还在于对技术本质的深刻理解、对市场趋势的准确把握、对未来发展的敏锐洞察。

这种超越常规的认知视角是享受Web3.0红利的关键因素。

2024年，思想的转变尤为重要。

我们对今年的行业趋势进行了深入的分析和预测，提出了六大趋势。

我们的目的是为大家提供新的视角，帮助关注Web3.0的人们抓住时代机遇，实现持续成长和发展。

这些趋势涵盖了从技术创新到监管框架、从市场动态到用户参与的方方面面，为我们提供了对即将到来的行业变化的预见和应对策略。

本文将继续分享《2024年Web3.0数字资产趋势报告》的六大核心趋势。

趋势三：BRC20的记入只是BTC新生态的起点。

BTC生态创新为数字算力带来新生命

对比特币生态系统的探索就像一个探索者跳入未知的深渊。

Ordinals协议的诞生、BRC20标准以及铭文的兴起，不仅是BTC生态发展的新起点，也是整个数字挖矿和交易平台新机遇的信号弹。

事实上，我们认为在数字资产领域，底层技术的创新往往预示着市场的大幅波动，尤其是牛市的到来。

在近期的市场发展中，Inscription的创新可谓是数字资产发行方式的一次重大创新升级。

数字资产发行方式的创新：从最初发行区块链原生资产（如BTC、ETH），到依托智能合约技术的资产（基于EVM的资产），再到铭文等资产发行方式，我们见证了数字资产发行方式的创新。持续进化的发展轨迹。

Inscription, in its unique way, uses the native assets of the existing chain to issue derivative assets. Compared with traditional asset issuance based on smart contracts, it shows many advantages. Its independence, fairness and security are in the market. It was highly praised. Every inscription of an asset is done on a recognized and secure chain like Bitcoin, so there is no need to worry about backdoor operations or centralization risks. This method ensures the transparency and fairness of issuance. Every transaction and every inscription has its own unique identification. Traceability and non-tamperability are its core features. In addition, compared with smart contracts, inscriptions reduce the risks caused by contract vulnerabilities and provide a more solid security guarantee. In terms of cost, inscription, as a method of issuance that relies on native assets, avoids the high cost of creating and maintaining an independent chain, and also eliminates the complexity and potential expenses that smart contracts may introduce. In terms of consensus, Inscription takes advantage of the strong user base and widely recognized value of the Bitcoin network to ensure a higher degree of market acceptance and community trust.

This innovation is an important milestone for the industry as it not only increases the uniqueness and traceability of assets, but also provides miners with a new revenue stream and helps maintain and enhance the security and stability of the Bitcoin network. . Through Inscription, we are able to issue and trade non-fungible digital assets on Bitcoin, the safest and most decentralized network. This undoubtedly broadens the application scenarios of Bitcoin and also brings unprecedented benefits to market participants. new opportunities. It is this kind of underlying technological innovation that promotes the development of the industry in a more mature and complex direction. We have reason to believe that with the further development and improvement of Inscription and the market’s deeper understanding of this new asset issuance method, more investors will be attracted to enter the market and bring about a new round of bull market.

Ordinals has inspired the emergence of more Tokens and protocol standards, opening up a broader application space and potential possibilities for the Bitcoin network. As a result, the Bitcoin ecosystem has become rich and colorful, and technological progress and value have been further realized.

From the data point of view, the number of daily engravings of Ordinals has repeatedly hit new highs, showing the market's high recognition of this innovation. In 2023, the BRC20 protocol-related transaction volume on the BTC network once exceeded the non-Ordinals protocol transaction volume. On May 7, the BRC20 protocol’s transaction volume accounted for more than 65%, and it also accounted for more than 60% many times in August, September, and November. As of December 8, there were more than 37,643 BRC20 projects with a total market value of more than 3.5 billion US dollars.

On December 21, the total number of cumulative inscriptions on the Bitcoin NFT protocol Ordinals exceeded 46.58 million, and on November 12, it set a new record of more than 500,000 in a single day.

The rise of inscriptions has changed the traditional model of asset issuance, heralding the large-scale rise of the Bitcoin ecosystem. It may also make transaction fees the main source of income for miners, thereby enhancing the stability and security of the Bitcoin network.

We can therefore see that the situation of Bitcoin mining in 2023 indicates a continued growth trend, in which the craze of inscriptions has greatly promoted Bitcoin on-chain transactions and pushed up transaction fees, thus having a fundamental impact on the revenue structure of miners. The change. This new trend has reignited interest in mining. On October 19, according to an investigative report by The Times, Bitcoin mines owned or operated by Chinese companies were discovered in at least 12 states in the United States. The total energy consumption is equivalent to the energy consumption of 1.5 million households. Many mines The farms are equipped with mining machines manufactured by Bitmain. Records show that since May 2021, Bitmain has shipped 15 times more equipment to the United States than the previous five years combined.

Correspondingly, the stock prices of listed mining companies have also rebounded significantly, but the market’s evaluation of these companies is obviously divided. For example, the leading mining companies Marathon Digital Holdings (RARA) and Riot Blockchain (RIOT) will be in 2023. The annual increases were 393.53% and 369.73% respectively. The emerging mining company CleanSpark (CLSK) even reached a 141.43% increase. However, there are still some established listed mining companies such as Hive Blockchain (HIVE) and Hut8 Mining Corp (HUT). Follow the rise and fall of Bitcoin. This suggests that the growth potential of the mining industry may be just beginning to be recognized by the market, and investors may not yet be fully aware of this change.

In addition, in the development of the Bitcoin and Ethereum ecology, we should not regard them as opposites, but as complementary existences. The POW and POS they represent respectively jointly meet the diverse needs of the Web3.0 world and promote the construction of a long-term coexistence ecosystem. It is crucial to avoid falling into the bias cycle of technology and market. Only by maintaining an open and exploratory spirit can we truly seize the opportunities of the Web 3.0 era. We should keep an open attitude, Stay hungry, Stay foolish, and meet and embrace new technological trends with an open mind.

On the other hand, due to the rise and craze of inscriptions, digital asset trading platforms are undergoing a profound change. This change lies not only in the diversification of trading methods, but also in the integration of trading platforms and wallet services. Traditionally, trading platforms and wallets are often two separate entities, one focusing on asset trading and the other focusing on asset storage. However, the popularity of inscription technology, especially its application in the Bitcoin network, has forced the trading platform to reconsider its service scope and expand its functions to meet the needs of users who can trade and store assets on the same platform.

This convergence trend is a great boon for users. It lowers the threshold for participating in digital asset transactions and simplifies the operation process. Users no longer need to switch between multiple platforms to complete the entire process from purchase, storage to transaction. For trading platforms, this also means being able to provide more comprehensive services, increase user stickiness, and open up new revenue channels.

We predict that future trading platforms will increasingly adopt this one-stop service model, integrate wallet functions, and provide a more secure and convenient user experience. The integration of trading platforms and wallets will become a major trend in the field of digital asset services, bringing more liquidity and vitality to the entire digital asset ecosystem. Trading platforms are gradually shifting to a one-stop service model, and the market value of each platform's platform currency will also be closely related to their ability to integrate future services. This one-stop service not only includes traditional trading and asset storage functions, but also extends to the integration of emerging digital assets such as inscription technology. As the core component of these platforms, the market value and application scope of platform coins will directly reflect the platform's performance in terms of technological adaptability and market leadership.

In general, the inscription craze is just the beginning of a new ecology and the first wave of underlying innovation in the digital asset ecology. Every underlying technological innovation in history is often accompanied by three stages of development: technical verification, bubble formation, and finally the return of the market to rationality. Each wave is accompanied by huge opportunities and risks, attracting the eager attention of capital and innovators. In the process, initial bubbles may bring about rapid wealth growth, but this is often short-lived and unstable. These bubbles will eventually recede as markets become saturated and rationality returns.

The key for investors is to recognize this cyclical market fluctuation and stick to the stage that they are most familiar with and good at in their investment decisions. Investors should seek opportunities in areas where they understand and can effectively assess risks, and avoid blindly chasing market hot spots and bubbles. Only in this way can we achieve steady returns and avoid potential huge risks to the greatest extent in this round of technological innovation and market fluctuations.

In the next few days, we will continue to share the six key trends in the "2024 Web3.0 Digital Asset Trend Report".

热点：数字资产 WEB 报告