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2024年即將結束,加密領域的人都有自己的年終總結:一是看看今年的投資報酬率是否跑贏了市場
2024 is coming to an end, and people in the crypto space are making their year-end summaries. For some, it's about checking if their investment returns this year have outperformed the market (just a reminder, BTC has risen over 130% this year), and for others, it's about summarizing the development of the sectors/ecosystems they are concerned about over the past year.
2024 年即將結束,加密領域的人們正在進行年終總結。對某些人來說,這是為了檢查他們今年的投資回報是否跑贏了市場(只是提醒一下,今年BTC已經上漲了130%以上),對於另一些人來說,這是為了總結他們所關心的產業/生態系統的發展過去的一年。
The Solana ecosystem, Base ecosystem, TON ecosystem, and AI Agent sector have all had their shining moments this year. But for the Bitcoin ecosystem, although many things have happened this year, including ecological infrastructure and application innovation, it has not yet met the expectations people had at the beginning of 2024.
Solana 生態、Base 生態、TON 生態、AI Agent 板塊在今年都迎來了輝煌時刻。但對於比特幣生態來說,雖然今年發生了很多事情,包括生態基礎設施和應用創新,但尚未達到人們在 2024 年初的預期。
As a result, some have summarized this year’s silence in the Bitcoin ecosystem as a "failure," while others, steadfast OGs of the ecosystem, continue to choose to "believe." And as an ordinary player in the Bitcoin ecosystem from the beginning, I choose to conclude this year with the word "regret."
因此,有些人將比特幣生態系統今年的沉默總結為“失敗”,而另一些人,作為生態系統堅定的OG,則繼續選擇“相信”。而作為一個從一開始就在比特幣生態中的普通玩家,我選擇用「遺憾」二字來結束這一年。
2024 Actually Has a Good Start
2024年其實有一個好的開始
2024 actually has a good start for the Bitcoin ecosystem. At the beginning of the year, people held expectations for the Bitcoin ecosystem, believing that 2024 would be the year of its complete explosion and entry into the mainstream, much like the current belief that 2025 will be the year of the AI Agent ecosystem's explosion.
2024 年對於比特幣生態系統來說實際上是一個好的開始。年初,人們對比特幣生態抱有期待,認為2024年將是其全面爆發並進入主流的一年,就像目前認為2025年將是AI Agent生態爆發的一年一樣。
Why did we have such high expectations for the development of the Bitcoin ecosystem in 2024? Perhaps it is because since the birth of the Ordinals protocol in December 2022, the Bitcoin ecosystem has undergone a year of growth and consensus-building, transitioning from the "barbaric era" to the "industrial era." Project teams, VCs, and mainstream exchanges have all entered the space, forming three main tracks: asset issuance protocols, L2, and Bitcoin staking.
為什麼我們對2024年比特幣生態的發展抱持如此高的期望?或許是因為自2022年12月Ordinals協議誕生以來,比特幣生態系統經歷了一年的成長和共識構建,從「野蠻時代」過渡到「工業時代」。專案方、VC、主流交易所紛紛入局,形成資產發行協議、L2、比特幣質押三大賽道。
From the perspective of asset issuance protocols, influenced by Binance's launch of BRC 20 tokens ORDI and SATS spot trading at the end of 2023, the concept of inscriptions became popular again at the beginning of 2024. Not only did this heat inspire other chains to follow suit and start their own inscription modes, but it also drove up the tokens of other asset protocols such as ARC 20, SRC 20, PIPE, etc. Meanwhile, the rune pre-mining and airdrop play initiated by RSIC and Runestone in January 2024 also filled people with anticipation for the upcoming Runes protocol.
從資產發行協議的角度來看,受幣安在2023年底推出BRC 20代幣ORDI和SATS現貨交易的影響,銘文概念在2024年初再次流行起來。開啟自己的銘文模式,同時也拉動了ARC 20、SRC 20、PIPE等其他資產協議的代幣。人們對即將到來的符文協議充滿了期待。
From the development of L2, Bitcoin L2 experienced explosive growth at the beginning of 2024. With the hot asset issuance and trading, the congestion issues on the Bitcoin mainnet and players' demand for increased playability of mainnet assets made Bitcoin L2 a popular entrepreneurial direction. By early 2024, it was reported that over 100 Bitcoin L2 projects had emerged in a short period. Although many of these projects were poorly constructed and aimed at "making a quick profit," overall, domestic and foreign VCs began to invest heavily in Bitcoin L2, hoping that Bitcoin L2 could replicate the glory of the Ethereum L2 ecosystem in 2024.
從L2的發展來看,比特幣L2在2024年初經歷了爆發式增長。幣L2成為熱門的創業方向。據報道,到 2024 年初,短時間內出現了 100 多個比特幣 L2 項目。儘管其中不少項目建設較差,目的是“快速盈利”,但總體而言,國內外VC開始大力投資比特幣L2,希望比特幣L2能夠在2024年復制以太坊L2生態的輝煌。
69 Bitcoin L2 projects summarized by @Bitvmclub in March 2024
@Bitvmclub 於 2024 年 3 月總結的 69 個比特幣 L2 項目
In terms of Bitcoin staking, the Bitcoin staking protocol Babylon announced in December 2023 that it had completed a $18 million financing round, officially kicking off the narrative of Bitcoin staking and re-staking. With the Ethereum ecosystem's top-tier project EigenLayer as a model for re-staking narratives, people believe that with Bitcoin's stronger consensus foundation and security compared to Ethereum, the prospects for Bitcoin staking and re-staking in 2024 will be very broad. This will not only awaken dormant Bitcoin whales to participate in the Bitcoin ecosystem but also form a re-staking ecosystem comparable to Ethereum's.
在比特幣質押方面,比特幣質押協議Babylon於2023年12月宣布完成1800萬美元融資,正式拉開了比特幣質押和再質押的序幕。以以太坊生態系統的頂級項目 EigenLayer 作為重新質押敘事的典範,人們相信,憑藉比特幣比以太坊更強的共識基礎和安全性,2024 年比特幣質押和重新質押的前景將非常廣闊。這不僅會喚醒休眠的比特幣鯨魚參與比特幣生態系統,而且會形成一個可與以太坊相媲美的重新抵押生態系統。
In addition to the overall positive trends exhibited by the three main tracks at the beginning of 2024, the general infrastructure of the Bitcoin ecosystem (such as wallets, cross-chain bridges, and trading markets) has also gradually improved during this period. Unisat and OKX Wallet have technically supported multiple asset protocols, becoming major wallets and trading markets in the Bitcoin ecosystem.
除了2024年初三大主賽道呈現出的整體正面趨勢外,比特幣生態系統的整體基礎設施(如錢包、跨鏈橋、交易市場)也在這段時期逐步完善。 Unisat和OKX錢包在技術上支援多種資產協議,成為比特幣生態系統中的主要錢包和交易市場。
The approval and listing of the Bitcoin spot ETF on January 11, 2024, marked Bitcoin's formal integration into traditional finance. At the same time, this further strengthened people's expectations for the Bitcoin ecosystem, as a network worth trillions of dollars would inevitably develop into a market scale of hundreds of billions of dollars.
2024年1月11日,比特幣現貨ETF核准上市,標誌著比特幣正式融入傳統金融。同時,這也進一步增強了人們對比特幣生態系統的期待,因為一個價值數兆美元的網路必然會發展成數千億美元的市場規模。
However……
然而…
Regrettably, the Bitcoin ecosystem in 2024 did not welcome the attention and development that surpassed previous bull market peaks, and instead entered a long period of silence.
可惜的是,2024年的比特幣生態並沒有迎來超越歷次多頭高峰的關注與發展,反而進入了長時間的沉寂期。
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