比特幣減半與符文激增：區塊鏈近期發展綜合分析

最近的比特幣減半恰逢 Casey Rodarmor 的 Runes 協議推出，導致交易費用激增。然而，初始費用的暴漲已經消退，引發了人們對符文交易作為礦工收入來源的可持續性的質疑，特別是考慮到減半對區塊獎勵的影響。 Runes 的推出造成的網路擁塞也引起了人們的擔憂，可能會促使開發人員加快建置和改進比特幣第 2 層網路的努力。

Bitcoin's Halving Event and the Rise of Runes: A Comprehensive Analysis

比特幣減半事件與符文崛起：綜合分析

Last week marked a significant milestone in the Bitcoin ecosystem with the quadrennial halving event, which reduced the reward for miners by 50%. However, this reduction was overshadowed by the unforeseen surge in popularity of Casey Rodarmor's Runes protocol, which introduced the ability to mint digital tokens on top of the Bitcoin blockchain.

上週，四年一度的減半事件標誌著比特幣生態系統的一個重要里程碑，礦工的獎勵減少了 50%。然而，這種減少被 Casey Rodarmor 的 Runes 協議的意外普及所掩蓋，該協議引入了在比特幣區塊鏈之上鑄造數位代幣的能力。

Runes: A Catalyst for Network Congestion

符文：網路擁塞的催化劑

The launch of Runes triggered unprecedented network congestion, propelling transaction fees to record highs. According to data from BitDigest, certain blocks witnessed fees exceeding $2 million, a stark contrast to the typical levels of less than $100,000. This windfall for miners compensated for the reduced block rewards, leading to speculation about the sustainability of Runes-generated revenue and its potential impact on Bitcoin's long-term prospects.

Runes的推出引發了前所未有的網路擁堵，推動交易費用創下歷史新高。根據 BitDigest 的數據，某些區塊的費用超過 200 萬美元，與低於 10 萬美元的典型水平形成鮮明對比。礦工的這筆意外之財彌補了區塊獎勵的減少，引發了人們對符文產生收入的可持續性及其對比特幣長期前景的潛在影響的猜測。

Fee Subsidence and Future Implications

費用下降和未來影響

As the initial surge of Runes transactions subsided, a noticeable decline in fees was observed. This prompted discussions within the community about whether the increased traffic could accelerate the development and adoption of layer-2 networks such as Stacks, which recently rolled out its "Nakamoto" upgrade to enhance transaction speed.

隨著符文交易最初激增的消退，費用明顯下降。這引發了社群內部的討論，即增加的流量是否可以加速 Stacks 等第 2 層網路的開發和採用，Stacks 最近推出了「Nakamoto」升級以提高交易速度。

Bitcoin NFTs and Airdrop Speculation

比特幣 NFT 和空投投機

Rodarmor's Ordinals protocol, which introduced "Bitcoin NFTs" last year, has been a controversial development within the Bitcoin community. However, the Runes protocol has further stirred the pot, raising questions about the potential for altcoins and their associated practices, such as airdrops, to gain traction within the Bitcoin ecosystem.

Rodarmor 的 Ordinals 協議去年推出了“比特幣 NFT”，在比特幣社區中一直是一個頗具爭議的發展。然而，符文協議進一步攪動了局勢，引發了人們對山寨幣及其相關做法（例如空投）在比特幣生態系統中獲得吸引力的潛力的質疑。

Celo's Layer-2 Migration

Celo 的第 2 層遷移

In a separate development, the Celo blockchain announced its partnership with Optimism's OP Stack for its migration to become a layer-2 network atop Ethereum. This decision followed a lengthy selection process involving rival layer-2 providers such as Arbitrum, Polygon, and zkSync.

在另一項開發中，Celo 區塊鏈宣布與 Optimism 的 OP Stack 合作，將其遷移為以太坊之上的第 2 層網路。這項決定是經過漫長的選擇過程之後做出的，涉及 Arbitrum、Polygon 和 zkSync 等競爭對手的第 2 層提供者。

Bitcoin Core Development Updates

比特幣核心開發更新

The Bitcoin Core development team has appointed five new editors for Bitcoin Improvement Proposals (BIPs), which serve as guidelines for software updates to the Bitcoin protocol. This move aims to streamline the proposal process and address concerns about potential biases in the selection process.

比特幣核心開發團隊任命了五位新的比特幣改進提案（BIP）編輯，該提案作為比特幣協議軟體更新的指南。此舉旨在簡化提案流程並解決對選擇過程中潛在偏見的擔憂。

Vulnerability Disclosure in Cosmos Ecosystem

Cosmos 生態系統漏洞揭露

Security firm Asymmetric Research has identified a vulnerability in the Cosmos blockchain ecosystem that could have potentially compromised over $150 million. This revelation underscores the ongoing need for vigilance and robust security measures within the blockchain industry.

安全公司 Asymmetry Research 發現了 Cosmos 區塊鏈生態系統中的一個漏洞，該漏洞可能導致超過 1.5 億美元的損失。這項發現強調了區塊鏈產業內持續需要保持警惕和強有力的安全措施。

Blockchain Project Fundraisings

區塊鏈項目募款

Two blockchain projects, Turnkey and Runes DEX, recently announced successful fundraising rounds. Turnkey, which provides wallet infrastructure for developers, raised $15 million in a Series A funding, while Runes DEX secured $2 million in seed investment for its automated market maker platform dedicated to Runes transactions.

兩個區塊鏈項目 Turnkey 和 Runes DEX 最近宣布成功完成幾輪融資。為開發者提供錢包基礎設施的 Turnkey 在 A 輪融資中籌集了 1500 萬美元，而 Runes DEX 為其專門用於 Runes 交易的自動化做市商平台獲得了 200 萬美元的種子投資。

Web3 Foundation's JAM Prize Pool

Web3 基金會的 JAM 獎金池

The Web3 Foundation has allocated a prize pool of 10 million DOT ($74.5 million) to foster the development of JAM, a protocol combining elements of Polkadot and Ethereum. This initiative aims to promote diversity and innovation within the blockchain ecosystem.

Web3 基金會分配了 1000 萬 DOT（7450 萬美元）的獎金池來促進 JAM 的開發，JAM 是一種結合了 Polkadot 和以太坊元素的協議。該倡議旨在促進區塊鏈生態系統內的多樣性和創新。

Regulatory and Legal Developments

監管和法律發展

In the regulatory realm, the Mango Markets exploiter Avi Eisenberg has been found guilty of fraud and manipulation. Ripple continues to contest the SEC's proposed $1.95B fine in the ongoing legal battle, arguing that a $10M penalty is sufficient. Tether has announced measures to freeze wallets evading Venezuelan sanctions, aligning with international compliance efforts.

在監管領域，Mango Markets 剝削者 Avi Eisenberg 被判犯有欺詐和操縱罪。 Ripple 在正在進行的法律鬥爭中繼續對 SEC 提出的 1.95B 美元罰款提出異議，認為 1000 萬美元的罰款就足夠了。 Tether 宣布了凍結錢包以逃避委內瑞拉製裁的措施，與國際合規工作保持一致。

Bitcoin Startups: Limited VC Investment

比特幣新創公司：有限的創投

Despite the growing interest in Bitcoin startups, venture capital funding remains relatively limited. Factors such as the preference for HODLing among large BTC investors, the lack of token incentives for startups, and the conservative nature of Bitcoin's developer culture have historically contributed to this funding gap.

儘管人們對比特幣新創公司的興趣日益濃厚，但創投資金仍然相對有限。從歷史上看，大型比特幣投資者對長期持有的偏好、新創公司缺乏代幣激勵以及比特幣開發者文化的保守性等因素都導致了這一資金缺口。

Emerging Bitcoin-Native VC Landscape

新興的比特幣原生創投格局

However, a nascent group of venture capitalists and investment firms, such as Trammell Venture Partners and Ten31, is emerging with a focus on Bitcoin-related projects. This trend reflects a growing recognition of the potential and opportunities within the Bitcoin ecosystem.

然而，Trammell Venture Partners 和 Ten31 等新興創投家和投資公司正在興起，重點關注比特幣相關項目。這一趨勢反映出人們對比特幣生態系統內的潛力和機會的日益認識。

Upcoming Blockchain Events

即將舉辦的區塊鏈活動

The blockchain industry continues to host numerous events, providing forums for networking, knowledge sharing, and the advancement of blockchain technology. Key upcoming events include Bitcoin Asia, Consensus, Bitcoin Seoul, Apex, EthCC, Bitcoin 2024, Web3 Summit, Solana Breakpoint, Korea Blockchain Week, Messari Mainnet, Permissionless, Cosmoverse, Cardano Summit, Chainlink SmartCon, Devcon 7, North American Blockchain Summit, and ConsensusHK.

區塊鏈產業持續舉辦眾多活動，為網路、知識共享和區塊鏈技術進步提供論壇。即將舉行的主要活動包括比特幣亞洲、Consensus、比特幣首爾、Apex、EthCC、比特幣2024、Web3 高峰會、Solana Breakpoint、韓國區塊鏈週、Messari 主網、Permissionless、Cosmoverse、Cardano 高峰會、Chainlink SmartCon、 Devcon 7、北美區塊鏈高峰會、和ConsensusHK。