BitmapPunks新年第一天打破鏈上沉默，消耗1194 ETH並引發FOMO

加密貨幣世界裡沒有真正的休息日。這種說法不僅體現在24/7的交易市場上，也隱含著不分時間出現的鏈上熱點敘事。

Even the first day of the new year is supposed to be a day of rest in the cryptocurrency world, but an Ethereum NFT project called BitmapPunks broke the silence on the chain.

就連新年第一天本該是加密貨幣世界休息的一天，但一個名為 BitmapPunks 的以太坊 NFT 計畫卻打破了鏈上的沉默。

The NFT project announced the opening of free minting at 22:00 on January 1, with a total of 2.1 million pieces. The minting was announced to be completed at 14:00 today. According to etherscan data, the minting of BitmapPunks consumed a total of 1,194.65 ETH, worth more than 4.08 million US dollars, and the Ethereum network Gas once soared to above 50 gwei. So why can BitmapPunks cause FOMO on the chain? What are the gameplay innovations? Odaily Planet Daily will briefly introduce it in this article.

NFT計畫於1月1日22:00宣布開啟免費鑄幣，總量210萬枚。宣布鑄幣將於今天 14:00 完成。根據etherscan數據顯示，BitmapPunks的鑄幣共消耗了1,194.65 ETH，價值超過408萬美元，以太坊網路Gas一度飆升至50 gwei以上。那麼BitmapPunks為什麼會造成鏈上的FOMO呢？遊戲玩法有哪些創新？ Odaily星球日報將在本文中簡單介紹。

Super large collection + "picture-coin combination" deflation mechanism

超大收藏+「圖幣組合」通貨緊縮機制

BitmapPunks is firstly a super large collection of punks on the Ethereum chain, minted randomly for free, with a total of 2.1 million pieces, and a single wallet minting limit of 100. However, despite the huge total amount, BitmapPunks also has a rarity level. Each punk is composed of characteristic attributes of different rarities. You can view the characteristic rarity by entering the NFT number on the official website.

BitmapPunks首先是以太坊鏈上龐克的超級大集合，免費隨機鑄造，總量210萬枚，單錢包鑄造上限100枚。每個龐克都由不同稀有度的特徵屬性組成。在官網輸入NFT編號即可查看特徵稀有度。

But BitmapPunks is not just a super-large NFT collection, it also proposes a deflation mechanism of "picture-token combination". The rule is that when players mint BitmapPunks, they will receive a 1:1 token airdrop (token contract: 0xBBBB2D4d765c1e455E4896A64BA3883e914ABBBB), but when the BMP tokens in the wallet are transferred or sold, the corresponding number of BitmapPunks in the wallet will be destroyed, but the wallet that accepts the token will not mint new NFTs; when players transfer or sell BitmapPunks in the wallet, the BMP tokens will also be automatically transferred to the receiving wallet.

但BitmapPunks不僅僅是一個超大型的NFT集合，它也提出了「圖片通證組合」的通縮機制。規則是，玩家鑄造BitmapPunks時，將獲得1:1的代幣空投（代幣合約：0xBBBB2D4d765c1e455E4896A64BA3883e914ABBBB），但當錢包中的BMP代幣被轉讓或出售時，錢包中相應數量的BitmapPunks，但接受該代幣的錢包不會鑄造新的NFT；當玩家轉移或出售錢包中的BitmapPunk時，BMP代幣也會自動轉移到接收錢包。

Therefore, the total amount of BMP tokens will not change in essence, with a total of 2.1 million, but BitmapPunks will continue to destroy deflation during the BMP token transaction process. According to Blur data, more than 140,000 BitmapPunks have been destroyed. At the same time, BitmapPunks and the ERC404 concept of "picture-to-coin swap" hyped in early 2024 are also quite different in operation.

因此，BMP 代幣總量本質上不會發生變化，總計 210 萬枚，但 BitmapPunks 會在 BMP 代幣交易過程中持續破壞通貨緊縮。根據 Blur 的數據，超過 14 萬個 BitmapPunk 已被銷毀。同時，BitmapPunks與2024年初炒作的「圖轉幣」ERC404概念在操作上也存在較大差異。

According to DEXscreener data, the current price of BMP is 3.48USDT, with a market value of 7.3 million USD. At the same time, according to OKX Wallet data, the transaction volume of BitmapPunks has exceeded 22 ETH, and the floor price is 0.0008 ETH. According to the author's personal test, with 30 gwei minted, the cost of a single BitmapPunks is about 1.5USDT. So far, the profit has at least doubled based on the currency price alone.

根據DEXscreener數據，BMP目前價格為3.48USDT，市值為730萬美元。同時，根據OKX錢包數據，BitmapPunks的成交量已超過22 ETH，底價0.0008 ETH。根據筆者個人測試，鑄造30gwei，單一BitmapPunks的成本約為1.5USDT。到目前為止，僅以幣價計算利潤至少增加了一倍。

Will BitmapPunks set off a new year NFT craze?

BitmapPunks會掀起新年NFT熱潮嗎？

Although BitmapPunks has been minted, the project was born not long ago and there is not much public information to interpret it. The official Twitter account has not updated the detailed project introduction. The latest tweet is announcing the end of BitmapPunks minting.

雖然BitmapPunks已經鑄造，但該計畫誕生不久，並沒有太多公開資訊來解讀它。官方推特帳號尚未更新詳細的項目介紹。最新推文宣布 BitmapPunks 鑄幣結束。

However, according to the community's inference, the founder of the BitmapPunks project is most likely the founder of the NFT liquidity protocol Floor Protocol (X: @FLC_FlooringLab), who posted multiple tweets related to BitmapPunks before and after the minting of BitmapPunks. The only two followers of BitmapPunks besides the CryptoPunks official Twitter account are the founder of Floor Protocol, which seems to confirm this.

不過，根據社群的推斷，BitmapPunks計畫的創始人極有可能是NFT流動性協議Floor Protocol（X：@FLC_FlooringLab）的創始人，他在BitmapPunks鑄幣前後發布了多條與BitmapPunks相關的推文。除了 CryptoPunks 官方 Twitter 帳號之外，BitmapPunks 唯一的兩位追蹤者是 Floor Protocol 的創辦人，這似乎也證實了這一點。

With the support of the founder of Floor Protocol, BitmapPunks has been shrouded in mystery. At the same time, the prefix Bitmap in the name of BitmapPunks has also aroused speculation among some players. Bitmap was originally a metaverse project developed on the Bitcoin ecosystem based on ordinal theory and bitmap theory. The core concept is to generate 2D plots based on Bitcoin block data. As a super-large collection, is the random generation rule of BitmapPunks similar to the Bitmap principle and matched with certain data on the Ethereum chain? If this hypothesis is true, then BitmapPunks may become a collection of NFTs generated in this way on Ethereum.

在Floor Protocol創辦人的支持下，BitmapPunks一直籠罩在神秘之中。同時，BitmapPunks名稱中的Bitmap前綴也引起了部分玩家的猜測。 Bitmap最初是基於序數理論和位圖理論在比特幣生態系統上開發的元宇宙專案。核心概念是根據比特幣區塊數據生成二維圖。作為一個超大型集合，BitmapPunks的隨機生成規則是否類似於Bitmap原理並與以太坊鏈上的某些數據進行匹配？如果這個假設成立，那麼 BitmapPunks 可能會成為以太坊上以這種方式產生的 NFT 的集合。

However, the above are all based on community inferences and assumptions, and the subsequent performance of BitmapPunks remains to be seen. At the end of 2024, many blue-chip NFTs such as Pudgy Penguins, Azuki and Doodles announced that they would issue tokens one after another. Some people call it the "last dance" of the NFT

不過，以上皆基於社群推論與假設，BitmapPunks後續表現仍有待觀察。 2024年底，Pudgy Penguins、Azuki、Doodles等多家藍籌NFT紛紛宣布發行代幣。有人稱之為 NFT 的“最後之舞”