BitmapPunks：新年 NFT 热潮？

加密货币世界里没有真正的休息日。这种说法不仅体现在24/7交易市场上，还隐含着热点叙事

The cryptocurrency world never truly has a day off. This statement not only rings true for the 24/7 trading market but also applies to the hot on-chain narratives that emerge regardless of the time. The first day of the new year should have been a day of rest, yet an Ethereum NFT project called BitmapPunks broke the silence on-chain.

加密货币世界从来没有真正休息过。这句话不仅适用于 24/7 交易市场，也适用于无论何时都会出现的热门链上故事。新年的第一天本该是休息的一天，然而一个名为BitmapPunks的以太坊NFT项目打破了链上的沉默。

The NFT project announced the opening of free minting at 10 p.m. on January 1, with a total of 2.1 million pieces. The minting was announced to have been completed at 2 p.m. today. According to etherscan data, the minting of BitmapPunks consumed a total of 1,194.65 ETH, worth more than $4.08 million, and the Ethereum network Gas once soared to above 50 gwei. So why can BitmapPunks cause FOMO on-chain? What are the gameplay innovations? Odaily Planet Daily will briefly introduce it in this article.

NFT项目于1月1日晚10点宣布开启免费铸币，总量210万枚。宣布铸币已于今天下午 2 点完成。据etherscan数据显示，BitmapPunks的铸造共消耗了1,194.65 ETH，价值超过408万美元，以太坊网络Gas一度飙升至50 gwei以上。那么为什么BitmapPunks会导致链上FOMO呢？游戏玩法有哪些创新？ Odaily星球日报将在本文中对其进行简单介绍。

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

超大收藏+“图币组合”通缩机制

BitmapPunks is first and foremost 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首先是以太坊链上朋克的超级大集合，免费随机铸造，总量210万枚，单钱包铸造上限100枚。不过，尽管总量巨大，BitmapPunks也有稀有性等级。每个朋克都由不同稀有度的特征属性组成。在官网输入NFT编号即可查看特征稀有度。

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 BMP (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不仅仅是一个超大型的NFT集合，它还提出了“图片通证组合”的通缩机制。规则是，玩家铸造BitmapPunks时，会收到1:1的代币空投BMP（代币合约：0xBBBB2D4d765c1e455E4896A64BA3883e914ABBBB），但当钱包中的BMP代币被转让或出售时，钱包中相应数量的BitmapPunks将被销毁，但是接受代币的钱包不会铸造新的代币NFT；当玩家转移或出售钱包中的BitmapPunk时，BMP代币也会自动转移到接收钱包。

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 代币总量本质上不会发生变化，总数为 210 万枚，但 BitmapPunks 会在 BMP 代币交易过程中持续破坏通货紧缩。根据 Blur 的数据，超过 14 万个 BitmapPunk 已被销毁。同时，BitmapPunks与2024年初炒作的“图转币”ERC404概念在操作上也存在较大差异。

According to DEXscreener data, the current price of BMP is 3.48USDT, with a market value of $7.3 million. 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.

根据DEXscreener数据，BMP当前价格为3.48USDT，市值为730万美元。同时，根据OKX钱包数据，BitmapPunks的交易量已超过22 ETH，底价为0.0008 ETH。根据笔者个人测试，铸造30gwei，单个BitmapPunks的成本约为1.5USDT。到目前为止，仅以币价计算利润至少翻了一倍。

Will BitmapPunks set off a new year NFT craze?

BitmapPunks会掀起新年NFT热潮吗？

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.

虽然BitmapPunks已经铸造，但该项目诞生不久，并没有太多公开信息来解读它。官方推特账号尚未更新详细的项目介绍。最新推文宣布 BitmapPunks 铸币结束。

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.

不过，根据社区的推断，BitmapPunks项目的创始人极有可能是NFT流动性协议Floor Protocol（X：@FLC_FlooringLab）的创始人，他在BitmapPunks铸币前后发布了多条与BitmapPunks相关的推文。除了 CryptoPunks 官方 Twitter 账户之外，BitmapPunks 仅有的两个关注者是 Floor Protocol 的创始人，这似乎也证实了这一点。

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创始人的支持下，BitmapPunks一直笼罩在神秘之中。同时，BitmapPunks名称中的Bitmap前缀也引起了部分玩家的猜测。 Bitmap最初是基于序数理论和位图理论在比特币生态系统上开发的元宇宙项目。核心概念是根据比特币区块数据生成二维图。作为一个超大型集合，BitmapPunks的随机生成规则是否类似于Bitmap原理并与以太坊链上的某些数据进行匹配？如果这个假设成立，那么 BitmapPunks 可能会成为以太坊上以这种方式生成的 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

不过，以上均基于社区推论和假设，BitmapPunks后续表现还有待观察。到 2024 年底，许多