富兰克林邓普顿认为比特币生态系统蓬勃发展，NFT 不断兴起

富兰克林邓普顿的数字资产部门强调了比特币生态系统内活动的激增，将其归因于称为 Ordinals 的基于比特币的不可替代代币 (NFT) 的出现、新的可替代标准的开发、比特币第 2 层解决方案的发展以及建立在比特币网络上的 DeFi 应用的扩展。比特币 NFT，尤其是 Ordinals，交易量显着增加，在 2023 年 12 月超过了以太坊，NodeMonkes、Runestone 和 Bitcoin Puppets 等主流产品逐渐成为市场领导者。

Franklin Templeton Highlights Surge in Bitcoin Ecosystem Activity, Underscoring the Emergence of Bitcoin-Based Non-Fungible Tokens (NFTs)

富兰克林邓普顿强调比特币生态系统活动激增，强调基于比特币的不可替代代币（NFT）的出现

New York, NY – April 10, 2024 – Franklin Templeton, a leading global asset management firm, has released a comprehensive report delving into the burgeoning digital assets landscape, particularly the surge in activity within the Bitcoin ecosystem. The report underscores the growing adoption of Bitcoin-based non-fungible tokens (NFTs), attributing this momentum to a confluence of factors that are reshaping the Bitcoin network.

纽约州纽约 – 2024 年 4 月 10 日 – 全球领先的资产管理公司富兰克林邓普顿发布了一份综合报告，深入探讨了蓬勃发展的数字资产格局，特别是比特币生态系统内活动的激增。该报告强调了基于比特币的不可替代代币（NFT）的日益普及，并将这一势头归因于重塑比特币网络的多种因素的综合作用。

Factors Driving the Rise of Bitcoin NFTs and Growth in the Ecosystem

推动比特币 NFT 兴起和生态系统增长的因素

Franklin Templeton's analysis attributes the increased momentum within the Bitcoin ecosystem to several key factors:

富兰克林邓普顿的分析将比特币生态系统内的增长动力归因于几个关键因素：

1. Emergence of Bitcoin (BTC) NFTs Called Ordinals:

1. 被称为 Ordinals 的比特币 (BTC) NFT 的出现：

Ordinals represent a revolutionary innovation within the Bitcoin ecosystem, enabling the recording of unique data directly onto the blockchain. This capability has opened up new possibilities for the creation and trading of NFTs on the Bitcoin network.

序数代表了比特币生态系统中的革命性创新，可以将独特的数据直接记录到区块链上。这一功能为在比特币网络上创建和交易 NFT 开辟了新的可能性。

2. Development of New Fungible Standards (e.g., BRC-20, Runes):

2. 制定新的可替代标准（例如 BRC-20、符文）：

The introduction of new fungible standards, such as BRC-20 and Runes, has facilitated the development of decentralized applications and financial instruments on the Bitcoin network, further expanding its functionality and utility.

BRC-20和Runes等新的可替代标准的引入促进了比特币网络上去中心化应用程序和金融工具的开发，进一步扩展了其功能和实用性。

3. Growth of Bitcoin Layer 2 (L2) Solutions:

3. 比特币第 2 层 (L2) 解决方案的增长：

Bitcoin L2 solutions, such as the Lightning Network, are enhancing the scalability and efficiency of the Bitcoin network, enabling faster and cheaper transactions. This has contributed to the growth of NFT-related activities on the network.

比特币 L2 解决方案，例如闪电网络，正在增强比特币网络的可扩展性和效率，从而实现更快、更便宜的交易。这促进了网络上 NFT 相关活动的增长。

4. Expansion of Decentralized Finance (DeFi) Applications on Bitcoin:

4. 比特币上去中心化金融（DeFi）应用的扩展：

The emergence of DeFi applications built on the Bitcoin network has introduced a range of financial services, such as lending, borrowing, and asset management, further enhancing the utility and attractiveness of the ecosystem.

基于比特币网络的 DeFi 应用的出现，引入了借贷、资产管理等一系列金融服务，进一步增强了生态系统的实用性和吸引力。

Bitcoin Ordinals Gain Prominence

比特币序数变得突出

The report highlights the growing dominance of Bitcoin Ordinals in the NFT market. Ordinals have witnessed a significant surge in trading volume over the past several months, propelling Bitcoin to surpass Ethereum in terms of NFT trading volume in December 2023.

该报告强调了比特币序数在 NFT 市场中日益增长的主导地位。过去几个月，Ordinals 的交易量大幅飙升，推动比特币在 2023 年 12 月的 NFT 交易量上超越以太坊。

Several collections of Bitcoin Ordinals have emerged as leading players in the market, capturing significant market share in terms of both trading volume and market capitalization. These include NodeMonkes, Runestone, and Bitcoin Puppets.

多个比特币序号集合已成为市场上的领先者，在交易量和市值方面占据了重要的市场份额。其中包括 NodeMonkes、Runestone 和 Bitcoin Puppets。

The unique characteristic of BTC Ordinals, which allows them to contain raw data directly on the Bitcoin blockchain, sets them apart from NFTs on other blockchains and contributes to their growing popularity.

BTC Ordinals 的独特特性使其能够直接在比特币区块链上包含原始数据，这使它们与其他区块链上的 NFT 区分开来，并有助于其日益普及。

Franklin Templeton's Involvement in Digital Assets

富兰克林邓普顿涉足数字资产

Franklin Templeton, renowned for its extensive experience in the ETF market, was one of the issuers to launch a spot BTC ETF in the United States earlier this year. The ETF, trading under the ticker "EZBC," has attracted substantial inflows since its launch in January 2024.

富兰克林邓普顿以其在 ETF 市场的丰富经验而闻名，是今年早些时候在美国推出现货 BTC ETF 的发行人之一。该 ETF 交易代码为“EZBC”，自 2024 年 1 月推出以来吸引了大量资金流入。

Despite its zero-fee structure, Franklin Templeton's ETF has experienced a distinct difference in flows compared to other major players in the ETF market, such as Blackrock and Fidelity.

尽管富兰克林邓普顿的 ETF 采用零费用结构，但与 ETF 市场的其他主要参与者（例如贝莱德和富达）相比，其流量仍存在明显差异。

Binance Discontinues Support for BTC NFTs

币安停止支持 BTC NFT

In a recent announcement, Binance, a leading cryptocurrency exchange, revealed its decision to discontinue support for Bitcoin-based NFTs on its marketplace. This move comes less than a year after Binance introduced support for BTC NFTs.

在最近的一份声明中，领先的加密货币交易所币安透露其决定停止在其市场上支持基于比特币的 NFT。这一举措是在币安推出对 BTC NFT 支持不到一年后做出的。

Binance cited a need to streamline its product offerings in the NFT space as the reason for this decision. The exchange advised users to withdraw their Bitcoin NFTs from the Binance NFT marketplace by May 18, 2024. Effective April 18, 2024, Binance will cease to facilitate airdrops, benefits, or utilities associated with BTC NFTs.

币安做出这一决定的原因是需要简化其在 NFT 领域的产品供应。该交易所建议用户在 2024 年 5 月 18 日之前从币安 NFT 市场撤回比特币 NFT。自 2024 年 4 月 18 日起，币安将停止提供与 BTC NFT 相关的空投、福利或实用程序。

Bitcoin Price Analysis

比特币价格分析

At the time of writing, Bitcoin (BTC) is trading at $68,300, having experienced a modest 3% increase over the past 24 hours. BTC is approaching the significant milestone of $70,000, a level it has historically struggled to maintain.

截至撰写本文时，比特币 (BTC) 的交易价格为 68,300 美元，在过去 24 小时内小幅上涨 3%。 BTC 正在接近 70,000 美元的重要里程碑，这是它历史上一直难以维持的水平。

Conclusion

结论

Franklin Templeton's report provides valuable insights into the evolving digital assets landscape, highlighting the surge in activity within the Bitcoin ecosystem and the growing adoption of Bitcoin-based NFTs. The confluence of factors driving this momentum, including the emergence of Ordinals and the development of new standards and applications, is transforming the Bitcoin network and expanding its utility.

富兰克林邓普顿的报告为不断发展的数字资产格局提供了宝贵的见解，强调了比特币生态系统内活动的激增以及基于比特币的 NFT 的日益普及。推动这一势头的因素的融合，包括序号的出现以及新标准和应用程序的开发，正在改变比特币网络并扩大其效用。

The discontinuation of BTC NFT support by Binance serves as an indication of the ongoing evolution within the NFT market, emphasizing the need for platforms to adapt to the changing landscape. As the digital assets industry continues to mature, it is expected that further innovations and developments will shape the future of NFTs and the broader ecosystem.

币安停止对 BTC NFT 支持表明 NFT 市场正在不断发展，强调平台需要适应不断变化的格局。随着数字资产行业的不断成熟，预计进一步的创新和发展将塑造 NFT 和更广泛生态系统的未来。