比特币最终正在发展为 L1，而不是仅作为价值存储锚层。需要明确的是，序数协议不允许完整的 NFT 功能，但这是朝着这个方向迈出的令人兴奋的一步。
让我们看看这次更新带来的 10 倍到 20 倍的可能性。
一些背景
如果没有之前对比特币协议的两次更新，序数协议是不可能的。第一个是2017 Segwit更新。
除其他外，隔离见证（简称 seg wit）更新将 BTC 的区块大小扩大到 4 MB。比特币现金的出现是因为那些支持者想要 8 MB 的块大小。
当时，每个人都不仅仅将 BTC 视为一种价值储存手段。人们希望它成为一种功能齐全的货币。为此，它需要更快。增加区块大小会有所帮助……但代价是对维护区块链的硬件要求非常重要。
这些争论现在看起来多么古怪。
无论如何，2021 年的 Taproot 增加了允许人们存储交易数据的附加功能。我当时写了关于 Taproot 的文章并且是积极的，尽管我担心 BTC 在生态系统强度方面可能无法赶上 ETH、ADA 或 SOL。
Profile photo for L. Sebastian Purcell, PhD L. Sebastian Purcell, PhD · 1y Do you think bitcoin is a bubble waiting to burst or a growing currency? The bubble already burst, just go look at my post where I correctly called the end of this bull run (and I got miles of hate for being right). But to answer the spirit of the question, Bitcoin isn’t a growing currency, it’s a growing platform. I’ll explain in two points. #1 Crypto-currencies v. Crypto-platforms Bitcoin was originally developed as a currency. It uses blockchain technology to power the coin—specifically to track who owns it and how much was spent. It was rightly called a cryptocurrency, then, because it used cryptographic hashes to secure that process. Ethereum turned that idea on its head. Rather than use a blockchain to power a coin, why not use a coin to power the blockchain? Ethereum is a global computer, so it’s a computing platform, and it runs other applications (called D’Apps) on it. In order to run those applications, you need to spend ETH. This was a marvelous idea that has spawned all kinds of new technology, including decentralized exchanges, Non-fungible tokens, decentralized autonomous organizations, synthetic stocks, crypto lending, and crypto-insurance. Those don’t all run on Etherum (I linked several on the Terra blockchain), but the idea started there. Crypto-platforms have much more potential than the original idea for Bitcoin, and that’s why, right now, the fight is to make faster and cheaper platforms. Ethereum was first and so has 90% of all the D’Apps on it, but others like SOL and Terra (LUNA) are presently much faster and cheaper. They’re working to take Ethereum’s market share before it can update. And in all of this, Bitcoin is still just a currency. But that is going to change. #2 The Taproot Upgrade Realizing that the future for cryptos will have little to do with currencies and everything to do with platforms, Bitcoin is upgrading to have functioning smart contracts (Bitcoin actually already had this technology and the first NFTs were on it, but it wasn’t very useful). To explain, the way that platforms work is through “smart contracts,” which are just “if … then” instructions. Since computer programs are just “if … then” instructions (for the most part), having smart contracts = having the ability to host other programs. Bitcoin’s upgrade is the Taproot Upgrade and it's already in its testing phase. It will be fully deployed in November. When this is complete, it’ll transform from a cryptocurrency to a cryptoplatform. Then its main problems will be (1) developing apps that (2) people use. To get people to use it, Bitcoin will have to be fast. It’s slower than Ethereum, and Ethereum is too slow already. So, that’s where it’ll need to focus. If Bitcoin can’t manage that, then it’ll probably still continue as a proven store of value as a basic financial anchor layer. Concluding Thoughts Cryptocurrencies will continue to grow. A new project, Wing Finance, is trying to introduce credit scores internal to the blockchain system. If that project is fully successful, then cryptocurrencies will effectively be able to replace banking as we know it. More than likely, there will be a new hybrid banking system with cryptos expanding into areas where traditional finance hasn’t been able to enter (e.g. the developing world). Bitcoin will have a future in that, and I see at least a 3x bounce in the next bull run because it is a proven store of value. To do 20x, it’ll have to succeed as a crypto-platform and beat all the competitors that have years of advances on it. That would put its market cap at about $20 trillion, or the size of M2 (the total free US dollars presently). It could happen, but it’s not my primary bet. The 3x return seems likely to me. I think Ethereum has the best shot at becoming the world’s top platform token and squeezing out all the competition. If it did that, then it would shoot up 85x from its present value. A more likely scenario, however, is that there would be about 3 winners (dividing up that $20 trillion pie). In that case, if ADA takes a top 3 slot, it would do 163x from its present value. If SOL took a top 3 spot, it would shot up an astronomical 786.5x. And if LUNA managed to get into the top 3, it would make it to the moon with a 2203x return. So, yes it’s a crypto winter. But there’s a reason why people say riches are made in a bull run, wealth in a bear market. Happy Trading! If you found this helpful, you can subscribe to The Art of the Bubble’s free newsletter and join a community of traders exchanging ways to make money by trading bubbles and crashes. If you learned something, hit that UP ARROW and SHARE. 好吧，现在我们可以看到 BTC 的 Taproot 允许在其上存储“NFT”。那么，让我们回顾一下这一点。
为什么这些不是“NFT”
这些新的“NFT”有很多媒体报道，但它从根本上是错误的。
NFT 可以让比特币焕然一新，因为它增加了对区块链的需求 过去几周在加密领域一直关注最新的热潮：序数。你问什么是序数？ https://techcrunch.com/2023/02/16/nfts-could-give-bitcoin-a-face-lift-as-it-increases-demand-for-the-blockchain/?guccounter=1&guce_referrer=aHR0cHM6Ly9tYWlsLmdvb2dsZS5jb20v&guce_referrer_sig=AQAAAMGfOHc0F6KnDZW XrTxE6cmIvw -Hl2R0KGpEcNQ2LWvmIwRZURresBE8UmZa3kpdADTwm8XAv9y5BAX7-2j7KmW2aHqAnpkqwqE9sKPUZtaERiWBtdewL2SaI-DLkHTrdvVYzyjIGTAwe4SqcCK-NyqbKW 我们所知道的 NFT（真正的 NFT）是在由代币（例如 ETH）驱动的区块链（例如以太坊）上运行的代币。
代币不等于硬币。 硬币运行基础层区块链，而代币运行在其之上。 代币的工作方式是通过区块链管理的智能合约。因此，在以太坊上，NFT 将智能合约的交易存储在链上，但 NFT 的数据（图像）存储在链外（因为最终可能会有相当多的数据）。
序号协议不会那样做。它将图像存储在BTC 块中。因此，他们的“NFT”实际上是在链上的。
但这有两个限制。
最明显的是尺寸。您不能超过 4MB，因为这是每个块的最大大小。每个块也必须包含许多其他信息。
此外，序号协议不通过智能合约工作，因此有可能引入复杂的逻辑。相比之下，以太坊上的 NFT 可以作为解锁汽车的钥匙（假设）或充当交易机器人（实际存在）。但这只有通过智能合约才有可能……而 BTC 没有。
但它可以让他们……
BTC 整合
现在，如果将 BTC 集成到其他协议中，它就可以拥有智能合约。堆栈协议（STX) 是最突出的例子。
它采用 BTC 并将其用作价值锚层的零层 (L0) 存储。 然后它用 STX硬币在其之上堆叠一个智能合约框架 (L1) 。 该硬币允许将代币堆叠（L2）在其上。 ETC。 此过程还有一些其他选项，并且在某些方面 wBTC（包裹在以太坊区块链上的比特币）已经做到了这一点。
但我的总体观点是，这种方法对 BTC 来说会更有成效。
我如何以此赚钱？
好吧，第一种方法就是购买比特币和 HODL。那里。我让Sylvain Saurel开心了:)
比特币序数可以提升整个加密生态系统 允许创建比特币 NFT 的 Ordinals 协议的出现恰逢比特币价格的大幅上涨。再加上美国证券交易委员会将比特币从安全标签中豁免，我们看到比特币的看涨景象正在出现。 https://www.coindesk.com/consensus-magazine/2023/02/17/bitcoin-ordinals-can-lift-the-entire-crypto-ecosystem/ BTC 上最引人注目的 NFT 系列是 Degods 系列——它在离开 Solana 后迁移到那里在 FTX 崩溃之后（FTX 是 SOL 的大投资者）。
但您可能还想押注 BTC 在像 STX 这样的协议中的发展。
STX 的完全稀释市值为 6.3 亿美元。 它的价格为 $12.6b，比 Polygon ( MATIC) 目前 = 20 倍回报。 Polygon 是（旨在成为）ETH 上的 L2。而且它只是众多 L2 中的一个。如果 STX 成为 BTC 上的顶级 L2，那么认为在下一次牛市中它会达到现在 MATIC 的规模并不难。
简而言之，购买 BTC 是更确定的赌注，但 STX 可能会从 BTC 的上涨中获利，这将真正帮助该协议与 ETH、AVAX、ALGO 等竞争。