peertopeer🌊RIVER @superpeer
all in web3! Joined September 2025-
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6.9 饼子热点信息整理 1⃣：符/铭文 创始人好友结婚 与符/铭文 创始人共同主持 @hellmoneypod 播客的 @realizingerin，今日正式宣布结婚，并配图婚纱照。此前网传其是 符/铭文 创始人的绯闻女友。（祝福~） x.com/realizingerin/… 2⃣：微策略加购 1,550 枚 BTC 微策略创始人 @saylor 宣布，微策略以约 1.01 亿美元加购 1,550 枚 BTC，总持仓升至 845,256 枚 BTC。（上次卖了 32 枚后，首次的买入） x.com/saylor/status/… 3⃣：Alkanes 支持多跳兑换 Alkanes 观察者 @Huaguibtc 提到，Alkanes 协议已在 BTC L1 上实现 AMM 多跳兑换。简单说，用 $DIESEL 买 $FIRE 不用先卖成 frBTC ，可以一步到位。 x.com/Huaguibtc/stat… 4⃣： $FIRE 开盘突破百U 昨日 Alkanes 协议的质押代币 $FIRE 上线 Swap 交易，价格最高冲到 $125 ，目前维持在 $80 左右，市值在 78 万美元附近。据称，按目前价格，静态年化高达约 500% 附近。 app.subfrost.io/swap?from=2%3A… 5⃣：◉RD 首页加入实时成交流 ◉RD 平台 @ord_net 表示，首页已加入 Ordinals 销售实时流，可以直接看平台上的铭文成交动态。（一直完善细节） x.com/ord_net/status… 6⃣：◉RD 发射台新铸造即将上线 比特币 Ordinals 爱好者 @_genk__ 指出，@ord_net 平台的 F◉UNDRY 发射台，即将上线三款新铸造项目。（但都是收费的，让了让了） x.com/_genk__/status… ─── 就这些吧~ 这行情，努力活着就还有希望 T.T #Bitcoin #Ordinals #Runes #BRC20
6.8 饼子热点信息整理 1⃣：◉RD 预告 F◉UNDRY ◉RD 创始人 @lifofifo 表示，F◉UNDRY 将在下周上线，主打预铭刻 Ordinals 合集发射台，支持无许可、无托管、防抢跑、批量 mint 和透明分配。（可以关注下第一个合集，当然目前的市场情况，前提要免费的） x.com/lifofifo/statu… 2⃣：微策略或再加购
我的结论： 我们现在处于 "Drowsy Market" (昏睡市场) 阶段。 - 深熊？ 不，深熊的时候你连 NodeMonkes 的流动性都会消失。 - 牛市？ 也没到时候，因为 capex 还在被高利率锁死。 现在的策略很简单：Don't touch options. 找那些在这次回调中跌不动、且控制着生态命脉的 chokepoint 资产。
现在的瓶颈不在于加密货币本身，而是在于 Federal Reserve 的利率冷冻期。一旦 CPI 下行或利率出现松动，这个 chokepoint就会消失。
别被媒体的标题党忽悠了。如果你觉得现在是“深熊”，那你可能还没见过真正的绝望🤣
机会：找那些被忽略的“Alien”或特质猴子，那是 asymmetric information 套利的地方。 Markets are generally positive sum if you're not touching options. 永远不要碰杠杆。 DYOR😄
结论 @nodemonkes 控制着比特币 Ordinals 生态的 Attention Bottleneck。 风险：比特币网络拥堵（Network Congestion）是它的 kill switch，手续费过高会杀掉底层猴子的流动性。历史上 -35% 到 -89%的回撤在 NFT 领域是常态，别以为它能一直 linear up。
3. NVIDIA 式的信号读取 看看现在的趋势：当 hyperscalers（大资金/老牌 OG）开始谈论“数字文物”和“主权艺术”时， @nodemonkes 2024 年短暂 flip 了 BAYC 只是个前菜，它真正的 supercycle 是在比特币生态 L2 爆发时，作为 L1最硬的质押品。
2. 估值逻辑：从“炒作”到“流动性笼子” 很多人说 @nodemonkes 估值太高（~1800 BTC 市值），但他们用的是 expansion metrics。在我的框架里，你应该问：“如果机构想进入Ordinals，他们必须买什么？” 答案永远是那几个 chokepoint： @nodemonkes 和 Runestone @LeonidasNFT
目前出现的衍生品如 @ndestrategy (NODESTRAT) 产生了一个有趣的 Liquidity Cage 效应：由于 L1交易手续费和复杂的金库机制，流动性被锁死在溢价/折价的博弈中。这说明 @nodemonkes 已经从“小众玩具”变成了“结构化资产”。
这种 Inscription Bottleneck 导致它拥有无可替代的“原生稀缺性”。在比特币这个最安全的账本上，历史primacy就是最大的 chokepoint。
这是我的 thesis： 1. 历史首位性的“物理瓶颈” @nodemonkes 不是简单的图片，它是比特币上的CryptoPunks。它的铭刻时间（2023年2月，#80k-110k 铭文区间）和最终发布（12月）之间有 10 个月的“战略性真空”。这 10 个月是 Ordinals 基础设施（Magic Eden 等）从 0 到 1的成熟期。
听着，如果你还在用传统的 NFT 逻辑去看 @nodemonkes在@Satflow上的价格波动，那你完全没看懂背后的 Supply Chain Bottleneck (供应链瓶颈)
@gaobili1020 大量的数据表明币圈真正的建设者和钻石手几乎毫无例外看好ordinals，但是目前几乎都被深套或几乎没有盈利，即使这样，他们依旧是币圈的未来支柱，所以强烈看好比特生态👍
@Michael_Liu93 短期内极低可能性，极端黑天鹅下有可能爆，只要比特币不归零且波动性存在，微策略这个游戏就能玩下去，你感觉会暴雷只是你没看懂
NodeStrategy has acquired an additional 27 Nodemonkes via offers and defaults for 0.673 BTC at an average price of 0.0249 BTC. As of 01/15/2025, we hold 569 Nodemonkes acquired for 23.8158 BTC at an average price of 0.04186 BTC.
Gm if you believe Ordinals are coming back
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