jakiro
Part.1 Bitcoin Ecology is a Long-term Narrative
For a long-term coin, the holding logic should always be independent of the short-term price.During a high period of a currency, if you choose to believe in a narrative, you must think about whether the narrative can convince yourself if the price drops to 10% of the current price?If not, maybe we have to reassess the persuasiveness of this narrative.
Some narratives are like this. This narrative only takes effect in the current price range. If it falls, it means that the narrative has expired.There is also a part of the true “narrative”, regardless of the rise and fall, as long as it is not a fundamental change in conditions (such as the project party running away or the black swan event), its narrative can be completely independent of the price.
Temporary narratives are mostly used to boost fomo emotions. Once they fall, people have ten thousand reasons to falsify it (maybe before that, you can try to falsify each narrative so as to give yourself an objective investment idea);When we call a reliable and sustainable narrative – fomo, people use it to fuel the fire, when fud, people use it to strengthen their faith, or even when it is plain, they can fomo at the first time… But it should be noted thatEven if this kind of narrative is effective independently of the price, it is inevitable that it will add a bit of over-beautification when fomo, and it will be covered with a few hats that look like pseudo-non-false when fud.
If you are a long-termist, when choosing to hold tokens for a long time, you should try to avoid temporary narratives (even if it is really difficult to identify sometimes), and choose narratives that seem to be independent of the price and naturally produce persuasiveness.Take Bitcoin as an example. If 20,000 will fall tomorrow, I can still tell you with confidence that it will be 1 million in a few years – no need to explain.
Bitcoin is very simple, and everyone understands its “eternal” point.But now there are fewer and fewer simple things, and it is difficult for us to see how long a narrative of a thing can live.
The currency circle is still a huge grass-roots team after all, and they use seemingly complicated things to fool them.Some people say that no matter how the process is, the ending will rise, and no matter how the process is, the ending will be zero.Reasonable, this is how the grass-raid team is.
However, there is one thing different, which is the “Bitcoin Ecology”.It’s complicated, but not that complicated, nothing more thanUse Bitcoin to empower Bitcoin.Everything is related to Bitcoin. Everything is the other side of Bitcoin. Everything is to make Bitcoin better.Come from Bitcoin, go to Bitcoin.
I firmly believe that the five words “Bitcoin Ecology” are a reliable long-term narrative.You can falsify the inscriptions, you can falsify the second layer, and people have reasons to falsify every wave of trends that have become popular on Bitcoin.But it is difficult for people to completely falsify the five words “Bitcoin Ecology”.
How to define the “Bitcoin Ecology”?If someone calls it a Bitcoin ecosystem, but when more people play Bitcoin or Bitcoin rises, it has nothing to do with this thing, or when this thing develops well, it cannot be compared to Bitcoin itselfWhat value is generated, even harmful to Bitcoin – then Bitcoin does not need it, it is meaningless to Bitcoin. This cannot be considered a link in the Bitcoin ecosystem, it can only be considered a bitcoin.The rest, a truly meaningful model for Bitcoin development, will form a complete long-term and continuous gameplay that will not be lost from the Bitcoin main network.
Even if all the projects in the “Bitcoin Ecology” are finally coming to zero today, the charm of these five words will make it sprout from a certain moment in the future of blockchain.Look, this is a narrative independent of the price.
In addition to Bitcoin, various public chains want to falsify each other, various memes want to falsify each other, and various projects are also proving each other why they are necessary but others do not.Only Bitcoin can you not falsify it.Bitcoin and everything around Bitcoin will get better and better, and it only takes time to prove it.
Human technology will definitely improve, medical care will become more and more perfect, the Internet will become more and more prosperous, and people’s lives will become happier… In addition to these parallel sentences, one sentence can be added, and Bitcoin will become better and better.So what about everything around Bitcoin?It won’t be bad.
Therefore, if the end of the copycat is really zero, the end of the Bitcoin ecosystem is the revival of all things, singing and dancing to peace, the return of the rivers, and the light of the road.
Part.2 Atomicals are certain opportunities within your reach
We discuss why the narrative of the Bitcoin ecosystem can last, even be “eternal”.Then, how to find our own certainty opportunities in the “eternal narrative” has become a question we need to consider.
The easiest thing is to put everything that web3 already has onto Bitcoin—
Everyone is playing asset issuance outside. How is it better to issue Bitcoin?
Defi is being used outside, how can we implement defi on Bitcoin?
There are smart contracts outside, which projects on Bitcoin can be programmable?
What are the various gameplays outside? Can you play them all on Bitcoin?
Sloppy answer: It should be possible, anyway, Bitcoin is the end of everything.The seemingly sloppy answer is also the initial answer of the public, so various sub-ecology and sub-projects appeared on Bitcoin, trying their best to achieve market demand.
At the same time, more people have focused their attention on the Atomicals ecosystem.
Atomicals is not a project created by someone on one day.Instead, the only way to develop and mature Bitcoin – all gameplay concepts such as colored coins, Bitwork, AVM, Realm, etc. are things that will naturally appear when Bitcoin develops to this day, but it just happens to be called “Atomicals”.That’s it.
If I were to say it, I would name it “Bitcoin Application Ecosystem (also known as: Atomicals).
According to our above statement, copy the existing things in web3 as we copied. In fact, I think this idea is not completely correct.Imitation can never be surpassed, and it will only make the imitator.So it is better to say that people like to see the comparison under imitation, so the popularity brought by this ultimately leads to a generation of innovation.
Today, I am sending coins on Bitcoin, doing Defi, playing NFT, or playing did… are all old things.There must be a market, but the “paradigm innovation” brewing behind these markets is the real new blue ocean.It is these “old” things that give people the opportunity to flock to them – so innovation will no longer be buried.
Because of the story of defi, people may pay more attention to AVM, and then feel that the flexibility of expanding the blockchain world can be opened up by “dyeing + de-dyeing”;
Because of the popularity of issuing coins, people may understand dyed coins and one coin. Then they see that we can “hold and empower” Bitcoin while enjoying the pleasure of playing new coins;
Because of the mining gameplay, people may be involved in this mini pow that every household can participate in, allowing the charm of bitwork to influence the public;
Because of the purpose of DID, people may find that realm is a kind of brain that can completely refactor traditional dns.
…
What’s the end?There will be defi, there will be coins, and there will be did, there will be socialfi, gamefi, and dao. But what truly achieves the Bitcoin ecosystem and makes the ecosystem become the ecological forever is a new thing, and it is only representative of Bitcoin.Something.Because of all kinds of things that people “wanted to play” in the end, people accidentally participated in a wave of Bitcoin ecological transformation.
Atomicals is the time to maximize the “playability” of Bitcoin since Taproot upgraded two years ago.Why hasn’t anyone made these ecology in the past decade?Innovation in Bitcoin is a face of countless conservatives and requires a long cycle to change the basic environment. This kind of innovation soil condition has only been achieved in the past two years. Today’s ecology is the result of the right time, place, and people-Stop being involved in a small agreement. Atomicals is completely different from those gadgets that “seemingly ecology is actually a project”. It is developed for Bitcoin itself, adding Bitcoin’s own use cases, and truly loyal to Bitcoin.It cannot leave the strong binding ecosystem of Bitcoin.
Atomicals is an ecosystem that can really make a big deal about “narrative durability”.In some of the current “protocol” ecosystems, you have reason to use the same reason to go to the entire ecosystem. If you say that others don’t work, it’s not possible.But if you come to Atomicals FUD, I think you can only FUD one section at a time. Do you think the dyeing coins are not good?Or do you think Bitwork mining is not good?Or do you think the domain name Realm is not good?Do you still think that the NFT issuance method is not good?
Many people think they are playing a “sub-project” under the Bitcoin ecosystem. In fact, it is not the case. Atomicals is naturally integrated with Bitcoin, and we are tired of using those old words—Native, orthodox, halal, authentic, fundamentalist.In such a big ecosystem, dyed coins are an ecological module, mining coins can also be regarded as an ecological module, domain names can be regarded as an ecological module, and AVM smart contracts are another ecological module – this is what we are talking aboutBitcoin application ecosystem (also known as: Atomicals).
You can say that a sub-section under Atomicals is not attractive enough, but it is difficult for you to say that the new programmable, scalable, flexible, and playable “Bitcoin Application New, composed of “dyeing” and “de-dyeing” is composed of “dyeing” and “de-dyeing”.What’s wrong with the times?The general direction is correct. As for programming methods, coin mining methods, trading modes, and even community culture, all details are slowly optimized under the big framework and will eventually become better.
Look, when Quark is 130, I also talked and wrote articles like this. Now Quark is 30+, I still insist on saying this.At that time, the agreement was about 15,000 yuan, and now it is more than 3,000 yuan.This or this kind of narrative has run through different market sentiment states and different capital rotation cycles at high and low levels.
Why does my logic remain unchanged when it falls?The past declines were mostly due to environmental impact, but as for the original intention of my choice to stay:
I’m not just believing in a certain token, I’m believing in these upgraded stained bitcoins.
I’m not just believing in a certain founder, I’m believing in every builder who wants Bitcoin to be better.
I’m not just believing in a certain application feature, I’m believing that Bitcoin will enter into infinite expansion in the simplest way.
I’m not just believing in a certain project, I’m believing in the ecosystem that Bitcoin should have.
What is the market attitude?unimportant.I remain unmoved even if the wind and rain blow.Little do we know that we may have been at the turning point of history.
