Eths surges and talks about the future trend of the inscription track

Today's article mainly shares some personal thoughts on the future of the inscription track.

In the current inscription market, I am personally concerned about several things.

• The phenomenon of "imaginary enemies" between brc20 and eths spontaneously generated by different community members

• The attitude and actions of the B side (here generally refers to the centralized platform) towards eths and brc20

Targeting the “Imaginary Enemy” Phenomenon

With the recent explosion of eths, I can always see some content that establishes a hostile relationship between "eths" and "ordi" when collecting fragmented information on Twitter. Some of the milder ones are sneering at the shutdown of brc20, while some of the more serious ones always want the two to fight to the death; some of the more pertinent ones compare the various disadvantages of ordi with the various advantages of eths.

In my humble opinion, we are of the same origin, so why are we so eager to fight against each other?

I have mentioned before that when investing in a project, we must analyze it from multiple aspects from an objective perspective in order to be responsible for our own funds. Any one-sided subjective assumptions will put the funds in an irreversible risk.

When I wrote the previous article, I also thought about the comparison between ordi and eths. Here I would like to share my thinking logic at that time.

Fund activity

At this moment, the trend of virtual currency depends on the performance of BTC, but at this stage, ETH is the main battlefield.

Whether it is base or l2, it has to be denied that a large amount of retail funds are actively pooled on eth.

In terms of fund activity, eths currently has a geographical advantage over brc20. On the contrary, in the bear market of BTC, the investment strategies of smart whales are basically to seek stability, not to mention any new projects. Buying ETH is a blasphemy to BTC (not representing all).

But this is just one of the factors. If this factor could determine the winner, I think BTC would have been surpassed by ETH long ago.

"Technology Gene"

The underlying technical issues of BTC and ETH have already determined the different development trends of the two. Just like the difference between science students and liberal arts students, each has its own advantages but is not competitive.

As a rising star, eths has almost fully utilized the technical advantages of eth. Therefore, it can quickly implement the technologies one by one in a short period of time.

This is the advantage of timing.

Community atmosphere

The ETHS community is one of the better communities I have seen so far. It is obvious that many brc20 OGs are involved. Everyone has learned lessons from past experience and made reasonable use of all network resources. Even the founder has become a barbeque vendor in Zibo, with nothing to do but to work. This is harmony among people.

Through the above thinking, I have deduced the development trend of eths in the previous article. I can only say that at the current stage, the narrative of BTC is much less than that of ETH.

But even so, Brc20 is not completely useless. As the only new type of narrative, Brc20 has to face long-term technical development issues. The longer it takes, the more it will be a blockbuster.

On the other hand, there are many factors that may explain the decline of ordi, but in my opinion it is a healthy trend, but the timing is not right. If ordi returns to zero, will eths not be affected?

Looking at the differences between the two rationally, allowing liberal arts students to not be able to solve math problems and allowing science students to not understand classical Chinese are all kinds of respect for the essential laws of things.

Therefore, at this moment, and even in the next period of time, the ETH ecosystem will be superior, but the objective considerations are time and space.

Who knows whether ETH or BTC will lead the next bull market? What if BTC takes a big dive at this moment?

“Response from the B-side Group”

As mentioned in the previous article, once the market goes online and splits, the role of the black-hearted boss will naturally emerge. This is a rule.

In the current environment, eths, a newborn baby, is different from brc20 in that it does not have a strong order-maintainer to protect it; for the time being, no one has emerged who can shoulder the responsibility of upholding industry standards.

But fortunately, users remember the pain and will learn from past experiences to avoid some upcoming risks.

The number of active users of eths is a huge difference compared to BTC. This traffic is enough for an emerging exchange to seize the opportunity and become the top one. As for who can become the designator of industry standards this time, let us wait and see.

Future perspectives

The next turning point facing eths is how to flourish through centralized exchanges. No matter what the outcome is, based on eths’ current popularity and size, it cannot conceal the fact that it has strong development potential.

At this moment, the split of eths will be a good opportunity to expand its influence. With the operation of centralized exchanges, the probability of being equal to brc20 is very high. Perhaps in the current stage where eth is king, the possibility of eths surpassing ordi is also very high. After all, the inscription does not represent BTC and ETH, but the development prediction of ordi and eths under the right time, right place and right people.

But BRC20 is not standing still. The wave of tokens has witnessed too many drawbacks, but this provides good reference data and thinking for the creation of excellent products in the future. (And ETHS)

Some official actions of ordinarys are beginning to tend towards new attempts. Will it be a new brc20 narrative that deserves our continued attention?

Magic's seemingly minor adjustments are also constantly conveying its intention to deeply polish the product and optimize the user's interactive experience. It may also be a preparation for a rainy day.

MABC is a dark horse that has emerged recently. As the first open-image NFT in BRC20, with its high-quality and exquisite official website design and novel Film-fi gameplay, can it become the next BAYC?

Although I don’t understand what technology is written in damo’s latest tweet, the project team is working on it!

Compared to traditional industries, where investing in a project takes many years to reap returns, the cryptocurrency world can truly be considered a paradise.

(What? You want to double your money right away, ten times in two days? See the picture)

Looking at the entire inscription track, despite the fading enthusiasm, there are still many people moving forward with heavy burdens.

Therefore, everyone, put aside your prejudices and imaginary enemies. There is no right or wrong in the financial market. Look at every project in different development cycles rationally .

The game between you and me is not between dealers. There is no need to fight to the death for our own interests by any means (the funds between you and me do not constitute that scale. It's just 2000u. Why fight for your life? Harmony brings wealth.).

Whether it is BRC20 or ETHS, they will have their own development space and direction in the future. The interaction between the two founders on Twitter is also a kind of information transmission. The two complement each other, and the inscription track will be able to become a huge capital reservoir in the future.

Whether you are B or E, both B and E are responsible for the prosperity of the inscription.

The above content is personal opinion and does not constitute any investment advice.

Please combine multi-dimensional data analysis and trend judgment to make investments and be responsible for your own wallet.