As $BTC breaks through $10,000 again, the Bitcoin ecosystem welcomes a new wave of prosperity, with market enthusiasm completely ignited. $ORDI, $SATS, and $DOG have successively rallied, showing investors' strong pursuit of Bitcoin native assets. As the leading Token of Runes 2.0's #Alkanes @oylwallet protocol, #METHANE's market value has broken through a new high, reaching $16 million, laying a solid market foundation for the new round of "protocol war".
So what kind of protocol will emerge in the Bitcoin ecosystem and help it explode?
There should be four points:
1. Bitcoin Layer 1: The protocol must be based on Bitcoin Layer 1, supporting Bitcoin native assets.
2. Bitcoin DeFi: Provide native DeFi functions such as AMM and lending, release $BTC potential, support decentralized trading, derivatives, and governance.
3. Open Source: Open-source code, hosted on GitHub, relying on Layer 1 security, ensuring no vulnerabilities, and enhancing community trust.
4. Bitcoin Mainnet: Bitcoin mainnet launch, owning Token, inspiring community enthusiasm, and gaining recognition through community and market practice.
The emergence of Alkanes also verifies these four points.
Bitcoin 2.0 ecosystem's three narratives: Runes 2.0, BRC 2.0, and OP_CAT have all met the explosion conditions except for mainnet launch, so which one will be the next to emerge? This will be a time competition game.
BRC 2.0: The official @bestinslotxyz has clearly stated it will launch on the Bitcoin mainnet in Q4 2025, introducing EVM, supporting scenarios like DeFi, RWA, and DAO, with strong market expectations.
#OP_CAT: Activation time is yet to be determined, with various parties predicting it might be activated next year.
Runes 2.0: #Alkanes has already launched on the Bitcoin mainnet, and #RSM (Runes State Machine) @RSM_Runes, which is called the "other twin star of Runes 2.0", has been frequently updating code recently. Combined with tweets, it strongly suggests a possible launch in Q2 or Q3 of 2025.
In the new round of Bitcoin ecosystem's "protocol war" time competition, #RSM's various performances suggest it will launch on the Bitcoin mainnet earlier and become the next explosion point after #Alkanes.
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