Bitcoin Ecosystem: Brother, Where Are We Going?
—— Starting with Naval's Prophecy
Naval once said: "The market truly rewards the original." This couldn't be more accurate in crypto. After Ethereum, countless EVM clones emerged, but none ever dethroned it. Because the market knows: copycats merely tax the passport of innovation; originals shape the future.
Look at Bitcoin vs. altcoins — BTC continues to rally, while most altcoins are bleeding in the bear market. This is Naval's theory in action: originality survives, imitation withers.
—— Path Dependence and Winner-Takes-All: The Logic of $ORDI
In the Bitcoin ecosystem, $ORDI was the first token inscribed via the BRC-20 protocol. Its value doesn't lie in technical complexity but in historical positioning.
Winner-takes-all is the natural consequence of path dependence. The earlier a token achieves consensus, the easier it attracts liquidity, developers, and ecosystem momentum.
That's why $ORDI stands out among thousands — it's the physical embodiment of "Ordinal primacy."
—— The BTC Ecosystem Today: Broken Consensus, Protocol Chaos
The Bitcoin ecosystem is now caught in a dangerous jungle of fragmented protocols:
- BRC-20 (The first token issuance standard based on Ordinals protocol)
- ARC-20 (Founder rugged/exit scam)
- Runes (Launched by Ordinals creator Casey, redefined inscription model, optimized on-chain transaction efficiency)
- CAT-20 (Cross-chain asset model)
- Alkanes (Attempt to combine NFT and tokens)
Each protocol reinvents the wheel, yet there's still no standard wheel.
The result? Fragmented assets, broken consensus, confused users, disoriented developers, and scattered capital.
—— The Real Problem: Protocol Asset Recognition
Bitcoin's biggest ecological flaw isn't index bloat or copycat protocols — it's the refusal of protocols to recognize each other's assets.
Like a toxic lover ditching every ex, no one wants a future with that kind of partner.
If you dump BRC today and Runes tomorrow, who will still place trust in Bitcoin's ecosystem?
Unisat.io — a major builder in this space — is living proof. They dropped ARC-20, abandoned their own CAT-20 (on FB network), and are now backing Alkanes full throttle.
Until there's a cross-protocol asset consensus, Bitcoin's inscription ecosystem will remain unstable and volatile.
—— Does Bitcoin's Ecosystem Still Have a Future?
Yes, brother. Absolutely.
Attention equals traffic. Traffic equals money.
After FTX collapsed, I kept buying dirt-cheap FTT — simply because I believed: global scandals will always make a comeback as media firestorms. When rumors of FTX's reboot surfaced, I walked away with tens of thousands in gains.
Sure, you can call it luck — but really, this is opportunity thinking in action: most people stay poor by chasing certainty and abandoning possibility.
Justin Sun has built a legacy doing exactly that — grabbing attention, directing it, and monetizing the moment.
Trump issuing his own meme token is no different. He knows nothing about crypto — but he knows everything about the attention economy.
According to crypto folklore, he's monetizing his personal brand, family, and political legacy to the max.
Bitcoin is quietly becoming the next global attention magnet.
—— The Two Assets That Matter in BTC Ecosystem
- $ORDI: The king of inscriptions and the strongest case of path dependency. As the first token minted on Bitcoin via the BRC-20 standard, even Naval would agree: $ORDI has a bright future.
- $PIZZA: The only Bitcoin-based asset with both meme power and historical significance. A bullet fired in 2010 hit today's Bitcoin, creating the most symbolic IP in BTC culture — the $PIZZA token. It's a cross-temporal convergence.
—— $PIZZA: More Than a Meme — A Cultural Anchor
$PIZZA isn't just a meme — it's a tribute to Bitcoin's first real-world transaction.
It wasn't made up — it's hard-coded into the cultural DNA of BTC.
Two irreplaceable values define the Pizza IP:
- The origin story of Bitcoin as a usable currency
- The earliest BRC-20 token to combine meme value and mass narrative
Its price may fluctuate, but its story runs deep through the ecosystem.
Some fear exchanges like Gate.io might delist it.
But I'd argue: if Pizza gets delisted, that could be its rebirth.
Returning to DEXs and single-sided order books may bring more decentralization, stronger price integrity, and better resistance to manipulation.
—— Final Thought: While You Wait for Consensus, Others Are Creating It
The BTC ecosystem doesn't lack protocols — it lacks the courage to agree on what's legitimate.
$PIZZA is fighting for that legitimacy. And you? Still waiting on the sidelines?