上週六 Runes 協議上線的當天，就刷到了許多 FUD 符文的貼文。其實 FUD 也沒什麼，表示符文的熱度實在太高了，自然吸引了大量眼球。只是大部分 FUD 的維度實在有點無厘頭，所以還是想做下說明。
整體來說，FUD 符文的內容主要可以分為兩類：
1️⃣對於Runes 協議設定的FUD；
2️⃣對於符文資產價值的FUD。
X/推：@portal_kay
1、符文是否讓資產發行越來越中心化了？
4月20號上午協議上線後，被討論的最多的就是前 10 號符文。但當大家看完一遍之後，才發現好像無從下手啊，這不是專案方100%預挖，就是專案方預留很大一部分老鼠倉。這不是又退到中心化發行的時代嗎？
而我對這個問題的看法是：【不是更中心化了，而是選擇更豐富了】。
前 10 號符文只有 Casey 自己硬編碼的 0號 是完全公平發射無預留的，其他都有不同程度的預留。這並不是 Runes 協定的問題，而是部署者自己的選擇。
在BTC 生態經歷了BRC-20 和各種BRC-XXX 協議之後，Casey 其實是吸取了各家協議的經驗教訓（尤其是BRC-20），才逐步把Runes 協議優化到了最終上線的樣子。 Runes 最初規劃了 Fixed Cap 和 Fair Launch 兩種發行方式，在後來的一次升級中，又增加了部署者可以在 Fair Launch 基礎上保留 Premine 額度的設定。
因此，Runes 協議能夠支持更多元的資產發行場景：
1️⃣發行Meme 幣，100% Fair Mint，全看社區共識；
#2️⃣專案方發行專案治理代幣，依照代幣經濟學的規劃分配給投資者、生態等各種利益方；
3️⃣某個專案的獎勵代幣，100% 預挖後空投給社群用戶；
4️⃣專案方和社群共建類項目，專案方預留一部分作為營運需要，剩餘部分由社群Fair Mint
5️⃣…
事實上，我覺得由專案方驅動的資產發行會是生態發展的必然趨勢。真正意義上的無主代幣要能夠持續運行，其實是一件非常低機率的事。完全依靠社群自然凝聚起共識的代幣又能舉出幾個呢？更常規的情況，難道不是有一個專案方在踏實做建設，最終才讓專案有持續性的敘事、資產的價值也逐漸攀升嗎？
2、 符文代幣的其他一些 FUD
字元那麼長，誰記得住？
在最早開始了解 Runes 協定的時候，我也覺得這個設定並不好。但一方面名字長不是本質問題，稍微熟悉下就適應了；另一方面，長字符也能有自己獨特的玩法，不信你看看這個連Leonidas 都發推的 ORDINALS•ARE•DEAD。
符文居然必須一張一張賣，那跟 NFT 有什麼不同？
其實 Runes 協議本身支援對資產進行非常便捷的操作，只是協議才剛出來，各家交易平台來不及進行研發支援而已。 Casey 也專門推文解釋過符文交易跟 BRC-20 代幣交易的一些差異。從推文可以看出，符文是可以支援任意數量的轉移交易的，而不一定要一整張去掛單。
Casey 推文：符文交易跟BRC-20 代幣交易的區別
https://twitter.com/rodarmor/status/1781984102713028783
1、頂著2000 gas 打的符文，這下虧慘了吧？
在協議上線第一天，有一張被爭相轉發的 OKX 符文市場截圖。然後發推文的 KOL 還會配上一兩句類似「這就是你們要的符文？」「2000 gas 你就打個這？」之類的嘲諷話術。然而，這張截圖的統計方式其實是錯的。 OK 應該是弄錯了這些剛上架符文的價格起點，所以導致漲跌幅度計算出錯。
那麼 4 月 20 號 參與符文的打新的是不是都在虧錢呢？下面整理了幾個第一天就部署上線，且收益還不錯的標的（註：「Unisat 成交價」就是選取了一個比較折中的價格）。當然，這並不是說所有符文項目發布之後盲打就能賺錢，最終還是需要做紮實的投研才能找出好標的。
In fact, this type of FUD is mainly due to two reasons:
1️⃣ The poster mainly holds BRC-20 or EVM ecological assets. After seeing the popularity of runes, a large amount of traffic and funds were attracted In the past, I instinctively began to reject. This type belongs to the category where the butt determines the head. Because it is heavily invested in other assets, it is natural to worry about runes siphoning funds from other sectors. This kind of FUD can basically be ignored, because his interests are there, and this cannot be solved with reason.
2️⃣ Human nature naturally rejects new things. The Runes protocol is a new thing to many people. If you have not read some information before, you must be unfamiliar with it. People are naturally repulsive to unfamiliar things, and this is understandable. But as a crypto player, rejection of new things often means missed opportunities to make money.
After sorting out the above FUD content, I suddenly felt that these might be just superficial. So essentially, what is everyone FUD about? I guess what everyone is really FUD about is [the spam of assets with no fresh narrative]!
In fact, after experiencing the wave of BTC assets driven by BRC-20 in the past year, everyone is no longer willing to fomo for the issuance of uninnovative assets. After all, a lot of Ordinals small pictures have been reduced to zero, various BRC-20 inscriptions that were highly praised at the time have also been silent, and there are all kinds of BRC-XXX protocol assets, but few people can remember them. Everyone finally understood that the air is still there, and it will basically return to zero in the end.
The current BTC ecosystem is in such an embarrassing period. Asset protocols with strong consensus have been released, but practical applications have not yet been born. In the end, the asset protocol is just a value-carrying medium. Only when the assets flow in DeFi, GameFi and other landing applications, can they be considered to have certain practical value.
But there are various signs that this embarrassing period should be over soon. Various applications are also in the early stages of being born, and now it is like the dawn of the BTC ecosystem's explosion... Please give the BTC ecosystem a little more patience.
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