铭文风潮席卷各公链 全民盲目炒作还是公平铸造大势所趋

忽如一夜铭文来，比特币铭文的热潮已外溢至各大公链，纷纷出现铭文铸造狂潮。投资者们都抱着「宁可错付不能放过大毛「的心态，不惜将Gas 拉满疯抢并一度引发了Gas War，甚至出现了科学家、代打平台的互卷现象。

Suddenly, the tide of bitcoin’s inscriptions has spilled over into the public chain, and the inscriptions have been forged. Investors, with a "preferably mispayable" mentality, pushed Gas into madness and at one point triggered Gas War, and even created an interlocking phenomenon of scientists and substitute platforms.

铭文生态火爆之际，本文PANews 盘点了比特币以外的热门公链龙头铭文，一起来看看这些铭文的市场表现，以及热潮背后是破圈创新还是盲目跟风？

At the time of the burning ecology, this paper by PANews takes stock of the popular public chain headlines outside of Bitcoin, and looks at the market performance of these inscriptions, and whether they are incorruptible or blind under the hot tide?

今年6 月，Genius.com 共同创办人兼前执行长Tom Lehman 推出了以太坊的首个铭文协议Ethscriptions，允许将金融和任意资料写入以太坊区块链主链，使用者可以烧录任何型别的档案，只要档案大小不超过96 KB。上线不久后，由于V1 存在漏洞，Ethscriptions 遭到骇客攻击后导致大量上架的铭文被盗，V2 版本也随即上线并推出了一个新的以太坊订阅市场的协议ESIP-2。

In June this year, the co-founder and former executive director of Genius.com, Tom Lehman, introduced the Ethscriptions of Ethscription, which allows financial and arbitrary information to be included in the main chain of Ether district blocks and allows users to burn any other type of file, as long as the file is no greater than 96 KB. Shortly after it came online, Ethscriptions was hit by a spate that led to the theft of a large number of inscriptions. The V2 version also went online and launched a new EsIP-2 agreement for the ethrop subscription market.

不仅如此，在接下来的数个月里，Ethscriptions 除了引入ESC VM 和哑合约（Dumb Contracts），允许以低成本在以太坊上与合约进行互动和执行计算，并且宣布将$eths 作为官方代币，还不断提出ESIP-1、ESIP-4 和ESIP-5 等升级提案用于改善系统效率和降低Gas 费用，以及上线基于哑合约的DEX DumbSwap 的测试网等。不久前，Binance 流动性聚合商Orion 还宣布在Ethscriptions 生态释出中继器Scorpio，通过桥接哑合约和智慧合约，将传统以太坊生态的DApp 应用带入以太铭文体系，团队计划将来给Ethscriptions 引入算稳、流动性质押、跨链桥等多种产品。

In addition, during the following months, Ethscriptions, in addition to introducing ESC VM and Dumb Contracts, allowed interaction with the contract and enforcement calculations at low cost and announced the use of US$eths as an official currency, and continuously proposed upgrades such as ESIP-1, ESIP-4 and ESIP-5 to improve system efficiency and reduce Gas costs, as well as the online testing network of DEX DombSwap based on dumb contracts. Recently, Binance Mobile Convergence Orion also announced the introduction of the Ethscriptions eco-release relay, Scorpio, to bring traditional DApp applications from the Taiku ecology into a system of cross-links.

可以说，Ethscriptions 一直在为自身进行了更多的功能和生态赋能。

It can be said that Ethscriptions have been making more functional and eco-enabling for themselves.

Dune 资料显示，截至11 月28 日，Ethscriptions 铭文序号超231.4 万，总使用者数超11.4 万人，累计交易笔数超25.7 万笔。从日活跃使用者和铭文日增数量来看，自10 月份后Ethscriptions 以较为稳定的速度增长。另外，根据ETCH 市场资料显示，eths 的总交易额已超1.1 万枚ETH，总市值达8287.4 万美元。

Dune data show that, as of 28 November, the Ethscriptions had a serial number of over 23.14 million, the total number of users exceeded 114,000, and the cumulative number of transactional pens exceeded 257,000. According to the increasing number of active users and memos, the Ethscriptions have grown at a more stable rate since October. Also, according to the ETCH market data, the total transaction value of Eeths is over 11,000 ETHs, with a total market value of $828.74 million.

相比比特币和以太坊等，低Gas 是Polygon 铭文的主要优势，这也为其带来Gas 激增。Polygonscan 资料显示，Polygon 的交易笔数在11 月16 日创下近1645 万笔的历史最高记录，现已大幅回落。目前，Polygon 的链上铭文市场POLS Market 也已上线并开放交易。

In comparison with Bitcoin and Etheria, the lower Gas is the main advantage of Polygon’s motto, which has also led to a dramatic increase in Gas. Polygon data shows that Polygon’s record of nearly 1.645 million transactions on November 16, has fallen dramatically. Polygon’s chain-based stamp market, POLS Market, has also been online and opened to trade.

首个Polygon 铭文pols 是基于PRC-20 铸造，该代币协议也是受Ordinals 启发的，总量为2100 张，也是首个EVM 链上的铭文。pols 的场外价格曾一度飙涨，甚至被在二手交易平台闲鱼出售。Dune 资料显示，截至11 月28 日，pols 的持有地址超8.3 万个，已铸造了超2500 万个pols 铭文，其中不乏持有数十万个的大户。

The first Polygon inscription pols was made from PRC-20. The token agreement was also inspired by Ordinals, with a total of 2100 copies, and was also an inscription on the first EVM chain. Pols’ off-site prices were once skyrocketed, and even sold on second-hand trading platforms. Dune data shows that, as of 28 November, Pols had over 83,000 holding addresses, and over 25 million Pols were forged, including hundreds of thousands of large households.

另据POLS Market 资料显示，截至11 月28 日，pols 的地板价为0.69 MATIC，总市值达1085.4 万美元，总交易额超40.1 万枚MATIC，持有地址超8.2 万个。

According to POLS Market, as at 28 November, Pols had a floor price of 0.69 MATIC, with a total market value of $10.854 million and a total transaction value of over 400,000 MATICs and over 82,000 addresses.

Solana 铭文已获得OKX Web3 钱包NFT 市场、Magic Eden 等热门交易平台支援。首个铭文Sols 是基于类似Ordinals 协议BRC20 的SPL-20 建立的，总量为21000 张。虽然Sols 的铸造流程相对复杂，但依旧非常火爆，除了采用了铭文刻在NFT 的创新形式，还通过铸造、双锁、迁移到验证的多个环节筛选增加了铭文有效性。NFT 平台Magic Eden 资料显示，截至11 月28 日，Sols 位列交易榜首位，地板价近6.3 SOL（成本0.1 SOL），总交易量11.4 万枚SOL，持有地址数超2900 个。

Solana has been supported by popular trading platforms such as the OKX Web3 wallet NFT market, Magic Eden. The first sign, Sols, is based on SPL-20, similar to the Ordinals protocol BRC20, with a total of 21,000. Although the casting process in Sols is relatively complex, it is still very hot. In addition to the innovative form of the inscription in NFT, it has increased its validity by casting, double locking, and moving to multiple stages of validation. The NFT platform, Magic Eden data show that, as of 28 November, Sols is at the top of the trading list, with a floor price close to 6.3 SOL (cost 0.1 SOL), with a total transaction value of 114,000 SOLs with more than 2900 addresses.

类似于比特币的Satoshi，Solana 的最小单位Lamport 也是Solana 上又一大热铭文专案，也是需经过验证生效，一度造成网站崩溃。值得一提的是，Magic Eden 资料显示，截至11 月28 日，Lamp 的地板价为0.1 SOL，总交易量超1.2 万SOL，持有地址数超5400 个。

The smallest unit in Bitcoin, Satoshi, Solana, is Lamport, which is another major essay project on Solana, which was validated for entry into force at a time, causing a website crash. It is worth mentioning that Magic Eden's data shows that, as of 28 November, Lamp had a floor price of 0.1 SOL, with a total transaction volume of over 12,000 SOL and a holding address of over 5400.

而Solana 铭文火热背后，或与近期SOL 价格的强势上涨有着直接关系。

Solana, on the other hand, has a direct connection to the recent surge in SOL prices.

Avalanche 交易笔数的激增离不开龙头铭文AVAL 的推动，其C-Chain（负责处理智慧合约）交易笔数于11 月21 日以584 万笔的日交易笔数创下历史新高，而Avalanche 历史上平均每天的交易笔数约为45 万笔。

The surge in the number of Avalanche deals was driven by the famous AVAL, whose C-Chain (which handles intellectual contracts) deals reached an all-time high of 5.84 million daily transactions on 21 November, while Avalanche has an average of about 450,000 transactions per day in history.

AVAL 是基于ASC20 的铭文，总量也为2100 万张，获得了Ava Labs CEO Emin Gun Sirer 关注支援。Dune 资料显示，Avalanche 铭文AVAL 已全部铭刻完成，持有地址超2.3 万个。不过，目前AVAL 上暂时还没有市场可进行公开交易。

The AVAL is based on the ASC20 motto, with a total of 21 million copies, and is supported by Ava Labs CEO Emin Gun Sirer. Dune data shows that the Avalanche motto AVAL is fully engraved and holds more than 23,000 addresses. However, there is currently no market on AVAL for public transactions.

受铭文铸造活动影响，FTMScan 资料显示，Fantom 网路Gas 费于11 月23 日一度飙升至突破10000gwei。FANS 是Fantom 首个铭文，被社群称为「全网第一个正统粉丝铭文」，总量为2100 万张。Dune 资料显示（仅统计自转），截至11 月28 日，FANS 的持有地址为2.4 万个，已全部铭刻完成，但数量呈下降趋势。

FTMScan data show that Gas fees on the Fantom web site surged to a breakthrough of 10,000 gwei on 23 November. FANS is the first letter of Fantom, known by the community as the "first orthodox fan of the Internet" with a total of 21 million copies. Dune data shows (statistically self-transit only) that, as of 28 November, FANS had 24,000 addresses, all of which have been written, but the number is declining.

除此之外，BNB、Celo、zkSync、波场和ADA 等也均出现了铭文热潮。从以上来看，这波铭文热潮不仅为各公链带来明显的资料增长，也让矿工们赚的盆满钵满。

In addition to this, BNB, Celo, zkSync, the waves, and ADA have all shown signs. From this point of view, the trend has not only led to a significant increase in information in the public chain, but also to a huge amount of money made by miners.

不可否认的是，虽然财富效应下投资者们争相买单，但有着公平、先到先得等特点的铭文却也面临着打新规则复杂、门槛相对较高以及科学家包场等问题。同时，还有投资者表示，不少铭文通过刷虚假交易量和涨幅来吸引玩家卖单，同时很多公链发行铭文的成本非常低，各路假铭文乱飞，大部分属于炒作大于实际价值的阶段，要想在空气中寻找价值标的无疑火中取栗。

Undeniably, while investors compete for money under the influence of wealth, they also face complex rules, relatively high thresholds, and scientists' kiosks. At the same time, there are investors who say that many of them attract players by painting false transactions and increases, and that many of the public chains have very low costs of issuing them, and that most of the pseudonyms are at a stage where they are made more than real, and they want to be taken away from the unquestioned fire of finding value markers in the air.

此外，目前大部分铭文依靠着机构支援、社群及Meme 文化等带动炒作情绪，重复造轮子之下铭文市场仍面临着长期应用叙事乏力，以及基础设施单薄、流动性较为缺乏等困境。

In addition, most of the inscriptions are currently based on institutional support, community and Meme culture-driven passions, and the repetitive undercarriage market still faces long-term problems in applying narratives, as well as poor infrastructure and less mobility.