牛佰腩

FB’s first halving has been completed, but I feel that what’s truly worth watching is only just beginning

When we talked about FB before, many things were still just expectations.

When will the halving happen? When will FIP-102 be implemented? Can the Bitcoin mainnet direction truly get up and running?

Now, at least two question marks are gone.

Fractal’s first halving has officially been completed, and at the same time, FIP-102 has been activated.

I think this is far more interesting than simply shouting “halving is bullish.”

Because halving addresses the supply schedule, while FIP-102 begins pushing FB toward actual use-case scenarios on the Bitcoin mainnet. These were things previously on the roadmap—now they’re finally entering the real operating stage.

And the network after the halving is currently running normally; both nodes and indexing services are continuing to work.

So going forward, I actually won’t keep fixating on just the words “halving.”

What we really need to watch becomes:

After FIP-102 is activated, is there real usage?
Can FB’s mainnet demand take off?
Can the Fractal ecosystem continue adding users and transactions?

Some expectations have already been fulfilled—now it’s time to look at the data.

This is what’s truly interesting about FB in the next phase.#美伊互袭油轮冲突升级

Today I went through the Fractal ecosystem page in full.
As I reviewed it, I counted: 7 cross-chain bridges, 5 centralized exchanges, 12 collectibles, 2 core contributors, 8 DEXs, 10 DeFi projects, 9 developer tools, 5 browsers, 12 games, 7 launchpads, 5 Memes, 9 mining pools, 3 stablecoins, 15 trading tools, and 5 wallets.
At present, the Fractal ecosystem already covers a very wide range of categories. It has layouts in infrastructure, trading, applications, and tools, and it also provides users with more choices for exploration and for the continued development of projects. As the ecosystem keeps improving, everyone can pay close attention to each project's real user experience, trading activity, liquidity performance, and subsequent update progress.
#fractalbitcoin #FB #bitcoin #BRC20

I quite approve of this way of adding projects on FB.
As long as you build something on Fractal, even if it doesn’t get much attention, the official team will proactively include it and give it exposure.
In the early stage of a small ecosystem, the priority should be to keep the people who are willing to do the work.
With more projects, users have more things to play with. Relying only on halving and the coin price, the ecosystem can’t get off the ground.
#ordinals #runes #BRC20 #Alkanes #bitcoin

FB halving is only a few days away.
I just checked, and the current block height is about 2.0922 million. There are still 7,792 blocks left until 2.1 million, and it’s expected to be triggered around September 8.
FB is still around $0.33 now, and the market hasn’t really front-run it much either.
After the halving, output will drop directly, and UniSat also plans to spend $200K every month on buybacks, buying for 5 consecutive months. I think this is a good spot to pick up some bags; the logic is simple: less supply, plus someone keeps buying. $BTC

I looked into UniSat’s message today. It’s planning to bring USDT into Bitcoin together with Utexo.
USDT originally started on Bitcoin’s Omni, and later the main activity moved over to Tron and Ethereum. Now it’s made a big loop back, and is preparing to return via RGB.
In the future, users will be able to directly receive and send RGB assets in the UniSat wallet. The range provided by Utexo also includes USDT sending, receiving, and swapping.
This is something that retail users can understand easily.
When you’re playing BRC20 and Runes, the hardest part is that you don’t have a convenient, reliable way to get a stablecoin out. If the market turns and you want to switch to USDT, you have to move it to an exchange or route it through another chain—operations are inconvenient, and you still end up paying a lot in fees.
If USDT can be directly brought into UniSat, buying/selling and hedging will be much more convenient. Later, once it’s connected with UniHexa, various assets on Bitcoin can also be paired with USDT for direct trading. As for liquidity, there’s finally something to look forward to.
It hasn’t been officially launched yet. No specific timeline, fee structure, or trading depth has been announced.
The direction really does have something. Let’s wait and see if they can make it happen. Once you can truly charge, withdraw, transfer, and swap USDT directly inside UniSat, then it’ll be genuinely awesome.#BTC

Sometimes I open UniSat to flip wallets—it really feels like rummaging through a warehouse 😂

In the past few years, inscriptions like those from years ago, then BRC20, and later Runes.

What’s interesting about Bitcoin is this:

Things always stay on-chain, but the narrative comes back.

So I still occasionally go through my old assets.

After reading through this API documentation update, the most immediate feeling isn’t “the materials have become more complete,” but that the team is very clear about who they’re serving.
The wallet is responsible for bringing users in, while the API is responsible for bringing developers in.
Being able to organize things like BRC-20, Runes, and Alkanes into a single set of paths shows that UniSat isn’t just doing product demos—it’s filling in the underlying infrastructure.
This kind of work may not be exciting in the short term, but in the long run, it’s where you can best tell whether a project team is reliable.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​#btc $ORDI

The recent FB price drop has been significant, and the halving is also coming soon.
FB will undergo its halving at block number 2,100,000. As of noon on August 31, the current block height is 2,077,545—22,455 blocks remain until the halving. It is expected to be triggered between September 8 and September 9 (Beijing time), but ultimately it will depend on the block height reaching 2,100,000.
After the halving, the Fractal chain block reward will decrease from 25 FB to 6.25 FB, with an additional 6.25 FB allocated from the Bitcoin mainnet. In other words, Fractal chain production drops by 75%, but the total FB supply increase is only halved—don’t mix these two up.
UniSat’s buyback plan is in two parts: the first is the 500,000 FB purchased in February this year—this has already been completed and is used for index staking. The second part starts after the halving: starting then, it invests $200,000 per month for 5 consecutive months, for a total of $1,000,000. The purchased FB will be held as long-term reserves and locked for at least 5 years.
Currently, the second tranche has not begun purchasing. The specific dates, prices, and lockup addresses have not been announced. What is fixed each month is the investment amount; the actual quantity purchased depends on market price.
Whether this plan can truly be a positive catalyst depends on three things: whether it follows the schedule to buy, the actual quantity purchased, and whether the lockup address is publicly disclosed. Before the funds truly enter the market, the announcement can only be viewed as an expectation—not as a confirmed positive catalyst.
#BRC20 #UniSat

FB is currently around $0.325. It has fallen more than 99% from its historical high of $39.25, and is only about 3% away from its historical low.
This level really is miserable—but falling a lot only indicates there are many bagholders. We still need to see whether there’s anyone willing to buy next.
After FIP-102 goes live, the overall issuance speed will drop from 25 FB per Fractal block to the equivalent of 12.5 FB.
Of this, 6.25 FB remains in Fractal, and the equivalent 6.25 FB will be prepared to be distributed to Bitcoin mainnet users. Overall, the added supply is cut in half; rewards for Fractal mining, indexing, and the staking side will be reduced even more.
I think it’s time to start taking a small position and picking up “trash.”
The bet is that the halving, the Bitcoin mainnet distribution, and UniSat’s future products will bring users back.
Take a little to observe first. Once the FIP-103 rules, trading volume, and on-chain activity data are out, we can decide whether to add more.
#fractalbitcoin #UniSat

I recently looked into UniHexa.
From my understanding, this is meant to make token trading on Bitcoin feel more like using a normal exchange.
Assets like BRC-20, Runes, Alkanes, and Ordinals used to be pretty cumbersome to trade. You had to search for markets everywhere, place orders, wait for fills—when the market got active, it really was a hassle.
UniHexa uses an order book model. You set the price and whether you’re buying or selling, and the system handles matching. Orders that haven’t filled yet will remain on the market, and you can view and modify them at any time.
What the official calls “CEX-level performance + DEX-style self-custody” simply means that the matching speed is as fast as possible, and the assets remain under your control.
Here you need to be clear: after an order shows as filled, the assets still have to wait for on-chain confirmation before they arrive.
UniHexa is still in the invitation-only testing stage. For now it’s running on Fractal; later it plans to move to the Bitcoin mainnet.
#unihexa #UniSat #Bitcoin

My impression of blockchain explorers used to be that you could look up balances and TXIDs—useful, but not very interesting.
With UniScan, just paste an address and it organizes BTC, BRC-20, Runes, Alkanes, and Ordinals for you. You can also see asset distribution and balance changes.
When checking transactions, you don’t have to blindly sift through endless records—you can filter by asset, protocol, and time. You can even directly see how many transactions and active addresses there are each day, and how the fees change.
For retail users, to put it simply: it’s a timesaver. In the past, checking a few assets meant switching back and forth between websites. Now, most things can be handled in one place.
If UniScan can keep sorting out all these messy Bitcoin assets in the long run, it might really become the first entry point for many people to view on-chain data.
$BTC
#UniScan #UniSat #bitcoin #BRC20

Actually, I haven’t been too pessimistic about the Bitcoin ecosystem all along.

BTC is still here, on-chain is still here, and developers are still building things.

When BRC20 cools down, there’s still Runes; when Runes cools down, there will be Alkanes; and in the future, there will definitely be new ways to play.

Hot trends always come in cycles.

Keep an eye on whether the underlying infrastructure keeps getting built.

UniSat has been updating from the last cycle to now—that alone is enough to说明 something.

I don’t know what we’ll play next.

But if something really catches fire, there has to be a place to play.

While the spotlight hasn’t arrived yet, it’s a good time to position assets in the Bitcoin ecosystem.
#比特币64亿美元期权将到期

I went back and looked at FIP-101 carefully and found that basically it means this: reward the people who run the indexing, and holders of $FB can also stake to nodes so that they can share in the rewards.

On the Bitcoin on-chain, even though there are transaction records, the balances in wallets, the addresses holding the coins, and the data in trading markets don’t just generate themselves—they all need indexers to compile them one by one.

In the past, each party mostly maintained its own indexer setup: it costs money, and it could also lead to the same piece of data being computed into different results.

FIP-101 turns this into a standalone service. People run nodes to organize the data, submit proofs, and stakers of $FB provide support to the nodes—then everyone splits the rewards together.

I think this approach is workable. At the very least, $FB gets another use case: it’s not only for transfers and price speculation.

That said, right now it’s still just UniSat testing with a single indexing node, and staking is limited. Multi-node operation hasn’t officially kicked off yet, so calling it “decentralized indexing mining” feels a bit early.

We’ll see whether third parties are willing to run nodes: whether the data computed by multiple nodes can match, and whether wallets and trading platforms actually need it.

If in the end it’s UniSat running everything itself, then it’s basically wrapping its own indexing service with a staking-and-rewards mechanism.

If multiple nodes really can run and people can verify data with each other and continue splitting fees, then this could get pretty interesting.
#fractal #UniSat #BTC走势分析