According to the logic of the sector, the BTC ecosystem sector is a key sector for buying.

1 In terms of user mentality, the Bitcoin ecosystem is closely linked to BTC. When the BTC market comes, the Bitcoin ecosystem is bound to rise.

2 It is similar to the previous round of DeFi. After experiencing the market in the summer of 2020, DeFi experienced a big market in 2021 after a round of washing.

3 The market value is generally very low, with the leading ordi and sats only having a market cap of 600 million USD, in a fully circulating state. In comparison, the circulating market value of the commonly criticized arb is 1.8 billion USD, with a fully diluted valuation of 5.3 billion USD. The circulating market value of op is 1.8 billion USD, with a fully diluted valuation of 6.6 billion USD. And the leading of the inscriptions is also much lower than MEME coins, with pepe at 3.2 billion USD and wif at 1.8 billion USD.

4 All inscriptions are 100% in circulation. The market now has a psychological resistance to continuously released coins. At least in the early stage of the market, funds are more inclined to favor inscriptions like MeMe. Only when the market reaches a certain stage and funds begin to overflow from the sector, other coins will start to see some market activity. However, it can be boldly predicted here that many low-circulating, high-valuation coins, even in a bull market, will not return to their highs.

5 The inscription sector also meets a bonus point of the sector: it can issue a large amount of assets, create beneficial effects, and continuously create new topics.

6 BTC ecosystem project recommendations

In terms of targets, the current leaders in the field, ordi and sats, are competing with each other. As projects listed on Binance, their liquidity can support large funds, making them a definite target for allocation.

Pizza: As one of the symbols of BTC, pizza is also strongly supported by the unisat wallet.

Rats is also a project that receives high attention.

I have done on-chain chip analysis for the four coins above and have found signs of fund absorption. Logically, ordi and sats have higher certainty. Pizza and rats may have a higher chance of a sudden attack.

In addition, among all the Bitcoin Layer 2 projects, merlin and bouncebit have been listed, with market values not high, circulating at around 100 million USD. As a newly listed project supported by Binance, under the same circumstances, I would choose BB. There are many Bitcoin Layer 2 projects that have not issued coins, so let's wait until they are listed.

CKB is a special existence, with a unique UXTO architecture that makes it naturally different from other projects in the Bitcoin ecosystem. With a market value of 600 million USD and almost fully circulating, it is neither cheap nor expensive. CKB, which was just speculated in April, has a large number of trapped positions above, which will take time to consume, or there may be a major beneficial effect. Therefore, it is worth paying close attention to.

ordi #sats #pizza

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