Hey everyone, the crypto space has been quite lively lately with its ups and downs — the FOMO around RGB has just passed, BRC2.0 has been delayed, the Wizard NFTs are hot, and new protocols are popping up one after another. As an "old fan" who has been hanging out in the market with you all, today let's peel back the layers of this excitement and discuss what really lies beneath!

First, let's talk about the most concerning topic, BRC2.0. The originally planned launch date has suddenly been pushed back to September 2nd, which has made many new investors feel uneasy. In fact, this isn't just a simple technical issue; there are rumors in the community about a tug-of-war over protocol control — after all, the new features involve off-chain EVM executors, and whoever controls this essentially holds the ecological discourse power. However, looking at it from another angle, the delay gives us time to observe: recently, inscriptions like LIQUID, SHIT, and DOGO have been extremely hot, especially when LIQUID first came out with its fresh gameplay. Now, however, the Squirrel NFT has retraced from a high of 3000U to around 600, clearly showing some weakness. The project team originally planned a large-scale airdrop at block 909969, but with the mainnet delay, they might take this opportunity to create another wave of hype. So, everyone should keep an eye on the first level, but be cautious when buying in at the second level.

Speaking of practical tools, I must praise our news alert feature! It pushes updates on any on-chain movements in real-time, with sources that are both fast and comprehensive. Recently, people have been asking how to deal with secondary market anxiety. Here’s a little tip: use the small A assistant in the app (found in the bottom left corner of the group chat under "Small A Analysis"). When doing short-term trades, looking at data is much more reliable than going by "feel," a true blessing for the lazy!

Here’s some new data for everyone: in the past two weeks, the top-ranking targets have been DIESEL, GOLDANE, and TORTILLA. But just to clarify, this is not investment advice!

Interestingly, as BRC2.0 gained popularity, the previous methane ecosystem has noticeably cooled down, with traffic and transactions dropping significantly, leaving only a few ground-pushing projects still holding on. No one in the community is talking about the old targets anymore, as "play new, not old" is a hard rule in the space. Even more interestingly, the old targets have quietly risen a bit, but none have exceeded their historical highs — a closer look at the on-chain data reveals that domestic users are quietly offloading, with liquidity decreasing, while overseas users are silently picking up the slack. This imbalance in supply and demand likely indicates that they have been stuck for over six months and are looking to break free.

Do you remember the crazy times with runes? Multiplying by 5-20 times was common, and the ME platform also saw a surge. Unfortunately, the good times didn’t last long; ME has been having issues lately, with frequent indexing errors, and its reputation in the BTC ecosystem has dropped significantly. Now, everyone prefers to go to Opensea. Honestly, the secondary market is quite miserable right now, and those who bought in recently must be feeling sour. A side question: how many of you have minted runes? Raise your hands so I can see!

The rune craze has faded, but the Wizard NFTs have taken over the spotlight. The Great Wizard (Taproot Wizard), as an early BTC meme, was hyped during the 2023 inscription boom, and the story of my colleague getting rich and quitting because of it is still legendary (while I’m still here chatting with you all, sob). Recently, the price of the new Little Wizard has skyrocketed to a point that makes it hard to approach, but the official word is that there’s no competition between the two, which sounds quite mystical. Don’t be fooled by the abstract style of these NFT artworks; with the hype around BRC2.0, their prices have truly taken off.

The community says this is new money brought in by ground-pushing, and after the early chips were dispersed, the hot money started to flow. Now, it’s basically the "big boss" of the BTC ecosystem, but here’s the key point: absolutely do not buy in! Absolutely do not buy in!

Here’s the main point! The RGB Bitlight Labs project has already launched on August 6th, with a somewhat large total supply, but it’s worth keeping an eye on. Speaking of the RGB protocol, I’ve been hearing people hype it since I entered the space, and after two years of anticipation, it has finally launched. There are plenty of operation tutorials on Twitter, and the cost is around 5U. Recently, many clones have also emerged, so if you’re looking to invest, I suggest keeping a close watch on the top few targets. Here’s a little insider tip: when a new protocol just comes out and hasn’t yet generated FOMO, that’s the best time to research it. Check out Twitter discussions, community movements, and then look into the distribution of chip addresses; accumulating these details gradually will help you avoid pitfalls.

Finally, let’s discuss the lessons from RGB’s transition from FOMO to quietness: hot money in the market comes quickly and leaves even faster. To survive, remember three points: first, seize information gaps and focus on new protocols that haven’t been covered by mainstream media; second, don’t go all in; diversifying your holdings can help mitigate risks; third, manage your emotions well. When the community starts shouting "the next Bitcoin," it’s often the time to stay calm. As long as you’re still at the table, opportunities will always be there. Let’s endure together!

This article only represents the author's personal views and does not reflect the stance or views of this platform. This article is for information sharing only and does not constitute any investment advice for anyone.

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