1) What an incredible week for Bitcoin in Hong Kong.
We at Bitlayer want to extend our gratitude to the organizers at @Ordinals_Asia, @bitcoindevcon, and @BitcoinConfAsia for a truly innovative and memorable week where we all made Bitcoin history.
Here’s our highlights!
从香港回来已经过去4天,今天终于有空回顾一下上周在香港比特币周度过的6天6夜 ——
It's been 4 days since I returned from Hong Kong. Today, I finally have some time to reflect on the 6 days and 6 nights spent during Hong Kong Bitcoin Week:
【5/7 - 5/8】Bitcoin DevCon @bitcoindevcon
这场由比特币杂志、UTXO基金主办的开发者大会感觉是如火如荼的比特币二层头部项目如梅林、BEVM、Bitlayer、CKB、Botanix Labs、AINN Layer、BOB等首度聚会,线下面对面展示各自的技术、项目、开发者社区、社区共识。现场观察:
This DevCon, hosted by @BitcoinMagazine and @UTXOmgmt, felt like a bustling gathering of leading Bitcoin Layer 2 projects such as @MerlinLayer2, @BTClayer2, @BitlayerLabs, @RunningCKB, @botanix, @AILayer_xyz, and @build_on_bob. They showcased their technologies, projects, developer communities, and community consensus face-to-face. Observations on-site:
- 主赞助商Bitlayer最壕,派送的周边是精美盒装的高支数T恤;
- 报名梅林、CKB和BEVM的开发者最多,但不知为何临到参赛项目上台演讲的时候,梅林的项目全部消失不见,仅剩iOracle上台,独揽大奖😜;
- BOB和Botanix Labs是来自美国的二层,亚洲社区认知度低,也是加密厨房和主办方合作的重点,我们推荐了7个项目参赛,有4个上台演讲、1个获奖🥇DevCon那两天,这两个L2也传出了种子轮融资成功、主网上线的好消息,正在引起亚洲社区的关注。
- The main sponsor, Bitlayer, was the most generous, giving away high-quality T-shirts in beautiful box packaging.
- Most developers registered for Merlin, CKB, and BEVM, but for some reason, when it was time for the project presentations, all Merlin projects disappeared except for @iOracle_btc, which won the sponsor's top prize😜;
- BOB and Botanix Labs, Layer 2 projects from the US, had low recognition in the Asian community. They were the focus of collaboration between @CryptoKitchen23 and the organizers. We recommended 7 projects for the competition, with 4 presenting and 1 winning an award🥇. During DevCon, these two L2s also announced successful seed round funding and mainnet launches, attracting attention from the Asian community.
从黑客松报名项目、Demo Day演讲项目,以及和展商的不完整观察交流来看:
- 比特币生态建设,尤其是二层,一切才刚刚开始。相比于以太坊,技术、应用、项目、建设者对市场需求的把握还很初级,不少还停留在从自己熟悉擅长的能力优势出发「拿着榔头找钉子」、推理比特币生态发展趋势和需求、照搬复刻以太坊DeFi的经验和路径;
- 不过,无论是老兵和新人,在比特币生态能感受到「天高凭鸟跃」的自由和活力,这种感觉在以太坊等成熟生态有点久违 —— 新人创业不用看教主指点方向,不必刻意经营与基金会、生态核心团队、头部机构的朋友圈……
- 比特币二层的竞争目前仍是抢TVL,但马上进入抢开发者的高维竞争,有更多的西方项目将加入竞争;
- 比特币二层要搞出名堂,还是得熟悉一层资产发行和社区,从一层延伸到二层,这点得向梅林学习——尽管上周开会梅林被严重FUD。
Incomplete observations from the hackathon projects, Demo Day presentations, and exhibitors:
- Bitcoin ecosystem development, especially Layer 2, is just beginning. Compared to Ethereum, the technology, applications, projects, and builders' understanding of market demand are still very basic. Many are still at the stage of "holding a hammer and looking for nails," reasoning about Bitcoin ecosystem trends and needs and copying Ethereum DeFi experiences and paths.
- However, both veterans and newcomers in the Bitcoin ecosystem can feel the freedom and vitality of "the sky is high, and the bird can fly freely," a feeling somewhat missing in mature ecosystems like Ethereum. Newcomers don't need to follow the guidance of leaders or deliberately manage relationships with the foundation, core teams, and major institutions.
- The current competition in Bitcoin Layer 2 is still about capturing TVL, but it will soon shift to higher-level competition for developers, with more Western projects joining.
- For Bitcoin Layer 2 to make a name for itself, it needs to be familiar with Layer 1 asset issuance and communities, extending from Layer 1 to Layer 2, like Merlin does — despite the severe FUD on Merlin at last week's meeting.
https://t.co/axeZZeSKi8
【5/9 - 5/10】Bitcoin Asia @BitcoinConfAsia
大会在启德游艇码头举行,尽管交通不便,参会者对比特币杂志第一次在亚洲举办的比特币大会热情高涨,人山人海。
- 主会场舞台背景非常突出香港元素,乍一看还以为是香港回归庆典😄
- 演讲讨论的主题比较宽泛,大部分参会者现场都在聊天社交,专心听的人其实不多,个人印象比较深刻是Ordinals协议作者Casey参与的一场圆桌,标题是「以太坊是测试网」,挖苦值拉满~~
- 展区是最有趣的部分,Unisat和OrdzGames 的联合展台在入口处最为醒目,而 CryptoAMBBi 发放的周边效果最好,几乎所有人都挎着它们家制作的特大号透明比特橙橡胶袋满场转。除此之外,其他展台发放的周边较为普通,可见市场还没到最有钱的阶段;
- 9号同时在启德码头B区举行、Runes中文社区主办的Runes Asia 是符文在比特币减半正式上线后第一场社区大会,Leonidas、Xverse、Trevor、Nuro、Unisat、Magic Eden 等Runes生态建设者和平台都上台交流符文前景,很多Ordinals玩家、符文投资者都来现场感受氛围、捕捉Alpha……
The conference was held at the Kai Tak Cruise Terminal. Despite inconvenient transportation, participants were enthusiastic about Bitcoin Magazine's first Bitcoin conference in Asia, with a huge crowd.
- The main stage backdrop prominently featured Hong Kong elements, making it look like a Hong Kong reunion celebration😄.
- The topics of the talks were broad, with most attendees socializing rather than listening intently. Personally, the most memorable was a roundtable with Casey, the creator of the Ordinals protocol, titled "Ethereum was a Testnet," full of sarcasm.
- The exhibition area was the most interesting part, with the joint booth of @unisat_wallet and @OrdzGames being the most prominent at the entrance, while @CryptoAMBBi's giveaway had the best effect. Almost everyone was carrying their large transparent Bitcoin orange rubber bags. Other booths' giveaways were more ordinary, indicating the market hasn't reached its wealthiest stage yet.
- On the 9th, Runes Asia @RunesCC was also held in Area B of the Kai Tak Terminal. It was the first community conference for Runes after Bitcoin's halving, with Runes ecosystem builders and platforms like @LeonidasNFT, @xverse, @TO, @nurorealm, @unisat_wallet, @MagicEden, and @NavigatorLabs discussing the future of Runes. Many Ordinals players and Runes investors were present to feel the atmosphere and catch the alpha...
【5/11】Ordinals Asia @Ordinals_Asia
作为去年2月进入Ordinals生态的早期玩家,参加这场Ordinals有史以来规模最大的活动,我有一种回家的亲切和放松的感觉,就像BAYC持有人参加ApeFest的感觉……
- 不过,Ordinals Asia并不单纯是NFT社区活动,它有技术研讨——活动一开场就有两个关于BIP420和比特币二层的圆桌,有比特币挖矿、比特币DeFi、符文代币的讨论,还有品牌、游戏、娱乐、文化的交流,内容极其丰富。最完整的总结可以参看 Naqib Noor 的post https://t.co/cXI6yYD0sx
- 对Ordinals玩家来说,是老友重逢、结识新朋的聚会。在现场,我见到了去年4月在香港主办 OrdCon、如今all in在做 Wizz Wallet 的Bruce ;见到了去年在OrdCon演讲比较Ordinals和以太坊NFT市值大小的Jack Liu;认识了曾经在上海生活过5年的Trevor谈他怎么打造披萨忍者;认识了来自斯洛伐克的@Beyoselfnow 收到他赠送的SATSCARD ……
- Casey的闭幕演讲是活动最大亮点,在不到一刻钟的时间里非常清晰的表达了他对比特币的认知和信仰,分享了他开发Ordinals和Runes协议的初衷和体会,也给更多希望来比特币生态建设的开发者极其坦诚的建议。
全程演讲视频:https://t.co/L5G645JWOh
中文版文字稿可参考 @lonelyhorseme 的串推「Ordinals创始人香港演讲:星际赌场,有何不可?」 https://t.co/A4yX1ri9iG
As an early Ordinals player since last February, attending the largest Ordinals event ever felt like a homecoming, similar to BAYC holders attending ApeFest...
- However, Ordinals Asia wasn't just an NFT community event. It featured technical discussions—kicking off with two roundtables on BIP420 and Bitcoin Layer 2, followed by talks on Bitcoin mining, Bitcoin DeFi, and Rune tokens, as well as brand, gaming, entertainment, and cultural exchanges. The content was extremely rich. The most complete summary can be found in @Naqib_Noor's post https://t.co/cXI6yYD0sx.
- For Ordinals players, it was a reunion of old friends and a chance to meet new ones. On-site, I met @brutoshi_, who hosted @OrdCon_ in Hong Kong last April and is now all in on @wizzwallet; saw @liujackc, who gave a talk comparing the market caps of Ordinals and Ethereum NFTs at last year's OrdCon (video https://t.co/3doJnLd2km); met Trevor, who lived in Shanghai for 5 years and is now building @pizzaninjas; and met @Beyoselfnow from Slovakia, who gifted me a @SATSCARD...
- @rodarmor's closing speech was the highlight of the event. In less than 15 minutes, he clearly expressed his understanding and belief in Bitcoin, shared his original intention and experiences in developing the Ordinals and Runes protocols, and gave very candid advice to developers hoping to build in the Bitcoin ecosystem.
The full speech video: https://t.co/L5G645JWOh.
A Chinese transcript can be found in @lonelyhorseme's thread https://t.co/A4yX1ri9iG.
今晚8点,我和其他参会的朋友将在BIT FM举办的「寻找香港比特币周的Alpha」Space继续畅聊体会和收获~~
Tonight at 8 PM, my friends of attendees and I will continue to share our experiences and takeaways in the "Seeking Alpha in Hong Kong Bitcoin Week" Space hosted by @bitfm2024.
别忘了挂🔔收听👂🏻
Don't forget to set a reminder to listen: https://t.co/leekDOJx7a
2) Bitcoin Devcon showed a surge of Bitcoin innovation unlike anything we’ve seen…
Bitlayer continues to support bleeding-edge Bitcoin development from the ground up, as we support the brightest minds in driving forward this journey together with us.
Thanks to the team at @bitcoindevcon for hosting!
2) Bitcoin Devcon showed a surge of Bitcoin innovation unlike anything we’ve seen…
Bitlayer continues to support bleeding-edge Bitcoin development from the ground up, as we support the brightest minds in driving forward this journey together with us.
Thanks to the team at @bitcoindevcon for hosting!
#EOS has been at @bitcoindevcon this week, spreading awareness for @exSatNetwork in Hong Kong 🇭🇰
Check out some of the highlights in the photos below 📸
https://t.co/1Wp7lJ5PDx
Very excited about attending @bitcoindevcon in Hong Kong today and tomorrow!
If anyone is in Hong Kong this week, hit me up, would be awesome to catch up!
📣 Our co-founder and CTO @spark_ren will be speaking on the future of the BTC ecosystem at @bitcoindevcon#BitcoinDevcon Demo Day!
🔹 Join us on May 8th for an in-depth discussion. Don't miss out!
More info and registration: https://t.co/Tpe2O6Npuw
DevCon Bus pickup schedule:
W Hong Kong (Kowloon ) : 8:40A.M
Royal Plaza Hotel : 8:40 A.M
Both bus will leaving at 8:40 A.M with limited spot pls come as early as possible .
Headed to @bitcoindevcon?
Don't miss @aisconnolly as she talks about challenges and opportunities in the #Bitcoin ecosystem, Bitcoin L2s powered by Chain Fusion, & much more 🟧
#exSat Founder @yveslarose will be speaking on a panel on "Cultivating the #Bitcoin Ecosystem: Challenges, Opportunities, and Future Outlook" at @bitcoindevcon on May 8 @ 10:30a HKT!
SPEAKER HIGHLIGHTS
@hakan_sezikli will be speaking at @bitcoindevcon in HK.
Co-Founder of @BTClayer2 , a fully decentralized EVM-compatible Bitcoin l2 that connects Ethereum DApps to Bitcoin L2. Don’t miss the dev workshop on May 7th 1-3 PM.Signup now! https://t.co/Rsw9vBY0C7