Analysis of the Current Development Status of the Bitcoin Ecosystem
The Bitcoin ecosystem is set to explode in 2024: 1) The total number of Ordinals inscriptions exceeds 200 million; 2) The number of Lightning Network nodes reaches 60,000; 3) The TVL of Stacks smart contracts surpasses 4 billion USD. Emerging application scenarios include: DeFi protocols, NFT trading markets, and domain systems. Institutional investment is accelerating, with Fidelity launching a dedicated Bitcoin ecosystem fund and Coinbase listing BRC-20 trading pairs. Analysts predict that by 2025, the TVL of the Bitcoin ecosystem will exceed 30 billion USD, maintaining an annual growth rate of over 150%. The core challenge is to address the issue of liquidity fragmentation.