This is how I thought about the Atomicals protocol in its early days — it’s either going to fail or it’s going to be a big success.
This agreement will either fail to take off and be buried by history; or once it gets on the right track, it will surely become mainstream.

This is the polar opposite of success and failure of a "social experiment".

Once upon a time, Bitcoin was also a great precedent for a "social experiment": either it failed and became worthless, or it got on track and had an "eternal" bull run, rewriting history. How similar!

I can’t predict the direction of history. It’s possible that Atomicals will suddenly encounter a black swan and fail. But after excluding all extreme possibilities, we can examine this protocol from the most objective perspective. It is Web3-friendly, geek-friendly, native-friendly, and meme-friendly. It is a perfect Bitcoin-native social experiment.
——Either it doesn’t get on the right track from the beginning, or it achieves great success once it gets on the right track.

If my perception is correct, it is indeed something that could go to extremes. Today, this ecosystem has clearly reached its peak, in other words, it is too big to fail.

Looking back, there were several obvious turning points.

From the perspective of the protocol and several specific nodes, I am completely convinced that this is a social experiment that "will not fail".

1. From the perspective of market value, before January, ATOM was the best explanation for the price increase. I have played ATOM and witnessed it reach 15k. I also witnessed the process of the entire network consuming 20 million BTC to mine quark. A protocol with a market value of hundreds of millions of dollars has exceeded the definition of a "small project". Volume is a booster. Without black swans, the Builder is persisting, and the inside and outside work together, an ecosystem worth hundreds of millions of dollars will not disappear easily. People say that faith is pulled out by price increases, which is not wrong.

2. From the perspective of ecological applications, from the end of last year to the beginning of this year, there has been a round of application blowout. The Atomic Protocol ecosystem now has nearly 100 project parties under construction. From wallets to markets, from in-ecosystem gameplay to cross-ecosystem applications, this unprecedented prosperity is something I have never seen in other protocols. In the busiest one or two months, the prosperity of the entire Atomicals far exceeded that of EVM and other L2s. Who is a zombie chain created for financing, and who is a civilian ecosystem created for the benefit of the general public? Such an ecosystem is an ecosystem on the right track.

3. From a narrative perspective, the AVM Atomic Virtual Machine truly implements smart contracts on the Bitcoin layer. From the initial uncertainty of whether it could be made, to later seeing the detailed explanations of PPT, white papers and OGs from all walks of life - this is indeed a revolutionary narrative that has the ability to change the Bitcoin ecosystem, and too many people do not realize its importance.

4. From the perspective of institutions, the first token standard Unisat supported besides BRC20 was ARC20, which had already established the unshakable status of ARC-20. Then OKX’s access to ARC was another fact that made me firm. At this time, I basically had no reason to think that ARC would fail. Finally, BN’s access to ARC made me feel numb—my personal annual goal would not change from that moment on. Almost the only three institutions with “voice” all chose ARC20 first besides BRC20.

To be honest, any one of these four angles can convince me that Atomicals will not fail and is on the right track.
When these four perspectives are put together, there is no reason to refute it anymore - Atomicals is completely on the right track and will only succeed.

As long as the initial prediction path is correct, I think the entire protocol ecosystem has clearly given the answer. This is "too big to fail".

At the same time as Atomicals, I also participated in many other protocols. After half a year, I can say with certainty that some so-called "ecosystems" are no longer viable. Some protocols have no tenable positioning and characteristics, no funds, no applications, no institutions, and no narratives. Of course, the communities of the protocols I am referring to are also clear to themselves (many communities have already given up).

After a round of market, there will not be many ecosystems that truly survive the great wave, and those that can survive will usher in a more glorious next wave. Atomicals is the gold that survived the previous wave - there is no doubt about it.

But the process of any great achievement is not smooth. Prices will fluctuate, popularity will come and go, and the faith of group members will sometimes become unsteady. If you want to truly witness the glory of Atomicals, you have to find your own reasons - those that can make you believe in any price conditions are qualified reasons to participate.

When everyone thinks that the Atomicals ecosystem has been hot once and will not be hot again, maybe it is time for you to understand this ecosystem. Most people may not believe it until they see the results, so let's witness the bright future together.

I always believe that the day will come when the Atomicals ecosystem will have a market value of 100 billion. It may be slow, but it is an inevitable trend.

#atomicals #Arc20 #Quark #atomarc #比特币生态