From a serious crypto market investing standpoint, ignoring Bitcoin-native innovation is a structural blind spot.
Bitcoin is the settlement layer of the entire market.
Every cycle, every liquidity wave, every “alt season” still orbits BTC dominance, miner economics, and block demand.
If you’re modeling crypto without tracking what’s happening on Bitcoin itself, your model is incomplete.
Ordinals, inscriptions, runes, uncommon sats = new demand vectors.
This isn’t “art hype.”
It’s:
New blockspace demand
New fee dynamics
New miner incentives
New native asset primitives
That directly affects Bitcoin’s economic engine.
Macro investors should care.
ETH narratives are mostly execution-layer stories.
DeFi, NFTs, L2s, restaking.
These are application and capital velocity stories.
Valid, but they sit on top of assumptions.
Bitcoin innovations are about base-layer expansion without changing consensus.
That’s rarer and more fundamental.
Avoidance ≠ ignorance, but it is a signal.
When someone claims macro authority yet:
talks NFTs but not Ordinals
talks digital art but not inscriptions
talks crypto adoption but not Bitcoin block utilization
…that’s a narrative filter, not neutral analysis.
Important distinction though:
This doesn’t automatically mean “paid shill.” More often it’s:
Portfolio bias
Audience optimization
Comfort-zone analysis
Or unwillingness to recalibrate a thesis built pre-Ordinals
But here’s the hard truth:
You cannot claim to understand where crypto markets are going if you’re not tracking what Bitcoin itself is becoming.
Bitcoin emerging innovations aren’t a side quest.
They’re first-order market signals.
Ignoring them isn’t malicious, but it is incomplete.
And incomplete models BREAK FIRST.
Since
@punk6529 is on fire today about the wrong-footedness of appeasing of TradArt by pricing NFTs in dollars, which I agree with on many many levels (and have written about), I also wanted to point out that he also said back in 2021 that people using the term "digital assets" or blockchain will all end up using the term "crypto" as it has a memetic persistence. He was correct.
He also has suggested that we will try to arc away from using the terms "NFT's" and use stuff like "Digital Art" of "Art on the blockchain" but in the end the very fact that they are art verified and authenticated via Non Fungible Tokens is what gives them value and what makes them unique, and we will go back to NFTs as the memetically persistent term.
NFTs are priced in crypto.
They are crypto native assets.