2026.02 On the Discussion Around BIP-110 and the Potential Role of Fractal

Recently, discussion around the BIP-110 proposal has been gaining momentum within the community. The proposal suggests that “temporarily limit the size of data fields at the consensus level, in order to correct distorted incentives caused by standardizing support for arbitrary data, and to refocus priorities on improving Bitcoin as money”.

We believe that discussions of this nature are themselves a reflection of Bitcoin’s strength as a decentralized consensus system. Over the past decade, the Bitcoin network has consistently allowed different philosophies and technical approaches to coexist. From the SegWit2x debate in 2017 to the subsequent Bitcoin Cash fork, the system has demonstrated its ability to evolve in the presence of disagreement.

At present, the signaling ratio for BIP-110 appears to be trending upward. According to publicly available data:

• January 25, 2026: 2.98% (729 / 24,482 nodes)
• February 23, 2026: 7.99% (1,995 / 24,981 nodes)

This represents an increase of approximately 5% within one month. Whether the proposal will eventually reach the activation threshold remains uncertain and requires continued observation.

In this context, we believe that products and services within the Bitcoin ecosystem should remain technically prepared for multiple possible outcomes, rather than taking emotional positions or assuming a predetermined result.

Fractal’s Design Intention and Positioning

One of the core design objectives of Fractal Bitcoin is to provide an environment capable of supporting richer state expression and data capacity, without altering Bitcoin’s mainnet consensus rules.

If, in the future, the mainnet were to introduce stricter consensus-level limitations on certain data types, Fractal could serve as a technically compatible extension layer, offering a fallback path for asset state continuity.

As we have previously discussed:

Censorship on Bitcoin has always been a clear and specific threat to Ordinals. If one day Bitcoin’s maintainers were to adopt the position that “Ordinals are spam and should be blocked in future versions”, Fractal Bitcoin would be able to perfectly mirror all inscriptions from the Bitcoin mainnet—with only about a 1/38 increase in data size.

It is important to emphasize:

• Fractal is not a replacement fork.
• It is not an adversarial response to mainnet decisions.
• Nor does it presuppose any particular governance outcome.

Its role is better understood as a buffer extension layer—providing continuity safeguards for assets during different stages of consensus evolution.

On the “Temporary Restriction” Scenario

BIP-110 is described as a one-year temporary restriction.

Under such a scenario, if certain assets were constrained on the mainnet, Fractal could function as a temporary hosting environment. If the restriction were lifted after one year, those assets could return to the Bitcoin mainnet.

The specific technical implementation pathways require further research and refinement. However, the guiding principles are clear:

• Do not alter mainnet consensus.
• Do not enforce migration.
• Do not create market panic.
• Simply provide optionality.

Our Position

As ecosystem participants, we respect whatever consensus outcome Bitcoin ultimately reaches.

Regardless of the direction BIP-110 takes, the health of the ecosystem should not be built on opposition, but on technical preparedness and rational discussion.

Fractal’s existence is not intended to manufacture division, but to provide technical flexibility in moments where divergence may arise.

(Chinese version follows)

关于 BIP-110 提案的讨论，以及 Fractal 的可能角色

近期，社区对于 BIP-110 提案 的讨论逐渐升温。该提案提出，在共识层面临时限制部分数据字段大小，以纠正因标准化支持任意数据而产生的激励扭曲，并将优先事项重新聚焦于提升比特币作为货币的功能。

我们认为，这类讨论本身正体现了比特币作为去中心化共识系统的强大之处。过去十多年里，比特币网络始终允许不同理念与技术路径并存。从 2017 年的 SegWit2x 争议到随后发生的 Bitcoin Cash 分叉，系统在存在分歧的情况下依然展现出持续演进的能力。

目前，BIP-110 的节点信号比例呈现上升趋势。根据公开数据：

• 2026 年 1 月 25 日：2.98%（729 / 24482 nodes）
• 2026 年 2 月 23 日：7.99%（1995 / 24981 nodes）

这意味着在一个月内上升了约 5%。该提案是否最终能够达到激活门槛仍存在不确定性，仍需持续观察。

在此背景下，我们认为，比特币生态中的产品与服务应在技术层面为多种可能结果做好准备，而不是基于情绪立场或预设结果做出判断。

Fractal 的设计初衷与角色定位

Fractal Bitcoin 的核心设计目标之一，是在不改变比特币主网共识规则的前提下，提供一个可以承载更多复杂状态与数据表达的环境。

如果未来主网在共识层面对部分数据类型采取更严格限制，Fractal 可以作为一个技术上兼容的扩展层，提供资产状态延续的备选路径。

正如我们此前讨论：

对于 Ordinals 而言，比特币上的审查始终是一个具体而明确的风险。如果有一天比特币维护者采取立场，认为“Ordinals 是垃圾信息，应在未来版本中被阻止”，Fractal Bitcoin 能够以极低的额外数据开销，通过镜像保留所有的比特币主网铭文，后者只相当于前者 1/38 的数据规模。

需要强调的是：

• Fractal 不是替代性分叉
• 它也不是对主网决策的对抗性回应
• 它也不预设任何特定的治理结果

它的角色更类似于一种“缓冲扩展层”（buffer layer），在不同共识演化阶段，为资产提供连续性保障。

关于“临时限制”的可能场景

BIP-110 被描述为为期一年的临时限制。

在这种情境下，如果相关资产在主网受到约束，Fractal 可以作为一个临时承载环境；如果一年后限制被解除，资产亦可以回归主网。

具体技术实现路径仍有进一步研究与优化空间，但原则是明确的：

• 不破坏主网共识
• 不强制迁移
• 不制造市场恐慌
• 仅提供可选方案

我们的立场

作为生态参与者，我们尊重比特币最终形成的共识结果。

无论 BIP-110 的走向如何，生态的健康发展不应建立在对立之上，而应建立在技术准备与理性讨论之上。

Fractal 的存在，并不是为了制造分歧，而是为了在分歧出现时，提供一个技术层面的缓冲空间。

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