NFT 平台霸主之争,一文详解 Blur 与 OpenSea 的两轮较量

巴比特Published on 2023-02-03Last updated on 2023-02-03

Abstract

Blur 刚刚做出了改变游戏规则的举动,以绕过 OpenSea 的黑名单控制。 正如空投公告中所述,Blur 正在尝试新的东西,以实现前所未有的发布。

Blur 刚刚做出了改变游戏规则的举动,以绕过 OpenSea 的黑名单控制。

正如空投公告中所述,Blur 正在尝试新的东西,以实现前所未有的发布。

以下是他们的做法,以及他们的举动将对 NFT 市场产生的影响,尤其是对创作者以及交易者👇

长话短说:

OpenSea & Blur 是当前排名前 2 的NFT 市场;

3 个月前,OpenSea 通过要求新 NFT 收藏项目拉黑 Blur,强制执行版税来抵制 Blur;

Blur 尝试将自己从黑名单中移除,但失败了;

3 天前,Blur 通过使用 OpenSea 的 Seaport 协议,绕过了 OpenSea 的黑名单;

现在所有 NFT 项目都可以在 Blur 上进行交易;

所有创作者现在都可以在 OpenSea 和 Blur 上获得全额版税;

2022 年 11 月份,OpenSea 实施了一项新政策:寻求强制版税的 NFT 项目,必须拉黑那些不完全尊重它们的市场。

由于 Blur 当时并没有强制版税,所以它被拉入了黑名单,这导致在 OpenSea 上强制版税的 NFT 收藏品不能在 Blur 上进行交易。

Blur 在 2022 年 10 月份上线之后,其平台的交易量呈上升趋势,甚至在一段时间内 Blur 平台的日交易量超过了 OpenSea,其对 OpenSea 的霸主地位造成了威胁。

而 OpenSea 的新政策有效地建立了一道防线,以捍卫其在 Blur 等新兴竞争对手面前的主导地位。

在短期内,OpenSea 的防线被证明是有效的,比如 Yuga Labs 的 Sewer Pass 等新 NFT 系列选择与 OpenSea 结盟并拉黑了 Blur。

而 Blur 的回应,是承诺对新 NFT 项目强制执行版税。随后,Blur 联合创始人 Pacman 提出了一个请求,声称 Blur 符合 OpenSea 的标准,因此应该将其从黑名单中移除出去。

然而,OpenSea 回复说,其政策要求对所有 NFT 项目强制执行版税,而不仅仅是实施黑名单的新 NFT 项目。

因此,Blur 没能突破这道防线,依旧在 OpenSea 的黑名单中。

在这一轮较量当中:OpenSea 胜出了。

而在此期间,NFT 创作者们陷入了 Blur 和 OpenSea 之间的交火🤕

如果他们选择 OpenSea,NFT 就没有资格在 Blur 上进行交易;

如果他们选择 Blur,OpenSea 将不会强制执行版税;

在这种情况下,大多数创作者选择了 OpenSea,因为该平台上 92% 的交易都执行了版税,而其他平台只有 19% 。

在进入第 2 轮较量之前,让我们先了解一下 Seaport。

Seaport 是由 OpenSea 开发的,它是一个去中心化的 web3 市场协议,并且是开源无需许可的,任何人都可以免费使用它。

包括 OpenSea 在内的超过 20 只团队,都已经使用 Seaport 来构建 NFT 市场。

而 Blur 发现了一个漏洞,利用 OpenSea 的 Seaport 创建了一个新的 NFT 交易系统。

💡由于 Seaport 不在 OpenSea 的黑名单中,所以这是行得通的。那些拉黑 Blur 的 NFT 项目,现在可以通过新系统进行交易,并强制执行版税。

因此, Blur 现在有了两个系统可以在其市场上执行交易。

旧系统继续处理那些没有拉黑它的 NFT 项目,而新系统则负责以前拉黑它的 NFT 项目。而对用户而言,体验是非常流畅的,因为 Blur 会自动选择系统。

那 OpenSea 能否阻止 Blur 绕过黑名单的方法 ? 🤔

答案是没有办法。

Blur 的方法让 OpenSea 摸不着头脑,Blur 和 OpenSea 都建立在 Seaport 上,这意味着如果 OpenSea 要阻止 Blur,它也会阻止自己。

OpenSea 的黑名单有点像法国的马其诺防线:马其诺防线是二战时期的一系列防御工事,旨在保护法国免受来自东方的潜在攻击。

然而,尽管马其诺防线坚固且设计精巧,但当德军转而入侵比利时以绕过它时,马奇诺防线被证明是无效的。

同样,OpenSea 的黑名单似乎是一种强大的防御措施,但 Blur 通过使用新合约绕过了它。

第 2 回合较量:Blur 获胜。

Blur 巧妙地绕过了 OpenSea 的黑名单控制,对所有相关方都产生了深远的影响,包括 Blur、创作者、交易者以及 OpenSea。

对于 Blur:

1、Blur 绕过了 OpenSea 的马其诺防线,并重新启动受限制 NFT 项目的交易;

2、在没有任何公告的情况下,Blur 已经占据了所有受限制 NFT 项目 10 % 的交易量;

3、我们预计,随着新系统的扩展使用,以及即将到来的 $BLUR 空投,该交易市场将稳步增长;

对于创作者:

创作者现在可以在 OpenSea 和 Blur 上获得全额版税😌

1、新的 NFT 项目可以通过在合约中“拉黑” Blur 来实现这一点;

2、现有 NFT 项目可以通过更新/更改为新合约“拉黑” Blur 来实现这一点;

对于交易者:

1、交易者现在可以在 Blur 平台上交易所有 ERC721 NFT 项目,由于 Blur 不收取平台费用,因此交易摩擦变得更低;

2、请注意,受限制 NFT 目前仅可在 Blur 前端上架,但不能进行 bid 竞价;

对于 OpenSea:

1、作为 Seaport 协议的发起者,以及最大利益相关者,OpenSea 显然受益于 Seaport 的更多采用。而 Blur 等领先市场的采用,对 Seaport 和 OpenSea 来说都是一场胜利。

2. 尽管 Blur 绕过了马奇诺防线,但 OpenSea 保护创作者版税的努力值得称道;

3、版税强制执行,会给创作者带来更多收入,从而吸引更多的创作者加入 Web3 ,而 OpenSea 也会从中受益。

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