Pandora爆火，寻找「图币结合」新的alpha

Odaily星球日报Published on 2024-02-06Last updated on 2024-02-06

Abstract

NUTS、INSC以及ANON，谁能接棒？

原创 | Odaily星球日报

作者 | 夫如何

Pandora爆火，寻找「图币结合」新的alpha

Pandora 的爆火，让沉寂已久的 NFT 板块再次回到大众的视野。

Pandora 采用 ERC-404 标准构建的 NFT+代币融合的交易模式，让一直被市场诟病的 NFT 流动性短缺问题看到解决方向。相比于此前碎片化 NFT 的解决方案，ERC-404 不仅比其效率更好，还创新出新颖的玩法。

当代币数量小于 1 时，NFT 是不存在的；但当代币数量等于时，会形成一个 NFT。每次代币数量等于 1 时，NFT 的图片效果均不同，本质上是将 NFT 图像内容碎片化，每次会随着手中代币数量的变化而变化，造成独特的随机属性。

这种可操作的随机性让 NFT 与代币之间形成一种互相托底的交易模式。NFT 会有随机性，稀有度不同，相应价值也不同。相反，代币本身不具有稀有度，但流动性较高。ERC-404 将代币的流动性与 NFT 的稀有度相结合，为用户形成寻找代币独特性的游戏，并提高普通稀有度 NFT 的流动性。

目前 Pandora 作为 ERC-404 的第一个稳定流通的项目，市场对其热情极高。从 2 月 2 日上线到如今，PANDORA 代币价格从 214.17 USDT 到最高价格 8791.72 USDT 仅用了不到 5 天。Opensea 和 Blur 也上线了 Pandora 的 NFT 合集，目前市场地板价为 3.3 ETH（约合 7698 USDT）。

但据相关社群成员的早期观察，项目方似乎在开盘后，购买了大量的 PANDORA 代币，不过是真是假尚不可知，推特 KOL 子时也发文表示 0x……1b2e1D地址疑似项目方地址，目前已卖出价值近 10 万 USDT 的 PANDORA 代币。

根据头等仓分析，团队在上线初期从市场买走 5000 枚，用于项目运营团队奖励之类的。此外，团队保留了 700 个代币使用 Sablier 线性释放，一个月内释放完。团队在上线的第一天内使用了大概 400 ETH 回购了代币，主要原因是他们在 Uniswap V3上不同价位分布流动性，在价格变化后需要对其 LP 进行调整。

不断上涨的 PANDORA 代币，激发了市场的 FOMO 情绪。除了 Pandora，还有哪些采用「图币结合」标准的项目？Odaily星球日报盘点一些相关项目，为大家带来新的财富密码。

Deez Nuts（代币 NUTS）

Deez Nuts 是继 Pandora 爆火之后的图文结合的代表项目，因其 NFT 图像被社区称为”花生“。

Deez Nuts 是第一个采用 Solana 网络的 TinySPL 标准的项目。传统上，代币余额存储在链上，将这些数据保存在链上会占用空间，因此 Solana 收取约 0.002 SOL 的存储“租金”。代币采用 TinySPL 标准是不需要支付租金，但Tiny SPL 代币不会显示在钱包余额中，它们仅在 NFT 部分可见。

Pandora爆火，寻找「图币结合」新的alpha

余额分为多个部分，需要通过我们的网站进行代币管理。例如，要发送 1 个 NUTS，您需要在传输之前将 125 个 NUTS 拆分为 124 个 NUTS 和 1 个 NUTS。将您的钱包连接到网站，以便更清楚地了解 Tiny SPL 代币管理

目前 NUTS 代币价格为 1.81 USDT，上线近 9 天，代币涨幅高达 554% ，目前市值超 3800 万美元。NFT 地板价为 1 个 NUTS 约为 0.019 SOL。

Pandora爆火，寻找「图币结合」新的alpha

目前还处于相对早期，作为 Solana 网络上第一个图币结合的项目，借着 Pandora 的东风，相信还会有一定上涨空间。

INSC Plus（代币暂无，只有 NFT）

INSC Plus 是先 Pandora 发行的图文结合项目，此前项目名为 INSC，早期热度较高，Opensea 上交易量为 3000 ETH。但后发生黑客攻击事件，项目方被迫选择溯源重新启动，改名为 INSC Plus，后续项目方处理该事件也较为负责，赔偿用户被攻击的损失。

INSC 本质上是铭文，不过相比出名的 eths 来讲，两者将铭文的写入地方不同，INSC 更兼容 EVM 生态。

INSC Plus 采用一种相比 ERC-404 更早的标准——ERC-7583 ，该标准是将铭文数据嵌入以太坊智能合约发出的事件中，旨在建立统一的铭文数据编码和解码格式，确保不同合约和平台之间的互操作性和一致性。

大家可以设想一下，铭文可以通过智能合约进行相关 DeFi 交易，铭文写入的图像是否可以作为 NFT 进行代币化交易，这就是 ERC-7583 标准的目的。

但目前 INSC Plus 仅有 NFT 在 Opensea 上交易，代币部分会在其推出代币交易市场后上线，届时 INSC Plus 才算真正的图文结合项目，目前应该算 NFT 或铭文项目。目前 Opensea 上地板价为 0.02 ETH，此前的 INSC 最高价格为 0.2 ETH。

Pandora爆火，寻找「图币结合」新的alpha

ANON（预计明天上线，具体时间待定）

ANON 是根据 ERC-404 的标准新开发的项目，共计 350 个 NFT，并且承诺会为 Pandora 的持有者提供奖励，尚不清楚经济模型，项目方透露明天凌晨 6 点会推出该项目。

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