一览Nansen 6大NFT指数:NFT投资的新方法

深潮TechFlowPublished on 2022-02-24Last updated on 2022-03-03

Abstract

通过这些指数,所有Nansen的用户可以探索并多样化的参与到NFT市场的不同领域。

Nansen NFT指数是NFT市场值得信赖的风向标, 这次更新提高了优质金融基础设施的标准,以支持用户日益增长的NFT行业。
基于广受欢迎的蓝筹股,Nansen的引入扩大了指数范围,从而让所有客户对快速崛起的NFT市场有了一个基本了解。
Nansen 用6个NFT指数来跟踪以太坊区块链的市场活动。
根据使用案例,Nansen指数定义了NFT的类型和子类型。
通过这些指数,所有Nansen的用户可以探索并多样化的参与到NFT市场的不同领域。
NFT是一个快速崛起的资产类别,对于跟踪市场中的创新是一项挑战。尽管对NFT用户案例进行分类的框架很重要,但目前还没有相关的定义。为定义这一差距,Nansen 设计了6个指数,用ERC-721 and ERC-1155标准来追踪以太坊区块链上的NFT市场活动。
这些指数包括:

  • Nansen NFT-500
  • Nansen Blue Chip-10
  • Nansen Social-100
  • Nansen Gaming-50
  • Nansen Art-20
  • Nansen Metaverse-20
市场


根据用例或应用程序的不同,每个指数被设计用来跟踪NFT的主要类别的活动。 为设计指标,共分析审查了500多个NFT样品。
新投资信号
Nansen NFT指数允许投资者能够确定一个市场板块相对于其他市场板块和整体市场的走势。Nansen NFT指数过去30天的表现,显示出三个总体趋势。  Social and Metavers NFT 比较稳定。
Social NFT 板块的日市值

市场


Metaverse NFT 板块的日市值

市场


一个可能造成这种现象的原因是,Social NFT在NFT市场上遭受了更大的竞争。因此,价格信息不对称的情况有所减少。迄今为止,Socail NFT占据了每日NFT市场50%的份额。市场参与者有更多信息可以用来评估Social NFT的价格。由于这些NFT的社区特性,网络效应也特别强。与其他NFT领域相比,Social NFT存在的时间更长。早在2017年, Social NFT就开始采用了(例如,Crypto punk); 可以说,这个行业相对来说更加成熟。 
同样,尽管将NFT集成到Metaverse这一概念前所未有,但Metaverse这一概念本身并不新鲜(例如,Second life于2003年提出了这一概念)。我们假定,人们对Metaverse这个概念的熟悉程度,以及其他大公司对这个领域的认可(例如Facebook将品牌重新命名为Meta和Grayscale提供的Decentraland (MANA)信托),可能是导致Metaverse NFT不稳定的因素。Social-100指数表明,截至2022年2月21日,Social NFT产品以30天回报率为24%,引领NFT市场。与此同时,Metaverse-20指数过去30天的回报率为-3.9%。 
与其他NFT类型相比,Gaming NFT在过去30天表现不佳

市场


Gaming -50指数表明,自2022年初以来,Gaming NFT一直表现不佳。Gaming-NFT指数显示:截至2022年2月21日,30天回报率为-9.1%。从Gaming NFT测试发布到真正的游戏发布间通常会有一段时间的间隔, 因此,在这一领域保持用户的参与绝非易事。在更大的加密货币市场中就能看见Game NFT的表现;Axie Infinity经历了-8.49%的下跌;在过去30天里,Illuvium和Enjin的股价分别下跌了8.0%和10.5%。 相比之下,Gaming-50指数与三种市值较大的Gaming加密货币相一致。
Art NFT波动性更大

市场

Art-20指数揭示了Art NFT的挥发性。由于艺术品的供应通常较小,交易活动较慢,投资者可能会发现在投资时获取有关Art NFT的信息并不容易。当你交易股票、债券、商品和货币时,你可以获得大量的信息,这些信息可以帮你找到方向。虽然仍然有关于艺术收藏品的信息,但与在公开市场交易任何东西相比,你可以了解到的关于艺术收藏品的细节数量是有限的。所以,我们假设价格信息的不对称,成为市场参与者投机行为的驱动因素,从而导致Art NFT的价格波动。
六大NFT指数是指什么?
Nansen NFT-500

市场


NFT交易市场变化莫测,没有现成的指标来跟踪广泛的NFT交易市场活动。在发现这一问题后,南森设计了NFT-500指数作为跟踪NFT市场活动的基准指数。NFT-500由500家NFT收藏公司组成,按市值加权。NFT-500显示自2022年1月1日以来每日市场平均交易量为85.4%。
Nansen Blue Chip-10

市场


在Nansen蓝筹指数取得初步成功的基础上,Blue Chip-10指数现在追踪了10个著名的NFT指数。我们认为这些NFT集合已经成熟,Blue Chip-10指数以它们的市值衡量这些集合。   
Nansen Social-100

市场


我们观察到,用户拥有Profile Picture NFT的部分动机是为了与社区内的其他人进行联系和互动。NFT的社交功能并不局限于Profile Picture NFT。我们在Social NFT的其他子板块中识别出类似的社会驱动因素,如“Access & Membership”NFT和“Utility”NFT,其功能在于用作于DAO。
Social-100指数的图表显示了不同类型的Social NFT,其中Profile Picture NFT主导了该行业的市场资本。
Nansen Gaming-50

市场


Gaming-50 NFT指数包括了市值排名前50的Gaming NFT。该指数包括Gaming NFT集合,如Play-to-Earn游戏NFT,GameFi NFT,以及角色扮演游戏NFT。
在传统的游戏玩法中,游戏开发者对可下载内容的运行方式拥有完全的控制权——包括他们如何认证你的所有权,你下载内容的服务器,以及道具如何在游戏中使用。然而,Gaming NFT引入了一种不同的元素,即在游戏玩法中获得的价值可以在链外实现。例如,在《Wizard & Dragons》中,你可以使用NFT去获取游戏内部的金币。
根据Gaming-50指数,热门游戏NFT游戏项目包括Vox Series、ASMAIFAAllStarsBoxSet和CyberKongz。
Nansen Art-20

市场


艺术类NFT有不同的表现形式。例如,XCOPY的“TRAITORS”系列是一种数字艺术形式,也有人认为是新媒体艺术,艺术家利用电脑或电子设备来创作作品。另一方面,我们有生成艺术,数字艺术的衍生形式。这种艺术形式通常涉及到在其创建过程中使用编程。Autoglyphs集合就是这样一个例子。其次是实体艺术,比如FEWOCiOUS的作品。当然,音乐也可以被归类为NFT艺术的一部分。
Art-20指数旨在展示Aft NFT在市场上的多样性,囊括了许多类型的NFT艺术-数字艺术,生成艺术,实体艺术和音乐。Art-20指数的YTD表现突出了Generative Art NFT在Art NFT领域的主导地位。
Nansen Metaverse-20

市场


Metaverse-20 NFT跟踪与Metaverse相关的NFT,如“Avatar”、“Assets”、“Land & Real-estate”和“Utility”,包含按市值加权的前20个Metaverse NFT集合。元宇宙是一个沉浸式虚拟世界网络,融合了各种游戏、娱乐、商业和社区,使用户能够与其交互。数以百万计的人每天花费数小时漫游于虚拟的社交空间中,而NFT可以完美的镶嵌在这个网络里。此外,Metaverse NFT可以证明参与者在虚拟世界中所有权和资产的真实性,从而推动Metaverse经济。
Metaverse-20指数显示,与土地和房地产相关的NFT在该行业中受到了特别关注。
基于指数方法的NFT投资 
在传统金融学中,有现成的文献表明,指数投资可以在一段时间内胜过基金的主动管理。此外,市场指数可以为投资者提供历史数据,帮助他们做出明智的投资决策。Nansen NFT指数为NFT市场提供了一种可靠的指导。这一更新提高了优质质量金融基础设施的门槛,支持了NFT行业的不断深入。指数分类的深度和广度为所有Nansen用户带来了全方面的新市场信号。

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