深度解析:蓝筹NFT项目路线图与现状对比

Odaily星球日报Published on 2024-05-31Last updated on 2024-05-31

Abstract

Doodles 满分、BAYC 优秀、胖企鹅表现不佳,月鸟垫底 …… 结果符合你的预期吗?

原文作者:wale.moca

原文编译:Alex Liu,Foresight News

哪些 NFT 项目实际上落实了它们最初的路线图?我查阅资料得出了以下结论:

深度解析:蓝筹NFT项目路线图与现状对比

BAYC,得分: 9/10 

该团队实现了大部分最初的目标:独家周边商品、交互性的俱乐部网站和 Mutant Apes。

直到 2021 年初,它们的承诺都非常简单。

深度解析:蓝筹NFT项目路线图与现状对比

Pudgy Penguins,得分: 7/10 

在 Luca Netz 和新团队接手之前,Cole 的团队已经发布了多个路线图项目,包括:周边商品、空投和慈善拍卖等。

深度解析:蓝筹NFT项目路线图与现状对比

Cole 时期胖企鹅的路线图

现在回看,其中有一些在新团队接手之前已经兑现了。

它们推出了第一批周边商品,虽然并不是持有者独享的,但至少完成了。这些周边商品包括马克杯、连帽衫、T 恤和贴纸。而空投和慈善拍卖在当时是有限的,不能视作完成。

深度解析:蓝筹NFT项目路线图与现状对比

Pudgy Penguins 的首批周边商品

Azuki,得分: 7/10 

Azuki 选择以「思维导图(mind map)」的方式替代路线图。

深度解析:蓝筹NFT项目路线图与现状对比

最初它们宣布了:

  • 为持有人提供 3D 体验。

  • 独家街头服饰,包括滑板和玩具。

  • 现实生活中举办活动。

  • 连接物理和数字世界。

  • $BEAN 代币和 DAO。

深度解析:蓝筹NFT项目路线图与现状对比

回顾过去,其中一些已成为现实。

Azuki 曾多次推出独家商品,并以其 IRL (在现实生活中)活动而闻名。他们还通过 PBT 以创新的方式实现了数字与物理的融合。

不过,3D 头像和 $BEAN 并没有得到交付。

深度解析:蓝筹NFT项目路线图与现状对比

Azuki 的周边商品

Doodles,得分: 10/10 

Doodles 已经完成了最初的路线图。这是我找到的旧图片:

深度解析:蓝筹NFT项目路线图与现状对比

  • 在 mint 后不久,他们就以 100 ETH 的价格购买了他们的主要吉祥物。

  • 他们已将 ETH 添加到金库中。

  • 他们收购了 Golden Wolf 制作工作室。

  • 他们与很多大品牌建立了合作伙伴关系。

深度解析:蓝筹NFT项目路线图与现状对比

Degods,得分: 6/10 

我发现了一个很久前的谷歌文档,其中 Frank (?)讨论了某些路线图想法的优缺点。其中包括:DePalace、Merch(商品)、DeGods Welcome、DeOath。

它读起来很有趣:

深度解析:蓝筹NFT项目路线图与现状对比

独家商品,「DeGods Welcome」(至少在强大的社交存在感方面)实际上已经实现了。而其他想法被放弃了。

一个之前的 Notion 页面记录了其中的部分内容:

深度解析:蓝筹NFT项目路线图与现状对比

Moonbirds,得分: 4/10 

Moonbirds 被作为「实用型」PFP 宣传,持有者拥有商业权利。然而在他们臭名昭著的转向 CC0 许可证之后,这个承诺就消失了。

深度解析:蓝筹NFT项目路线图与现状对比

除此之外,自路线图发布以来,Moonbirds 的方向也发生了重大变化:

「Project Highrise(高层计划)」从未推出。

不过·,Moonbirds 确实发布了质押(「筑巢」)的 Milestones 里程碑奖励。

深度解析:蓝筹NFT项目路线图与现状对比

CloneX,得分: 9/10 

RTFKT 完成了 CloneX 的大部分初始路线图,包括给持有者的 3D 文件、锻造事件和空投。

深度解析:蓝筹NFT项目路线图与现状对比

对结果的思考

路线图的实际落实情况可能和大家预期的不符。

站在当下的时间点看,各 NFT 的地板价与它们最初路线图的落实程度似乎也无关。

BAYC 和 CloneX 最初的路线相对简单,它们基本交付了承诺。但 CloneX 的地板价一路狂跌;而 BAYC 后来尝试着交付比最初路线图更多的东西:APE 代币、元宇宙游戏、构建新链,也依然无法止住地板价的颓势。

但同时,没完成太多初始承诺的胖企鹅却靠着新团队接手后对 IP 的推广、推出的儿童玩具上架沃尔玛、频繁收到空投而走势良好。

更有人认为 PFP NFT 项目是「做得越多错得越多」、「艺术品不需要背后有一个项目方来给它们赋能」。如将合作推出 Punk IP 新系列并空投给持有者的 CryptoPunks 就广受社区批评 ——「项目方 Yuga Labs 毁了 CryptoPunks ,它们连什么都不做都做不好。」

距 NFT 爆发、充满泡沫的 2021 已过去 3 年,更成熟的项目和更理智的参与者们将会把这个赛道引向何方?让我们且行且看。

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