收购Frame、打造抽象链、颠覆Base，胖企鹅能否扛起消费者经济的大旗？

Odaily星球日报Published on 2024-07-01Last updated on 2024-07-01

Abstract

补齐底层基础设施拼图，胖企鹅这次玩真的？

原创｜Odaily星球日报（@OdailyChina）

作者｜Wenser（@wenser2010）

收购Frame、打造抽象链、颠覆Base，胖企鹅能否扛起消费者经济的大旗？

6 月 29 日，知名 NFT 项目 Pudgy Penguins 母公司 Igloo.Inc 正式收购链上创作者经济平台 Frame，后者团队将加入该公司，共同打造专为链上文化和社区设计的 Layer 2 网络 Abstract Chain，并计划在该网络引入新的经济机制。据了解，Frame 团队后续将负责基础设施开发，如无需许可且强制执行创作者版税的 NFT 市场等；后续或将部分 L2 Gas 费用用于支持创作者。

Odaily星球日报将于本文系统介绍此次收购及 Pudgy Penguins、母公司 Igloo.Inc 的“消费者经济”野望。

Frame 重出江湖，这次换了个角色：被收购方

从 NFT 赛道 L2 网络，到如今被 Pudgy Penguins 母公司 Igloo.Inc 收购的链上创作者经济平台，Frame 刚好用了 5 个月的时间： 2024 年 1 月 30 日，在原本计划主网与 FRAME 代币同步上线的节点来临之际，Frame 官方发布推文称，在收到社区反馈并并了解到部分用户空投申领出现问题后，官方已重新开放空投申领，并将推迟主网上线，后续将公布具体信息。

让人意想不到的是，空投没有如期而至，等来的却是该项目长达 5 个月的销声匿迹——项目官推停止更新，也再没有其他消息传出，也因此成为不少人感叹“NFT 果然已经死了，连宣布做 NFT L2的都活不下去，直接跑路了”。毕竟，在 2023 年 12 月的时候，该项目还宣布完成了初始融资，由 Electric Capital 和社区成员领投，天使投资人和顾问包括加密 KOL dingaling、Memeland 创始人 9 GAG CEO 陈展程、Azuki 创始人 Zagabond 等。

彼时，Frame 因向过去两年内在以太坊主网交易过 NFT 并支付版税的用户开放 FRAME 代币创始空投而名噪一时，但却在短短的不到 2 个月内惨淡收场，无数原本想要“借此回血”的 NFT 玩家也对此扼腕不已。

直到 6 月 29 日，Frame 官方账号先是发布了一条带有暗示意味的表情推文；随后便官宣了被 Pudgy Penguins 母公司 Igloo.Inc 收购的消息，并提到：Frame 后续将参与建设 @AbstractChain，这是一个消费者加密经济区块链网络，致力于文化、社区和创造力方面的发展。

此外，Frame 官方在公告中提到，Abstract Chain 将使用 ZK stack 的密码学技术和 EigenDA 为建设者们提供安全、超快速、低成本、开发人员友好的建设环境。FRAME 代币领取者先前获得的奖励将在 Abstract Chain 的原生激励系统中得到兑现。

收购Frame、打造抽象链、颠覆Base，胖企鹅能否扛起消费者经济的大旗？

链抽象，抽象链

一个原本相对失败的 NFT L2 项目，自此摇身一变，成为了胖企鹅 IP 集团旗下的重要组成部分。

胖企鹅 IP 帝国版图再添一员：三叉戟初步成型？

在 Frame 官宣被收购之后，Pudgy Penguins CEO Luca Netz 也转发了该消息并发布长文对此事予以完整说明。

他提到：“我们很高兴地宣布，已经收购了 @frame_xyz 及其团队，为构建 @AbstractChain 做出贡献。通过后续合作，我们将提供必要的基础设施和分发机制，以将加密货币引入消费者加密货币革命。现有 L2 的重点一直围绕技术创新而不是文化扩张。在我看来，L2是链上文化经济的轨道。为了推动这一经济，你需要兼顾社区、文化和分发机制，我相信加密货币领域没有人比我们在这三件事上做得更好。我们的使命始终是将加密货币带给大众人群，此次收购标志着我们朝着实现这一目标迈出了重要一步。

此前，在建设 @pudgypenguins 时，我们发现了一个不幸的事实：当前的 L2 并不是为消费者加密革命而准备的。此次收购使我们能够正面应对这些挑战，并创建一个支持和增强消费者加密体验的生态系统。我十分期待与 @cashbowie 和 @0xcygaar （Abstract Chain 的 2 位联合创始人）密切合作，打造世界上最大的链上社区，为建设者带来他们需要的用户，为用户带来他们想要的产品。”

值得一提的是，@cashbowie 此前曾在 ZKsync（@zksync）、动视暴雪（@Activision、@Blizzard_Ent）任职；@0x cygaa 则是 ERC-721 A 代币标准贡献者，且活跃于加密货币领域，曾加入 NFT 交易协议 Sudoswap，兼任 Mocaverse 顾问等身份。

Frame 作为一条 NFT Layer 2 链，自今年 1 月 30 日发表空投预领期延长后，官推就陷入了沉寂。一直到上周，Frame 终于把大招给憋出来了——这条链被 Pudgy Penguins 新成立的母公司 Igloo 收购了。

而就在 6 月 23 日，Pudgy Penguins 与旗下 NFT 许可平台 OverpassIP 共同成立母公司 Igloo.Inc 官宣时透露，该公司由 Pudgy Penguins、OverpassIP 和另一个未披露的实体组成，其官方 Medium 页面显示，将致力于构建 Web3 主流 IP 生态系统和基础设施，以支持链上品牌建设和消费者参与。

如今，“另一未披露实体”终于真相大白——正是 Frame 及后续将打造的 Abstract Chain（抽象链）。

收购Frame、打造抽象链、颠覆Base，胖企鹅能否扛起消费者经济的大旗？

抽象链官方账号宣发素材

至此，胖企鹅背后的 IP 帝国——Igloo.Inc 生态的三大版图终于一一揭晓，即 NFT IP 项目 Pudgy Penguins（胖企鹅）、NFT IP 授权许可平台 OverpassIP（IP 天桥），以及 Frame 项目改组的消费者经济区块链网络 Abstract Chain（抽象链）。

后续，Abstract Chain 将成为更多应用和场景构建的底层基础设施，Pudgy Penguins 则将以数字资产以及 IP 符号的形式成为扩展衍生更多价值产品的起点和纽带，OverpassIP 则将扮演产生商业价值回报并构筑可循环经济的商业模式平台，共同铸就“胖企鹅 IP 帝国的完整版图”。

此外，引人注意的是，在本次收购宣发公告中，Frame 官方账号、Pudgy Penguins 官方账号以及 Pudgy Penguins CEO Luca Netz 对部分词汇进行了高频使用，或许透露着胖企鹅这一初具雏形的 IP 帝国下一步的发展野望，那就是——“面向大众消费者、推动 Crypto 大规模采用、打造世界上最大的链上社区”（Consumer Crypto Revolution、Next Generation of Consumer Crypto Adoption、Build the World’s Biggest Onchain Community）。

Abstract Chain：颠覆 Base，打造世界最大的 Onchain Community？

早在 2023 年 6 月，Pudgy Penguins CEO Luca Netz 在接受采访时就表示，最早将于 6 月下旬推出名为 Overpass 的Web3 IP 许可市场。
当时，他认为，NFT 授权许可机制将使该行业从“庞氏经济学”模式转变，并通过关注有形的、现实世界的收入来促进项目的可持续增长。Overpass 旨在通过区块链技术简化并解决目前复杂且繁琐的许可程序，与创建虚拟资产和空投的负债形式不同，Overpass 模型代表了范式转变。该平台将允许商业主体直接从 NFT 持有者那里获得知识产权许可，并将其用于他们的产品和工具，为持有者提供一种可扩展的获取货币收益的方式。

尽管直到今年的 1 月底，该平台测试版才正式发布上线，并上线了基于 Pudgy Penguin IP 的 Pudgy Toys 第二章授权（包括 88 个 Pudgy Penguin 和 Lil Pudgy）。

可以说，正是这一步，才为 NFT IP 授权许可这一商业模式真正地打下了基础，并借此为 NFT IP 的商业价值开发打开了更大的想象空间。毕竟，链上资产与链下现实世界的 IP 认证与许可的联系，需要这样一个“桥梁”角色的存在。

不仅如此，从个体层面而言，OverpassIP 为 NFT 持有者提供了切实可行的“ IP 授权经济回报模式”；而从资本角度而言，这将是链接一个千亿乃至万亿美元市场的绝佳机会。也无怪乎旗下资金管理规模超 30 亿美元的知名资管公司 Bitwise CEO Hunter Horsly 近日以早期持有人的身份也对 Luca Netz、 Pudgy Penguins 以及 Igloo.Inc 在过去几年里做出的工作予以高度肯定，并强调说：“ Luca Netz 和他的团队正在做艰苦而重要的工作：他们将把数百万人带入加密领域”。无独有偶， 6 月 24 日，资管机构 VanEck 将 X 平台官方账号头像更换为 Pudgy Penguins，并得到了胖企鹅社区和加密社区的热烈反馈。

除此以外，Pudgy Penguins 此前在线下零售方面取得的成绩也令人眼前一亮： 2023 年 5 月 17 日 Pudgy Penguins 的实体玩偶 Pudgy Toys 上线亚马逊商城，随后创下“发售后两日内销量超 20000 ，销售额超 50 万美元”的骄人记录，一度力压芭比娃娃、乐高和宝可梦等知名 IP 的实体产品。要知道，在开售的前两天，只有美国用户可以购买。随后，在Odaily星球日报对 Luca Netz 的深度采访中，他提到，胖企鹅的零售销售已经做到了 1000 万美元，每个月的社交媒体曝光量高达数十亿次。

可以说，基于过往的成绩来看，胖企鹅在消费者经济方面，已经走在了加密货币行业的最前沿地带，而 Abstract Chain 的出现则是为了更加广阔的场景经济和体验经济而服务的。

基于 Abstract Chain，胖企鹅不仅能够进一步激发创作者经济的更强活力，而且还为更多的“消费者经济”应用打开了无限的可能性——正如 Luca Netz 此前在采访中所说的那样：“我们不是一个儿童品牌，我们是一个家庭品牌。在一个家庭中，有各种年龄段的人。有 50 岁的男士， 40 岁的女士， 5 岁的孩子和 20 岁的青年人，对吧？我认为这是关键，我们是每个人都可以喜爱的品牌。我认为如果加密货币和区块链想要成功，这就是我们必须触及的那种消费者网络。这是非常重要的。我们面向所有人。这就是企鹅的美妙之处。你可以属于任何种族群体，任何年龄，任何兴趣点，你都可以喜欢企鹅这个形象。”

资产或者产品或许有流通边界，但构筑起“消费者经济系统”的品牌将超越边界。

从这一维度而言，Abstract Chain 以及胖企鹅、OverpassIP 平台、Igloo.Inc 集团要做的事情，与胸怀“引导 10 亿用户进入链上社会”的 Base 生态是高度一致的。而已经有实体产品作为“引子”的胖企鹅，在这方面已经先于 Base 一步甚至几步，“打造世界上最大的 Onchain Community” 或许真的不止是说说而已，而是极具诱惑力和可实现性的目标。

结论：瞄准全链经济版图，胖企鹅所图非小

如果说 Base 的全链经济版图发展路线，采用的是“从加密原生，到主流人群”的话，那么胖企鹅选择的发展路线更偏向于“双管齐下的两头进发”——一方面，通过加密原生资产吸引前期优质种子用户；另外一方面，发力构筑 IP 经济桥梁，通过线下实体玩具吸引更大范围的关注，并开拓天花板更高的商业模式，以此链接 Web2 与 Web3 世界。

2023 年 8 月，在实体玩具收获成功后，社区成员对“ NFT 持有人回报为 0 ”一事发起质问，Luca Netz 对此进行了正面回应，并提出了“NFT 价值积累管道模型”，现在看来，他一直坚持自己的路线，不断推动着胖企鹅 IP 版图的完善。

而未来，更多的 NFT 项目能否复制胖企鹅的“价值奇迹”，或许值得我们每一个加密玩家的持续关注与大力支持。

收购Frame、打造抽象链、颠覆Base，胖企鹅能否扛起消费者经济的大旗？

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Who are the Investors of EternaFi Agents? The specific details concerning investors or investment organizations backing EternaFi Agents are not publicly available. However, EternaFi has adopted an inclusive approach to funding its development through the sale of NFTs to the public, allowing a wide array of participants to invest in the ecosystem. The project’s architecture ensures that core infrastructure is funded responsibly while allowing community members to partake in the ownership and economic returns generated from the AI services. This model emphasizes community engagement by aligning the interests of investors and project developers, creating a collaborative environment where long-term participation is incentivized. How Does EternaFi Agents Work? EternaFi Agents operates through a multifaceted ecosystem where NFTs serve as a primary means of ownership representation within the project. Each NFT holder is entitled to a share of the monthly subscription income produced by the underlying AI-powered platform, thereby positioning NFT ownership as a lucrative investment vehicle. Revenue Generation Mechanism The primary source of revenue generation for the EternaFi platform stems from subscription fees related to the AI services provided. Users can access various tiered services, ranging from basic market analysis tools to comprehensive AI-assisted trading solutions. These services are monetized and form the basis for the revenue-sharing framework, which distributes profits to NFT holders through automated smart contracts. An innovative feature of the EternaFi ecosystem is the revenue-sharing mechanism that operates transparently, ensuring that rewards are allocated based on verifiable metrics from the AI platform's operations. This creates a direct link between the performance of AI services and the returns available to community investors, establishing a sustainable economic model. Staking and Vesting Mechanisms Participants within EternaFi can engage in staking their NFTs to unlock additional economic benefits. The vesting schedule is designed to promote long-term commitment among participants, rewarding those who exhibit ongoing support for the project. This ensures a robust alignment of interests and fosters a sense of community engagement essential for achieving the project's long-term goals. Transparent Governance EternaFi Agents embraces decentralized governance, allowing NFT holders to play an active role in decision-making regarding the platform's development and future directions. The governing structure includes community voting mechanisms, providing NFT holders with the opportunity to influence significant decisions and contributing to a collaborative approach to project growth. Timeline of EternaFi Agents The development trajectory of EternaFi Agents showcases a systematic approach toward building a sustainable AI infrastructure while meeting the needs of community participants. Below is a timeline of important milestones in the project’s history: July 2025: Launch of EternaFi Agents, including the public sale of NFTs and deployment of the $AINFT token on the Base blockchain. Q4 2025: Establishment of market infrastructure including liquidity pools and launch of staking dashboards for NFT holders. 2026: Initiation of community engagement programs, expanding AI capabilities, and integration with cross-chain technologies. Q4 2026: Implementation of the dividend distribution system, allowing NFT holders to reap economic benefits from their investments. These milestones signify the focus on establishing a functional and participative ecosystem while ensuring continuous evolution to meet market demands. Technological Infrastructure and Blockchain Integration EternaFi Agents is anchored in an advanced technological framework combining AI systems with blockchain capabilities. Operating on the Base blockchain, the project leverages the advantages of scalability and low transaction costs. The underlying smart contract architecture governs the NFT ownership, revenue sharing, and community management features, ensuring efficiency and transparency. AI System Development The proprietary large language model underpinning EternaFi Agents has been independently developed and designed to cater to revenue-generating applications without reliance on proprietary external frameworks. This endeavor reflects a commitment to creating a versatile and adaptable AI infrastructure capable of delivering meaningful services to users, thus generating economic value for investors. Security Measures The robustness of EternaFi’s security infrastructure is paramount. Regular audits and stringent security measures ensure the integrity of the AI systems and blockchain mechanisms, safeguarding against potential vulnerabilities while fostering confidence among participants. Conclusion EternaFi Agents signifies a landmark innovation within the realm of artificial intelligence and blockchain technology, opening avenues for community ownership and economic participation in advanced AI capabilities. The project’s comprehensive strategy to tokenize AI infrastructure via NFTs establishes a precedent for future decentralized ecosystems. By harmonizing technical sophistication with user-centric economic models, EternaFi not only fosters engagement but also generates a sustainable revenue-sharing framework for community participants. The significance of EternaFi extends well beyond its operational success as it exemplifies how blockchain can democratize cutting-edge AI technologies, paving the way for future ventures in this intersectional space. The evolution of EternaFi Agents may herald a new era of AI development characterized by participant-driven governance, sustainable economic models, and transparent verification, ultimately contributing to the broader democratization of AI and technology accessibility across industries.

4.1k Total ViewsPublished 2025.08.14Updated 2025.08.14

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