NFT与Memecoin的激烈对决:Animoca董事长预言未来与IPO之路

marsbitPublished on 2024-08-13Last updated on 2024-08-14

美国

Animoca Brands 董事长 Yat Siu 表示,NFT 目前正在与 memecoin 争夺关注,但具有持久的品质。

Siu 表示,Animoca 仍在考虑重返公开市场,并“更有可能在 2026 年进行 IPO”。

香港 Web3 风险投资公司 Animoca Brands 董事长 Yat Siu 表示,非同质化代币目前“正在与 memecoin 争夺关注”,但其“非同质化”性质将具有持久的意义。

虽然 Animoca 一直是 NFT 的长期投资者,但整个市场仍在努力模仿 2021 年和 2022 年的峰值数字。根据 Cryptoslam 的数据,2021 年 8 月 22 日当周 NFT 总交易量为 32.4 亿美元,而上周市场录得约 8000 万美元。

Siu 在香港 Foresight 2024 活动上接受 The Block 采访时表示:“目前,NFT 正在与 memecoin 争夺关注度。”他解释说,尽管 memecoin 是可替代的,但它已经承担了 NFT 在表达许多名人、影响者和用户文化方面所扮演的部分角色。

“三年前,我不知道每天有多少个 NFT 项目启动,而现在 memecoin 也出现了这种情况,”Animoca 董事长说。“最终,当这个周期完成时……什么会成为对你的声誉而不是金钱更重要的东西?NFT。”

Siu 补充说,未来将专注于 Web3,以此作为建立良好声誉的手段。“目前我们在 Web3 中遇到的一个问题是,太多人只考虑经济资本,他们还没有完全将自己的 Web3 形象视为声誉,”他说。

Siu 表示,随着 Web3 逐渐体现文化、社会和象征资本,用户将认识到区块链中声誉层的重要性,而 NFT 凭借其不可替代性在其中发挥着不可或缺的作用。

美国大选在即

与此同时,即将到来的美国总统大选结果可能会决定全球最大经济体的加密货币发展道路。

“到 11 月,美国将力争夺回加密货币领域的领导地位,”Siu 表示。“如果是特朗普,那将是火力全开;如果是哈里斯,我认为美国会更加谨慎,但不会消极。”

Animoca 创始人表示,他乐观地认为,美国对加密货币的积极态度将重振自 FTX 崩盘以来相对平静的风险投资活动。Siu 还表示,资本流动的潜在增加将刺激美国、亚洲和世界其他地区 Web3 行业之间的互动。

Siu 表示:“在 Web3 中,每个代币持有者都是投资者。想象一下,现在整个美国都对加密货币更加开放……这基本上开辟了一种全新的流动性形式。”

在去中心化预测平台Polymarket上,截至本文撰写时,美国副总统卡马拉·哈里斯赢得大选的几率为 53%,而唐纳德·特朗普获胜的几率从 7 月中旬的 70% 下降到 46%。

虽然特朗普已经表达了对区块链和加密货币的支持,但哈里斯的竞选团队最近已开始与马克·库班等加密货币领袖合作,推广“哈里斯的加密货币”。一群加密货币专家和立法者定于周三在一场名为“Crypto4Harris”的活动上发表讲话,旨在重塑加密货币行业与哈里斯的联系。

潜在 IPO

与此同时,Animoca 正在权衡 2020 年从澳大利亚证券交易所退市后重返公开市场的可能性。该公司表示,正在考虑在 2025 年底或 2026 年初在香港或中东进行 首次公开​​募股。

“坦率地说,我认为 2026 年更有可能,”Siu 告诉 The Block。 

Siu 表示,公司尚未选定潜在 IPO 的顾问,但 Animoca 打算在 9 月进行一次非交易路演作为准备。非交易路演让投资者能够了解公司当前的举措和未来计划,例如 IPO,而不以出售证券为目的。

Animoca 在4 月份的一份披露文件中表示,该公司的“财务状况依然强劲”,现金和稳定币余额为 2.91 亿美元。Siu 表示,该公司迄今为止已投资了约 540 个 Web3 项目。


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EternaFi Agents and $AINFT: A Comprehensive Analysis of AI-Powered NFT Infrastructure in the Web3 Ecosystem The intersection of artificial intelligence (AI) and blockchain technology is rapidly evolving, establishing innovative platforms that redefine ownership models and economic participation. EternaFi Agents, along with its native token $AINFT, exemplifies a groundbreaking approach to the tokenization of AI infrastructures through the means of non-fungible tokens (NFTs). Launched in July 2025 by the development team at Nova Club, EternaFi merges the advancements of AI with the decentralized financial mechanisms of blockchain, presenting a unique investment opportunity for participants within the web3 ecosystem. This article aims to provide an in-depth assessment of EternaFi Agents, covering its core components, functionality, and significance within the crypto landscape. 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EternaFi Agents represents an AI-NFT infrastructure project that aims to blend the capabilities of AI with blockchain technology in a coherent ecosystem. The essential feature of this project is the creation of NFTs that serve as financial instruments, representing fractions of ownership in Nova Club's proprietary AI infrastructure. Each NFT symbolizes direct exposure to the economic performance of the underlying AI system, providing a lucrative opportunity for investors. The project operates on the Base blockchain, known for its scalability and efficiency, thus ensuring manageable transaction costs while facilitating a seamless operational experience. One of the notable features includes a revenue-sharing mechanism, wherein NFT holders can receive portions of subscription income generated by the AI services provided on the platform. 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