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

比推Published on 2024-08-15Last updated on 2024-08-15

Animoca Brands董事长Yat Siu认为,NFT具有持久的品质,目前正在与memecoin竞争关注。公司正在考虑重返公开市场,并可能在2026年进行IPO。Siu认为,NFT的不可替代性在Web3中将发挥重要作用,而美国大选结果可能影响加密货币发展。Animoca目前财务状况强大,已投资约540个Web3项目。

原文标题:Animoca founder says NFTs ‘fighting for attention’ with memecoins but have staying power

原文作者; Danny Park

编译:Alvis,火星财经

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。

说明: 比推所有文章只代表作者观点,不构成投资建议

Trending Cryptos

Related Reads

Standard Chartered Bank’s 50-Fold Fantasy: Predicting AAVE to Reach $3,500

Standard Chartered Bank has issued an optimistic research report predicting that the AAVE token could surge 50-fold to $3,500 by 2030. This forecast is based on the projection that the total value locked (TVL) in DeFi will grow 37x to approximately $2.7 trillion, driven by stablecoin expansion and the tokenization of real-world assets (RWA). The bank's model links Aave's potential valuation directly to its protocol revenue, which is primarily driven by net interest margins. The report highlights Aave's current dominant position, noting it captures over 80% of the net earnings ("protocol retained earnings") in the lending sector while holding only about half of its TVL. It also points to the recent launch of the Aave V4 architecture and a healthy revenue stream of $142 million in 2025 as positive fundamentals. Grayscale's separate analysis, applying traditional valuation metrics like DCF, concluded AAVE is currently undervalued. However, the article notes significant challenges. Aave's peer-to-pool lending model suffers from inherent capital inefficiency, with an estimated $52 million annual "deadweight loss" due to idle funds needed for liquidity buffers. This structural flaw was exposed during the April KelpDAO exploit, which locked a WETH pool at 100% utilization for days. Emerging protocols like Morpho, with more efficient point-to-point models, are cited as growing competitive threats. In summary, while institutional forecasts paint a macro picture of massive growth fueled by RWA adoption, Aave's path forward hinges on addressing its core structural limitations and competitive pressures within the evolving DeFi lending landscape.

链捕手20m ago

Standard Chartered Bank’s 50-Fold Fantasy: Predicting AAVE to Reach $3,500

链捕手20m ago

Tidal Investment: We Remain Bullish on the AI Industry Chain, But the Reasons Have Changed

Tidal Investment remains optimistic about the AI industry chain, but the rationale has shifted. The market narrative has changed. While recent large-scale IPOs (e.g., SpaceX) and major fundraising plans by tech giants like Alphabet and Meta have caused some nervousness, this isn't a sign of an AI peak. The focus has moved from the initial question of AI's viability to the sustainability of massive investment cycles. The key players—primarily the major cloud providers—are not slowing down; their capital expenditure (Capex) guidance for 2026 has been increased across the board (e.g., Alphabet to $180B, Amazon to $200B). This investment cycle is proving resilient and difficult to stop. Unlike traditional hardware cycles, current AI Capex is distributed across multiple physical layers—computing, memory, networking, and critically, power infrastructure. Bottlenecks are shifting from chips to elements like electricity, transformers, and cooling systems, which have much longer lead times and cannot be easily pre-built like fiber optics during the dot-com bubble. Supply chain data (e.g., Eaton's 240% YoY data center orders) confirms this broad-based, project-driven expansion. Market concerns are acknowledged but viewed differently. First, while Capex growth currently outpaces revenue growth, raising ROI questions, this mirrors the early scaling phase of cloud computing itself. A change in view would require concrete signals like downward Capex revisions or missed AI product targets, which haven't materialized by mid-2026. Second, comparisons to the 2000 dot-com bust are flawed. That crash was driven by a massive, parallel oversupply of cheap capacity (fiber). The current cycle faces *supply constraints* in critical, capital-intensive physical infrastructure that cannot be overbuilt as easily. In conclusion, the wave of fundraising reflects the next, more complex act of the AI story. Physical bottlenecks and sustained high Capex plans suggest this is not the finale but an ongoing, capital-intensive build-out phase. The script has changed, but the play is far from over.

marsbit1h ago

Tidal Investment: We Remain Bullish on the AI Industry Chain, But the Reasons Have Changed

marsbit1h ago

Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

Tidal Investments remains optimistic about the AI industry chain, but the rationale has shifted. The market is concerned about massive concurrent fundraising by tech giants like SpaceX, OpenAI, Alphabet, and Meta, fearing an AI peak. However, the authors argue this signals the next act of AI development, not its end. Capital expenditure (Capex) from major cloud providers (Alphabet, Amazon, Meta, Microsoft, Oracle) continues to surge aggressively into 2026. This investment cycle is more resilient than past hardware cycles due to its scale and complexity. Bottlenecks have shifted from chips to critical physical infrastructure like power grids, transformers, cooling, and data center construction—areas with long lead times and limited capacity for rapid expansion. Supply chain data (e.g., Eaton's orders) confirms substantial, tangible progress. Key market concerns are addressed: 1. **ROI vs. Capex Growth**: While Capex growth outpaces revenue, the authors note cloud giants have historically overcome similar phases through scale. The cycle will only be in danger if Capex guidance is cut, orders are canceled, or AI product demand falters—none of which are currently observed. 2. **Comparison to the 2000 Dot-com Bubble**: Unlike the telecom bubble, where cheap, oversupplied fiber crashed prices, AI infrastructure (especially power) is constrained, customized, and subject to lengthy approvals, making a similar supply glut and crash unlikely. In conclusion, the wave of fundraising reflects the immense, ongoing capital needs for AI's next phase, constrained by slow-moving physical bottlenecks. The AI cycle is not over; the script has simply changed.

链捕手1h ago

Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

链捕手1h ago

Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

Grayscale Research identifies 15 top-revenue crypto protocols trading at significant valuation discounts, with many at single-digit or even 1x revenue multiples. Protocols like Pump.fun, PancakeSwap, and Meteora have market capitalizations roughly equal to their annual revenue. The report argues these financially-focused protocols (DEXs, lending, staking) are fundamentally undervalued and could benefit from the potential passage of the CLARITY Act, expected as soon as next month. This legislation aims to clarify digital asset regulation, potentially reducing institutional barriers and driving on-chain activity. The analysis breaks down the protocols into three groups: the "1x Club" (market cap ≈ revenue), mid-tier protocols with 3-9x multiples (e.g., Aave, Lido, Jupiter), and high-multiple protocols like Hyperliquid (15x) and Uniswap (37x), where valuation reflects future potential rather than current cash flows. Grayscale applies a traditional DCF model to Aave, suggesting a one-year price target of ~$175, representing ~130% upside from current levels. The report notes a risk-off macro environment since the Iran conflict has further compressed valuations, creating a potential entry window. The conclusion highlights that while the valuation data presents an intriguing opportunity, the investment thesis is contingent on the CLARITY Act's passage and subsequent institutional capital flows. Investors are cautioned to consider Grayscale's inherent conflict of interest as a crypto asset manager with products tied to these assets.

marsbit1h ago

Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

marsbit1h ago

Trading

Spot
Futures

Hot Articles

How to Buy NFT

Welcome to HTX.com! We've made purchasing AINFT (NFT) simple and convenient. Follow our step-by-step guide to embark on your crypto journey.Step 1: Create Your HTX AccountUse your email or phone number to sign up for a free account on HTX. Experience a hassle-free registration journey and unlock all features.Get My AccountStep 2: Go to Buy Crypto and Choose Your Payment MethodCredit/Debit Card: Use your Visa or Mastercard to buy AINFT (NFT) instantly.Balance: Use funds from your HTX account balance to trade seamlessly.Third Parties: We've added popular payment methods such as Google Pay and Apple Pay to enhance convenience.P2P: Trade directly with other users on HTX.Over-the-Counter (OTC): We offer tailor-made services and competitive exchange rates for traders.Step 3: Store Your AINFT (NFT)After purchasing your AINFT (NFT), store it in your HTX account. Alternatively, you can send it elsewhere via blockchain transfer or use it to trade other cryptocurrencies.Step 4: Trade AINFT (NFT)Easily trade AINFT (NFT) on HTX's spot market. Simply access your account, select your trading pair, execute your trades, and monitor in real-time. We offer a user-friendly experience for both beginners and seasoned traders.

7.2k Total ViewsPublished 2024.03.29Updated 2026.06.02

How to Buy NFT

What is Altura NFT?

Altura: Providing One-Stop NFT Solutions for Game Developers

56.0k Total ViewsPublished 2024.06.12Updated 2024.06.12

What is Altura NFT?

What is AINFT

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. Introduction and Project Overview EternaFi Agents stands as a salient example of how blockchain technology can democratize access to advanced AI capabilities. The project endeavors to reshape the paradigm of AI ownership by diversifying economic participation, making sophisticated AI systems accessible to a larger pool of stakeholders. At its core, the project tokenizes a proprietary large language model (LLM) developed by Nova Club, allowing NFT holders to gain fractional exposure to the model's economic performance. By utilizing NFTs representing stakes in the LLM, EternaFi Agents fosters a model wherein stakeholders not only participate in AI service consumption but also enjoy sharing in the economic rewards generated by the platform. This transformative approach enables the development of sustainable revenue models for AI services, all the while promoting broad community engagement and facilitating transparent governance. What is EternaFi Agents? 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. This innovative approach establishes a connection between the success of the AI services and the economic dividends distributed among the holders, thus ensuring an alignment of interests across the community. Who is the Creator of EternaFi Agents? The creative force behind EternaFi Agents is Nova Club, a development team based in Singapore proficient in the amalgamation of AI and blockchain technology. Their prior experience in AI development and cryptocurrency analysis gives credence to the project, contributing a breadth of expertise to the creation of EternaFi Agents. Nova Club’s mission centers on democratizing access to cutting-edge AI technologies while building sustainable economic models that benefit users alongside developers. Their commitment to transparency, community governance, and innovation is reflected in the design and implementation of the EternaFi platform, aiming to establish a unique ecosystem that fosters positive engagement and long-term value creation. 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

What is AINFT

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of NFT (NFT) are presented below.

活动图片