以太坊流动性溢出,被套的NFT有救了

Odaily星球日报Published on 2024-12-02Last updated on 2024-12-02

Abstract

速览近期以太坊板块NFT数据,浅析回暖原因

原文作者:Shaofaye 123 ,ForesightNews

近期,NFT 交易平台 Blur 周线接连上涨,月度涨幅近 80% 。NFT 板块出现异动,代币月回报率达 50% 。蓝筹 NFT 系列地板价 7 日内回升均超 30% ,NFT 板块似乎呈现回暖趋势。但相比以太坊生态 NFT 涨幅,Solana、BTC 生态 NFT 依旧表现平平。

本文将带你速览近期以太坊板块 NFT 数据,浅析回暖原因。

以太坊 NFT 板块数据向好

从 NFT 板块整体走势来看,根据 Sosovalue 数据显示,NFT 板块近一个月表现良好,整体数据在逐步攀升。月度投资回报率可达 50% ,但相比大热叙事 PayFi、RWA、AI 等近 100% 的月度回报率来看,仍不属于本轮炒作主流叙事。

以太坊流动性溢出,被套的NFT有救了

图源:https://sosovalue.com/zh/assets/cryptoindex/NFT

据 CryptoSlam 数据显示,NFT 整体销售额相比也出现了回升趋势。今年 10 月,NFT 总交易量开始增长,打破了 NFT 月度销售额连续七个月下滑的态势,达 3.56 亿美元,环比增长了 18% 。此外,NFT 交易数量也逐步增加, 10 月份 NFT 交易数量达 720 万笔,较 9 月份的 500 万笔增长了 42% 。11 月 NFT 销售额再次实现显著增长,较 10 份增长 57.8% ,超 5.62 亿美元。以太坊网络销售额超 2.16 亿美元,较 10 月增长 12% 。

以太坊流动性溢出,被套的NFT有救了

图源:https://www.cryptoslam.io/nftglobal?timeFrame=month&headerPeriod=30d

其中 CryptoPunks 领涨 NFT 市场, 30 天销售额超 4900 万美元,环比增长近 400% 。此外,据 Blur 数据显示,蓝筹 NFT 系列地板价 7 日内回升均超 30% 。其中 Bored Ape Yacht Club 地板价 7 日上涨 72% ,Pudgy Penguins 地板价 7 日上涨 29% ;Mutant Ape Yacht Club 地板价 7 日上涨 97% 。

以太坊流动性溢出,被套的NFT有救了

比起 ETH NFT 板块回暖, Solana NFT 板块依旧表现平平。据 CryptoSlam 数据显示,衡量 ETH NFT 市场表现的 CryptoSlam ETH NFT 综合指数,近三个月内回升近 40% 。而 Solanan NFT 指数近三个月内几乎没有未出现波动,据年初至今已经下降 48% 。Solana NFT 基础设施 TNSR、MPLX 也未见明显涨幅。

以太坊流动性溢出,被套的NFT有救了

以太坊流动性溢出,被套的NFT有救了

图源:https://www.cryptoslam.io/indexes/cseth

以太坊复苏,流动性逐渐溢出

以太坊 ETF 从通过以来炒作至今,随着 ETF 净流入在不断回升,以太坊生态整体板块在缓慢回暖。据 Sosovalue 数据显示,以太坊生态净流入天数和数量在不断增加。ETH 币价也随之攀升,近一个月涨幅达 45% ,从底部 2500 左右涨至 3700 美元。再质押板块 Puffer 近一周翻了一倍,EIGEN 一周涨幅也达 30% 。

以太坊流动性溢出,被套的NFT有救了

图源:https://sosovalue.com/zh/assets/etf/Total_Crypto_ETH_ETF_Fund_Flow?page=usETH

除交易所币价回升外,链上流动性也逐步溢出。据 The BLock 数据显示,以太坊链上月度交易量近三月以来逐步抬升, 11 月份超 3 月交易量达今年峰值 1837 亿美元。

以太坊流动性溢出,被套的NFT有救了

图源:https://www.theblock.co/data/on-chain-metrics/ethereum/ethereums-adjusted-on-chain-volume-monthly

除以太坊复苏,流动性溢出外,NFT 板块整体价格处于历年来较低水平,仍长期持有 NFT 的用户,在启动前期,可能较少会选择抛售,从流通和供应来看 NFT 市场或有一定潜力。此外,ME TGE 在即,Truemarkets 预测市场 NFT 吸引 V 神购买等举动也吸引了市场不小的关注。

但 NFT 市场能否再度兴起,仅靠短暂的流动性溢出难以维继。需要进一步寻找创新,匹配需求,落地真实应用场景才能行之有效。

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