YugaLabs放手CryptoPunks,NFT蓝筹的下一站是博物馆?

Odaily星球日报Published on 2025-05-14Last updated on 2025-05-14

Abstract

当CryptoPunks成为旧钱、成为「馆藏」,我们或许也正见证 NFT 从高波动的金融实验,向低频率的文化样式缓慢转身。

撰文:ChandlerZ,Foresight News

2025 年 5 月,CryptoPunks 被「送进博物馆」了。

准确地说,是 Yuga Labs 将这款开创了 NFT 艺术时代的项目,其知识产权转让给了一个名为 Infinite Node Foundation(NODE)的非营利机构。后者宣布,这项收购不仅包括 CryptoPunks 的全部知识产权,还附带 2500 万美元的文化基金,并将推动一项雄心勃勃的博物馆合作计划,致力于将 CryptoPunks 纳入全球主流艺术机构。

其还高调宣布:「这不是所有权的转让,而是解放(liberation)。」

在消息公布后的数小时内,CryptoPunks 的地板价迅速回升至约 48 ETH,成交量亦出现明显上升。一度沉寂的交易界面重新活跃起来,仿佛提醒着人们这套像素图标曾经承载的辉煌。

YugaLabs放手CryptoPunks,NFT蓝筹的下一站是博物馆?

YugaLabs放手CryptoPunks,NFT蓝筹的下一站是博物馆?

这项曾被视为「Web3 图腾」的蓝筹项目,在经历多年的市场巅峰与情绪低谷之后,走向了一个新的篇章。该基金会还组建了一个顾问委员会来管理 CryptoPunks,Larva Labs 创始人兼艺术家 Matt Hall 和 John Watkinson 将回归管理该委员会,Wylie Aronow(Yuga Labs)和 Erick Calderon(Art Blocks)共同参与委员会。此外,NODE 将聘请 Natalie Stone 担任顾问,在过渡期间为 NODE 团队提供支持。

但这场「回归」究竟是新的开始,还是一段时代的句点?

从先锋到经典,CryptoPunks 的前世今生

CryptoPunks 诞生于 2017 年,由加拿大开发者组合 Larva Labs 创建,灵感来自朋克文化与生成艺术。10, 000 个像素头像被免费铸造,彼时尚无 NFT 市场,只有一小部分以太坊用户通过智能合约领取了这些图像。

真正让 CryptoPunks 成为加密文化图腾的,是 2021 年 NFT 市场的爆发。那一年,NFT 成为主流讨论对象,从佳士得拍卖行到主流媒体,无不聚焦这一资产新物种。CryptoPunks 因其「原点性」身份,被视作数字艺术的「古典文物」,价格飙升。

2021 年 8 月,Visa 宣布以 49.5 ETH 购入 CryptoPunk #7610 ,称其为「企业进入 NFT 时代的重要资产」,这一行为引发广泛模仿,推动了机构购入 NFT 的短期热潮。同年,多枚 Punk 头像在苏富比与佳士得拍出高价,如 Punk #7523 (俗称「Covid Alien」)在苏富比以 1, 170 万美元成交,一度创造单个 Punk 的拍卖记录。经历过 NFT 市场最疯狂的阶段,CryptoPunks 总成交额一度突破 30 亿美元,铸就其「顶级蓝筹」的神话地位。

然而巅峰并未持续太久。随着 Bored Ape Yacht Club(BAYC)于 2021 年春季上线,并快速构建起强社交社区、商业授权体系与明星传播力,CryptoPunks 逐渐显现出原教旨但沉默的局限。后起之秀们通过灵活的 IP 授权、周边产品和派对活动赢得更大用户群,而 CryptoPunks 因为 Larva Labs 的非商业化立场,使得持有者无法商业化利用其 Punk IP,在社区活跃度与扩展性方面被逐步边缘化。

这一分野最终导致 2022 年 3 月,Yuga Labs 收购 CryptoPunks 与 Meebits IP。收购消息初期曾对 CryptoPunks 的价格产生积极影响,但这场收购后的实际推进并未如外界期待那样激进。CryptoPunks 在 Yuga 手中并未被大量商业化,一方面,它避免了庸俗的 IP 泛化;但另一方面,也未能与 BAYC 一样建立起活跃的生态系统。在 Web3 进入寒冬的这两年里,CryptoPunks 逐渐成为「被尊敬但不被触碰」的存在。

象征性的「去金融化」,非营利基金会接管 NFT 图腾

此次出售的接盘方 Infinite Node Foundation 是一个设立于 2025 年、由风投人 Micky Malka 与策展人 Becky Kleiner 创立的非营利基金会,其愿景是将互联网原生艺术纳入主流文化体系,并进行研究、展览与归档。

根据 NODE 的说法,此次收购并非一场传统意义上的并购,该基金会承诺将在帕洛阿尔托建设永久展览空间,并首次展出完整 10, 000 枚 CryptoPunks 头像,这是 NFT 历史上首次有项目被以全集形式进行策展。同时,该展馆将同步运行一个实时以太坊节点,强调链上艺术的「原位性」(on-chain locality)与「链上持续性」(immutability)。

NODE 的语言非常清晰,他们想要为互联网原生艺术争取一个在学院体系与博物馆制度中的正式位置。似乎,CryptoPunks 正在完成一种身份转换,不再是可炒作的商品,而是可展览、可研究、可叙述的「文化遗产」。

但这种转变并不全然浪漫。这一交易金额虽然未公开,但 NODE 同步设立的 2500 万美元文化捐赠基金,也许暗示了 Yuga Labs 的「止盈式退出」。

对后者而言,出售 CryptoPunks 更像是一次资源聚焦和财务优化。Yuga 在 2024 年曾启动大规模裁员,并明确将业务核心集中于 Otherside 虚拟世界与 ApeCoin 生态,出售 Punks,可能是一次理性割舍。

谁在定义 NFT 的「艺术性」?

有意思的是,此次交易背后的主线,一定程度上已不再是估值或地板价,而是艺术史地位。

NODE 的介入,将 CryptoPunks 纳入了更为传统的文化叙事中:永久藏馆、学术研究、艺术策展……这些词汇听起来更像是 MoMA 或大英博物馆的职责,而非加密社区日常讨论的内容。

实际上,NFT 走向「博物馆化」的趋势早已有之。2023 年,Autoglyphs 被伦敦 Serpentine Gallery 收藏并展出;Fidenza 与 Ringers 开始被策展机构归类为「生成艺术运动」的代表;Beeple 的《Everydays》更是在佳士得拍出 6900 万美元后,成为 NFT「博物馆入驻」的起点。

从这个角度看,NODE 的出现是一种温和的安排,它不试图为 CryptoPunks「赋能」,也不改变其原有面貌,而是将其纳入一种制度性的艺术保护轨道。而如果此次买方是某家商业公司,其操作逻辑很可能是 IP 授权、商业联名、流量变现,这些做法虽可带来短期收益,却可能消解 CryptoPunks 作为数字原生文化标志的象征性。

不过,新的问题随之而来,NFT 的下一个叙事是什么?

NODE 在公告中说:「这不是所有权的转移,而是解放。」当 CryptoPunks 成为旧钱、成为「馆藏」,我们或许也正见证 NFT 从高波动的金融实验,向低频率的文化样式缓慢转身。而 CryptoPunks 的转型,正像一面镜子,映照出这个行业的焦虑。

原文链接

Trending Cryptos

Related Reads

US CFTC Launches Broad Investigation into Polymarket, Is the Prediction Market Party Coming to an End?

The U.S. Commodity Futures Trading Commission (CFTC) is conducting a broad investigation into the prediction market platform Polymarket, focusing on its business practices including social media promotions. This follows a bipartisan letter from U.S. senators urging the CFTC to probe alleged fraudulent marketing tactics used to promote gambling-like products. The action coincides with a period of explosive growth for the prediction market sector, driven by events like the World Cup, with platforms like Kalshi and Robinhood reporting record trading volumes and revenue. The investigation signals a potential end to the sector's unregulated expansion and may lead to clearer federal oversight, particularly regarding investor protection and distinguishing prediction markets from traditional sports betting. The CFTC's move has also intensified a jurisdictional conflict with multiple U.S. states (including Kentucky and New York), which have sued platforms like Polymarket and Kalshi, accusing them of operating illegal sports betting and threatening state gambling tax revenues. Furthermore, the CME Group has sued the CFTC, challenging its approval of certain prediction market products. The report also highlights the political and capital interests intertwined with the industry. Donald Trump Jr. holds advisory and investment roles in both Kalshi and Polymarket, and the Trump administration has previously emphasized federal regulatory authority over these markets. The CFTC's investigation into Polymarket is framed as a step towards formalizing the industry's regulatory landscape, moving it from a phase of "wild growth" towards a more structured future.

marsbit1h ago

US CFTC Launches Broad Investigation into Polymarket, Is the Prediction Market Party Coming to an End?

marsbit1h ago

U.S. CFTC Launches Extensive Investigation into Polymarket, Is the Prediction Market Frenzy Season Cooling Down?

The U.S. Commodity Futures Trading Commission (CFTC) has launched a broad investigation into the prediction market platform Polymarket, focusing on its business practices including social media activities. This follows a bipartisan letter from U.S. senators urging the CFTC to probe allegations of paid influencer false marketing and fraudulent promotion of gambling-like products to American users. The investigation comes as the prediction market sector experiences explosive growth, largely driven by the World Cup. Weekly trading volumes have hit record highs, exceeding $14.4 billion, with platforms like Kalshi and Robinhood's new venture seeing significant activity. Major firms like Meta are also showing interest in the space. This regulatory scrutiny signals a potential end to the sector's "wild growth" phase. The CFTC's move also highlights an escalating jurisdictional conflict between federal regulators and state authorities. Over a dozen states, including Kentucky and New York, have sued platforms like Polymarket and Kalshi, accusing them of operating illegal sports betting, which threatens state gambling tax revenues. The CFTC is countersuing to assert its exclusive federal jurisdiction over these "event contracts" as derivatives. Furthermore, the CFTC's approval of Kalshi's Bitcoin perpetual futures contract has sparked a lawsuit from traditional exchange CME, alleging regulatory overreach. The political and capital landscape is intricate, with Donald Trump Jr. holding advisory roles and investments in both Kalshi and Polymarket. This connects capital, political influence, and regulatory bodies, suggesting the current investigation may be a step toward formalizing the industry's rules rather than halting its progress.

Odaily星球日报1h ago

U.S. CFTC Launches Extensive Investigation into Polymarket, Is the Prediction Market Frenzy Season Cooling Down?

Odaily星球日报1h ago

Trading

Spot

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.

4.2k 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