NFT 迎来文艺复兴,Solana 联创猛浇冷水?

深潮Published on 2025-07-28Last updated on 2025-07-29

难怪 Toly 喊单的「垃圾」们很少有起来的。

撰文:Bright,Foresight News

NFT 们似乎正跟随着 ETH 重回 4000 美元的道路,老牌的蓝筹 NFT 们已经从长达 18 个月的冰河世纪中解冻、复苏。

其中,CryptoPunks NFT 系列上周交易量超过 2460 万美元,创下自 2024 年 3 月以来的最高纪录,较前一周增长 416%。

7 月 24 日晚,纳斯达克上市公司 GameSquare 宣布,其董事会已批准从 DeFi 协议 Compound 创始人兼 Superstate 首席执行官 Robert Leshner 手中战略性购买 CryptoPunk #5577。根据收购协议条款,GameSquare 向 Robert Leshner 发行了价值 515 万美元的优先股,这些优先股可按每股 1.50 美元的价格转换为约 340 万股 GameSquare 普通股。

这一举动引发了此次 CryptoPunks NFT 的交易热潮,CryptoPunks 地板价和平均售价的显著上涨。在上市公司成为囤币主力军的当下,NFT 似乎也要通过公司实体来「拯救」。

此前,Arthur Hayes 曾表示,ETH 上涨,DeFi 和 NFT 也会跟随着上涨。并预言本轮持有 ETH 的收益率将跑不过 CryptoPunks。

其余 ETH 蓝筹 NFT 在一周内也基本联动上涨。Moonbirds 地板价突破 2ETH,上涨近 50%;Milady Maker 地板价突破 3ETH,上涨超 20%。

然而 NFT 才刚刚起势,上周日,Solana 联合创始人 Anatoly Yakovenko 和 Base 创始人 Jesse Pollak 就 Zora 上创作者代币与 Pump.fun 上匿名 Meme 币能否相提并论在推特上开启了「互怼模式」。

其中,Jesse Pollak 称 Zora 上的创作者代币的内容和创作者具有独特价值,将其 Pump.fun 上的代币同等是逻辑谬误。而 Anatoly Yakovenko 表示这些代币不过是病毒式传播产物,买家只是想趁热转手。Pollak 反驳称代币是赋能创作者价值流动的强大技术,不认同者可坚持「内容无价值」观点。

在争论中,Anatoly Yakovenko 更是直言不讳地下结论道——「Memecoin 和 NFT 都是数字垃圾,没有内在价值」。并将此类数字资产比作免费游戏「开箱」机制。

尽管 Solana 在 24 年到 25 年第一季度从 Memecoin 驱动的活动中大大受益,但 toly 本人却表示其已经多次公开说明 memecoin 没有内在价值。

然而,toly 本人却不折不扣地承担了 Meme 喊单型 KOL 角色,在社区里早已凭「疯狂奶 Solana 上的 Meme」出名。以至于到 Solana Meme 热潮后期,toly 作为 Solana 联创的喊单信誉已经消失殆尽。

将时间线拨到两年前,从 2023 年 12 月创建到 24 年中国龙年春节之际,傻龙即 Silly Dragon 成为了 Solana 上首屈一指的爆款 Meme。而这个 Meme 诞生的原因仅仅是因为 toly 本人喜欢这个龙的形象,并在活动上以该造型出场。

在 Silly Dragon 创建后,仅有 1454 个粉丝时,toly 就已经点上了关注。这一举动在当时使得 Silly Dragon 在 1-2 小时内短时暴涨 10 倍。

此后,随着 Silly Dragon 社区持续壮大,toly 更是「奶上瘾」了。不光是发推隐晦地带上 Dragon 的 emoji,而是直接转发了相关 Meme 项目的推文。

而回顾 Solana 从微末走向市值第三的公链,其早期致胜的秘诀正是因为 Solana 交易成本最低,当时新 NFT 和协议大部分都将 Solana 首选公链。NFT 和 Meme 作为加密原生社区的最突出标识,在客观上帮助 Solana 形成了整个加密领域最强大的社区之一。toly 切割 NFT 和 Meme,从道德高点审判投机资产的行为,无疑让社区有「吃完饭骂厨子」的感受。

Related Reads

U.S. Government Bans Foreign Nationals from Using Fable 5, Anthropic Issues Rebuttal

U.S. Government Bans Foreign Access to Fable 5, Anthropic Issues Rebuttal On June 12th, the U.S. government ordered AI company Anthropic to immediately suspend all foreign access—including foreign nationals within the U.S. and Anthropic's own foreign employees—to its newly released Fable 5 and Mythos 5 AI models, citing national security concerns. This forced Anthropic to temporarily disable access to both models for all users globally, as it cannot technically differentiate user nationality at scale. The models, released just three days prior, represent Anthropic's highest public capability tier. Fable 5 is the first publicly available model from the advanced "Mythos" family, while Mythos 5 is a less-restricted version for approved cybersecurity and critical infrastructure partners. The government's directive was reportedly triggered by claims from another company that it could "jailbreak" Mythos 5, raising alarm within the Trump administration. Anthropic, in a detailed public statement, strongly challenged this rationale. The company argues the demonstrated "jailbreak" is a narrow, non-generalized technique that merely involves identifying minor, known software vulnerabilities—a capability common to other publicly available models like OpenAI's GPT-5.5 and routinely used by cybersecurity defenders. Anthropic stated it has complied with the order but disagrees with the government's standard, warning that applying it industry-wide would halt all new frontier model deployments. The company criticized the lack of a transparent, fact-based legal process and expressed confidence the situation stems from a misunderstanding. It is working to restore access and will release more technical details within 24 hours. Other Anthropic models remain unaffected.

链捕手10m ago

U.S. Government Bans Foreign Nationals from Using Fable 5, Anthropic Issues Rebuttal

链捕手10m ago

The Revelation from the Raydium Theft Incident: New DeFi Vulnerabilities Lurking in Forgotten Old Contracts

**Raydium Exploit Reveals DeFi's Hidden Risk: Forgotten "Zombie" Contracts** A recent attack on Raydium's deprecated V3 AMM pools resulted in a loss of approximately $1.34 million. The hacker exploited pools that were no longer supported by Raydium's current UI or SDK but remained fully functional and accessible on-chain. This incident highlights a critical, often overlooked category of risk in DeFi: inactive or legacy smart contracts that projects fail to properly decommission. Since March 2025, there have been at least 8 publicly reported attacks targeting such abandoned contracts, with total losses around $10.8 million. Including older pools and deprecated features, the count rises to 10 incidents with roughly $22.5 million in losses. These "zombie contracts" represent a lifecycle management failure rather than a code vulnerability, yet they are typically misclassified under general "code bug" categories in security reports, masking the true scale of the problem. The root cause is that projects often merely document a contract as "deprecated" without taking essential technical steps to secure it: withdrawing remaining assets, disabling external call functions, and implementing ongoing monitoring. These forgotten, under-monitored components become prime targets for attackers. To address this, the industry needs to recognize "zombie contracts" as a distinct risk category and establish standardized decommissioning protocols. Essential steps should include: 1) a formal retirement announcement, 2) removal of all front-end integrations, 3) withdrawal of locked assets, 4) disabling key contract functions, 5) ongoing security monitoring, 6) clear user communication, and 7) a post-mortem analysis. The value of a DeFi project lies not only in its current TVL but also in the security of its historical codebase, which has now become a new attack surface.

Foresight News1h ago

The Revelation from the Raydium Theft Incident: New DeFi Vulnerabilities Lurking in Forgotten Old Contracts

Foresight News1h ago

Robots Begin to 'Consume Data': The Hidden Production Chain from Indian Data Factories to Billion-Dollar Humanoid Robots

Robots have started to 'consume data,' driving the formation of a new industrial supply chain focused on producing training data for embodied AI. Unlike large language models, which are trained on vast internet text corpora, embodied AI models face a 'data desert' in the physical world. This has created a massive demand for first-person perspective video data (Ego Data), captured by workers wearing cameras in places like Indian garment factories. Companies like Neocambrian AI are establishing 'data factories' where workers perform standardized tasks (e.g., sorting clothes, kitchen organization) to generate thousands of hours of video. Research, such as NVIDIA's EgoScale, demonstrates that scaling this human demonstration data predictably improves robot performance, particularly for dexterous manipulation. This has validated a training path combining large-scale human data for pre-training with smaller amounts of robot-specific data for fine-tuning. The value of different data types varies significantly, forming a 'data pyramid.' The base consists of low-cost, large-scale internet and Ego Data. Higher layers include more expensive motion-capture data (e.g., from data gloves), simulation/synthetic data, and the most costly and scarce layer: real robot teleoperation data. This demand has spawned a layered ecosystem of data suppliers: low-cost data factories, motion capture and alignment specialists, robot-native teleoperation service providers, simulation data companies, and platforms aiming for data standardization. Robot companies themselves are adopting a 'layered procurement' strategy: outsourcing generic Ego Data while building in-house capabilities for robot-specific adaptation data and the critical deployment/failure data generated in real-world applications. The industry is shifting focus from hardware and basic mobility to the data pipelines required for general-purpose capability. While parallels exist to data labeling companies like Scale AI in the LLM boom, the physical complexity of robot data—involving action success ambiguity and sim-to-real gaps—requires more integrated solutions for data collection, annotation, and a continuous feedback loop. The race is on to build the data engines that will teach robots to operate reliably in the unstructured real world.

marsbit4h ago

Robots Begin to 'Consume Data': The Hidden Production Chain from Indian Data Factories to Billion-Dollar Humanoid Robots

marsbit4h 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.

7.0k 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.

4.0k 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