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。

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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. 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. 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