Reddit NFT:剖析 Web2 到 Web3 的大众采用曲线

NFTGoPublished on 2022-10-29Last updated on 2022-10-29

Abstract

什么是Reddit Collectible Avatars?它是如何让部分用户从Web2迈向Web3呢?

NFT市场在今年3月份后交易量持续走低,NFTGo.io数据显示,在过去24小时内,以太坊上的NFT总交易量约为1068万美元。在同一期间,Reddit Collectible Avatars交易量则超过250万美元,相当于整个主流市场交易量的25%。目前Reddit NFT有 283 万的持有者,绝大部分人都注册了Reddit Vault。Reddit钱包注册数量几乎与以太坊上交易过NFT的钱包数量持平,后者约有343万个。Reddit NFT在某种程度上带动了大众对NFT和加密世界的认知。那么,什么是Reddit Collectible Avatars?它是如何让部分用户从Web2迈向Web3呢?

艺术为本

Reddit 是一个以用户为中心的社区论坛,拥有超过 17 亿的月访问量。一周前,Reddit 与 30 位左右艺术家合作发布了4万个第二代Collectible Avatars。在此之前,Reddit 在今年 7 月发布了第一代头像,第二代头像比第一代艺术画风更加成熟。值得注意的是,10月25号,The Senses x Reddit Collectible Avatars系列中 The Hands #1 NFT以 30 ETH成交,创成交价最高纪录。由此也推动了这个集合的地板价上涨。截至撰稿,The Sense系列地板价约为1.37E。

Reddit Collectible Avatars发行的目的之一是激发社区的艺术家活力和创造力,这些独立艺术家分别进行创作,并各自命名自己的Collection。其中poieeeyee,The Senses和Foustlings属于最火热的三个系列,目前已收到了2万3,1万7以及1万6美元左右的版税。每个NFT售价为9.99到99.99美元不等,在收益方面,Reddit平台只占有 5% 的销售份额,版税的 50% 归艺术家所有。Reddit在发行过程中十分强调艺术理念和作品本身。在论坛的r/CollectibleAvatars板块里专门讨论了艺术家的灵感来源,创作故事和工具等。

社交媒体中的数字身份

根据Reddit的一项报告,在过去六个月里,Reddit用户对NFT的讨论增长了423倍。然而,在 Reddit 上,大家对于NFT的态度比较偏向两极分化,一部分人因为NFT空投进入了Web3世界,而另一部分人依旧很疑惑,NFT究竟有什么意义?以及有哪些用例?

针对 Reddit Collectible Avatar 来说,持有NFT就代表着平台上的某种数字身份。一方面,这是平台对于一些深度活跃用户的回馈,只有在Reddit karmar较高的用户才可以收到NFT。另外,用户拥有资产的所有权,既可以在Reddit上使用,也可以转移到其他平台上。

Web2-to-Web3 用户体验曲线

此前,Dapper Labs 通过 NBA Top Shot 项目,让数百万的球迷了解了什么是NFT,或是数字藏品。从Web2到Web2.5,再到Web3整个触达过程中,我们需要注意到,有哪些因素阻碍了NFT大规模采用,有哪些因素促进了NFT的传播。

首先,概念理解。很多人刚接触NFT时,只知道这是“Non-fungable token”的缩写,最有名的是BAYC,CryptoPunks等。除此之外,人们并不清楚NFT有什么用处,如何在交易中赚钱等。和品牌功能绑定将会增进用户认知和信任。比如此前的Nike和Adidas,在虚拟数字品的基础上给予收藏者实际的权益和功能。此外,Reddit在用户体验过程中将加密术语转换成更易理解的通用词汇,比如从NFT到数字藏品,从钱包到Vault等。

其次,工具使用。在理解的基础上,下一步就是购买。然而,以往购买NFT前用户需要先去下载钱包买入以太坊和加密货币,这些步骤或许会让很多人望而却步。某种程度上,在大众采用时,技术往往可以隐藏在交易过程背后中,而不让用户感知技术的壁垒。当我们广泛定义其作为数字商品后,支付方式其实也可以多样化,在Reddit中,用户可以直接用stripe上美元或欧元等当地货币购买,这将会更容易操作。

现在,用户已经拥有了NFT,需要考虑的是如何交易他们,虽然Reddit没有设置二级市场,但在Reddit有帖子介绍了如何将NFT转移到OpenSea上进行出售和交易。当然,也很期待Reddit是否会建立一个新的交易市场。这样的话,Reddit将结合了Discord的社区和OpenSea的交易的部分功能。

说到社区,工具和数据,这将会是很重要的一环。一些初入NFT的玩家在交易后发现自己踏空后,一开始可能会比较难受。这时可以在社区里相互交流,并且学习一些NFT工具和数据分析。

一般来说,通过专业的NFT数据平台,用户可以分析市场情绪,什么时候是买入的时机,什么时候是最佳的卖出时机,每个集合的巨鲸持有人数是多少,蓝筹占有率是多少等。在深入了解市场后,Web2的玩家将会从Web2.5的交易者进阶为一个Web3的degen。

结语

相比较于Reddit庞大的15亿用户,NFT的持有者和了解的人依旧占据少数。从这次社媒和NFT成功结合的尝试中,我们可以看出几个关键点,一是社区的重要性,喜欢Reddit的人对社区有较强的认同感,Reddit也给予了创作者和用户直接交流的机会。二是盈利是学习的一部分,金融和交易属性是NFT本质之一,用户在得到利润的同时也得到了成长。三是注重周期,小心风险。在上次牛市中,我们见证了顶级Collection的最高地板价,在熊市中,也有许多项目逐渐归零。如果持续Build和打造社区,降低NFT的进入壁垒,我们将不仅能看到下次牛市中关于NFT的新叙事,也将看到一个万亿级的用户市场。

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