Blur 创始人回应“刷量”：我们为NFT市场引入做市商，将推动整个行业向前发展

FPublicado a 2023-03-01Actualizado a 2023-03-01

Resumen

“Blur的策略为 NFT 市场引入了做市商，从而带来了更高的流动性。”

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近期因为 Blur 第二阶段的空投预期，使得 NFT 市场的交易变得史无前例地旺盛。然而这种因「刷空投」而带来的交易量上涨引发了市场对其不可持续性以及市场操控的担忧。对此，Blur 的创始人认为 Blur 的激励机制实际上是为 NFT 领域引入「做市商」概念，并进一步推动 NFT 行业向前发展：

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1/5 传统市场和代币市场的绝大部分交易量来自少量做市商（实际上不到 10 家）。做市商的交易活动与收藏家的交易活动是完全不同的。我看到了很多关于该方面的误读，所以在此进行解释。

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2/5 在 Blur 之前 NFT 领域鲜有做市商的存在。Franklin 和 Machi Big Brother（黄立成）是最早一批有一定交易规模（相较而言）的「做市商」，他们相当于是 NFT 领域的 Jump Trading 和 Jane Street。而当该领域成熟后你会看到越来越多的做市商。

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3/5 大家需要了解的是，做市商不是刷量交易员。它们提供流动性并从围绕资产真实价值波动的价差中获利。他们进行的每笔交易都会向创作者支付版税。

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4/5 他们的交易活动与 NFT 爱好者习惯的交易活动不同。但是他们的加入可以让更多的玩家进入这个领域。它们提供的流动性使购买新的收藏品变得更加安全，从而带来更高的交易量和更高的创作者收入。

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5/5 随着基础设施和流动性的改进带来的推动力，代币的世界呈现出爆炸式增长。未来 NFT 也将迎来大规模的增长，而做市商的加入仅仅是个开始。

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除了上述的推文之外，Pacman 还引用了此前在芝加哥期权交易所的做市商工作的 Sugar Shane 的一些观点。Sugar Shane 认为，传统领域的做市商通过低买高卖还获取利润，并为新建立的交易平台提供流动性，因此对做市商而言需要专业的交易策略来实现。

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不过 Sugar Shane 也直言，对于 Blur 来说，在过去几个月时间里该平台上的大量的交易者不能称为真正的交易员，因为他们的出价和卖价并未设置合理的价差，这部分用户只是希望获取更多的代币空投。但是，究竟是保持合理的利差的获利更高，还是唯「刷空投」是图的获利更高，只能等 Blur 下一轮空投发放时才能见分晓了。

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总体而言，Pacman 认为其项目运营的策略为 NFT 市场引入了做市商，从而带来了更高的流动性，但这些流动性很有可能随着空投活动的结束而极速萎缩。Blur 能否在如此短暂的时间内建立起稳定的做市商机制以及用户习惯，仍有待继续观察。

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