详解 Reddit Avatars:引领数百万人走进了 Web3 大门的 NFT 世界特洛伊木马

区块律动Publicado a 2022-10-25Actualizado a 2022-10-25

Resumen

Reddit Avatars 是 NFT 世界里的特洛伊木马,带着数百万人走进了 Web3 的大门,但如今却无人问津。

Reddit Avatars 是 NFT 世界里的特洛伊木马,带着数百万人走进了 Web3 的大门,但如今却无人问津。

免责声明:此篇文章不提供任何财务上的建议,只是为探究 Reddit Avatar 对于 NFT 领域的影响。

Reddit 成立于 2005 年,用户可以在该网站上发布主题贴文,并在其中放入链接或图片。然后,其他用户可以给这些贴文点赞 / 踩,而那些最受欢迎的帖文则会被置顶。同时,每篇贴文下方也开放有评论区,它也有类似的投票系统。

Reddit 在 2021 年有 3.5 亿美元的广告收入,5200 万日活跃用户和大约 4.3 亿月活跃用户。2020 年,Reddit 的每月浏览量就超过了 300 亿次,而到了 2021 年 8 月,其估值已经高达 100 亿美元,规模相当之大。

起初,用户档案中只能展示姓名、以往帖文与评论、所获奖项以及个人得分(karma score)。直到 2020 年,Reddit 才首次上线头像功能。一开始,这些头像还并不是 NFT,用户可以根据数百种选择定制自己的头像,甚至可以使用颜色选择器创作出无数的色彩样式。后来,Reddit 还推出了高级头像定制功能,每月收取 5.99 美元的费用,为人们提供了更加丰富的选择。

下图展示的是 Reddit 头像在用户个人主页上的呈现效果,该人物名叫「Jinx」,是 Riot Games 中的角色(该游戏有 1 亿月活跃用户)。也就是说,Reddit 已经有一些较大的合作伙伴了。

每当用户评论或发布帖文时,他们的头像就会像下图这样展示出来:

虽然没有具体数字,但我可以肯定目前 Reddit 上已经有超过 1000 万个头像了。2021 年 7 月,Reddit 首次出售了 4 个 1/1 头像 NFT。这些头像的售价为 42-115ETH,当时最高合约 26.1 万美元。

今年 7 月,Reddit 宣布他们将创建一个 NFT 头像系列

买家需要创建一个「reddit vault」钱包,并抄写下一组由 12 个单词组成的助记词,用于恢复该钱包。GALA 游戏中也有类似的做法。

刚开始时,头像的 NFT 销量并不乐观,但就在几周前,它们突然销售一空,Reddit 共售出约 40000 个 NFT。自此之后,其价格也开始激增,最高甚至达到 2 万美金,其他头像 NFT 的售价也大多在 0.04-1 ETH 之间。

NFT 头像是以 Twitter 开创的六边形样式为背景呈现的

在用户个人主页中,头像下方现在会显示其版本大小和铸币编号:

点开图片下方的钻石图标,你还可以查看更多的细节,包括 IPFS 和区块浏览器的链接:

如果用户想进一步定制自己的头像,他们可以在基础的 NFT 头像上添加免费或高级的元素。

目前,在大部分系列收藏中,NFT 的分配率远远超过 80%,这意味着大多数人在每个系列收藏中只拥有一个 NFT。我感觉到目前为止,NFT 领域还没有多少人注意到这一点。

那么,他们是如何吸引「数百万」用户的呢?他们向特定 subreddit 的顶级用户空投了至少 4 个其他系列收藏。比如这一链接中的头像 NFT 就至少有几十万的持有者,其特征也分布得相对均匀。

在不知不觉中,数以百万计的人们便在 Reddit 中步入了 Web3 和 NFT 世界的大门。有一小部分人甚至会因此感到愤怒,宁愿烧毁自己价值 5 ETH 的 NFT,也不想持有或出售它们。未来,此类事件可能会变得越发频繁。

我想再次强调的是,不要把这当作财务建议。我知道很多持有者并不知道这些东西在 Opensea 上的交易价格,而即使他们知道价格,他们可能也不知道该如何出售。因此,这些 NFT 的价格可能会发生剧烈波动。

不过,目前网上对于 Reddit 头像 NFT 的报道并不多

大多数用户对于此类 NFT 仍处于「认识」阶段,这也让我们有了一个绝佳的机会。但是,我们还需要保持谨慎,因为大多数持有者一旦发现自己手中的 NFT 价格在购买后增长了 10 倍以上,就很有可能开始抛售。

题外话:有评论者指出 Reddit 也在 Arbitrum 上发行 ERC-20s,足见他们想在 Web3 中发展的决心。

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