10万个NFT一扫而空,SEND会是Solana Blink生态潜在龙头?

Odaily星球日报Published on 2024-07-11Last updated on 2024-07-11

Abstract

谁取悦了社区,谁就拥有流动性与注意力。

原文作者:深潮 TechFlow

10万个NFT一扫而空,SEND会是Solana Blink生态潜在龙头?

两周前,Solana 的 Blink 火了。

我们曾在《解读 Solana Blink:链上操作一键嵌入社媒,出圈的尽头都是社交化?》详细介绍过:

Blink 允许直接在推特上嵌入链上功能,一键点击推文即可完成链上的各类 swap、mint 和 donate 等各种行为。

但当时 Blink 还仅仅是展示了"我能做什么"的能力,"具体怎么做"这件事则开放的留给了社区和开发者们去探索。

因此,我们更有必要关注那些围绕 Blink 做事的新项目。

兵贵神速,Blink 放出来没几天时间,一个名为 SEND(@thesendcoin)的账号,却仿佛做好了完全的准备,以细致、生动和真实的描述,直接展示了使用 Blink 可以做的 50+ 用例。

10万个NFT一扫而空,SEND会是Solana Blink生态潜在龙头?

我还没开始研究,你怎么用例都有模有样的做出来了?

而更巧合的是,Blink 正式发布的日期是 25 日;SEND 的官方账号,在 24 号就开始暗示称"这周 Solana 有大动作,don’t blink,send it (别眨眼,发射)"

就差把我早就知道 Blink 这件事写在脸上了。

另一个让人不得不关注的点是,Solana 创始人 Toly 目前置顶推文就是 SEND 团队提出的另一个 Blinks 的 100 个用例推文,明牌为该项目进行宣传;结合 SEND 未卜先知的帖子,很难让人不联想有官方的扶持。

10万个NFT一扫而空,SEND会是Solana Blink生态潜在龙头?

你以为这全都在讲技术?其中也必然有 degen 值得关注的味道。

你可能不知道的是,SEND 在一周前直接搞了个通过推特按钮来 Mint NFT 的功能 ,NFT 持有者享有后续 $SEND 代币空投的权利。

而 SEND 项目的简介上就已经明确写着:SEND 将会是一个社区代币,用以支持 Solana 的 Blink 生态。

还记得 Warpcast 本身没有代币,但其中孵化出 DEGEN 等社区 MEME 币的事情吗?

Farcaster --- CAST 功能 --- $DEGEN,同样的路径是否会发生在 Blink 功能 --- $SEND 上?

10 万个 NFT,FOMO 一扫而空

SEND 要支持 Blink 生态,自己先打了个样,同时也制造了一场投机 FOMO。

7 月 3 日,SEND 直接在 X 上发帖,推出了 10 万个 Send It 系列 NFT,并结合 Blink 的功能可以直接在 X 页面上点击 Collect 按钮进行 Mint。

10万个NFT一扫而空,SEND会是Solana Blink生态潜在龙头?

配合 Phantom 钱包的“允许在 X.com 上使用 ACTION”(支持 Blink 的技术框架)功能,你可以很轻易的直接 Mint 出这个 NFT。

同时,SEND 官方规定,每个持有 NFT 的玩家将有机会获得 6.9 SOL 奖金的抽奖机会;时还会获得更多暂未公开的空投奖励。

考虑到 SEND 项目也有自己的"社区币$SEND",那么这个未公开的空投很有可能指向了 $SEND 代币本身。

10万个NFT一扫而空,SEND会是Solana Blink生态潜在龙头?

几个金铲子要素叠加在一起,自然让 FOMO 情绪高涨,send it NFT 很快被抢光;截止发稿时,该系列在 Tensor 上地板价为 0.42 SOL 左右。

而显然 SEND 官方也很会搞事情,当 NFT 被 Mint 完之后,顺势发帖带有 Blink 功能的链接,表示现在你不能 mint 了,但是还可以 trade it (交易它),直接一键购买这个 NFT 即可。

10万个NFT一扫而空,SEND会是Solana Blink生态潜在龙头?

此时的 Send it,更具投机意味,翻译过来的内涵怕不是把 NFT 地板价送上天。

有技术,有用例,并且会玩,围绕 Blink 的 SEND ,确实让人联想到 Warpcaster 火的那一阵子,应用里跑出的如 DEGEN 等 MEME 币。

从社区来,到社区去

SEND 官网目前非常简单,没有透露更多的代币细节和背后的机构信息。

但从项目创立的目的和展现的用例来看,更多的是在服务 Blink 未来可以构建的生态,和其中的开发者。

在文章开头提到那个 100+ Blinks 用例的长推文中,SEND 已经明确写到欢迎其他的开发者来实现类似更多的用例,并积极与他们联系。

10万个NFT一扫而空,SEND会是Solana Blink生态潜在龙头?

这相当于是在说,我自己有打样的能力,也欢迎与更多开发者共建 Blink 生态。

在加密圈待久了都知道,光凭一腔孤勇和卓越的技术,你很难在有限和不忠诚的注意力中脱颖而出;无论做什么事情,你都应该留下与代币有关的想象空间。

SEND 很明显的体现了这个特征,即我不光是仅仅雷锋式的做技术开发和生态扶持,我也有自己的代币$SEND,那么这个代币本身实际上就已经根植于社区中了。

虽然官方没有公布具体的合作模式,但我们其实可以大胆设想,那些与 SEND 合作开发 Blink 用例的项目,是否会得到 SEND 代币的奖励?

而使用这些用例的用户,又是否会得到 SEND 代币的奖励?

这其实和 Farcaster 或者说 Warpcaster 里诞生的 DEGEN/CAST/MEME 等代币类似,即:

所有的代币都是对早期构建生态、参与生态的最好嘉奖。

只不过 DEGEN 等 MEME 币以一种用户侧驱动的形式发展壮大,用户活跃即可得到它;而 SEND 这个打法看起来像是两头都在发力 --- 构建 Blink 用例的开发者,使用 Blink 的用户,都存在着获得 SEND 代币的可能。

从社区中来,到社区中去。

大家并不讨厌凭空产生一个代币,大家讨厌的是这种产生中自己拿不到甜头。

利用这个心理,SEND 的模式当然能够走得下去,并且会随着 Blink 更多人使用,分享自己的空投经历而产生网络效应。

不过,前有 Farcaster 日活用户 ATH,后有 TON 生态黑白狗瞬间吸粉 100 万,你很难预判谁是昙花一现,谁会笑到最后。

但有一点我们知道。

谁取悦了社区,谁就拥有流动性与注意力。

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