“胖企鹅”发币，社区预测空投收益超3万美元

Odaily星球日报Published on 2024-12-06Last updated on 2024-12-06

Abstract

年内最大的一次造富事件？

原创 | Odaily星球日报（@OdailyChina）

作者 | 夫如何（@vincent 31515173 ）

“胖企鹅”发币，社区预测空投收益超3万美元

随着 2025 年的临近，除了比特币成功突破 10 万大关，NFT 板块也迎来了本年度的收官之战。

NFT 蓝筹项目 Pudgy Penguins 宣布，将在 2024 年内发布其代币 PENGU。NFTgo 数据显示，Lil Pudgys 的地板价在 24 小时内上涨了 17.6% ，涨至 1.92 ETH；Pudgy Penguins 的地板价上涨超过 20% ，达到 18.5% 。Pudgy Penguins 的发币带动 NFT 市场再度焕发活力，推动 NFT 板块的单日交易量上涨了 66% 。

Odaily星球日报结合近期 Pudgy Penguins 的一系列举措，对其即将发币进行深入分析，并初步测算 Pudgy Penguins 的市值。

“胖企鹅”发币，预测市值高达 15 亿美元

Pudgy Penguins 是一个以可爱企鹅形象为特色的 NFT 项目。尽管经历了团队更换等低谷，但在新 CEO Luca Netz 的带领下，通过 IP 孵化、游戏开发以及在亚马逊商城推出玩具等一系列举措，成功使 Pudgy Penguins 的市值位列 NFT 板块前三。

在过去的熊市中，Pudgy Penguins 展现了强大的市场韧性。该项目不仅在 NFT 市场中保持了一定热度，还通过多项 IP 合作提升了品牌的商业价值。例如，胖企鹅与沃尔玛的独家合作推出了“名人礼盒”，并与高端饼干品牌 Last Crumb 推出限量版胖企鹅饼干礼盒。这些举措有效拓展了品牌影响力，使其在竞争激烈的 NFT 市场中脱颖而出。

如今，备受期待的 Pudgy Penguins 发币即将到来。官方表示，PENGU 代币将首先在 Solana 上发行，计划采用多链策略，未来将在以太坊和 Abstract Chain 上启用。

PENGU 的代币经济学

PENGU 代币的总供应量为 88, 888, 888, 888 ，具体代币分配如下：

  • 团队（1 年锁定期， 3 年归属期）： 17.8% 

  • 扩展： 4% 

  • FTT 持有者： 0.35% 

  • 流动性： 12.35% 

  • 公共协调： 4% 

  • Pudgy 社区： 25.9% 

  • 公司（1 年锁定， 3 年归属期）： 11.48% 

  • 其他社区： 24.12% 

其中公司和团队的比例约为 30% ，而社区空投占主要部分约 51% ，社区空投没有设置锁仓期，社交媒体上 NFT 持有者对该代币经济模型普遍表示支持，并期待空投代币的潜在价值。

根据社区用户@BTCThinker 88 的分析，Pudgy Penguins 的 PENGU 代币空投价值将相当可观，预计每位持有者可获 31, 000 至 61, 000 美元（约 7.9 ETH 至 15.8 ETH）；如果 Abstract Chain 也为企鹅社区提供代币分配，这可能成为继 HYPE 之后 2024 年最大的财富创造事件之一。

“胖企鹅”发币，社区预测空投收益超3万美元

根据该用户的分析，PENGU 代币的市值（FDV）预估在 15 亿美元至 30 亿美元之间，直接对标 Apecoin 的 19 亿市值。如果以现有 NFT 市值进行总量测算，Lil Pudgys 的市值约为 1.6 亿美元，Pudgy Penguins 的市值约为 6.5 亿美元，总市值约为 8.1 亿美元。而 Apecoin 旗下的 NFT 项目市值约为 12 亿美元。以 NFT 项目市值对标代币市值来测算，PENGU 代币的市值预计在 13 亿美元左右；考虑到 NFT 项目发币初期的潜在涨幅，PENGU 的前期市值可能在 15 亿美元左右。

发币是“胖企鹅”的最后一站吗？

此前，不少知名 NFT 项目都将发币作为最后一站。发币后的代币和 NFT 的关联性并不高，并且后续推出项目中，代币的作用微乎其微。因此遭市场诟病：发币是 NFT 项目为团队预存的“养老金”。

例如，BAYC 和 MEMEland 等项目在发币初期表现出色，但由于后期叙事和市场热度的下降，后续的行情走势也不容乐观。BAYC 的 APE 代币在上线之初价格飞涨，从 1 USDT 一度飙升至 28 USDT，然而随着市场热度的减退，APE 的价格也随之回落。

相较之下，PENGU 在发币后并不一定会面临相同的命运。Pudgy Penguins 项目具有独特的社区参与感和多元化的发展战略，通过丰富的品牌故事、游戏开发以及与其他品牌的合作来增强其长期价值。官方表示，Pudgy Toys 将于 2025 年再次上线沃尔玛商店。

此外，Pudgy Penguins 已经规划了一系列后续项目，如明年推出 Web3 游戏 Pudgy Party 和开发新的 IP，这些都将为 PENGU 代币提供更广泛的应用场景。通过这些举措，Pudgy Penguins 可能会将发币视为一个新的起点，而非终点，进一步推动品牌的成长和社区的活跃。

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