起猛了,NFT好像正在拉盘?

Odaily星球日报Published on 2025-07-21Last updated on 2025-07-22

Abstract

是时候掏出祖传的小图片了!

原创 | Odaily 星球日报(@OdailyChina
作者|Azuma(@azuma_eth

起猛了,NFT好像正在拉盘?


早已凉透了的 NFT 赛道似乎久违地出现了一些回暖迹象。


CoinGecko 数据显示,NFT 板块总市值已回升至 60 亿美元上方,现报 64.17 亿美元, 24 H 涨幅 23.2% ;交易量方面的增长则更为夸张,过去 24 小时总交易量约 4000 万美元,交易量增幅约 318.3% 。

起猛了,NFT好像正在拉盘?


主流 NFT 项目之中,CryptoPunks、Moonbirds、Pudgy Penguins 等表现格外突出。

  • CryptoPunks 是因为某巨鲸昨晚花费数百万美元扫货 45 枚(该巨鲸还扫货了多枚 Chromie Squiggle),NFT 艺术家 Jediwolf 统计表示,昨晚至今晨的短短 5 小时内,总计 76 枚 CryptoPunks 换手,为 2021 年以来该系列规模最大的一场扫货行动。截至发文,CryptoPunks 地板价暂报 47.5 ETH, 24 小时涨幅 15.9% 。
  • Moonbirds 则是因为 OpenSea 昨晚曾短暂将其官方 X 头像换为 Moonbirds 系列图片,借此拉升了一波热度。截至发文,Moonbirds 地板价暂报 1.94 ETH, 24 小时涨幅 33.3% 。
  • 在 NFT 寒冬中堪称“业界之光”的 Pudgy Penguins 近期则是出现在了美剧《Poker Face》第二季的镜头中,捕获了一定的圈外流量。截至发文,Pudgy Penguins 地板价暂报 16.4 ETH, 24 小时涨幅 13.8% 。
起猛了,NFT好像正在拉盘?


除去上述几大表现突出的项目外,绝大多数 NFT 项目均出现了不错的涨幅,截至发文 BAYC 24 小时涨幅 13.2% ,Azuki 24 小时涨幅 26.8% ;比特币生态也不例外,Taproot Wizards 24 小时涨幅 30.3% 。


此外,NFT 概念币同样也迎来了大涨。截至发文 BLUR 暂报 0.1176 USDT, 24 小时涨幅 27.4% ,目前高居 OKX 涨幅榜第三位。


关于 NFT 市场的回暖,虽然早前市场上也并不是没有人在“喊单”,但在过去几年的漫长时间里,围绕着 NFT 五花八门的“奶法”已经出现过太多次,换来的却是赛道一天比一天更凉,散户们早已对类似的“喊单”话术麻木了。


7 月 16 日,BitMEX 联合创始人 Arthur Hayes 曾在 X 平台预测表示“ETH Season 已到,DeFi 和 NFT 市场将会受益并卷土重来”,但当时在其动态下方,绝大多数的回复都是以调侃为主。

起猛了,NFT好像正在拉盘?


然而,随着近期同样曾被市场苦盼的“山寨季”终于有了些姗姗来迟的迹象,围绕着 NFT 市场能否回暖的讨论也逐渐多了起来。


BitmapPunks 创始人、知名 NFT 收藏家 FreeLunchCapital 今日就表示已有机构提前联系它试图收货埋伏 —— “从两周前开始,一些机构就已联系我,提出了一些有趣的报价。大家都知道我不卖 NFT,但事实并非如此。如果对方有资源,能够吸引更多人关注 NFT,并帮助行业更上一层楼,我会考虑进行场外交易。”

起猛了,NFT好像正在拉盘?


Abstract 贡献者 0xCygaar 等在上一轮 NFT 周期时就曾活跃的老玩家们更是在直呼“NFT Season 终于回归了”。

起猛了,NFT好像正在拉盘?


关于 NFT 的突然回暖,逻辑上其实并不算太难理解。

一方面,随着 ETH 强势反弹并快速上冲至高位,跟进而来的资金在关注 ETH 的同时也会考虑相关投资标的。由于 NFT 兴于以太坊生态,且当前大多数头部项目依旧集中在以太坊生态,所以在一定程度上 NFT 板块也可被视作 ETH 的一种替代性选择。从交易量上来看,目前交易量最大的 NFT 依旧是以太坊链上流动性相对充足的头部项目,这说明本轮小回暖的资金主要来源于以太坊生态内部。

起猛了,NFT好像正在拉盘?


另一方面,在漫长的低谷期过后,整个 NFT 市场已经历了充分洗盘 —— 弱手已下车,有意控盘的庄家可能早已完成了标的选择和筹码布局。考虑到 NFT 本身非标的流动性特点,相较于山寨币而言 NFT 可能会是一个更容易操作的控盘选择。


可当下的问题在于,由于 NFT 市场此前实在是凉的太过彻底,赛道共识几乎瓦解,即便是短期热度有所抬升,后续更多的散户和资金能够跟进仍是未知数。


换句话说,现在的情况就是 —— 你要是说山寨季快来了,或许还会有很多散户愿意买单,但要是说 NFT 快暴涨了,好像还不如信我是秦始皇……

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