这个NFT已经上涨八倍,牛市迹象?FOMO前必看

老雅痞Published on 2022-09-15Last updated on 2022-09-15

Abstract

大约在今年三四月的时候吧,我在老雅痞的账号里介绍过The Art of Seasons,来自日本的独立插画师漫画家DirtyRobots创作的6,895个独特的插图NFT的系列。

大约在今年三四月的时候吧,我在老雅痞的账号里介绍过The Art of Seasons,来自日本的独立插画师漫画家DirtyRobots创作的6,895个独特的插图NFT的系列。

当时推出的时候创作者在其官方推特上宣称该项目纯粹用于艺术,旨在代表四个季节中的每一个,因为每个NFT 的核心属性都代表着春夏秋冬的一个季节,虽然标榜只为了收藏,但是我当时向大家建议最好还是拥有一个The Art of Seasons NFT 将在未来让持有者能够获得下一系列的空投。

今天我就带着这个这个所谓的下一系列的NFT来了,跟大家介绍一下这个前几天登上日交易冠军,在八九月彻底起飞的RENGA NFT。

Renga抽盲盒

Renga是DirtyRobot继季节系列NFT后的第二个NFT了,是一个共有10000个的PFP项目,4月中下旬官方开始放出Renga项目的信息,从今年夏至日那天天正式推出。

RENGA对公众是用的“抽盲盒”方式,The RENGA Black Boxes里生成的角色将成为进入这个宇宙的Pass。7500个黑盒在6月空投给最初在3月铸造的The Art of Seasons NFT持有人,价格为0.08ETH。黑色盒子是空白的画布,能够显示任何RENGA角色,甚至是武士或炼金术士等原型的角色。与原型相似的盒子更具体,保证了盒子上有一个与原型相似的RENGA角色。

每个RENGA盒子的持有者都有机会打开他们的盒子(燃烧),并通过燃烧到mint的机制从RENGA宇宙中发现一个角色(mint)。除了Gas费之外,打开你的盒子不会有任何额外的费用。Renga的剩余的2500个以0.40ETH(当时约650美元)的价格,保留给Premint抽奖活动的获奖者。任何被选入Allowlist的人都保证在Allowlist阶段有机会mint一个RENGA黑盒。

虽然我们现在看到交易量不错,但是在最开始推出的时候,社区并不是以积极的态度看待这个系列。

事实上,许多人不太认可0.4ETH的价格,在这样的熊市环境下,在这样一个叙事性和路线图都不是很明确的项目中,Renga并不是太被看好。

迄今为止,Renga的成功狠狠为自己证明了身份,自从8月28日上线以来,该系列的受欢迎程度飙升,并已售罄,甚至在日交易榜中超越了Bored Ape Yacht Club和CryptoPunks的销售量。

看数据

截至9月15日的数据来看,从正式推出之后,除了开盒当天有大量换手外,Renga的流动性降低,但前几天9月12号左右,也就是我们上文提到的日交易榜首的那几天,又出现了较高的流动性。

地板价在0.5上下,大部分售出价格区间在1.0 ETH左右,巨鲸数量在本月剧增,鲸鱼持有NFT数量多,相比于蓝色蓝筹项目均值,Ranga的表现算不错的。结合着这几天数据看,我认为短期不会产生过重的抛压。

牛市的迹象?

Renga的画风较为独特,全部为艺术家手绘,艺术家本人在时尚行业内就有相当丰富的经验,所以对后续漫画叙事和衍生品推出不需要有太多担心,社区中的许多人指出,像Renga这样的收藏品能够将其铸币价格设定为0.4ETH,并且销售速度惊人,这可能是NFT市场的一个好消息。

社区的兴奋和愿意以如此高的铸币价格购买一个项目,表明社区中的许多人仍然对NFT的前景充满热情,仍然愿意购买高价的NFT,表明许多人仍然看好这个领域,这可能有助于推动市场走向牛市。但我认为,仍需格外注意NFT整体市场起起落落FOMO情绪严重导致交易不理智的风险。

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