胖企鹅发币在即，PENGU、Abstract、OpenSea能否一鱼三吃？

Odaily星球日报Publicado em 2024-12-16Última atualização em 2024-12-16

Resumo

内含OpenSea空投潜在参考因素查询入口；万事俱备，只等PENGU。

原创｜Odaily星球日报（@OdailyChina）

作者｜Wenser（@wenser 2010 ）

胖企鹅发币在即，PENGU、Abstract、OpenSea能否一鱼三吃？

今天早上 8 时许，根据研究员 Waleswoosh 披露消息，Pudgy Penguins 项目代币 PENGU 或将于 48 小时之内发射上线；与此同时，随着发币的临近，Pudgy Penguins NFT 的地板价也随之一路走高，截至撰稿前暂报 33.7 ETH，价值近 14 万美元，与 CryptoPunks 地板价仅有 1 万美元差距。与此同时，Pudgy Penguins 母公司 Igloo 旗下 L2 网络 Abstract Chain 也官宣明年 1 月即将上线主网，同时也有单独发币的市场预期；OpenSea 也于日前被爆出于开曼群岛注册 OpenSea 基金会的消息.

由此，借由胖企鹅发币一事，PENGU、Abstract、OpenSea 3 个项目能否实现“一鱼三吃”成为市场关注焦点。Odaily星球日报将于本文对相关项目最新动态予以梳理总结，供读者参考。

胖企鹅发币：或成 NFT 市场回暖发动机

作为本年度被视为“蓝筹 NFT 发币的最后一舞”，胖企鹅还是如同往常一样，打出了一套组合拳。我们曾在此前的《收购 Frame、打造抽象链、颠覆 Base，胖企鹅能否扛起消费者经济的大旗？》一文中对胖企鹅的商业版图进行了系统梳理，而来到代币发行环节，胖企鹅的思路同样也暗含深意：

PENGU：胖企鹅发币第一站

将时间拨回到 12 月 6 日，彼时 Pudgy Penguins 官方发文表示，将于 2024 年推出 PENGU 代币，代币总供应量为 88, 888, 888, 888 枚，并将在 Solana 上推出。据官方发布图片显示，Pudgy 社区将拥有 25.9% 代币，其他社区将获得 24.12% 代币。

我们也曾于《“胖企鹅”发币，社区预测空投收益超 3 万美元》一文中对彼时市场预期的 PENGU 代币市值等信息做出了抢先预测。当时受发币预期影响，Pudgy Penguins NFT 地板价日内涨幅一度高达 16% ，但地板价仅为 17.75 ETH，是现在的 50% 左右。

胖企鹅发币在即，PENGU、Abstract、OpenSea能否一鱼三吃？

PENGU 代币经济学相关信息

随后，Pudgy Penguins 母公司 Igloo 发文表示，PENGU 计划采用多链发布，还将在以太坊和 Abstract Chain 上启用。胖企鹅 CEO  Luca Netz 随后发文称，为了让 Pudgy Penguins 社区更清晰了解 PENGU 代币情况，提醒 PENGU 代币没有快照。代币一旦上线就会被分配到相关的 NFT，并且有 88 天的时间可以进行代币申请。受此消息影响，Pudgy Penguins NFT 才有了不断上涨的动力。

12 月 8 日，Pudgy Penguins 地板价正式超越曾经的“NFT 代名词” BAYC 无聊猿。

另外一边，胖企鹅“商业帝国”的另外一块拼图也走到了舞台中央。

Abstract：单独发币的L2链

12 月 15 日，据官方消息，Pudgy Penguins 母公司 Igloo 旗下L2 网络 Abstract Chain 宣布将于明年 1 月上线主网，该项目前身为链上创作者经济平台 Frame，此前曾计划开发无需许可即可创建 NFT 市场相关基础设施，彼时其也有着 FRAME 代币发射上线的空投预期。在胖企鹅母公司完成收购之后，Abstract 不仅是为链上文化和社区设计的 L 2 网络，还是一个拥有 PENGU 及网络原生代币空投预期的项目。

正如 Luca Netz 回复社区时所说：“Abstract Discord 上的所有 Elite role 将获得 PENGU 代币分配。”目前关于 Abstract 的空投交互操作，可参考《胖企鹅发币带火 Abstract，手把手教你埋伏“企鹅链”》一文，其中包括测试网、早鸟徽章、Discord 社区角色等任务。

OpenSea：助力胖企鹅的平台力量

12 月 13 日，作为“NFT 市场老大哥”的 OpenSea 也为胖企鹅发币加了一把火，将 X 平台官方账号头像换成了 Pudgy Penguins NFT 相关图片。在颇具 Meme 属性的传播效应下，让众多 NFT 用户在内的加密玩家对 PENGU 代币的造富效应期待值又上一层楼。（Odaily星球日报注：目前 OpenSea 官方已将头像改回原状）

胖企鹅发币在即，PENGU、Abstract、OpenSea能否一鱼三吃？

OpenSea 官方换头像

结合 6 th Man Ventures 创始人、The Block 前创始人 Mike Dudas 此前爆料的“OpenSea 疑似已于今年 8 月 20 日在开曼群岛注册 OpenSea 基金会” 以及 OpenSea 最新版本或将于本月上线的消息来看，OpenSea 的代币空投或许也已经在路上。

此外，根据知名链上数据监测组织 Sealaunch 出具的 Dune 数据面板来看，OpenSea 如推进代币发射，或与用户交易操作笔数等因素相关。该 Dune 数据面板中的 OpenSea 用户排行榜或许可以作为空投预期参考。

胖企鹅发币在即，PENGU、Abstract、OpenSea能否一鱼三吃？

OpenSea 用户排行榜查询界面，仅供参考

小结：胖企鹅发币带动 NFT 市场回暖，造富效应有待验证

随着 PENGU 的上线临近，NFT 市场也久违地迎来了回暖：据今日早些时候数据显示，全网头部 NFT 系列总市值升至 100 亿美元上方，当前触及 10, 450, 232, 468 美元， 24 小时涨幅 10.2% ；过去 24 小时全网 NFT 系列交易量达到 71, 146, 166 美元，涨幅 87.5% 。

此外，由于快照时间和空投条件尚不明确，近几天除了 Pudgy Penguins 地板价水涨船高以外，其历史成交高价也迎来一波巨鲸出手：稀有度排名第 14 位的 Pudgy Penguin #8441 以 100.5025 ETH 的价格成交；Pudgy Penguin #2447 以 150 WETH 价格成交。

至于众多 NFT 用户及 Pudgy Penguins 持有者能否实现“一鱼三吃”的梦想，目前来看，仍然寄希望于 Pudgy Penguins 项目代币 PENGU 的上线表现。毫不夸张地说，身处本轮周期的当下时刻，胖企鹅已经成为带领 NFT 赛道走出一条新路的“全村的希望”——PENGU 涨，则 NFT 兴；PENGU 跌，则 NFT 的冬天还将继续。

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