绝大多数NFT遭受巨大打击,少数知名蓝筹的热度不减

NansenPublicado em 2022-09-07Última atualização em 2022-09-07

Resumo

从更宏观的角度来看,市场对 NFT 领域的整体兴趣和活跃度仍呈现出上升趋势。

从更宏观的角度来看,市场对 NFT 领域的整体兴趣和活跃度仍呈现出上升趋势。

NFT 市场年初至今一直表现不佳,Nansen 分析了 NFT 市场趋势,认为:NFT 价格呈现横向趋势,市场供需力量相当。NFT 的社区归属和文化认同价值要高于实用价值。市场对该领域的整体兴趣仍然高于 2021 年的大多数时期。BlockBeats 对其整理翻译如下:

NFT 价格年初至今大幅下跌,但上周呈水平趋势

从 2022 年 1 月迄今为止,大多 Nansen NFT 指数呈下降趋势。u 本位降幅为 60-90%,币本位降幅为 10-76%。

其中表现最佳的指数为「Nansen 社交-100」(Social-100 Index),该指数由知名蓝筹 NFT 项目构成,包括无聊猿 BAYC、Pudgy Penguins、Azuki、Moonbirds 和 Doodles 等。

NFT 周交易量大部分时间基本持平

然而,过去三周的周交易量呈现微弱增长趋势,约为 7.56 万枚 ETH。截止 9 月 5 日,sudoswap 周成交量约为 4500 枚 ETH,占比 6%,涨幅 23%。

OpenSea , LooksRare ,x2y2 周交易量波动并不显著。NFT 铸造总额涨幅达 20%。

NFT 周成交笔数与周用户数量均平稳波动

在大多数 NFT 交易平台的数据呈下跌趋势或维持不变的时候,x2y2 用户数量与成交笔数分别上涨了 19% 和 21%。

sudoswap 用户数量与成交笔数则下降了 33% 与 23%。

2022 年 NFT 单日老玩家数量几乎高于全部 2021 年同期数据

2021 年 12 月 17 日,NFT 单日老玩家数量达到当年峰值 48,485 人,而目前市场上单日老玩家数量为 47,769 人。

2021 年至 2022 年,NFT 单日新玩家数量在一定范围内维持区间波动。

市场对少数项目的兴趣偏好不减

在过去几个月,销售量为 1 万和 10 万个的 NFT 项目周活跃度一直呈横向趋势。最显著的周活跃度跌幅发生在销售量为 100 和 1000 个的 NFT 项目,跌幅分别为 30% 和 50%。

我的个人观点

NFT 项目的社区归属、文化认同属性,以及已经成为主流项目的共识要高于任何形式的实用价值。正如加密 KOL Cobie 所言,唯一真正的稀缺资源是注意力。没有注意力=没有价值,而社区=注意力。

如果从更宏观的角度来看,市场对 NFT 领域的整体兴趣和活跃度仍呈现出上升趋势。

在市场动荡中,市场除了对少数知名 NFT 蓝筹项目热度和兴趣不减,其余几乎所有 NFT 的流动性以及市场兴趣都遭受到巨大打击。

然而,也有 DigiDaigaku 这样的项目逆势而为寻求到机会,堪称熊市之光。社交-100 指标中的不少 NFT 项目的 7 日地板价增幅达 10% 以上。

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