聪明钱如何玩转 NFT 空投？

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

Resumo

Nansen 分享了 3 个 Smart Money 钱包如何玩 NFT 空投的 alpha。

GM 探险家！欢迎来到 Nansen 的每周 alpha 分享时事通讯，我们试图通过链上数据消除噪音——头条新闻、推特和狂热 Meme——以努力发现可操作的信号。本周我们来查看一些最成功的 NFT 空投猎手——一个小众聪明钱标签，标记仅从 NFT 空投中赚取大量资金的交易者和收藏家。他们的财富密码是什么？我们普通用户可以复制交易他们的动作吗？让我们开始！

从天而降的空投

无论是从用户的角度还是从项目的角度来看，DeFi 领域的空投都得到了很好的市场理解和追逐。

对于项目方来说，许多（如果不是全部）加密团队的目标是最终去中心化治理。治理参与者需要成为项目负责任的管理者，或者用博弈论的术语来说「目标与项目目标一致的个人。」因此，向项目方早期和高级用户空投治理代币是有意义的，因为它确保了项目方运营中拥有发言权的人与依赖项目并在保持项目健康方面拥有既得利益的人相同。

如何最好地分配去中心化公共产品的所有权是一门新兴的科学，如果这种复杂的、以人为本的设计问题，让你对空间和物种都充满了理想主义的希望（就像我一样），我会推荐 Nathan Schneider 访谈，他创造了「退出社区」这个词。

与此同时，对于用户来说，绝大多数人的目标只是获取空投并卖掉。当然，这是一种令人沮丧，但对于那些唯利是图和聪明的人来说，薅羊毛撸空投实际上是无风险的利润。事实上，Smart Money 聪明钱似乎知道一开始就是销售代币，即使是最活跃治理的 DAO，也只拥有个位数的 Smart Money 所有者，他们都卖掉了！

DAO Paradise Dashboard

NFT 空投的玩法，大家关注的很少。空投额外 JPEG 的 NFT 项目方很少（AFAIK 从来没有）打算去中心化，也很少有人写过关于如何最好地玩 NFT 空投文章。

尽管如此，NFT 空投的价值可能是惊人的。 Mutant Ape Yacht Club 拥有 2 万个收藏品，其中一半被空投给 Bored Ape Yacht Club 的持有者，即使在与 Ape 近期下跌回调，它也有 15 ETH 地板价和总共 4 亿美元的市值。

然而，并不是所有的案例都是完全成功的。 Forgotten Runes Warriors Guild 是来自成功的 Forgotten Runes Wizards Cult 的空投，上线后基本上呈下降趋势，目前处于 0.14 ETH 的底价，远低于 Mint 铸造价格。

对于聪明钱和 NFT 空投大师们, 它们是具体如何操作获利的呢？

案例一：Steve Aoki

Aoki 账户地址（0xe4bbcbff51e61d0d95fcc5016609ac8354b177c4）背后是一位高收益 NFT 藏家，有时也是项目的重要信号。然而，他还获得了 Smart NFT Airdrop Pro 标签，因为他收到了 11 个 MAYC 变异猴子 NFT，目前估计价值 154 ETH。

Steve Aoki Wallet Profiler

但是，如果他在 MAYC NFT 顶点全卖掉的话，他将会获得 440Eth(66 万美元 ), 而不是现在 154Eth(23 万美元 )

案例二：匿名巨鲸

这个无名巨鲸 (0x984de65b9f9499dfb166889f0e9e15f6d779a1a7) 在一个受欢迎的收藏品（在本例中为 Azuki）中建立了很大的仓位后，也获得了重要的空投。

Whale Wallet Profiler

在 BEANZ 空投之后不久，当空投价值接近 5 ETH 时，鲸鱼成功地从销售中获利 20 ETH，然后在价格大幅下跌后又增加了 13 ETH。如果他在他们推出后几天就卖出了最高价，他本可以带来 80 ETH 更多的收益。

案例三@Cryptobreaker

Cryptobreaker(0x04f5df957ce0405ba0264eca6130161cfaa12571) 是著名的无聊猿生态巨鲸（几天前，他在名为 RumbleKongLeague 的公司中收购了重要职位），拥有 34 个无聊猿 Apes、56 个 Mutants 变异猿和惊人的 156 个 Otherdeeds 土地。

虽然他的大部分 NFT 都是钻石手持仓，但至少有一个与 Ape Coin 代币，他全卖了，获利 230 万美元的价格出售了 ETH。

结论

来自协议的空投可能很复杂。虽然它们在协议的运行中起到了作用，但它们通常被简单地视为对社区的贿赂。在 NFT 的情况下，细微差别就更少了——它们只是贿赂，分发给持有者，并且通常有额外的供应来吸引新的社区成员。

NFT 空投很少通过进一步的空投给 NFT 持有者持有或返回价值，通过跟踪查看 NFT 空投大师的链上地址，挑选一个要大量购买的 NFT，等待衍生空投，并且卖掉，是几乎所有最有利可图的策略。例外是 Apes，其中 Mutants 变异猿也获得了 $APE 代币分配。

在当前情况下，在市场高点卖掉空投，是明智的选择。

Leituras Relacionadas

Mihoyo's Next Protagonist Is Her, Who Plays the Piano

Mihoyo, widely recognized for its hit game Genshin Impact, has long harbored a grander ambition: creating a virtual world where one billion people would want to live. While its character design is unparalleled, the company recognizes a fundamental limitation—these beloved virtual characters are not truly "alive." Their dialogue and actions are pre-scripted. This drive for authentic "living" characters has guided Mihoyo's strategic investments in cutting-edge fields like brain-computer interfaces, AI (including an early investment in MiniMax), and nuclear fusion. Following the release of ChatGPT in late 2022, co-founder Cai Haoyu stepped down from management to lead a new overseas AI venture, Anuttacon, focused on creating AI-driven virtual beings. Mihoyo's path has involved experimentation and iteration. Anuttacon's early project, *Whisper of the Stars*, showcased real-time AI conversation but revealed limitations in underlying language models. The team subsequently focused its resources on developing a sophisticated "emotional" large language model, distinct from purely utilitarian AI. Co-founder Liu Wei (Dawei) announced plans to invest up to 100 billion RMB in this AI pursuit. The first tangible product of this vision is *BSide: Olivia Lin*, a free Steam application featuring a piano-playing virtual companion. Unlike typical AI chatbots demanding constant interaction, Olivia Lin operates on a slower, more deliberate rhythm—responding to letters, playing user-submitted melodies, and serving as a desktop presence. This design emphasizes "lifelikeness" over exhaustive conversation, strategically working around current technological constraints while building a sense of authentic connection. The company's journey traces back to its name, "miHoYo," where "mi" pays homage to the virtual singer Hatsune Miku. For nearly two decades, fans have loved Miku, a character unaware of their devotion. Mihoyo's ultimate goal, now backed by massive investment and AI research, is to bridge that gap—to create virtual beings that can truly know they are loved.

marsbitHá 19m

Mihoyo's Next Protagonist Is Her, Who Plays the Piano

marsbitHá 19m

Report Analysis: TSMC's AI Revenue to Double by 2027, CoWoS Capacity Remains a Bottleneck

Morgan Stanley's report on June 23 forecasts explosive growth for TSMC's AI-related revenue. It predicts revenue will surge to $86.3 billion in 2027, a 218% increase from 2026's $27.1 billion. While GPUs (led by Nvidia) remain the primary driver, significant new demand is emerging from AMD's Venice CPUs and MI400 GPUs, and Google's TPUs. A critical bottleneck is CoWoS advanced packaging capacity. Global demand for CoWoS is projected to reach 2.694 million units in 2027, a 93% year-on-year increase. Even with TSMC's planned expansion to 200k wafers/month and non-TSMC capacity, a shortage is expected, particularly for high-end CoWoS-L used by Nvidia. This scarcity grants TSMC pricing power. Key near-term catalysts include improved ABF substrate supply, rising CPU demand, and Nvidia's Rubin Ultra production. The report highlights winners across the supply chain, including MediaTek (Google TPU partner) and ASE Group.

marsbitHá 34m

Report Analysis: TSMC's AI Revenue to Double by 2027, CoWoS Capacity Remains a Bottleneck

marsbitHá 34m

Citrini Research: Taking Stock of 5 Major Investment Themes Overshadowed by the AI Trade

Citrini Research identifies five under-the-radar investment themes potentially overshadowed by the dominant AI trade. With capital and analyst attention overwhelmingly focused on AI infrastructure, these overlooked areas present alpha opportunities as market dynamics shift. **Theme 1: Airlines** – Despite strong fundamentals, stocks like Delta and United have been penalized for 18 months due to macro concerns (tariff-inflation, oil prices), not profitability. A rebound is expected as these headwinds fade, aided by trends like premiumization and the 2026 World Cup. **Theme 2: Senior Housing** – A pure demographic play. The U.S. population over 80 is projected to grow 56% in the next decade, drastically outpacing supply. This creates a compelling need for facilities, benefiting REITs like Welltower and operators like Brookdale. **Theme 3: Live Events & Entertainment** – "Being there" is becoming a luxury. This sector has outperformed even tech over the past decade. Companies like TKO Group (WWE/UFC), Cinemark, and IMAX are capitalizing on demand for premium, in-person experiences. **Theme 4: Exchange Competition** – CME Group's ~98% monopoly in U.S. interest rate derivatives faces its first real challenge from FMX Futures Exchange. Backed by major Wall Street banks, FMX offers lower fees and margin savings. While CME's deep liquidity remains an advantage, FMX provides a competitive alternative. **Theme 5: Fintech Recovery** – Heavily sold off in 2026, fintech stocks like SoFi, Robinhood, and Upstart are showing signs of a rebound based on improving fundamentals—SoFi's stablecoin launch, Robinhood's transformation into a "financial super app," and Upstart's renewed AI lending narrative—rather than a change in sector outlook. The report advises maintaining some AI exposure but diversifying into these neglected "small themes" where mispricing exists due to a simple shortage of investor attention.

marsbitHá 55m

Citrini Research: Taking Stock of 5 Major Investment Themes Overshadowed by the AI Trade

marsbitHá 55m

21Shares Mid-Year Key Report: Bitcoin's Four-Year Cycle Remains Intact, Stablecoins and Tokenization Emerge as New Growth Engines

21Shares Mid-Year Report 2026: Bitcoin Cycle Intact, Stablecoins & Tokenization Emerge as New Engines This mid-year review assesses progress against 21Shares' ten predictions for 2026. While the overarching shift from narrative to fundamentals holds, performance varies. Key findings show Bitcoin's four-year cycle remains evident despite market maturation. Global crypto ETP AUM has declined to ~$140B, lagging the $400B target, though product innovation continues. Stablecoin supply surpassed $320B, demonstrating non-cyclical demand but falling short of the $1T forecast due to slower regulatory clarity. DeFi TVL, stalled at ~$140B, was hindered by major security incidents. Corporate crypto treasuries hold ~1.28M BTC ($100B), with consolidation pressuring weaker players. Prediction markets are on track, with $57.5B volume already surpassing half the $100B annual target. AI agent infrastructure is ready, but adoption is early. Ethereum L2 consolidation is underway, with the top 5 capturing nearly 90% of activity. Compliant token launches have a platform but lack mainstream volume. Tokenized RWAs total ~$31B on public chains, but institutional pipeline growth is strong. In summary, fundamentals like stablecoins, tokenization, and prediction markets are advancing, but targets require faster adoption or price appreciation. The market is maturing, yet cyclical patterns persist.

marsbitHá 1h

21Shares Mid-Year Key Report: Bitcoin's Four-Year Cycle Remains Intact, Stablecoins and Tokenization Emerge as New Growth Engines

marsbitHá 1h

Stock Price Hits New High! Corning Targets CPO Optical Interconnect Market

TL;DR Corning's stock recently hit a new high, driven partly by investor interest in its role within AI data center optical interconnects. At a recent conference, Corning showcased its GlassBridge technology, a glass-based optical bridge designed to connect fibers to photonic integrated chips (PICs). This component targets challenges in Co-Packaged Optics (CPO) architectures by aiming to reduce coupling loss and simplify the precise alignment needed between optical fibers and nanoscale chip waveguides. The core issue GlassBridge addresses is the significant dimensional mismatch between fibers and PICs, which causes signal loss and assembly complexity. Corning leverages its glass and fiber expertise to create a platform it claims offers low coupling loss (demonstrating 1.5dB) and supports passive alignment. The broader vision extends to glass-based substrates with through-glass vias for advanced CPO packaging. While positioning itself as a solutions provider from cables to chip-level interconnects, Corning's GlassBridge is currently a technological showcase. Its path to widespread adoption in AI servers depends on overcoming hurdles in mass production yield, cost, thermal management, and crucially, validation and integration into future customer platforms from major cloud and chip companies competing with alternative solutions like silicon photonics.

marsbitHá 1h