【精选研报】EVT:下一代的NFT?

mediumPublicado em 2023-01-18Última atualização em 2023-01-18

Resumo

在加密寒冬的背景下,NFT交易量的下降似乎是理所应当。但从另一个角度理解,静态且一成不变的图片难以持续激发社区和拥有者的创作者热情。为了应对此问题,EVT的发展正当时。

在过去的几个月里,NFT交易量(如OpenSea)正经历快速的下滑下降,PFP交易量的下滑让NFT的热度出现下滑。在加密寒冬的背景下,NFT交易量的下降似乎是理所应当。但从另一个角度理解,静态且一成不变的图片难以持续激发社区和拥有者的创作者热情。

NFT交易量下降是否等于NFT市场就要走向消失呢?大可不必过早下此判断。在交易下滑的大背景下,NFT的全新叙事正在生长,一种名为Encrypted Variable Tokens悄然出现,有望推动NFT叙事由二维的图片向更高维度的视频迈进。

NFT与它的第一次革命

1、构建基础

最早,比特币的诞生标志着区块链的革命并同时开启了数字资产确权浪潮,其后的NFT让拥有个性化的数字资产变成可能。在人类迈向元宇宙的过程中,这将是坚实的基础设施,此外,NFT的出现也让实体艺术品开始加快向元宇宙迁徙。

2、破局

过去很长时间内,文艺作品作为一种商品,极度依赖中间商的推广,这让中间商有机会收取超过总交易费用60-70%的佣金。此外,在一旦艺术品离开艺术家后,艺术家也不享有知识产权的后续增值,这并不合理。NFT创造性地通过区块链的不变性(Eternity)解决了这一痛点,这将让艺术家更好、更审慎地完成自己的作品。

EVT与NFT的第二次革命

在NFT成功引爆了非同质化数字资产的革命的同时,它依然受到各种批评,比如:无法二次创作、隐私性不强等等,EVT精准的捕捉到了市场的需求,正针对痛点构建生态。

1、EVT继承了NFT的长处

EVT和NFT一样,也是以智能合约为基础、在区块链上运行、具有不可替代性的Token。在标准上,EVT也兼容ERC721和ERC1155标准,这有助于降低NFT的理解与技术门槛。

具体来看,音乐NFT资产已展现自身潜力。例如:格莱美艺术家Andre Anjos与 Zora 合作发行BOY by专辑的过程中同步发行了代币化的磁带$TAPE。在以20美元起拍价完成初拍后,$TAPE很快涨到了数百美元。

2、EVT将孵化并成就下一个Tik Tok

NFT目前在艺术品、音乐都已有落地项目,下一个拥有想象力和爆发力的大市场必然是视频。此外,二次创作的机制打开EVT的发展上限。

传统的NFT在铸造后无法修改,EVT引入修改机制。EVT面向愿意修改承载内容的用户。举个例子,EVT所代表的视频可以在上链后重新排序或增强视觉效果。这种万物皆可Token化的能力为链上资产的交互带来了全新可能,资产的所有者可以更好的管理知识产权。视频媒体尤其需要二次创作。EVT可以支持所有的数字文件(图像、视频)。例如,一部包含版权的EVT电影,可以保留EVT的所有权的前提下允许后来者注入新内容。依赖数字版权的公司将会非常欢迎EVT,因为Token的持有者将会不断享受二次创作所带来的现金流。

EVT保护隐私。NFT的批评者大都认为:既然所有人都能随时复制相应的数字资产,这一项资产的价值便存在疑问。EVT针对这一痛点,把进入内容的权限还于EVT持有者帮助EVT的资产价值最大化。

基础架构可以支撑EVT的发展势头吗?

目前,EVT可以在Newton公链上运行。Newton公链方已经完成DEX、钱包、跨链协议等基础设施的打造。针对EVT功能,Newton除了上线Wave外,也正积极完成其他2C渠道的拓展。

打造飞轮效应。Newton一方面积极降低早期创作者门槛,它定制了开发工具和内置了行业规范数据。另外一方面,打造坚实的公链。目前我们可以看到,项目团队已经完成L1-L5的铺陈和搭建。

放眼未来,EVT有望成为NFT视频赛道的标准。一方面,EVT继承了NFT已经建立了行之有效的标准,这进一步降低了接受门槛。另一方面,EVT解决了二次创作的难题,有望成为Web3的Tik Tok。

EVT携手Huobi构建元宇宙

EVT已经和Huobi App达成合作意向,打通2C通路,有望完成商业逻辑闭环,为接下来拓宽商业边界打下基础。此外,Huobi也可以以此赋能HT。在为Huobi APP用户提供最先EVT技术服务的同时,HT也将扮演重要作用。未来,只要持有一定量HT,就可以在Huobi App上免费观看链上视频。未来双方有望共同迈向元宇宙:

1、打下元宇宙基础

在元宇宙所代表的未来世界,EVT代表的资产确权以及Huobi代表的资产交易有望互相作用,共同成为元宇宙世界的基础设施。

2、帮助视频二次创作

未来EVT支持的视频二次创作有望上线Huobi APP,这可能会成为元宇宙视频平台上创作方、知识产权方和平台方共赢的第一次重要合作。

3、《胜利》登陆Huobi App

《胜利》是位于Newton上的1000个手绘的EVT数字身份,是全球首个电影Web3资产。

EVT拥有者不仅拥有一张独一无二的封面图,同时拥有一份同名电影《胜利》链上拷贝,享有其观看权和售票权。

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