Blur大优开局,接下去如何打败OpenSea?

深潮TechFlow2023-02-16 tarihinde yayınlandı2023-02-16 tarihinde güncellendi

Özet

Blur靠治理代币BLUR获得了极大的增长,只能祈祷OpenSea不会发行SEA代币。

$BLUR 终于来了。这是 NFT 市场 Blur 的新治理代币,前天空投给了该平台的用户。

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对这次空投的预期在三个游戏化阶段进行统计,分别奖励交易 、上市者和投标,这大大提高了 Blur 的知名度,并帮助它成为长期 NFT 市场巨头 OpenSea 的真正的对手。

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然而,仅靠空投并不能成为 OpenSea 的竞争对手。空投带来的喧嚣和势头是暂时的,只会到此为止。

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以 NFT 市场 LooksRare 和 X2Y2 为例,它们都在去年年初推出了 LOOKS 和 X2Y2 代币激励措施。正如你在下面的价格比较图中所看到的,这两种代币在最初推出的时候都很兴奋,此后价格都有很大下降。随着时间的推移,这两种代币都未能从 OpenSea 手中夺取大量的市场份额。当然,他们的故事仍然在讲述,但显然现在他们已经不像以前那样令人兴奋或诱人了。

所以 Blur 推出 $BLUR 是实现去中心化治理协调的策略,是从 OpenSea 和其他竞争对手手中夺取市场份额的策略。不过,这后一种战术的大部分效果可能是暂时的,而且是在$BLUR 推出的前后就已经被市场反应。

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那么,Blur 的好消息是什么?它确实有吸引人的 UX,这让他真正意义上成为 OpenSea 的合法挑战者,超越代币经济学。

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例如,Blur 聚合了来自所有主要 NFT 市场的 NFT 列表,包括来自 OpenSea 的 Seaport Protocol,这样 Blur 就不再受 OpenSea 的市场封锁名单的限制了。相比之下,目前 OpenSea 只聚合了来自 Seaport 之上的项目,如 ENS Vision 和 Sound。

此外,Blur 的列表刷新速度很快,通过实时列表和即时 NFT 元数据显示,使自己在竞争中脱颖而出。据 Blur 称,它的市场比 Gem 快 10 倍,Gas 效率高出近 20%,Gem 是 OpenSea 为资深交易员提供的 NFT 聚合器。

丰富的选择、令人印象深刻的速度和流畅的用户体验——这些都是Blur旨在站稳脚跟并通过其获得更多市场份额的支柱。但问题是,随着时间的推移,这些支柱与 $BLUR 的推出是否足以真正超越 OpenSea?

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可以确定的是,如果 Blur 要在 OpenSea 已经占据主导地位的情况下实现反超,还需要做更多工作。

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OpenSea 于 2017 年 12 月推出,多年来一直处于领先地位,并已成为 NFT 生态系统的主宰者,在其显着提升过程中积累了无与伦比的经验和资源深度。

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OpenSea 目前与之平行的地方是 NFT 交易量水平,Blur 数周以来一直与现任巨头(OpenSea)并驾齐驱。

这种现象非常令人印象深刻,但它也在很大程度上受到$BLUR 预期的影响,我们已经注意到其战术效果最终将是暂时的。

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如果 Blur 要真正去赢得 NFT 市场的战争,它将需要继续有意义地推进和建立在其用户体验支柱和$BLUR 的推出上。这说起来容易做起来难,对吧,那么这个后起之秀应该怎么做呢?

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为了成为下一个 NFT 市场冠军,Blur 需要具备以下五点。

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1. 保护护城河

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Blur 的速度优势是真实存在的,它的 Gas 效率非常高,它的 Bid 系统非常灵活。当然,这些都是 Blur 现在独特的护城河。

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只要它们是 Blur 独有的,这些护城河就只会是护城河。但如果其他竞争者在这些方面迎头赶上(这是可能的),那么 Blur 这些护城河就会蒸发。

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Blur 要想取胜,就需要保持更快、更高效、更灵活。同样,这一切说起来容易做起来难,也不一定有立竿见影的答案,但无论如何:护城河必须被保卫起来。

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也就是说,Blur 的早期用户中有 65%来自 OpenSea 和 Gem 因此,如果 Blur 能够稳固其护城河,那么这些用户可能会永远转向。

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作为 Gem 的崇拜者,我可以说现在我发现 Blur 和 Gem 的用户体验是相当平均的。Blur 有一些我更喜欢的地方,Gem 也有一些我更喜欢的地方,而这两者我都非常喜欢。

2. 保持奖励

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Blur 的游戏化空投是一个有影响力的策略,直到现在还帮助市场在 NFT 交易量水平上与 OpenSea 并驾齐驱。

这算是战术上的胜利 ,但是 Blur 需要不断串联更多的战术胜利才能成功,即使每次的效果只是暂时的。看起来 Blur 已经把这个教训记在心里了。

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自从空投后,他们推出了 "第二季" $BLUR 奖励,在接下来的一个月里,市场上的所有 Bid 和上市积分都将翻倍。季节性的方法在这里有很大的意义。

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3. 推进计划

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Blur 要想继续前进,就必须不断地发展和创新。

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面对冠军 OpenSea,无论出于何种原因的停滞不前,无疑都会使 Blur 失去机会之窗。

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例如,也许 Blur 最终可能会通过将优化的专业交易用户体验,将其集中在所有顶级 L2 链上来试图战胜 OpenSea。

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我们拭目以待。但最终还是要看 Blur 团队如何确定他们认为最好的优先次序,并以熟练的方式围绕这些计划进行执行和创新。

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4. 保持斗志

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毫无疑问,Blur 在这场比赛中处于劣势。OpenSea 的能力、资源和活跃用户是巨大的。

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如果 Blur 团队让不利于他们的因素影响到他们的头脑,他们将无法击败 OpenSea。有时劣势者会获胜,有时是不屈不挠的战斗精神——“我们会赢”的渴望,随着时间的推移,与躺平的现任者产生了差异。

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5. 祈祷没有 $SEA 代币

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我的意思是,任何一场战斗的一半都是对方的所作所为。 换句话说,Blur 可以保持其 $BLUR 奖励的流动性,并继续一个接一个地推出很酷的功能,但很难保证不会被 OpenSea 击败。

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事实上,许多人认为 OpenSea 永远不会推出自己的代币已成定局。情况很可能就是这样。 但想象一下,如果他们确实向用户空投了 $SEA 呢?这将是一个里程碑式的举措,可能会在未来几年进一步巩固 OpenSea 的主导地位。

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毕竟,OpenSea 打败 Blur 的方法不就是对上述四个要点进行打击吗?蚕食 Blur 用户体验的护城河,推出自己的奖励,推进自己的计划和战斗精神?甚至,OpenSea 最终可能不需要$SEA 就能在一段时间内击败 Blur。

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相应地,对于 Blur 团队来说,这可能不仅仅是把每件事都做好。它也可能像国际象棋一样,要有能力地执行他们的计划,同时也希望 OpenSea 做出错误的判断!

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