NFT赛道复苏？八组数据解读NFT市场近况

Odaily星球日报2023-11-13 tarihinde yayınlandı2023-11-13 tarihinde güncellendi

Özet

NFT 能否迎来复苏大拐点，需要新系列、新叙事、新金融方式的刺激，也受到 Crypto 整体市场的影响。

原文作者：Karen，Foresight News

Crypto 整体市场向好趋势下，NFT 市场出现复苏迹象，蓝筹地板价出现普遍性的反弹，头部 NFT 系列 BAYC、CryptoPunks 在过去 30 天的地板价增幅分别为 19% 和 33% 。

与此同时，近三个月，以太坊 NFT 市场成交量小幅反弹，但是否扭转有待观察。按公链网络来看，过去 1 个月，以太坊 NFT 交易额达 2.6 亿美元，稳坐第一宝座。随着比特币生态崛起，比特币上 NFT 成交量也再次冲到第二，过去 1 个月成交量达到 1.1 亿美元。

从交易数量和地址来看，以太坊 NFT 交易笔数在 7 月份以来稳定蓄力，独立 NFT 交易地址数量虽降速放缓，但未见反弹趋势。

笔者看来，当前 NFT 市场虽有复苏迹象，但能迎来复苏大拐点，需要新系列、新叙事、新金融方式的刺激注入新的活力，也受到 Crypto 整体市场的影响。

以太坊 NFT 成交稳居第一，比特币直冲第二

根据 CryptoSlam 数据，按公链网络来看，截至撰稿时，近一个月，以太坊上 NFT 交易额达到近 2.6 亿美元（剔除对敲交易 2.67 亿美元），稳坐第一宝座。而在比特币生态持续火热的背景下，比特币上 NFT 成交情况也呈现出高增长趋势，继今年 5、 6 月份后再次冲到第二，过去 1 个月成交量达到 1.1 亿美元，其中，本月迄今为止的成交量就超过了 9800 万美元。

NFT赛道复苏？八组数据解读NFT市场近况

来源：CryptoSlam

下图是过去 3 个月成交价最高的 10 个 NFT。

NFT赛道复苏？八组数据解读NFT市场近况

来源：NFTGo

其次是 Solana、Mythos Chain、ImmutableX 和 Polygon，这四个网络过去一个月 NFT 成交量均在 2000 万美元至 4000 万美元之间。

这里也提下 Mythos Chain，Mythos Chain 是一个许可 EVM 区块链和游戏生态系统，托管头部链游工作室 Mythical Games 的旗舰游戏资产和 NFT 市场，如 CS:GO 皮肤市场 DMarket（占据 Mythos Chain 链上成交量的 99% ）、NFL Rivals（由美国国家橄榄球联盟 NFL 与 Mythical Games 合作推出）、Nitro Nation World Tour 和 Blankos Block Party。Mythical Games 是 Mythos 的初始贡献者和支持者。

以太坊 NFT 市场成交小幅反弹，是否扭转有待观察

下面 The Block Data 这张图表能直观地反映出以太坊 NFT 市场成交量的变动情况（过滤掉清洗交易），可以看到，今年 2 月份以来，以太坊 NFT 市场成交状况呈逐步下降趋势， 9 月份后结束下降趋势， 10 月份的成交量超过 3 亿美元， 11 月份至今的成交量为 2.3 亿美元，出现反弹趋势，但目前说开始扭转可能还为时尚早。

NFT赛道复苏？八组数据解读NFT市场近况

来源：The Block Data

若细分 NFT 市场， 3 月份以来，大部分时间段内 Blur 成交量占比稳定在 50% 到 70% 之间，OpenSea 的市场占比在 6 月份一度跌至 16% 左右，随后逐步恢复，在 10 月 15 日至 10 月 22 日短时占据 68% 的市场份额，目前降到 25% 左右。

 NFT赛道复苏？八组数据解读NFT市场近况

来源：The Block Data

以太坊 NFT 交易笔数在 7 月份以来稳定蓄力

交易笔数方面，根据 The Block Data 数据，和成交量趋势类似，年初开始，NFT 交易笔数一直延续下降趋势，尤其是 3、 4、 5 月份从每月 200 万笔骤降到每月 50 万笔，不过 7 月份以来稳定在每月 50 万到 60 万笔。

NFT赛道复苏？八组数据解读NFT市场近况

来源：The Block Data

以太坊独立 NFT 交易地址未见反弹趋势

独立交易用户的变动情况也能在很大程度反应出 NFT 玩家的整体情况。较为失望的是， 2 月份以来 NFT 交易用户持续减少， 10 月份每月交易用户为 15 万，相较 5 月份的 45 万已跌去 66% ，不过下降幅度在减缓，尚未看到反弹趋势。

NFT赛道复苏？八组数据解读NFT市场近况

来源：The Block Data

以太坊累计 NFT 玩家数量统计图也能体现出当前 NFT 玩家的增长曲线趋于平缓。

NFT赛道复苏？八组数据解读NFT市场近况

来源：The Block Data

以太坊 NFT 地板价普遍反弹

来自 WGMI.io 的数据显示，按照近 30 日的成交量来看，成交量最多的前 20 个 NFT 系列的地板价均出现了上涨，平均涨幅为 47% ，其中，头部 NFT 系列 Bored Ape Yacht Club（BAYC）、CryptoPunks 在过去 30 天的地板价增幅分别为 19% 和 33% 。

由 Animoca Brands 支持的跨媒体 NFT 项目 The Grapes 系列增幅最大，达到 200% ，第一代 Pixelmon 和 CrypToadz by GREMPLIN 的增幅也超过 100% ，Doodles 在遭受重创后在过去一个月反弹 93% 。头部 NFT 系列 Bored Ape Yacht Club（BAYC）、CryptoPunks 在过去 30 天的地板价增幅分别为 19% 和 33% 。

NFT赛道复苏？八组数据解读NFT市场近况

来源：WGMI.io

下面这张图能直观地显示近一年半蓝筹 NFT 地板价变动情况。

NFT赛道复苏？八组数据解读NFT市场近况

来源：The Block Data

NFT 谷歌趋势热度持续低迷

谷歌趋势可以在一定程度上反映出圈外对 NFT 的关注程度。下图显示了 2021 年以来全球范围内 NFT 的搜索热度。如果将 2022 年 1 月份最高搜索热度的值视作 100 分， 2022 年 12 月份的小高峰为 19 ，今年 5 月份以来的热度值在 5 到 7 之间。

NFT赛道复苏？八组数据解读NFT市场近况

来源：Google Trends

若按区域显示，中国大陆地区的搜索热度最高，其次为香港地区、新加坡、直布罗陀、尼日利亚、澳门地区、开曼群岛和韩国。

盈亏地址数比严重失衡

根据 NFTGo 数据，排除疑似清洗交易后，过去 30 日，盈利大于 1 ETH 的唯一地址的数量为 5.77 万个，亏损大于 1 ETH 的唯一地址数量为 49.55 万个，数值比例为 1 比 8.6 。30 天盈亏是指过去 30 天内销售产生的已实现利润与每个地址持有的 NFT 的预计未实现利润之和。

NFT赛道复苏？八组数据解读NFT市场近况

来源：NFTGo

比特币上累计铭刻 3895 万枚 NFT，近 68 万个钱包持有

OKLink 比特币浏览器统计到的比特币 NFT 系列有 2382 个，下面是持仓地址数最多的 10 个系列。

NFT赛道复苏？八组数据解读NFT市场近况

来源：OKLink 比特币浏览器

据 Bitcoin NFTScan 数据显示，截止到 11 月 13 日，比特币网络上累计铭刻了 3895 万枚 NFT，在链上创造了 2482 枚 BTC 的 Gas 费消耗，目前持有比特币 NFT 资产的钱包地址有 67.89 万个。

下面两张图可以看出今年以来比特币 Ordinals 铭刻数量和费用的变动情况，Ordinals 热度高峰期在今年 5 月份、三季度以及本月。

NFT赛道复苏？八组数据解读NFT市场近况

来源：Dune

NFT赛道复苏？八组数据解读NFT市场近况

来源：Dune

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