与Arbitrum基金会合推动漫链AnimeChain，Azuki发币在即？

Odaily星球日报Опубліковано о 2024-03-28Востаннє оновлено о 2024-03-28

Анотація

当下再布局Azuki是“价值洼地”还是“无底深渊”？

原创 | Odaily星球日报

作者 | Asher

与Arbitrum基金会合推动漫链AnimeChain，Azuki发币在即？

AnimeChain 推出

为了进一步扩大生态发展，3 月 27 日晚上，Arbitrum Foundation 宣布将与流行的 NFT 品牌 Azuki 和 Weeb3 Foundation 合作，共同创建一个吸引动漫迷的 Web3 网络 AnimeChain。一时间社区中充斥着“Azuki 发链就是为了日后的发币，持有 NFT 的小伙伴有福了”的 FOMO 情绪。受此消息影响，Azuki 地板价短时突破 6 ETH，最高涨幅近 14%。

与Arbitrum基金会合推动漫链AnimeChain，Azuki发币在即？

图源：AnimeCoin 推出

但随后在 X 平台负面言论也扑面而来，认为“目前 Azuki 选择牛市的节点通过发链进行发币就是为了套现”、“Arbitrum 竟帮助 Azuki 项目方收割散户”等，地板价也随之下跌。

与Arbitrum基金会合推动漫链AnimeChain，Azuki发币在即？

二级市场

根据 Blur.io 数据，当 Arbitrum 基金会、Azuki 和 Weeb3 基金会将联手推出一个由区块链驱动的动漫网络的消息时，Azuki 的地板价从 5.25 ETH 开始迅速上涨，最高突破 6 ETH，短时最高涨幅近 14%，但随后开始出现砸盘，并且砸盘的力度更大，地板价甚至低于消息发布前，目前地板价维持在 4.91 ETH 附近。

与Arbitrum基金会合推动漫链AnimeChain，Azuki发币在即？

Azuki 地板价 K 线

Beanz 短时也出现了一波快速上涨，地板价从 0.25 ETH 涨到 0.30 ETH，短时最高涨幅近 20%，随后出现一定程度的回落，目前地板价格维持在 0.26 ETH，与上涨前的地板价基本持平。

与Arbitrum基金会合推动漫链AnimeChain，Azuki发币在即？

Beanz 地板价 K 线

总的来说，如此重磅的消息虽短时间刺激了对 Azuki 系列 NFT 的购买需求，但随后就被更强有力的抛压盖过，甚至给人一种“什么都没发生”的感觉。

未来发展

根据 Azuki 创始人 Zagabond 表述，目前团队的主要重点仍是将 Azuki 打造成全球动漫 IP、创造数字和实体体验并奖励收藏家。展望未来将 Azuki 角色扩展至 AnimeChain 作为首要启动伙伴，将证明 IP 产品和体验上链是可行的。

值得一提的是，Zagabond 在近日出席的 Azuki 上海活动，其表示自己是中国人，出生于哈尔滨，这是其自疫情后 5 年多来首次回到中国，并希望能更好地连接起东西方社区，或许 AnimeChain 的推广会在国内加大宣传力度。

与Arbitrum基金会合推动漫链AnimeChain，Azuki发币在即？

图源：Azuki 创始人 Zagabond 推文

但截止到目前， AnimeChain 公布的信息少之又少。一方面，从 AnimeChain 官网信息来看，目前仅有连接钱包、绑定推特等功能让用户为项目进行宣传，其他内容暂未公布，处于“敬请期待”状态。

与Arbitrum基金会合推动漫链AnimeChain，Azuki发币在即？

图源：AnimeChain 官网

另一方面，官方推文中，除了强调 AnimeChain 将为动漫文化运动和生态系统提供动力外，并没有看到项目的后续发展甚至路线图。

与Arbitrum基金会合推动漫链AnimeChain，Azuki发币在即？

图源：官推

或许信息披露的不足是 Azuki NFT 系列上涨后快速下跌的另一个原因。

综述

虽然当下整体市场处于牛市，但以太坊链上 NFT 市场依旧冷清。因此，即便是 Azuki 这样的昔日头部 NFT 项目，配上“发链”的消息，也无法带动市场的热情。那么，面对未来潜在的发币机会增大，当下布局 Azuki 系列 NFT 依然存在较大不确定性。

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