Fantasy.top出走背后:Blast生态已日暮西山?

Odaily星球日报Опубліковано о 2025-07-15Востаннє оновлено о 2025-07-15

Анотація

明星项目出走,Blast生态「失色」:一场早有预兆的告别。

原文作者:KarenZ,Foresight News

北京时间 7 月 15 日凌晨,Blast 生态去中心化卡牌游戏 Fantasy.top 宣布将迁移至 Base 生态,并将支持用户将其资产迁移至 Base 网络。

消息一出,社区的反应不是惋惜,而是一种「终于」的感慨——仿佛早已写好的结局被翻到了最后一页。

Fantasy.top:Blast 生态的「扛旗者」

Fantasy.top 是一款基于 Blast 网络的去中心化社交卡牌游戏,通过将加密领域 KOL 社交媒体表现转化为 NFT 卡牌,结合游戏化机制吸引了大量用户。自 2024 年 5 月 1 日上线主网以来,Fantasy.top 迅速成为 Blast 生态的明星项目。

据 DeFiLlama 统计,过去 24 小时内,Fantasy.top 贡献了 Blast 生态 83% 的协议收入(约 10, 566 美元);过去一周占比 78% ,过去一个月占比 56% 。另据 Nansen 数据,过去 6 个月,Fantasy.top 是 Blast 网络上用户交易笔数第三高的应用。

Fantasy.top 的存在,是 Blast 生态维持「活跃度」的重要支柱。而如今它的迁移,无疑让本就冷清的 Blast 雪上加霜。

不止 Fantasy.top:Blast 生态的「出走潮」

事实上,Fantasy.top 并非首个从 Blast 逃离的项目。从整体数据以及众多出走案例中,我们能清晰看到 Blast 生态中项目和用户的流失,以及 Blast 走向颓势的态势。

数据方面,据 DeFiLlama,Blast 生态 DeFi 总锁仓额目前仅为 8700 万美元,而在巅峰时期的 22 亿美元缩水超 95% 。另据 Nansen 数据,Blast 网络单日活跃地址在 2024 年 6 月底曾达到 18 万以上,但自此之后直线下降,近几个月仅维持在 2000-5000 区间。另外,每日合约部署量降至两位数或百位数出头,代币部署数量更是跌至个位数,这也说明了开发者的热情消退。

Fantasy.top出走背后:Blast生态已日暮西山?

来源:Nansen

典型项目迁移案例

  • pump.fun: 2024 年 1 月在 Solana 上线,一个多月后曾上线 Blast,但未获太多关注,数月后便停止在 Blast 的运营。

  • 彩票应用 Megapot(菠菜应用,请勿使用)也从 2025 年 3 月份从 Blast 迁移到 Base 生态。

  • Ethos Network:原本计划在 Blast 上线,最终选择直接在 Base 启动。Ethos Network 目前是 Base 生态的热门声誉协议。

  • Blast BIG BANG 获奖项目 Baseline:后期也迁移到到 Base 生态。

这些案例共同指向一个结论:Blast 在吸引和留存项目方面正遭遇严峻挑战。尽管作为「原生收益型以太坊 Layer 2 」曾被寄予厚望,但其生态发展显然未能兑现早期承诺。

Blast 生态近期风波

近期,Blast 生态的负面信号或风波进一步加剧了市场对其的担忧:

2025 年 5 月份,Blast 宣布将不再续签与 Safe 的服务协议,不过支持通过 BrahmaFi 的前端或自托管前端访问多签钱包。Pacman 解释称,原因有很多,其中之一是已经有很多支持 Blast 的替代方案。但这一决策被外界解读为生态基础设施的收缩。

次月,Blast 生态 DEX Thruster 宣布决定逐步停止 Thruster 的运营。Thruster 官方解释称,这是对 Thruster 现状、预期、周边生态系统以及未来前景全面评估后的结果。这也从侧面反映出开发者对 Blast 生态的信心不足。

受上述事件影响,Blast 生态 SocialFi 项目 EarlyFans 此前还表示,「鉴于 Blast 不再续签与 Safe 的服务协议以及 Thruster 的停止运营,将资产保留在 Blast 网络上的风险越来越大,并从 Thruster 撤回了 EARLY 代币的 LP(价值 7 万美元)。」当然,最终,EarlyFans 转入「维护模式」,转向开发完全原生的移动端应用 8020 。

一系列连锁反应表明,Blast 生态的信任基础正在瓦解。当基础设施合作断裂、核心应用停摆,开发者和用户自然会选择更稳定的网络。

Blast 为何从聚光灯走向式微?

Blast 从巅峰跌落的背后,是多重因素的叠加作用:

一、NFT 的大幅降温:Blast 和 Blur 深度绑定,NFT 市场的降温,对 Blast 产生了巨大冲击。

二、积分经济与真实需求的错配 :Blast 用「存入即挖矿」、「积分换空投」快速堆高 TVL,但大量地址只为薅积分而来,协议层缺少让用户留下来的理由。

三、代币价格:BLAST 和 BLUR 价格距离历史高点跌逾 90% ,严重打击了投资者与开发者的信心。在加密市场中,代币价格往往与生态活跃度形成正向循环,而价格的持续低迷进一步削弱了 Blast 的吸引力。

四、生态多样性匮乏:Blast 的 DApp 生态在多样性远不及 Base 等竞争对手。多数用户仅为赚取空投积分而跨链,实际参与应用互动的意愿极低,导致网络活跃度持续下滑。

五、叙事透支与竞争:「原生收益」曾是 Blast 的核心卖点,但当市场对其叙事失去新鲜感,而生态又未能拿出突破性应用时,被竞争对手超越成为必然。

小结

Fantasy.top 的离开,无疑是 Blast 生态吸引力衰减的注脚。当积分激励不再万能、叙事失去新鲜感,开发者自然会流向更稳定、流动性更强、用户更真实的网络。

回顾 Blast 的兴衰,其创始人虽凭借早期营销吸引了一批优秀开发者,却未能构建起支撑生态持续发展的基础设施与用户粘性。这也再次印证了加密世界的残酷法则:依赖短期投机与流量套路或许能赢得一时关注,但只有真正解决用户需求、构建健康生态,才能在激烈竞争中立足。

从 Blast 到 Base 的迁移潮,不仅是单个项目的选择,更是 Layer 2 赛道「去泡沫化」的必然。

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