如何押注NFT?2024以太坊和Solana为吸引用户都作了哪些激励?

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2023年第四季度,NFT市场出现了复苏,以太坊和Solana上的交易量都显著增长。截至2024年1月16日,以太坊NFT交易量比2023年各自的低点翻了三倍以上,而SolanaNFT交易量增长了8倍。随着交易量的复苏,以太坊和Solana上顶级NFT项目的底价也在上涨。

本文将重点介绍NFT在Solana和以太坊生态系统中的复苏情况,并对2024年的增长提供看法。同时,本文还将分析一些激励驱动的NFT市场,如Blur和Tensor,这些市场一直在巩固其在现有NFT市场,如OpenSea中的重要份额。

以太坊 NFT 市场

以太坊NFT交易量在2023年9月达到了最低点,仅仅只有1.43亿美元的月度交易量。特别是在2023年10月9日至10月16日这一周,以太坊NFT交易量骤降至仅有4000万美元。但是,在2023年10月9日之后,发生了一个显著的转变,从2023年11月27日开始,每周的以太坊NFT交易量猛增了380%。这主要归因于2023年11月20日的Blur第二季空投。

如何押注NFT?2024以太坊和Solana为吸引用户都作了哪些激励?

Blur通过$BLUR代币激励了其平台上的NFT竞价、上市和借贷。值得注意的是,NFT交易者在这类空投前几周就积极参与交易,2023年2月14日Blur第一季空投期间的类似趋势就证明了这一点。此外,空投的结果引发了财富效应,促使NFT交易者对空投进行再投资资金投入NFT以维持他们的积分耕作。

虽然以太坊的每周NFT交易量较2023年的最低点增长了300%以上,但与2022年3月的历史高点相比,每周交易量仍下降了89%。以太坊的NFT市场仍有很长的复苏之路。进入2024年,以太坊NFT生态系统的下一个周期可能会由先进的NFT交易平台(例如Blur和Blast)通过空投激励交易活动来推动。

OpenSea于2023年4月推出了专业交易平台,与Blur竞争;然而,自2023年9月以来,OpenSea Pro仅占以太坊NFT交易量的9%。Blur在专业NFT交易中的主导地位依然存在,这主要归功于其先发优势和UX/UI设计。例如,Blur对订单簿系统的利用使NFT交易者能够比任何其他市场更好地评估项目的底价深度。这与Blur的原生NFT借贷平台Blend相结合,为NFT交易者提供了构建复杂交易策略的工具。

展望2024年,Blur的地位将因计划于2024年5月即将到来的第3季空投而得到巩固。预计该活动将进一步激励之前使用过Blur的NFT交易者,因为下一次空投的50%将分配给现有的$BLUR代币持有者。Blur的战略优势不仅限于其先发地位,还延伸到其所开发的综合生态系统。

Blur公司最近在治理方案中主动提出要转换社区激活费用,对使用生成的资金购买NFT收取1%的市场费用,用这笔钱来回购和销毁BLUR代币,这样做可以减少BLUR的供应量。虽然这个方案还在等待批准,但已经证明了Blur公司一直在努力完善平台的代币经济学,把自己定位成NFT市场的重要参与者。

最近NFT的交易量大幅增加,主要是因为加密货币的用户重新关注了Blur等NFT市场,但仍然有很多NFT交易者在观望。值得注意的是,OpenSea的每周交易者数量已经比2022年1月的历史最高点减少了86%,这说明还有很多零售用户还没回归市场。虽然Blur是加密货币社区最受欢迎的NFT市场,但它主要面向更成熟、更富裕的NFT交易者群体。在这种情况下,观察OpenSea的交易量份额对于衡量散户对NFT兴趣的恢复非常重要。

Solana NFT 市场

2023年9月,Solana的NFT交易量降至最低,为3000万美元。从10月2日到9日,Solana的NFT交易量创下了最糟糕的一周,仅为440万美元。但是自10月9日以来,Solana的每周NFT交易量已经增长了8倍以上。Solana NFT每周交易量的大幅增长主要是因为:

1. Tensor NFT交易平台即将进行空投。

2. SOL代币的涨幅,导致所有Solana NFT被重新定价,并吸引了更多的关注。

如何押注NFT?2024以太坊和Solana为吸引用户都作了哪些激励?

Tensor是Solana的Blur版本,于2022年推出,NFT交易者可以在其中制定复杂的交易策略。Tensor的第二季空投于2023年8月结束,预计下一次空投将在2024年1月进行,这也刺激了Solana NFT收藏者的交易活动。另外,Solana持有者的财富效应也是推动NFT生态系统的一个重要原因。随着SOL在2023年全年上涨615%,以及其他Solana应用程序的空投,Solana的各类应用程序(包括NFT)的活动都在增加。

虽然Solana的NFT生态系统恢复速度比以太坊快,但与2022年5月的历史高点相比,每周的NFT交易量仍然下降了60%以上。与以太坊一样,Solana的NFT生态系统强大,能够为用户提供经济高效且用户友好的体验。此外,Solana的NFT基础设施正在迅速成熟,因为钱包和其他NFT应用程序具有一些功能,例如在可替代代币旁边显示NFT,以更好地支持数字收藏品生态系统的增长。总的来说,Solana的下一个NFT市场周期,可能会受到Tensor等先进交易平台上的交易活动的推动。

市场集中度

Blur 和 Tensor 等先进的交易平台发展迅速,在各自的链上占了大部分的 NFT 交易量。对于活跃的 NFT 交易者来说,NFT 市场的集中度是一个互惠互利的结果,这些交易者需要足够的流动性来进入和退出价格波动较大的资产。Blur 和 Tensor 通过空投奖励来鼓励用户向他们的市场注入流动性,卖家可以通过空投来衡量某个 NFT 的市场深度。在 Blur 和 Tensor 出现之前,像 OpenSea 这样的传统 NFT 市场使用的是没有奖励的报价系统。买家缺乏提交有竞争力报价的动力,导致报价分散,且明显低于 NFT 的真实价值。

如何押注NFT?2024以太坊和Solana为吸引用户都作了哪些激励?

在2023年,Blur占了以太坊NFT交易总量的67%。在Blur推出之前,OpenSea曾占NFT交易量的80%以上,但现在只占以太坊NFT总交易量的29%。

在2023年,Magic Eden在Solana NFT交易领域占据了主导地位,占据了总交易量的51%,表现非常出色。但是,紧随其后的是Tensor,占据了41%的份额。

尽管Magic Eden在2023年领先于Tensor,但今年也有几天Tensor的交易量超过了Magic Eden,尤其是在2023年10月NFT市场复苏的时期。从2023年10月1日到2024年1月1日,Tensor的交易量飙升,超过Magic Eden 50%。

随着先进的交易平台为第三季度的空投和其他激励驱动计划做准备,Tensor有望在2024年超越Magic Eden在NFT市场的份额。

Blur和Tensor对NFT市场集中度的影响表明,先进的交易平台正在寻找明确的市场定位。虽然Blur和Tensor是在熊市中推出的平台,但它们成功地从OpenSea和Magic Eden等知名的传统市场中抢占了市场份额。

以太坊 vs Solana

2023年5月至9月,Solana的NFT与以太坊的NFT在市场主导地位上展开了激烈的竞争。在这段时间里,Solana的NFT交易量只占总交易量的不到10%(包括以太坊和Solana的NFT交易量)。但是,从2023年11月开始,Solana的NFT开始了大幅度的增长,并迅速获得了市场份额。到2023年12月,Solana的NFT每周交易量至少占总交易量的22%至39%。

如何押注NFT?2024以太坊和Solana为吸引用户都作了哪些激励?

2024年,Solana的NFT交易量将继续与以太坊的NFT竞争。自2023年12月1日以来,已有超过5050万美元从Avalanche、BNB智能链、Arbitrum和以太坊等其他区块链桥接到Solana。虽然流入Solana的新资本可能是因为Solana的去中心化金融应用提供的空投和收益,但是如果激励措施发生变化,这些应用可能会在进入生态系统后迅速退出。不过我们可以预期,一部分新资本将流入Solana的NFT。根据以太坊NFT恢复的速度,以及截至2023年12月流入Solana的新资本量,我们可以预期Solana的NFT交易量在2024年会达到总交易量的30%-50%。

通过观察一天内购买、出售或铸造NFT的钱包的链上活动,我们可以明显看出以太坊的NFT市场缺乏新用户。在2023年,以太坊的NFT活跃用户数量下降了73%,而同期Solana的NFT活跃用户数量增加了200%以上。在2023年12月19日,Solana的活跃NFT用户数量超过了以太坊的活跃NFT用户数量。如果我们应用30天移动平均值来计算以太坊和Solana上的活跃NFT用户数量,我们可以看到,Solana现在的日活跃NFT用户数量已经超过了以太坊。

需要注意的是,活跃的NFT用户是指在一天内铸造、购买、出售或转让NFT的唯一地址。这个唯一地址可能是由单个个人或实体拥有,并且由于在Solana上交易的成本比以太坊低,Solana上的数量可能会更大。

结论

即将到来的NFT周期将由高级NFT交易平台、针对NFT持有者的创新空投激励措施和更广泛的加密市场复苏带来的财富效应推动。高级NFT交易平台已经在市场上站稳了脚跟,随着流动性向这些类型的平台整合,其市场份额将继续保持在50%-60%之间。

总的来说,当Solana的NFT生态系统经历首次重新定价的时刻,如果ETH的价格也大幅度上涨,2024年最值得关注的发展之一将是以太坊NFT的重新定价。


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In 2008, it accounted for more than the total transaction volume of Ethereum before its launch, but now it only accounts for the total transaction volume of Ethereum, occupying a dominant position in the trading field and occupying the performance of the total transaction volume. It's always excellent, but it's followed by the market share. Although it was ahead in 2008, the trading volume exceeded in a few days this year, especially in the period of market recovery in February, and the trading volume soared beyond that in March, with the advanced trading platform preparing for airdrops and other incentive-driven plans in the third quarter, it is expected to surpass the market share and influence on market concentration in 2008, indicating that the advanced trading platform is looking for a clear market position, although it is a platform launched in a bear market. However, they have successfully seized market share from well-known traditional markets such as Hehe, and launched fierce competition with Ethereum in the dominant position in the market. During this period, the transaction volume only accounted for less than the total transaction volume including Ethereum and Hehe, but it has increased greatly since January, and quickly gained market share. How to bet on Ethereum and what incentives have been made to attract users? The transaction volume will continue to compete with Ethereum since January, with more than 10,000 US dollars from smart chain and Ethereum. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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