許多 NFT 的市場價值已從 2021/2022 年的峰值暴跌，但 SuperRare 的首席執行官并不這么認為。

最近，約翰·克雷恩 (John Crain) 猛烈批評了一篇宣稱 NFT 已死的文章，盡管該文章稱 NFT 正在徹底改變。

NFT 價值的崩盤：SuperRare 首席執行官的評論

NFT 市場在 2021 年上半年爆發式增長，恰逢最新一輪大牛市的第一階段，并且在至少一年的時間里幾乎處于持續增長狀態。

但那是一個投機泡沫，即使在當時也不難理解。

隨著 2022 年加密貨幣的熊市，這樣的泡沫破裂，NFT 市場實際上崩潰了。

在 2021 年末/2022 年初的高峰期，已經出現了第一次下降，但真正的崩潰是在兩年前 5 月 Terra/Luna 生態系統崩潰之后開始的。

事實上，如果鏈上 NFT 交易量的周峰值出現在 2021 年 8 月，平均每天 4.5 億美元，那么到 2022 年 5 月初，這一日均交易量已降至 2.65 億美元。

然而，去年10月，這一平均值甚至跌破1000萬美元，與2021年的峰值相比暴跌了98%。

然而，隨著 2023 年 10 月至 11 月開始的加密貨幣牛市，出現了峰值反彈。

想想看，去年 12 月，它曾一度回升至近 7500 萬美元。然而，即使是這種反彈也先是放緩，然后經歷了一次調整，以至于現在鏈上 NFT 的日均交易額已降至 3200 萬美元左右。

NFT 死了嗎？

遭遇主要崩盤的是與藝術品市場相關的 NFT，尤其是圖像文件。

在高峰期，NFT 市場每天的交易量達到近 20 萬個代幣，日總價值超過 1.91 億美元。

從那時起，藝術 NFT 市場就開始緩慢下滑，跌幅超過 90%，幾乎導致市場崩潰。

對于這種類型的數字內容，市場尚未出現復蘇，因此很難想象與藝術相關的 NFT 在短期內會出現顯著的復蘇。

SuperRare 首席執行官對 NFT 市場價值崩盤的評論

然而，SuperRare 首席執行官約翰·克雷恩 (John Crain) 并不同意。

SuperRare 主要是一個藝術 NFT 的市場，Crain 在他的官方 X 簡介中寫道，應該在更普遍的框架中審查針對 NFT 的大量負面評價。

現在看到 CT 上的情緒非常有趣。NFT 周圍充斥著負面情緒。人們忘記了我們六年前實際上是從 0 開始的，而兩周前 @base 擁有超過 4400 萬美元的 NFT 鑄幣。NFT 顯然已經死了

— SuperRare John

寫道：

“People forget that we literally started from scratch six years ago, and two weeks ago on Base there were over 44 million dollars in NFT. NFTs are clearly dead.”

However, he also adds that he believes we will continue to see a change in this business model.

On the other hand, even the incriminated article suggested a change in the business model.

The change

The problem is that it is difficult to imagine that the current bull market of artistic NFTs can really recover.

It is instead easier to imagine that the same NFT market could change, addressing new sectors.

The article rightly pointed out that they are not an asset in themselves, but only a way to record on the blockchain who holds the rights to an asset.

Their main use should be to certify ownership and authenticity, and their main characteristics should be those related to the functionalities of the blockchains, such as interoperability, secure transfer, and verification.

In short, the real asset is the underlying, that is, what the non-fungible token represents, not the NFT itself.

The idea that by purchasing an NFT one was acquiring an asset that would appreciate over time really has foundations that are too weak to support a market like that of 2021.

The Real World Asset (RWA)

The next step, however, should be to use NFTs to tokenize real-world assets, with the so-called RWA.

The key point is precisely the fact that an NFT actually represents a sort of certificate of ownership, verifiable and non-falsifiable.

The difficulty lies in creating a certain and unambiguous connection between a real asset and a token, and for this it will probably be necessary to refer to some certifying body, which very unlikely can be decentralized.

In this form, NFTs can also be linked to the world of art, because in theory they could allow the tokenization of real works of art.

If the RWA token market has not yet taken off, it is probably because sufficient guarantees have not yet been provided to ensure that a certain token is actually associated with a property right.

When this problem is effectively resolved, then the RWA market will truly be ready to take off.

Speculation

Instead, what happened in 2021 is just pure speculation.

A classic speculative bubble simply inflated, in which those who bought an NFT did so only because they hoped to resell it at a higher price.

This kind of bubbles is always destined to burst sooner or later, even if not always once they burst, they completely wipe out a market.

For example, in the early 2000s, the speculative bubble of the so-called dot-coms, the technology companies listed on the stock exchange that claimed to do business online, burst. With the burst of that bubble, many dot-com stocks disappeared from the stock exchanges, but some remained, and a decade later they returned not only to the levels reached during the bubble but also well beyond.

比如亞馬遜的股票，就經歷過投機泡沫，幾年之內，它的價格從0.1美元漲到了5美元多，泡沫破滅之后又回落到了0.3美元，但是不到十年的時間，它又回到了5美元，二十多年之后，它的價格達到了近200美元。

目前尚不清楚 NFT 市場最終會如何發展，但如果它能夠根據投資者的需求和愿望發展，盡管許多 NFT 已經消失，但它可能會比以前更加強勁地回歸。

熱點：NFT NFT 價值 評論