Animoca Brands 駕馭不斷發展的 NFT 和 Metaverse 領域

儘管比特幣在 3 月創下歷史新高，但 NFT 市場卻大幅下滑，每月收益從 1 月的 60 億美元降至 14 億美元。 Animoca Brands 董事長 Yat Siu 保持樂觀態度，預計遊戲和元宇宙將推動 NFT 市場收入激增。

Navigating the Evolving Landscape of NFTs and the Metaverse: Insights from Animoca Brands

駕馭 NFT 與元宇宙不斷演變的格局：Animoca 品牌的見解

In the aftermath of Bitcoin's record-breaking surge in March 2022, the non-fungible token (NFT) market experienced a significant downturn. Monthly revenue volumes plummeted from a peak of approximately $6 billion in January 2022 to around $1.4 billion, according to data from CryptoSlam.

2022 年 3 月比特幣破紀錄飆升後，不可取代代幣 (NFT) 市場經歷了大幅下滑。根據 CryptoSlam 的數據，每月收入從 2022 年 1 月約 60 億美元的峰值驟降至約 14 億美元。

Despite this setback, Yat Siu, co-founder and chairman of Animoca Brands, remains unwavering in his belief in the long-term viability of NFTs and the metaverse. In an interview with Decrypt during Paris Blockchain Week, Siu expressed his conviction that the NFT market is poised for a resurgence, with revenue volumes projected to rise significantly.

儘管遭遇挫折，Animoca Brands 聯合創始人兼董事長 Yat Siu 仍然堅定不移地相信 NFT 和元宇宙的長期生存能力。在巴黎區塊鏈週期間接受 Decrypt 採訪時，Siu 表示堅信 NFT 市場即將復甦，營收預計將大幅成長。

"I think it's going to go up," he said regarding the annual revenue of the NFT market. Siu believes that gaming will play a crucial role in driving the growth of NFTs, as it has the potential to attract large numbers of users from Web2 to Web3.

「我認為它會上升，」他在談到 NFT 市場的年收入時說道。 Siu認為，遊戲將在推動NFT的成長中發揮至關重要的作用，因為它有潛力吸引大量從Web2到Web3的用戶。

"Gaming as an ecosystem is really probably one of the best when it comes to creating more mass adoption, as you switch people from Web2 to Web3," he added.

「當人們從 Web2 轉向 Web3 時，遊戲作為一個生態系統確實可能是創造更多大眾採用的最佳生態系統之一，」他補充道。

At Paris Blockchain Week, Siu discussed various aspects of the Web3 and crypto industry, including the regulatory scrutiny from the U.S. Securities and Exchange Commission (SEC), Animoca Brands' financial performance, and projections for the current year.

在巴黎區塊鏈週上，Siu 討論了 Web3 和加密行業的各個方面，包括美國證券交易委員會 (SEC) 的監管審查、Animoca Brands 的財務表現以及今年的預測。

SEC Scrutiny and Crypto Flight

SEC 審查和加密貨幣飛行

Animoca Brands is headquartered in Hong Kong and incorporated in Australia, which means it is not subject to U.S. jurisdiction. However, the SEC has nevertheless shown interest in the company's activities. In lawsuits filed against Binance and Coinbase in June 2023, the SEC alleged that SAND, the token that powers the metaverse game The Sandbox, was a security.

Animoca Brands 總部位於香港，並在澳洲註冊成立，這意味著它不受美國管轄。然而，美國證券交易委員會仍然對該公司的活動表現出興趣。在 2023 年 6 月針對幣安和 Coinbase 提起的訴訟中，SEC 聲稱 SAND（為虛擬宇宙遊戲 The Sandbox 提供動力的代幣）是一種證券。

Animoca Brands owns The Sandbox, and Siu revealed to Decrypt that the SEC has not yet contacted the company regarding its token, either before or after the lawsuits were filed. This is noteworthy given that the SEC's case against Coinbase hinges on whether SAND and other specified cryptocurrencies constitute unregistered securities.

Animoca Brands 擁有 The Sandbox，Siu 向 Decrypt 透露，無論是在提起訴訟之前還是之後，SEC 尚未就其代幣事宜聯繫該公司。鑑於 SEC 針對 Coinbase 的案件取決於 SAND 和其他指定的加密貨幣是否構成未註冊證券，這一點值得注意。

"Our industry standpoint is that we feel the SEC is very aggressive," Siu said.

“我們的行業立場是，我們認為 SEC 非常激進，”Siu 說。

He expressed concern that the U.S.'s aggressive regulatory approach could hinder its leadership in Web3 innovation. "Everyone wants to move to the Bay Area [home to Silicon Valley]," he said. "And for our industry, people are looking to leave."

他擔心美國激進的監管方式可能會阻礙其在 Web3 創新領域的領導地位。 「每個人都想搬到灣區（矽谷的所在地），」他說。 “對於我們的行業來說，人們正在尋求離開。”

Valuations Down, Token Prices Up

估值下降，代幣價格上漲

The crypto market experienced a significant decline in 2023, and Animoca Brands was not immune to this downturn. Siu reported that valuations for the portfolio of companies Animoca has invested in were lower in 2023 compared to 2022.

2023 年，加密貨幣市場經歷了大幅下滑，Animoca Brands 也未能倖免。 Siu 報告稱，Animoca 投資的公司投資組合在 2023 年的估值低於 2022 年。

However, Siu noted that the value of Animoca's token holdings has increased, particularly since early 2024. He anticipates that the equity valuations will eventually follow suit.

然而，Siu 指出，Animoca 所持代幣的價值增加，特別是自 2024 年初以來。他預計股權估值最終也會隨之增加。

Animoca Brands was previously publicly traded in Australia, and although a significant number of public shareholders still hold equity in the company, it is no longer required to release regular financial reports. Nevertheless, Siu revealed that the combined value of its revenue, cryptocurrencies, and token reserves declined from $2.26 billion in December 2022 to $2.1 billion in November 2023.

Animoca Brands 先前曾在澳洲公開交易，儘管大量公眾股東仍持有該公司股權，但不再需要發布定期財務報告。儘管如此，Siu 透露，其收入、加密貨幣和代幣儲備的總價值從 2022 年 12 月的 22.6 億美元下降到 2023 年 11 月的 21 億美元。

Optimism Amidst Uncertainty

不確定性中的樂觀

Despite these financial fluctuations, Siu exuded a sense of optimism. Throughout the interview with Decrypt, he sipped on a sugar-free Red Bull and expressed his belief that Web3 has the potential to attract millions of users.

儘管面臨這些金融波動，蕭仍表現出樂觀的態度。在接受 Decrypt 採訪時，他喝著一杯無糖紅牛，並表示相信 Web3 有潛力吸引數百萬用戶。

"Hundreds of millions and billions more people are likely to be part of Web3," he said.

「數以億計、數十億的人可能會成為 Web3 的一部分，」他說。

Animoca Brands is at the forefront of the Web3 revolution, and Siu's insights provide valuable perspective on the evolving landscape of NFTs, gaming, and the metaverse.

Animoca Brands 處於 Web3 革命的前沿，Siu 的見解為 NFT、遊戲和元宇宙不斷發展的格局提供了寶貴的視角。