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在NFT市場上很長一段時間的停滯之後,Opensea(在NFT市場中是非帕雷爾的領導者),似乎正在引發令人驚嘆的捲土重來
Following a lengthy stretch of stagnation in the NFT market, OpenSea—previously the nonpareil leader among NFT marketplaces—seems to be pulling off a stunning comeback in terms of user engagement.
在NFT市場上很長一段時間裡停滯不前,Opensea(在NFT市場中的非帕雷爾領導者)中,似乎在用戶參與方面取得了令人驚嘆的捲土重來。
Data from the last week indicate that well over 80,000 individual traders have made their way back to the platform, making this the highest level of activity seen since at least April. This resurgence not only seems to be propelling OpenSea back into the territory of user favor but also appears to be hinting at a more general return of NFT enthusiasm, particularly across several layer-2 ecosystems.
上週的數據表明,超過80,000個個人交易者已經回到了平台,這是至少4月以來最高的活動水平。這種複興似乎不僅可以推動Opensea重返用戶的領域,而且似乎暗示了NFT熱情的更一般性回報,尤其是在幾個第2層生態系統中。
Layer-2 Networks Fuel a New Wave of NFT Engagement
第2層網絡為NFT的新浪潮助長了
In recent months, the NFT sector has experienced a remarkable resurgence, with both trading volumes and the number of unique users registering considerable increases over the summer.
近幾個月來,NFT行業經歷了顯著的複興,貿易量和唯一用戶的數量在夏季註冊了相當大的增長。
One of the primary catalysts behind this uptick is surging activity across several Ethereum layer-2 networks, particularly Arbitrum, Base, and Blast. These chains have become fertile ground for NFT experimentation due to their lower gas costs and fast transaction speeds—boosting trading, minting, and gaming applications to an almost ideal platform level.
此上升爆炸背後的主要催化劑之一是在幾個以太坊2層網絡(尤其是仲裁,基礎和爆炸)上激增活動。由於其較低的汽油成本和快速交易速度,這些連鎖店已成為NFT實驗的肥沃基礎,即提高交易,鑄造和遊戲應用程序幾乎理想的平台水平。
OpenSea’s renewed focus on attempting to expand its presence across these ecosystems seems to be paying dividends.
Opensea的重新專注於試圖在這些生態系統中擴大其存在的重點似乎是在付出紅利。
Arbitrum and Base have both seen exhibition increases in NFT volume and community engagement, as new collections and incentivized drops attract waves of fresh participants. Meanwhile, Blast—an emerging player in the L2 space—is quickly gaining traction, aided by its native rewards system and tight integration with NFT applications. The result is a significant migration of traders back to OpenSea, where these assets are increasingly being listed and flipped.
仲裁和基礎都看到NFT量和社區參與的展覽增加,因為新的收藏和激勵滴落吸引了新鮮參與者的浪潮。同時,BLAST(在L2空間中的新興播放器)迅速獲得了吸引力,其本機獎勵系統和與NFT應用程序的緊密集成在一起。結果是交易者重大遷移回Opensea,這些資產越來越多地被列出和翻轉。
For a significant part of the NFT community, the relationship between OpenSea and the rapidly expanding L2s of Ethereum is, more than anything, a relationship of convenience. The trading experience in these environments is more efficient, far less accessible than at some not-too-distant points in Ethereum’s past, and—as a delightful side effect—much less expensive than what trading on Ethereum mainnet costs at present or even at any time over the last year.
對於NFT社區的很大一部分,Opensea與以太坊快速擴展的L2之間的關係比方便的關係更重要。在這些環境中的交易經驗比以太坊過去的某些不遠處的某些地方更有效,並且(作為令人愉悅的副作用)的訪問遠低於目前甚至在過去一年中任何時間的交易。
This is in tandem with the fact that the L2s are also heating up in terms of the types of NFTs being deployed there.
這與以下事實相結合:L2S也在部署的NFT類型方面加熱。
OpenSea 2.0 Beta and SEA Token Hype Add to the Surge
Opensea 2.0 Beta和海令牌炒作增加了激增
Despite being a main layer driving activity, the beta launch of OpenSea 2.0 is actually the chief instigator of the latest uptick in user engagement. This long-awaited revamp offers a remodeled look, a speedier trading engine, and better analytics. Oh, and it also promises users on-chain rewards. All in all, it should help restore OpenSea’s dominance as the layer-2 landscape lavishes it with attention.
儘管是主要的駕駛活動,但Opensea 2.0的Beta發布實際上是用戶參與中最新提升的主要刺激者。期待已久的改造提供了改建外觀,更快的交易引擎和更好的分析。哦,這也向用戶保證了鏈獎勵。總而言之,這應該有助於恢復Opensea的主導地位,因為第2層的景觀引起了人們的注意。
Individuals taking part in the OS 2.0 beta are presently raking in rewards, with a number of SB users now doing so for the better part of a couple of months. And why, you might ask? Because we hear concerns from OpenSea that users might lose out on potential future Sea Token airdrops if they aren’t using the platform. And in quite the eerie coincidence, SB users have also heard from OpenSea in DMs recently, inviting them to partake in a user behavior study. Why not use the platform “as much as possible, for as many different types of things you can,” we were told. In a nutshell, take OpenSea’s concerns as an incentive to keep using the platform and possibly grab a few future rewards in the process.
參加OS 2.0 Beta的個人目前正在獎勵,現在有許多SB用戶在幾個月的大部分時間裡這樣做。為什麼,您可能會問?因為我們聽到Opensea的擔憂,即如果用戶不使用該平台,用戶可能會失去潛在的未來海水盤。在相當令人毛骨悚然的巧合中,SB用戶最近也聽到了DMS的Opensea的消息,邀請他們參加用戶行為研究。我們被告知,為什麼不使用“盡可能多的不同類型的事物”使用該平台。簡而言之,將Opensea的關注點作為繼續使用該平台的動機,並可能在此過程中獲得一些未來的回報。
These mechanics are a direct reflection of the way taken by other prosperous Web3 platforms that have capitalized on airdrop speculation and reward farming to ignite activity and loyalty. With each passing day, as more users rush to test OS 2.0 and push their on-chain interactions to the limit, OpenSea seems to be getting the windfall that comes from a virtuous cycle of usage and visibility.
這些機制直接反映了其他繁榮的Web3平台採取的方式,這些平台已經利用了空投投機,並獎勵了耕作以點燃活動和忠誠度。每天都有一天,隨著越來越多的用戶急於測試OS 2.0並將其鏈上的交互推向極限,Opensea似乎是從使用和可見性的良性循環中獲得的意外收穫。
A Return to Relevance in the Evolving NFT Landscape
在不斷發展的NFT景觀中重返相關性
Throughout a large part of 2023 and early 2024, OpenSea has suffered not only a declining market share but also the growth of a narrative that it has so far been too slow to innovate. This is despite the fact that, in some areas, OpenSea used to be the market leader (and still is, in number of users and volume, if not in reputation). Meanwhile, aggressive incentives from competitors like Blur have diverted some trading activity.
在2023年和2024年初的大部分時間裡,Opensea不僅遭受了市場份額的下降,而且遭受了敘事的增長,以至於它到目前為止的創新太慢了。儘管事實是,在某些領域,Opensea曾經是市場的領導者(並且在數量和數量中,如果不是在聲譽中)。同時,像Blur這樣的競爭對手的積極激勵措施轉移了一些交易活動。
Currently, the OS 2.0 beta is out, and there is strong engagement from users across the various L2 blockchains. This is a good sign, and it shows that OpenSea has found its footing again—at least for now. The big question remains, though: How sustainable is this momentum? Can OpenSea continue to support emerging artists, as it promises to do, and is it really going to unleash a SEA token that (in my mind) needs to be a game-changer for it to be worthwhile?
目前,OS 2.0 Beta尚未出現,並且用戶在各種L2區塊鏈中都有很大的參與度。這是一個好兆頭,它表明Opensea至少在目前又找到了它的立足點。不過,大問題仍然存在:這種勢頭的可持續性如何? Opensea能否繼續支持新興的藝術家,並且它真的會釋放出(在我看來)需要改變遊戲的海上代幣以使其值得嗎?
What is now clear is
現在清楚的是
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