Animoca Brands 驾驭不断发展的 NFT 和 Metaverse 领域

尽管比特币在 3 月份创下历史新高，但 NFT 市场却大幅下滑，月收益从 1 月份的 60 亿美元降至 14 亿美元。 Animoca Brands 董事长 Yat Siu 保持乐观态度，预计游戏和元宇宙将推动 NFT 市场收入激增。

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

驾驭 NFT 和元宇宙不断演变的格局：Animoca 品牌的见解

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 月比特币破纪录飙升后，不可替代代币 (NFT) 市场经历了大幅下滑。根据 CryptoSlam 的数据，月收入从 2022 年 1 月约 60 亿美元的峰值骤降至约 14 亿美元。

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.

尽管遭遇挫折，Animoca Brands 联合创始人兼董事长 Yat Siu 仍然坚定不移地相信 NFT 和元宇宙的长期生存能力。在巴黎区块链周期间接受 Decrypt 采访时，Siu 表示坚信 NFT 市场即将复苏，收入预计将大幅增长。

"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.

“我认为它会上升，”他在谈到 NFT 市场的年收入时说道。 Siu认为，游戏将在推动NFT的增长中发挥至关重要的作用，因为它有潜力吸引大量从Web2到Web3的用户。

"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.

“当人们从 Web2 转向 Web3 时，游戏作为一个生态系统确实可能是创造更多大众采用的最佳生态系统之一，”他补充道。

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.

在巴黎区块链周上，Siu 讨论了 Web3 和加密行业的各个方面，包括美国证券交易委员会 (SEC) 的监管审查、Animoca Brands 的财务业绩以及今年的预测。

SEC Scrutiny and Crypto Flight

SEC 审查和加密货币飞行

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 总部位于香港，并在澳大利亚注册成立，这意味着它不受美国管辖。然而，美国证券交易委员会仍然对该公司的活动表现出兴趣。在 2023 年 6 月针对币安和 Coinbase 提起的诉讼中，SEC 声称 SAND（为虚拟宇宙游戏 The Sandbox 提供动力的代币）是一种证券。

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 拥有 The Sandbox，Siu 向 Decrypt 透露，无论是在提起诉讼之前还是之后，SEC 尚未就其代币事宜联系该公司。鉴于 SEC 针对 Coinbase 的案件取决于 SAND 和其他指定的加密货币是否构成未注册证券，这一点值得注意。

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

“我们的行业立场是，我们认为 SEC 非常激进，”Siu 说。

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."

他担心美国激进的监管方式可能会阻碍其在 Web3 创新领域的领导地位。 “每个人都想搬到湾区（硅谷的所在地），”他说。 “对于我们的行业来说，人们正在寻求离开。”

Valuations Down, Token Prices Up

估值下降，代币价格上涨

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，加密货币市场经历了大幅下滑，Animoca Brands 也未能幸免。 Siu 报告称，Animoca 投资的公司投资组合在 2023 年的估值低于 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 所持代币的价值有所增加，特别是自 2024 年初以来。他预计股权估值最终也会随之增加。

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 此前曾在澳大利亚公开交易，尽管大量公众股东仍持有该公司股权，但不再需要发布定期财务报告。尽管如此，Siu 透露，其收入、加密货币和代币储备的总价值从 2022 年 12 月的 22.6 亿美元下降到 2023 年 11 月的 21 亿美元。

Optimism Amidst Uncertainty

不确定性中的乐观

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.

尽管面临这些金融波动，萧仍表现出乐观的态度。在接受 Decrypt 采访时，他喝着一杯无糖红牛，并表示相信 Web3 有潜力吸引数百万用户。

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

“数以亿计、数十亿的人可能会成为 Web3 的一部分，”他说。

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 处于 Web3 革命的前沿，Siu 的见解为 NFT、游戏和元宇宙不断发展的格局提供了宝贵的视角。