2025 年 NFT 预测：RARI 基金会、OKX 和 Animoca 品牌高管分享他们的观点

尽管资产类别遭遇了一些重大挫折，但不可替代代币（NFT）在 2024 年仍然是 Web3 领域不可或缺的组成部分。

Non-fungible tokens (NFTs) remained a key part of the Web3 landscape in 2024 despite some setbacks for the asset class. Industry commentators and professionals maintained that the utility of NFTs remained intact, fueling optimism for a revival.

尽管资产类别遇到了一些挫折，但不可替代代币 (NFT) 仍然是 2024 年 Web3 格局的关键部分。行业评论员和专业人士认为，NFT 的实用性仍然完好无损，这激发了人们对 NFT 复兴的乐观情绪。

While media outlets occasionally declared NFTs to be dead, holders continued to trade them, and data tracker CryptoSlam showed that NFTs recorded roughly $8.5 billion in sales this year.

尽管媒体偶尔会宣布 NFT 已死，但持有者仍在继续交易它们，数据跟踪器 CryptoSlam 显示，NFT 今年的销售额约为 85 亿美元。

The sales volume may have been lower than in previous years, but the number of buyers increased by 62% from 4.6 million in 2023 to 7.5 million in 2024. This was also 37% more than the 5.4 million unique buyers recorded in 2022, a year widely considered to be the peak of NFTs. So, while volumes may have been down, there was still a growing demand for the asset class.

销量可能低于往年，但买家数量从 2023 年的 460 万增加到 2024 年的 750 万，增长了 62%。这也比 2022 年记录的 540 万独立买家增加了 37%。被广泛认为是 NFT 的顶峰。因此，尽管交易量可能有所下降，但对该资产类别的需求仍然在增长。

Even though the space endured, there was no denying that NFT holders took a beating this year, from a seven-month downward streak and major projects dropping out of the space to the United States Securities and Exchange Commission sending Wells notices to NFT projects.

尽管这个空间持续存在，但不可否认的是，NFT 持有者今年遭受了打击，从连续七个月的下跌和主要项目退出该空间，到美国证券交易委员会向 Wells 向 NFT 项目发送通知。

NFT projects faced numerous setbacks throughout 2024

NFT 项目在 2024 年遭遇重重挫折

In January, social media platform X removed support for NFTs after a year of allowing paid subscribers to link them to their profile pictures. One community member called it the “bottom” for NFTs, while another said it’s “another black eye” for the industry.

今年 1 月，社交媒体平台 X 在允许付费订阅者将 NFT 链接到个人资料图片一年后取消了对 NFT 的支持。一位社区成员称其为 NFT 的“底部”，而另一位社区成员则表示这是该行业的“又一个黑眼圈”。

Some questioned the decision to remove the feature, arguing that it had provided real utility for users and bringing up the issue of bot accounts and scammers. One community member said NFT profile pictures allowed users to confirm that the people they were interacting with were real.

一些人质疑删除该功能的决定，认为它为用户提供了真正的实用性，并提出了机器人帐户和诈骗者的问题。一位社区成员表示，NFT 个人资料图片可以让用户确认他们正在互动的人是真实的。

The same month, video game retailer GameStop announced it would shut down its NFT marketplace, blaming the lack of regulatory clarity in the US.

同月，视频游戏零售商 GameStop 宣布将关闭其 NFT 市场，指责美国监管不明确。

American gambling company DraftKings made a similar move in July, shutting down its NFT business, including its Reignmakers collections and marketplace. The business cited “legal developments” as the reason.

美国博彩公司 DraftKings 在 7 月也采取了类似举措，关闭了其 NFT 业务，包括其 Reignmakers 系列和市场。该公司称原因是“法律发展”。

In addition, layer-2 blockchain Immutable and crypto exchange Kraken wound down their NFT marketplaces in August and November, respectively.

此外，二层区块链 Immutable 和加密货币交易所 Kraken 分别于 8 月和 11 月关闭了其 NFT 市场。

In December, the Nike-owned NFT project RTFKT announced it would sunset its operations in January 2025.

去年 12 月，耐克旗下的 NFT 项目 RTFKT 宣布将于 2025 年 1 月停止运营。

SEC hands out Wells notices to NFT entities

SEC 向 NFT 实体发出 Wells 通知

The SEC ramped up its focus on NFTs in 2024. On Aug. 28, OpenSea CEO Devin Finzer said in an X post that the securities regulator sent a Wells notice to the NFT trading platform.

SEC 在 2024 年加大了对 NFT 的关注力度。8 月 28 日，OpenSea 首席执行官 Devin Finzer 在 X 帖子中表示，证券监管机构向 NFT 交易平台发出了 Wells 通知。

A Wells notice is a formal notification from the SEC that it is considering bringing enforcement action against an entity. The notice indicates that the agency completed an investigation and discovered evidence of potential breaches of securities laws.

Wells 通知是 SEC 发出的正式通知，表明其正在考虑对某个实体采取执法行动。该通知表明，该机构已完成调查并发现了潜在违反证券法的证据。

Finzer said the SEC alleged that NFTs on OpenSea may qualify as unregistered securities. The executive said the marketplace was ready to fight any enforcement actions from the agency, adding that the SEC targeting NFTs would “stifle innovation” on a broader scale, putting artists and creatives at risk.

Finzer 表示，SEC 声称 OpenSea 上的 NFT 可能符合未注册证券的资格。这位高管表示，市场已准备好对抗该机构的任何执法行动，并补充说，针对 NFT 的 SEC 将在更广泛的范围内“扼杀创新”，使艺术家和创意人员面临风险。

On Dec. 16, NFT platform CyberKongz received its own Wells notice from the SEC. The CyberKongz team said the issue stemmed from its sale of Genesis Kongz NFTs in 2021.

12 月 16 日，NFT 平台 Cyber​​Kongz 收到了来自 SEC 的 Wells 通知。 Cyber​​Kongz 团队表示，该问题源于其在 2021 年出售 Genesis Kongz NFT。

The project said the SEC approached it with “concerning rhetoric” that a token cannot be used with a blockchain game without registering it as a security. CyberKongz said the SEC’s stance could have far-reaching implications for blockchain gaming and pledged to contest the allegations.

该项目表示，美国证券交易委员会以“令人担忧的言辞”接近该项目，即如果未将代币注册为证券，则该代币不能与区块链游戏一起使用。 Cyber​​Kongz 表示，SEC 的立场可能对区块链游戏产生深远影响，并承诺对这些指控提出异议。

NFT faced a seven-month downturn in 2024

NFT 2024 年面临长达 7 个月的低迷

NFT sales volumes mirrored the broader challenges of 2024. March saw the highest monthly sales at $1.6 billion, buoyed by NFTs on Ethereum, Bitcoin and Solana — the three most popular blockchains for digital collectibles.

NFT 销量反映了 2024 年更广泛的挑战。3 月份的月销售额最高达到 16 亿美元，受到以太坊、比特币和 Solana（数字收藏品最受欢迎的三个区块链）上 NFT 的推动。

However, the market declined steadily, reaching a record low in September, when monthly sales fell below $300 million for the first time since 2021. Total NFT transactions also decreased, from 7.3 million in August to 4.9 million in September.

然而，市场稳步下滑，在 9 月份创下历史新低，月销售额自 2021 年以来首次跌破 3 亿美元。 NFT 交易总量也有所下降，从 8 月份的 730 万笔减少到 9 月份的 490 万笔。

After the market reached its lowest point, NFTs reversed course in October, increasing by 18% to see sales of about $356 million. October also saw Solana-based NFTs reach a milestone of $6 billion in all-time sales.

在市场跌至最低点后，NFT 在 10 月份出现逆转，销售额增长了 18%，销售额约为 3.56 亿美元。 10 月份，基于 Solana 的 NFT 销售额也达到了 60 亿美元的历史里程碑。

An even stronger performance followed in November as NFTs recorded monthly sales volumes of $562 million, their highest in six months. The resurgence of NFT assets later in the year was again driven by collections on Ethereum, Bitcoin and Solana.

11 月份的表现更加强劲，NFT 月销售额达到 5.62 亿美元，为六个月以来的最高水平。今年晚些时候，NFT 资产的复苏再次受到以太坊、比特币和 Solana 收藏品的推动。

NFT predictions for 2025

2025 年 NFT 预测

While some may have given up on NFTs, professionals working in the space have various theories on their potential comeback.

虽然有些人可能已经放弃了 NFT，但该领域的专业人士对其卷土重来的可能性有各种不同的理论。

Jana Bertram, head of strategy at RARI Foundation, said during an episode of Cointelegraph’s Hashing It Out podcast that NFTs will likely return

RARI 基金会战略主管 Jana Bertram 在 Cointelegraph 的 Hashing It Out 播客中表示，NFT 可能会回归