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在NFT市场上很长一段时间的停滞之后,Opensea(在NFT市场中是非帕雷尔的领导者),似乎正在引发令人惊叹的卷土重来
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市场上很长一段时间里停滞不前,Opensea(在NFT市场中的非帕雷尔领导者)中,似乎在用户参与方面取得了令人惊叹的卷土重来。
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.
上周的数据表明,超过80,000个个人交易者已经回到了平台,这是至少4月以来最高的活动水平。这种复兴似乎不仅可以推动Opensea重返用户的领域,而且似乎暗示了NFT热情的更一般性回报,尤其是在几个第2层生态系统中。
Layer-2 Networks Fuel a New Wave of NFT Engagement
第2层网络为NFT的新浪潮助长了
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.
近几个月来,NFT行业经历了显着的复兴,贸易量和唯一用户的数量在夏季注册了相当大的增长。
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.
此上升爆炸背后的主要催化剂之一是在几个以太坊2层网络(尤其是仲裁,基础和爆炸)上激增活动。由于其较低的汽油成本和快速交易速度,这些连锁店已成为NFT实验的肥沃基础,即提高交易,铸造和游戏应用程序几乎理想的平台水平。
OpenSea’s renewed focus on attempting to expand its presence across these ecosystems seems to be paying dividends.
Opensea的重新专注于试图在这些生态系统中扩大其存在的重点似乎是在付出红利。
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.
仲裁和基础都看到NFT量和社区参与的展览增加,因为新的收藏和激励滴落吸引了新鲜参与者的浪潮。同时,BLAST(在L2空间中的新兴播放器)迅速获得了吸引力,其本机奖励系统和与NFT应用程序的紧密集成在一起。结果是交易者重大迁移回Opensea,这些资产越来越多地被列出和翻转。
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.
对于NFT社区的很大一部分,Opensea与以太坊快速扩展的L2之间的关系比方便的关系更重要。在这些环境中的交易经验比以太坊过去的某些不远处的某些地方更有效,并且(作为令人愉悦的副作用)的访问远低于目前甚至在过去一年中任何时间的交易。
This is in tandem with the fact that the L2s are also heating up in terms of the types of NFTs being deployed there.
这与以下事实相结合:L2S也在部署的NFT类型方面加热。
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.
尽管是主要的驾驶活动,但Opensea 2.0的Beta发布实际上是用户参与中最新提升的主要刺激者。期待已久的改造提供了改建外观,更快的交易引擎和更好的分析。哦,这也向用户保证了链奖励。总而言之,这应该有助于恢复Opensea的主导地位,因为第2层的景观引起了人们的注意。
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.
参加OS 2.0 Beta的个人目前正在奖励,现在有许多SB用户在几个月的大部分时间里这样做。为什么,您可能会问?因为我们听到Opensea的担忧,即如果用户不使用该平台,用户可能会失去潜在的未来海水盘。在相当令人毛骨悚然的巧合中,SB用户最近也听到了DMS的Opensea的消息,邀请他们参加用户行为研究。我们被告知,为什么不使用“尽可能多的不同类型的事物”使用该平台。简而言之,将Opensea的关注点作为继续使用该平台的动机,并可能在此过程中获得一些未来的回报。
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.
这些机制直接反映了其他繁荣的Web3平台采取的方式,这些平台已经利用了空投投机,并奖励了耕作以点燃活动和忠诚度。每天都有一天,随着越来越多的用户急于测试OS 2.0并将其链上的交互推向极限,Opensea似乎是从使用和可见性的良性循环中获得的意外收获。
A Return to Relevance in the Evolving NFT Landscape
在不断发展的NFT景观中重返相关性
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年初的大部分时间里,Opensea不仅遭受了市场份额的下降,而且遭受了叙事的增长,以至于它到目前为止的创新太慢了。尽管事实是,在某些领域,Opensea曾经是市场的领导者(并且在数量和数量中,如果不是在声誉中)。同时,像Blur这样的竞争对手的积极激励措施转移了一些交易活动。
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尚未出现,并且用户在各种L2区块链中都有很大的参与度。这是一个好兆头,它表明Opensea至少在目前又找到了它的立足点。不过,大问题仍然存在:这种势头的可持续性如何? Opensea能否继续支持新兴的艺术家,并且它真的会释放出(在我看来)需要改变游戏的海上代币以使其值得吗?
What is now clear is
现在清楚的是
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