加密貨幣交易平臺(tái)Kraken公布了提供非同質(zhì)化代幣(NFT)的計(jì)劃,并承諾解決導(dǎo)致NFT采用率較低的兩個(gè)主要痛點(diǎn)。
NFT這種數(shù)字收藏品在全美備受追捧,其所有權(quán)契約可以在區(qū)塊鏈上跟蹤。2021年,NFT投資的熱度達(dá)到了令人瞠目結(jié)舌的程度,但它的實(shí)際吸引力其實(shí)有限。
Kraken的首席運(yùn)營官戴維·里普利于5月6日在公司官方Y(jié)ouTube頻道發(fā)表評論稱:“NFT的許多[應(yīng)用]并不為人們所熟知,所以我認(rèn)為與加密貨幣一樣,在這方面的宣傳教育非常重要?!?/p>
Kraken認(rèn)為,今年下半年其NFT平臺(tái)投入運(yùn)營之后,通過擴(kuò)大潛在用戶基礎(chǔ),有機(jī)會(huì)在目前被OpenSea和Rarible主導(dǎo)的市場中站穩(wěn)腳跟。
到目前為止,NFT的購買者主要是加密貨幣的“傳教士”,他們渴望有機(jī)會(huì)讓自己持有的加密貨幣具備一種實(shí)用功能。這些加密貨幣沒有固有價(jià)值,只能用于投機(jī)。
例如,沒有數(shù)字錢包和加密貨幣就無法購買NFT,因?yàn)镹FT的標(biāo)價(jià)并不是美元,而是以太幣(Ether)、Solana或Tezos等加密貨幣。這自然阻礙了NFT的大范圍應(yīng)用,因此有倡議者呼吁NFT交易支持法定貨幣,以降低準(zhǔn)入門檻。
里普利說:“如果你的Venmo賬戶或銀行賬戶中有美元,你就很難直接利用這筆資金購買NFT,這是NFT交易的一個(gè)巨大障礙,而我們的平臺(tái)將會(huì)解決這個(gè)問題?!?/p>
其次,以太坊區(qū)塊鏈上的高交易成本,即所謂的“汽油費(fèi)”,有時(shí)候可能超過NFT本身的價(jià)值,因此抑制了需求。
為了在競爭激烈的市場中獲得優(yōu)勢,Kraken希望解決這兩個(gè)問題。目前,該公司已經(jīng)開始招募用戶報(bào)名加入其NFT平臺(tái)的等待清單。
根據(jù)該公司在上周發(fā)布的公告,買賣雙方能夠使用美元和歐元等法定貨幣以及其他數(shù)十種該平臺(tái)支持的加密貨幣,靈活進(jìn)行交易。
Kraken還大力宣傳用戶通過其平臺(tái)進(jìn)行任何交易,不需要支付任何區(qū)塊鏈網(wǎng)絡(luò)費(fèi)。
該公司稱:“用戶可以以接近實(shí)時(shí)的轉(zhuǎn)讓速度購買心儀的收藏品,而且不必?fù)?dān)心網(wǎng)絡(luò)活動(dòng)大幅增加會(huì)影響購買和交易成本?!?/p>
但有一個(gè)大問題:只要有一項(xiàng)資產(chǎn)在Kraken上走紅,情況就會(huì)發(fā)生變化。
Kraken在推銷口號下方有一行小字:“在Kraken平臺(tái)上買賣NFT和其他加密貨幣資產(chǎn)將產(chǎn)生區(qū)塊鏈網(wǎng)絡(luò)費(fèi)?!?/p>
衰退還是暫時(shí)的低谷期?
位于新加坡的一名加密貨幣創(chuàng)業(yè)者M(jìn)etaKovan(化名)以6900萬美元拍賣了一件數(shù)字藝術(shù)品,由此引發(fā)了NFT狂熱,但有跡象表明這種熱度可能正在下降。
除了“無聊猿猴”(Bored Apes)的創(chuàng)作者、Yuga Labs的合作伙伴蓋伊·奧塞里或Creative Artists Agency管理的由名人背書的多個(gè)項(xiàng)目以外,大多數(shù)NFT的價(jià)值很低,因?yàn)檫@種容易生成的數(shù)字藝術(shù)品的供應(yīng)量遠(yuǎn)高于收藏者們的總體需求。
賣方通過“刷單交易”推高價(jià)格的報(bào)道,也困擾著NFT市場。據(jù)科學(xué)期刊《自然》(Nature)發(fā)表的研究論文顯示,NFT市場的價(jià)值可能被少數(shù)幾家大型交易者控制。
所以,一位區(qū)塊鏈創(chuàng)業(yè)者曾經(jīng)花費(fèi)價(jià)值290萬美元的以太幣買下了第一條推文的NFT,但由于需求較少,在這筆投資幾乎損失殆盡之后,他放棄了出售該NFT的打算,這不讓人感到意外。
Yuga Labs獲得安德森-霍洛維茨(Andreessen Horowitz)的投資后,開始出售在即將推出的元宇宙中的數(shù)字土地虛擬契約,如同給NFT市場打了一針急需的強(qiáng)心劑。
Kraken的里普利表示,他并沒有因?yàn)樽罱麼FT需求減少的報(bào)道而感到擔(dān)憂,他認(rèn)為一種消費(fèi)者不太理解的新技術(shù)普遍會(huì)出現(xiàn)這種情況。
他說:“我們認(rèn)為,NFT的使用案例比某些初始加密貨幣更加重要,因此NFT的潛在市場規(guī)模有望能夠與比特幣(Bitcoin)和以太坊(Ethereum)相競爭。”(財(cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
加密貨幣交易平臺(tái)Kraken公布了提供非同質(zhì)化代幣(NFT)的計(jì)劃,并承諾解決導(dǎo)致NFT采用率較低的兩個(gè)主要痛點(diǎn)。
NFT這種數(shù)字收藏品在全美備受追捧,其所有權(quán)契約可以在區(qū)塊鏈上跟蹤。2021年,NFT投資的熱度達(dá)到了令人瞠目結(jié)舌的程度,但它的實(shí)際吸引力其實(shí)有限。
Kraken的首席運(yùn)營官戴維·里普利于5月6日在公司官方Y(jié)ouTube頻道發(fā)表評論稱:“NFT的許多[應(yīng)用]并不為人們所熟知,所以我認(rèn)為與加密貨幣一樣,在這方面的宣傳教育非常重要?!?/p>
Kraken認(rèn)為,今年下半年其NFT平臺(tái)投入運(yùn)營之后,通過擴(kuò)大潛在用戶基礎(chǔ),有機(jī)會(huì)在目前被OpenSea和Rarible主導(dǎo)的市場中站穩(wěn)腳跟。
到目前為止,NFT的購買者主要是加密貨幣的“傳教士”,他們渴望有機(jī)會(huì)讓自己持有的加密貨幣具備一種實(shí)用功能。這些加密貨幣沒有固有價(jià)值,只能用于投機(jī)。
例如,沒有數(shù)字錢包和加密貨幣就無法購買NFT,因?yàn)镹FT的標(biāo)價(jià)并不是美元,而是以太幣(Ether)、Solana或Tezos等加密貨幣。這自然阻礙了NFT的大范圍應(yīng)用,因此有倡議者呼吁NFT交易支持法定貨幣,以降低準(zhǔn)入門檻。
里普利說:“如果你的Venmo賬戶或銀行賬戶中有美元,你就很難直接利用這筆資金購買NFT,這是NFT交易的一個(gè)巨大障礙,而我們的平臺(tái)將會(huì)解決這個(gè)問題。”
其次,以太坊區(qū)塊鏈上的高交易成本,即所謂的“汽油費(fèi)”,有時(shí)候可能超過NFT本身的價(jià)值,因此抑制了需求。
為了在競爭激烈的市場中獲得優(yōu)勢,Kraken希望解決這兩個(gè)問題。目前,該公司已經(jīng)開始招募用戶報(bào)名加入其NFT平臺(tái)的等待清單。
根據(jù)該公司在上周發(fā)布的公告,買賣雙方能夠使用美元和歐元等法定貨幣以及其他數(shù)十種該平臺(tái)支持的加密貨幣,靈活進(jìn)行交易。
Kraken還大力宣傳用戶通過其平臺(tái)進(jìn)行任何交易,不需要支付任何區(qū)塊鏈網(wǎng)絡(luò)費(fèi)。
該公司稱:“用戶可以以接近實(shí)時(shí)的轉(zhuǎn)讓速度購買心儀的收藏品,而且不必?fù)?dān)心網(wǎng)絡(luò)活動(dòng)大幅增加會(huì)影響購買和交易成本?!?/p>
但有一個(gè)大問題:只要有一項(xiàng)資產(chǎn)在Kraken上走紅,情況就會(huì)發(fā)生變化。
Kraken在推銷口號下方有一行小字:“在Kraken平臺(tái)上買賣NFT和其他加密貨幣資產(chǎn)將產(chǎn)生區(qū)塊鏈網(wǎng)絡(luò)費(fèi)?!?/p>
衰退還是暫時(shí)的低谷期?
位于新加坡的一名加密貨幣創(chuàng)業(yè)者M(jìn)etaKovan(化名)以6900萬美元拍賣了一件數(shù)字藝術(shù)品,由此引發(fā)了NFT狂熱,但有跡象表明這種熱度可能正在下降。
除了“無聊猿猴”(Bored Apes)的創(chuàng)作者、Yuga Labs的合作伙伴蓋伊·奧塞里或Creative Artists Agency管理的由名人背書的多個(gè)項(xiàng)目以外,大多數(shù)NFT的價(jià)值很低,因?yàn)檫@種容易生成的數(shù)字藝術(shù)品的供應(yīng)量遠(yuǎn)高于收藏者們的總體需求。
賣方通過“刷單交易”推高價(jià)格的報(bào)道,也困擾著NFT市場。據(jù)科學(xué)期刊《自然》(Nature)發(fā)表的研究論文顯示,NFT市場的價(jià)值可能被少數(shù)幾家大型交易者控制。
所以,一位區(qū)塊鏈創(chuàng)業(yè)者曾經(jīng)花費(fèi)價(jià)值290萬美元的以太幣買下了第一條推文的NFT,但由于需求較少,在這筆投資幾乎損失殆盡之后,他放棄了出售該NFT的打算,這不讓人感到意外。
Yuga Labs獲得安德森-霍洛維茨(Andreessen Horowitz)的投資后,開始出售在即將推出的元宇宙中的數(shù)字土地虛擬契約,如同給NFT市場打了一針急需的強(qiáng)心劑。
Kraken的里普利表示,他并沒有因?yàn)樽罱麼FT需求減少的報(bào)道而感到擔(dān)憂,他認(rèn)為一種消費(fèi)者不太理解的新技術(shù)普遍會(huì)出現(xiàn)這種情況。
他說:“我們認(rèn)為,NFT的使用案例比某些初始加密貨幣更加重要,因此NFT的潛在市場規(guī)模有望能夠與比特幣(Bitcoin)和以太坊(Ethereum)相競爭。”(財(cái)富中文網(wǎng))
譯者:劉進(jìn)龍
審校:汪皓
Crypto exchange Kraken unveiled its plan to begin offering non-fungible tokens, promising to fix two major pain points that contribute to low adoption rates.
While society’s fascination with NFTs—a form of digital collectibles, whose titular ownership deed can be tracked on the blockchain—may have reached dizzying heights last year, their actual appeal has arguably been limited.
“Many [applications] are not so familiar for individuals, so I think the education around this space, much the same as cryptocurrency broadly, is really important,” chief operating officer Dave Ripley said in comments posted to his company’s official YouTube channel on May 6.
Kraken sees an opportunity to gain a foothold in a market currently dominated by OpenSea and Rarible by expanding the total addressable user base once its NFT platform is up and running by the latter half of this year.
Thus far buyers of such digital collectibles have mainly been crypto evangelists eager for the chance to add a utility feature to their coin holdings that otherwise lack intrinsic value and trade purely on speculation.
For example, those who did not own a digital wallet and cryptocurrency could not buy NFTs, since they are listed not in dollars but in coins such as Ether, Solana, or Tezos. This automatically puts a damper on broader uptake, leading some advocates to call for fiat-based transactions as well in order to lower the threshold.
“If you have U.S. dollars in your Venmo or bank account, how to get from there to purchase an NFT is actually quite difficult, and that’s one of the big barriers that we’ll be bringing down with our platform,” Ripley said.
Secondly, high transaction costs native to the Ethereum blockchain, known as “gas fees,” could at times exceed the value of the underlying NFT itself, further depressing demand.
In order to gain an advantage in the highly competitive space, Kraken wants to address both issues, now that it is enlisting users to sign up for its NFT platform waiting list.
According to an announcement last week, buyers and sellers had the flexibility to conduct trades in fiat currencies like dollars and euros, as well as dozens of different crypto coins supported by the exchange.
Kraken is also pitching the idea that its users will not pay any blockchain network fees for any trading activity conducted via its platform.
“This helps you build your dream collection with near-instant transfer speeds and the peace of mind that spikes in network activity will not impact the cost of your purchases and trades,” it said.
But there’s a big catch: As soon as an asset is taken off Kraken, that is no longer the case.
“Gas fees will be incurred when transferring NFTs and other crypto assets on and off the Kraken platform,” it says in small print at the bottom of Kraken’s sales pitch.
Downturn or just a temporary lull?
While the NFT craze began with a digital art auction worth $69 million to a Singapore-based crypto-entrepreneur called MetaKovan, there have been signs suggesting interest may be tailing off.
Apart from a few projects heavily endorsed by celebrities managed by Guy Oseary, a partner at Bored Apes creator Yuga Labs, or Creative Artists Agency, most NFTs are worth very little given the supply of easily generated digital artwork greatly exceeds collectors’ overall demand.
Reports of sellers artificially driving up the price through “wash trading” have also dogged a market whose value may be controlled by a small number of whales, according to research published in the science journal Nature.
It may then not have come as a surprise that an NFT of the first tweet ever sent, purchased for the equivalent of $2.9 million in Ether by a blockchain entrepreneur, saw so little demand he canceled the sale after facing a near-total loss of his investment.
The NFT market got a much needed jolt in the arm after Yuga Labs, flush with cash from an investment by Andreessen Horowitz, sold virtual deeds to digital land in their upcoming metaverse.
Kraken’s Ripley said he wasn’t remotely deterred by recent headlines of a slowdown in NFT demand, arguing that is endemic to a new technology little understood by consumers.
“The use cases for NFTs we think are actually even more significant than some of the original cryptocurrencies themselves, so we see the potential market size here as rivaling that of…Bitcoin and Ethereum,” he said.