2024 年 3 月 NFT 市場復甦：趨勢在喜憂參半的情況下推動成長

NFT 產業在 2024 年經歷了顯著的成長和轉型。儘管起步緩慢，但在加密貨幣市場價值上升、監管部門批准以及主流品牌採用率增加的推動下，NFT 近幾個月出現反彈。值得關注的主要趨勢包括人工智慧策劃的 NFT 系列、遊戲代幣化以及 NFT 與 DeFi 平台的整合。截至 2024 年 3 月 31 日，NFT 市值為 766.1 億美元，預計全年市場狀況看漲。

March 2024: A Comprehensive Analysis of the Evolving NFT Landscape

2024 年 3 月：對不斷演變的 NFT 格局的全面分析

Introduction

介紹

The non-fungible token (NFT) market has undergone significant fluctuations in recent years, marked by both exuberant booms and periods of consolidation. As we approach the midpoint of 2024, it is an opportune time to assess the current state of the NFT market and identify emerging trends that will shape its future direction. This comprehensive report provides an in-depth analysis of the NFT market in March 2024, drawing upon data from various sources and expert insights.

近年來，不可取代代幣（NFT）市場經歷了巨大的波動，既有繁榮期，也有整合期。隨著 2024 年中期的臨近，現在是評估 NFT 市場現狀並確定將塑造其未來方向的新興趨勢的最佳時機。這份綜合報告利用各種來源的數據和專家見解，對 2024 年 3 月的 NFT 市場進行了深入分析。

Market Overview: A Noteworthy Recovery

市場概況：值得注意的復甦

Despite a sluggish start to 2023, the NFT market experienced a notable recovery in the fourth quarter, buoyed by a bullish crypto market and the SEC's approval of a Bitcoin ETF. This resurgence continued into March 2024, with weekly trading volumes surpassing $500 million in December 2023.

儘管 2023 年開局緩慢，但在看漲的加密貨幣市場和 SEC 批准比特幣 ETF 的推動下，NFT 市場在第四季度經歷了顯著復甦。這種復甦持續到 2024 年 3 月，2023 年 12 月每週交易量超過 5 億美元。

The positive momentum has carried over into the first quarter of 2024, largely driven by the utility of NFTs in diverse niches and mainstream adoption by traditional brands. As a result, the NFT market is expected to exhibit continued growth throughout 2024.

這種積極勢頭一直持續到 2024 年第一季度，這主要是由於 NFT 在不同領域的實用性以及傳統品牌的主流採用所推動的。因此，NFT 市場預計將在 2024 年持續成長。

Key Findings: A Mixed Picture

主要發現：喜憂參半

Our analysis reveals a mixed picture in the NFT market, with some indicators suggesting growth and others pointing to challenges. Here are some key findings from March 2024:

我們的分析揭示了 NFT 市場的情況好壞參半，一些指標表明了成長，而另一些指標則表明了挑戰。以下是 2024 年 3 月的一些重要調查結果：

• NFT sales volume experienced a modest decline of 4% since the beginning of March.
• Blue-chip NFTs, such as CryptoPunks and Bored Apes, have exhibited weaker performance compared to emerging collections.
• OpenSea, the leading NFT marketplace, witnessed a decline in monthly sales volume, with Blur emerging as the market share leader.
• The number of active NFT wallets and traders has witnessed a decline, indicating a reduction in overall participation.
• Total NFT sales across platforms reached $245 million on March 20, a significant drop from the same period last year.

Emerging Trends: Innovation and Evolution

自3月初以來，NFT銷量小幅下滑4%。與新興收藏品相比，CryptoPunks、Bored Apes等藍籌NFT表現較弱。領先的NFT市場OpenSea月度銷量下降交易量下降，Blur 成為市場份額領先者。活躍NFT 錢包和交易者數量下降，顯示整體參與度下降。3 月20 日，各平台NFT 總銷售額達到2.45 億美元，去年同期大幅下降。新興趨勢：創新與演變

Despite these challenges, the NFT space continues to evolve, with new trends emerging that promise to shape its future. These trends include:

儘管面臨這些挑戰，NFT 領域仍在不斷發展，新趨勢的出現有望塑造其未來。這些趨勢包括：

• Hybrid NFTs: NFTs that combine physical and digital elements, blurring the lines between the virtual and real worlds.
• RAW Tokenization: The conversion of real-world assets, such as art and collectibles, into NFTs, enabling greater accessibility and traceability.
• Gaming NFTs: The integration of NFTs into video games, creating new possibilities for in-game economies and player ownership.
• Ordinals: A new type of NFT inscribed directly onto the Bitcoin blockchain, expanding the potential use cases for NFTs.
• Phygital NFTs: NFTs that offer unique experiences or access to exclusive events, bridging the gap between the physical and digital realms.

Market Performance in March 2024

混合NFT：結合實體和數位元素的NFT，模糊了虛擬世界和現實世界之間的界限。RAW 代幣化：將現實世界的資產（例如藝術品和收藏品）轉換為NFT，從而實現更高的可訪問性和可追溯性。遊戲NFT：將NFT 整合到視頻遊戲中，為遊戲內經濟和玩家所有權創造新的可能性。Ordinals：直接刻在比特幣區塊鏈上的新型NFT，擴展了NFT 的潛在用例。物理NFT：提供獨特體驗的NFT或參加獨家活動，彌合實體和數位領域之間的差距。2024 年 3 月的市場表現

The NFT market exhibited mixed performance in March 2024, with certain sectors and collections outperforming others.

2024 年 3 月，NFT 市場表現參差不齊，某些產業和產品系列表現優於其他產業和產品。

• Bitcoin NFTs: Bitcoin-based NFTs witnessed strong growth, driven by the popularity of Ordinals.
• Ethereum NFTs: Ethereum NFTs experienced a surge in sales towards the end of March, but overall performance remained muted.
• Solana NFTs: Solana NFTs faced headwinds, with sales declining significantly in the last week of March.
• Polygon NFTs: PolygonNFTs continued to gain traction, with daily sales exceeding $1 million for two consecutive days.
• Mythos NFTs: Mythos emerged as a strong performer, with sales increasing by 10.71% in the last 24 hours.

Top NFTs and Blockchains by Market Capitalization

比特幣NFT：在Ordinals 受歡迎的推動下，基於比特幣的NFT 出現了強勁增長。以太坊NFT：以太坊NFT 在3 月底經歷了銷量激增，但整體表現依然平淡。Solana NFT：Solana NFT 面臨逆風，銷量成長3 月最後一周大幅下滑。Polygon NFT：Polygon NFT 繼續受到關注，連續兩天日銷售額超過 100 萬美元。Mythos NFT：Mythos 表現強勁，過去 24 小時銷售額增長 10.71% .按市值排名的頂級NFT 和區塊鏈

The following NFTs and blockchains stood out in terms of market capitalization in March 2024:

2024 年 3 月，以下 NFT 和區塊鏈在市值方面表現突出：

• Top NFTs by Market Cap: Bored Ape Yacht Club, Pudgy Penguins, Mutant Ape Yacht Club, Azuki, Persona, NodeMonkes, Mad Lads, Milady Maker, Lil Pudgys.
• Top NFT Blockchains by Market Share: Bitcoin, Ethereum, Solana, Mythos, Polygon.

Top NFT Marketplaces

按市值排名的頂級NFT：Bored Ape Yacht Club、Pudgy Penguins、Mutant Ape Yacht Club、Azuki、Persona、NodeMonkes、Mad Lads、Milady Maker、Lil Pudgys。以市佔率排名的頂級NFT 區塊鏈：比特幣、以太坊、Solana、Mythos、Polygon .頂級 NFT 市場

The following NFT marketplaces held significant market share in March 2024:

2024 年 3 月，以下 NFT 市場佔據了重要的市場份額：

• Blur: The dominant marketplace with a 61.91% market share.
• Blur Aggregator: A platform that aggregates listings from various marketplaces, holding a 30.11% market share.
• OpenSea: The established marketplace, but with a declining market share of 4.50%.
• Gem: An up-and-coming marketplace with a 1.90% market share.
• X2Y2: A decentralized marketplace with a 0.69% market share.

Conclusion

Blur：占主導地位的市場，佔有 61.91% 的市場份額。Blur Aggregator：聚合各個市場列表的平台，佔有 30.11% 的市場份額。OpenSea：成熟的市場，但市場份額下降 4.50%。Gem：一個新興市場份額下降 4.50%。Gem：一個新興市場。 ，市佔率為1.90%。X2Y2：去中心化市場，市佔率為0.69%。結論

The NFT market in March 2024 presented a complex and evolving landscape, marked by both challenges and opportunities. While the overall market experienced a moderate decline in sales volume and active participants, emerging trends, such as hybrid NFTs and gaming integrations, point to the ongoing maturation and innovation within the space.

2024 年 3 月的 NFT 市場呈現出複雜且不斷變化的格局，挑戰與機會並存。雖然整個市場的銷售和活躍參與者略有下降，但混合 NFT 和遊戲整合等新興趨勢表明該領域正在不斷成熟和創新。

As we move further into 2024, the NFT market is poised for continued growth and transformation. The integration of NFTs into mainstream applications, the development of new use cases, and the increasing involvement of traditional institutions will shape the future of this rapidly evolving digital asset class.

隨著我們進入 2024 年，NFT 市場將持續成長和轉型。 NFT 融入主流應用、新用例的開發以及傳統機構的日益參與將塑造這一快速發展的數位資產類別的未來。