NFT 市場暴跌：用戶活動下滑與藍籌股困境

自 3 月以來，領先的 NFT 市場 OpenSea 的月銷量下降了 4%，原因是用戶活動顯著下降。售出的 NFT 總數也大幅下降，達到 2021 年 5 月以來的最低水平。儘管用戶活動和銷售量下降，但 OpenSea 來自初級交易和特許權使用費的月費已升至今年以來的最高水平。此外，衡量頂級 NFT 系列表現的藍籌 NFT 指數在過去三週內下降了 27%，顯示其表現有所下降。

NFT Market Plunges Amidst Declining User Activity and Tepid Blue-Chip Performance

用戶活躍度下降、藍籌股表現不溫不火，NFT市場暴跌

OpenSea, the preeminent non-fungible token (NFT) marketplace, is poised to end March with a disappointing decline in its monthly sales volume. According to data from Dune Analytics, NFT sales on OpenSea in the past 28 days have totaled a mere $147 million, representing a concerning 4% drop from the $153 million recorded in February.

OpenSea 是卓越的非同質代幣 (NFT) 市場，預計到 3 月底，其每月銷量將出現令人失望的下降。根據 Dune Analytics 的數據，過去 28 天 OpenSea 上的 NFT 銷售額總計僅為 1.47 億美元，比 2 月記錄的 1.53 億美元下降了 4%。

This sales volume decline is a direct consequence of the steady erosion of user activity on the marketplace since the beginning of the year. In March alone, only 75,000 active users completed at least one transaction on OpenSea, marking a precipitous 27% drop from the 103,000 active users recorded in February and a staggering 40% decrease from January's 125,000. This March represents OpenSea's lowest monthly user count since July 2021.

銷量下降是年初以來市場用戶活動不斷減少的直接後果。僅在 3 月份，只有 75,000 名活躍用戶在 OpenSea 上完成了至少一筆交易，比 2 月份記錄的 103,000 名活躍用戶急劇下降 27%，比 1 月份的 125,000 名下降了 40%。今年 3 月是 OpenSea 自 2021 年 7 月以來的最低月用戶數。

As a result of this plummeting user activity, the monthly count of NFTs sold on OpenSea has plunged to its lowest year-to-date. In the last 28 days, the number of NFTs sold on OpenSea has totaled a mere 123,000, a sobering 38% drop from the 199,000 total NFTs sold on the marketplace in January. This level of sales activity represents the marketplace's lowest monthly count since May 2021, a testament to the current market malaise.

由於用戶活動大幅下降，OpenSea 上每月銷售的 NFT 數量已跌至今年迄今的最低水準。在過去 28 天裡，OpenSea 上銷售的 NFT 數量總計僅為 123,000 個，比 1 月份市場上銷售的 NFT 總數 199,000 個下降了 38%，令人震驚。這項銷售活動水準代表了市場自 2021 年 5 月以來的最低月銷售量，證明了當前市場的低迷。

Paradoxically, despite the low user activity and sales volume on OpenSea this month, the platform's monthly fees derived from primary transactions and royalties have risen to their highest since the beginning of the year. In the last 28 days, fees from primary transactions and royalties have each amounted to $4 million, an unexpected surge that deserves further analysis.

矛盾的是，儘管本月 OpenSea 的用戶活動和銷量較低，但該平台來自主要交易和特許權使用費的月費卻升至今年年初以來的最高水平。在過去 28 天裡，主要交易費用和特許權使用費分別達到 400 萬美元，這起意外激增值得進一步分析。

Adding to the market gloom, the performance of Blue-Chip NFTs in the first quarter of 2024 has been anything but stellar. Blue-Chip NFTs, characterized by their high floor price, strong community, and potential for future utility, experienced a brief surge in value between January and February. However, according to NFTGo's data, the Blue-Chip Index, which measures their performance, peaked at 5,800 ETH on March 8th and has since embarked on a steady decline.

藍籌 NFT 在 2024 年第一季的表現也並不出色，這讓市場更加黯淡。藍籌 NFT 以其高底價、強大社區和未來實用潛力為特點，在 1 月至 2 月期間經歷了短暫的價值飆升。然而，根據 NFTGo 的數據，衡量其表現的藍籌指數於 3 月 8 日達到 5,800 ETH 的峰值，此後開始穩步下跌。

At press time, the Blue-Chip Index stood at a mere 4,263 ETH, representing a concerning 27% decline in the past three weeks. This suggests a waning interest in some of the most sought-after NFT collections, a worrying sign for the overall NFT market.

截至發稿時，藍籌指數僅為 4,263 ETH，過去三週下跌了 27%。這表明人們對一些最受歡迎的 NFT 系列的興趣正在減弱，這對整個 NFT 市場來說是一個令人擔憂的跡象。

In conclusion, the NFT market is currently experiencing a period of significant turmoil, characterized by declining user activity, reduced sales volume, and tepid performance of Blue-Chip NFTs. While the reasons for this decline are complex and multifaceted, it is clear that the NFT market is facing challenges that it must overcome in order to regain its former glory.

綜上所述，目前 NFT 市場正處於用戶活躍度下降、銷量減少、藍籌 NFT 表現不溫不火的顯著動盪期。雖然這種下滑的原因複雜且多方面，但很明顯，NFT 市場正面臨著必須克服的挑戰，才能重拾昔日的輝煌。