12 月 NFT 銷售額反彈，年終達 88.3 億美元

12 月的不可替代代幣銷售額攀升至 8.77 億美元，成為 2024 年第二好的月份，以高調結束了這一年。

Non-fungible token (NFT) sales soared to $877 million in December, marking the second-best month of 2024 and concluding a turbulent year for the digital collectibles market.

12 月不可取代代幣 (NFT) 銷售額飆升至 8.77 億美元，創下 2024 年第二好的月份，並為數位收藏品市場動蕩的一年畫上句號。

Data from CryptoSlam shows that NFT sales for the year reached $8.83 billion, surpassing 2023 sales by over $100 million. While the 1.1% growth may seem modest, it highlights the market’s resilience in recovering from months of declining sales.

CryptoSlam 的數據顯示，全年 NFT 銷售額達到 88.3 億美元，比 2023 年銷售額超 1 億美元。雖然 1.1% 的成長看似溫和，但它突顯了市場從數月銷售下滑中復甦的韌性。

Ethereum-based collections, such as Pudgy Penguins, Azuki, and Bored Ape Yacht Club, led the December sales, according to data from NFT Price Floor. Ethereum NFTs brought in $488.4 million of the total sales.

根據 NFT Price Floor 的數據，Pudgy Penguins、Azuki 和 Bored Ape Yacht Club 等基於以太坊的系列在 12 月的銷售中處於領先地位。以太坊 NFT 帶來了 4.884 億美元的總銷售額。

Among the collections, Pudgy Penguins took the lead with over $285 million in trading volume, while other collections like Lil Pudgys and Azuki together added another $222 million.

在這些收藏品中，Pudgy Penguins 以超過 2.85 億美元的交易額位居榜首，而 Lil Pudgys 和 Azuki 等其他收藏品的交易額合計又增加了 2.22 億美元。

In a commentary to crypto.news, Nicolás Lallement, co-founder of NFT Price Floor, noted that the NFT market had a “strong Q1 2024 for both Ordinals (Bitcoin) and Solana NFT collections,” adding further that a “repricing of Ethereum-based collections was long overdue.”

NFT Price Floor 聯合創始人 Nicolás Lallement 在 crypto.news 的評論中指出，NFT 市場“Ordinals（比特幣）和 Solana NFT 系列在 2024 年第一季度表現強勁”，並進一步補充說“以太坊的重新定價”基於的收藏早就該出現了。

“As a trigger for that repricing we have the current ‘token attached to NFTs’ meta. Projects like Pudgy Penguins, Doodles, and Azuki have either launched or announced plans for meme/L2 gov tokens, which have driven significant interest and repricing in blue-chip NFTs.”

「作為重新定價的觸發器，我們目前有『附加到 NFT 的代幣』元。 Pudgy Penguins、Doodles 和 Azuki 等項目已經推出或宣布了 meme/L2 gov 代幣計劃，這極大地推動了藍籌 NFT 的興趣和重新定價。

Nicolás Lallement

尼古拉斯·拉門特

Lallement points out that the repricing “isn’t solely driven by airdrops” as many NFT holders “have shifted profits from speculative memecoin trades into long-term conviction plays, favoring quality collections.” He says the trend has been “particularly noticeable on Ethereum, given the fact that it’s home to the most consolidated set of blue chip collections.”

Lallement 指出，重新定價“不僅僅由空投推動”，因為許多 NFT 持有者“已將利潤從投機性 memecoin 交易轉向長期信念投資，青睞優質收藏品。”他表示，這一趨勢“在以太坊上尤其引人注目，因為它是最全面的藍籌股集合的所在地。”

“Looking ahead to 2025, I anticipate a trickle-down effect that will benefit the entire NFT ecosystem. It will likely start with collections tied to airdrops, then extend to Ethereum-based blue-chip PFP collections, generative art (such as Art Blocks), and eventually include Solana and Bitcoin.”

「展望 2025 年，我預計涓滴效應將有利於整個 NFT 生態系統。它可能會從與空投相關的收藏開始，然後擴展到基於以太坊的藍籌 PFP 收藏、生成藝術（例如 Art Blocks），並最終包括 Solana 和比特幣。

Nicolás Lallement

尼古拉斯·拉門特

The NFT market saw a significant rebound in Q4. After a dismal Q3 with only $1.12 billion in sales, the market surged by 96%, reaching $2.2 billion in Q4. NFT sales began to pick up in November, reaching $562 million and setting the stage for December’s strong showing.

第四季 NFT 市場出現明顯反彈。在經歷了銷售額僅為 11.2 億美元的慘淡第三季度之後，該市場在第四季度飆升了 96%，達到 22 億美元。 NFT 銷售額在 11 月開始回升，達到 5.62 億美元，為 12 月的強勁表現奠定了基礎。

According to industry experts, the rally can be attributed to increasing confidence in the crypto market. For instance, DappRadar researchers noted that the rise in token prices probably fueled optimism, drawing new buyers into the space. DappRadar’s blockchain analyst Sara Gherghelas believes that the divergence “can be attributed to renewed trading activity in high-value collections, such as those from Yuga Labs, coupled with rising token prices.”

產業專家表示，此次上漲可歸因於對加密貨幣市場信心的增強。例如，DappRadar 研究人員指出，代幣價格的上漲可能會激發樂觀情緒，吸引新買家進入該領域。 DappRadar 的區塊鏈分析師 Sara Gherghelas 認為，這種差異“可以歸因於高價值收藏品的交易活動重新開始，例如來自 Yuga Labs 的收藏品，以及代幣價格的上漲。”

“Improved liquidity and increased engagement with blue-chip collections are fostering confidence among collectors and investors, who are now viewing NFTs not only as speculative assets but also as cultural commodities,” Sara Gherghelas wrote in a report.

Sara Gherghelas 在一份報告中寫道：「流動性的改善和藍籌藏品參與度的增加正在增強收藏家和投資者的信心，他們現在不僅將NFT 視為投機資產，而且將其視為文化商品。 」

Still far from its peak

距離巔峰還很遠

Despite the year-end rally, 2024’s total NFT sales remain far below the market’s peak years. In 2021, NFTs generated $15.7 billion in sales, nearly double this year’s figures. The following year was even more impressive, with $23.7 billion in sales.

儘管年底出現反彈，但 2024 年 NFT 總銷量仍遠低於市場高峰年份。 2021 年，NFT 的銷售額達到 157 億美元，幾乎是今年數字的兩倍。第二年更是令人印象深刻，銷售額達 237 億美元。

Lallement believes that that NFTs hold a “unique position” as both high-risk speculative assets and status symbols. He explained that, historically, during the later stages of a bull market, participants who have seen their wealth grow tend to shift their focus from speculative investments to status assets like digital art and collectibles.

Lallement 認為，NFT 作為高風險投機資產和地位象徵，擁有「獨特的地位」。他解釋說，從歷史上看，在牛市的後期，看到財富增長的參與者往往會將注意力從投機性投資轉向數位藝術品和收藏品等地位資產。

“This behavior stems from a desire to flex wealth and gain peer recognition within their communities. For NFTs to return to their 2021–2022 highs, we’ll likely need BTC to reach a significant price level (e.g., $150K) and ETH establish a new all-time high (several multiples over previous one, maybe circa $10k).”

「這種行為源於在社區內炫耀財富並獲得同行認可的願望。為了讓NFT 回到2021-2022 年的高點，我們可能需要BTC 達到顯著的價格水平（例如15 萬美元），並且ETH 建立新的歷史高點（是之前價格的幾倍，可能約為1萬美元） 」。

Nicolás Lallement

尼古拉斯·拉門特

Once these milestones are met, Lallement anticipates a “rotation of capital from fungible tokens to select NFTs.” He believes that as market participants start reallocating their gains into high-value collections, it could drive another wave of inflated valuations. “Strong token performance can rejuvenate investor confidence, create a wealth effect, and reignite the speculative and cultural appeal of NFTs as both investments and status artifacts,” he concluded, adding that this dynamic will likely continue, reinforcing the NFT market’s boom-and-bust nature alongside broader crypto trends.

一旦達到這些里程碑，Lallement 預計「資本將從可替代代幣轉向選定的 NFT」。他認為，隨著市場參與者開始將收益重新分配到高價值收藏中，可能會推動另一波估值上漲。他總結道：「強勁的代幣表現可以重振投資者的信心，創造財富效應，並重新點燃NFT 作為投資和地位文物的投機和文化吸引力。」他補充說，這種動態可能會持續下去，從而加強NFT 市場的繁榮和-破壞自然以及更廣泛的加密貨幣趨勢。

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