Blend 主导 NFT 借贷市场，Arcade 和 NFTfi 成为知名玩家

Blend 在 NFT 借贷市场上占据主导地位，2024 年 3 月占据 92.9% 的份额，每月借贷量为 5.6233 亿美元。作为 Blur 的借贷协议，Blend 自 2023 年 5 月推出以来一直领先市场。Arcade 和 NFTfi 紧随其后，占 2.8%和 2.2% 的市场份额。 2024 年第一季度，NFT 借贷额达到创纪录的 21.3 亿美元，其中 Blend、Arcade 和 NFTfi 都经历了显着增长。

NFT Lending Market Dominated by Blend, with Arcade and NFTfi Emerging as Notable Players

NFT 借贷市场以 Blend 为主，Arcade 和 NFTfi 成为知名玩家

In a comprehensive study examining the NFT lending landscape, CoinGecko, a leading cryptocurrency data and analytics provider, has revealed that Blend has emerged as the undisputed leader in the market, capturing an overwhelming 92.91% share. With a monthly lending volume of $562.33 million in March 2024, Blend has firmly established its position as the go-to platform for NFT lending.

在一项对 NFT 借贷领域的综合研究中，领先的加密货币数据和分析提供商 CoinGecko 透露，Blend 已成为市场上无可争议的领导者，占据了压倒性的 92.91% 份额。截至 2024 年 3 月，Blend 的月借贷量为 5.6233 亿美元，牢固确立了其作为 NFT 借贷首选平台的地位。

Blend's Dominance Highlights Industry Consolidation

Blend 的主导地位凸显行业整合

Blend's market share dominance is a testament to the consolidation within the NFT lending industry. Launched in May 2023 as the lending protocol for the popular NFT marketplace Blur (BLUR), Blend rapidly ascended to the top of the market, capturing an impressive 82.7% share in its first month of operation. Since then, Blend's market share has consistently remained above 88%, further solidifying its leadership.

Blend 的市场份额主导地位证明了 NFT 借贷行业的整合。 Blend 于 2023 年 5 月推出，作为流行的 NFT 市场 Blur (BLUR) 的借贷协议，迅速跻身市场榜首，在运营第一个月就占据了令人印象深刻的 82.7% 份额。此后，Blend的市场份额一直保持在88%以上，进一步巩固了其领先地位。

Arcade and NFTfi Show Promise as Alternative Options

Arcade 和 NFTfi 显示出作为替代选择的前景

While Blend holds a commanding position, other NFT lending platforms have emerged as notable players. Arcade (ARCD) and NFTfi (NFTFI) hold 2.80% and 2.20% market shares, respectively, as of March 2024. These platforms have managed to capture consistent market share above 1.0%, demonstrating their growing presence in the industry.

虽然 Blend 占据主导地位，但其他 NFT 借贷平台也已成为引人注目的参与者。截至 2024 年 3 月，Arcade (ARCD) 和 NFTfi (NFTFI) 分别占据 2.80% 和 2.20% 的市场份额。这些平台已成功占据 1.0% 以上的市场份额，这表明它们在行业中的影响力不断增强。

NFT Lending Volume Surges in Q1 2024

2024 年第一季度 NFT 借贷量激增

The NFT lending market has witnessed a significant surge in activity, with the total quarterly volume reaching a record high of $2.13 billion in Q1 2024. This represents a notable 43.6% growth quarter-over-quarter (QoQ), a positive indicator of the industry's continued expansion.

NFT 借贷市场的活动大幅激增，季度总交易量在 2024 年第一季度达到 21.3 亿美元的历史新高。这代表着季度环比 (QoQ) 显着增长 43.6%，这是该行业的积极指标持续扩张。

Ethereum NFT Collections Drive Lending Activity

以太坊 NFT 集合推动借贷活动

Ethereum NFT collections have emerged as the primary driver of NFT loan originations due to the synergy between Blend and Blur. However, the increasing popularity of Bitcoin Ordinals has the potential to influence the NFT lending market in the future.

由于 Blend 和 Blur 之间的协同作用，以太坊 NFT 集合已成为 NFT 贷款发起的主要驱动力。然而，比特币序数的日益普及有可能影响未来的 NFT 借贷市场。

Methodology and Data Analysis

方法论和数据分析

The study analyzed the top NFT lending platforms based on their monthly lending volume from January 2023 to March 2024. Data was sourced from Dune Analytics, a reputable provider of blockchain data.

该研究根据 2023 年 1 月至 2024 年 3 月的月度借贷量对顶级 NFT 借贷平台进行了分析。数据来源于著名的区块链数据提供商 Dune Analytics。

Conclusion

结论

The NFT lending market has become increasingly competitive, with several platforms vying for market share. Blend remains the dominant player, while Arcade and NFTfi have established themselves as notable alternative options. The growth in NFT lending volume in Q1 2024 signifies the industry's continued maturation and expansion. As the market evolves and new platforms emerge, it remains to be seen how the competitive landscape will unfold in the coming months.

NFT借贷市场竞争日益激烈，多家平台争夺市场份额。 Blend 仍然占据主导地位，而 Arcade 和 NFTfi 已成为值得注意的替代选择。 2024 年第一季度 NFT 借贷量的增长标志着该行业的持续成熟和扩张。随着市场的发展和新平台的出现，未来几个月的竞争格局将如何展开仍有待观察。