2024 年 3 月 NFT 市场复苏：趋势在喜忧参半的情况下推动增长

NFT 行业在 2024 年经历了显着的增长和转型。尽管起步缓慢，但在加密货币市场价值上升、监管部门批准以及主流品牌采用率增加的推动下，NFT 近几个月出现反弹。值得关注的主要趋势包括人工智能策划的 NFT 系列、游戏代币化以及 NFT 与 DeFi 平台的集成。截至 2024 年 3 月 31 日，NFT 市值为 766.1 亿美元，预计全年市场状况看涨。

March 2024: A Comprehensive Analysis of the Evolving NFT Landscape

2024 年 3 月：对不断演变的 NFT 格局的全面分析

Introduction

介绍

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.

近年来，不可替代代币（NFT）市场经历了巨大的波动，既有繁荣期，也有整合期。随着 2024 年中期的临近，现在是评估 NFT 市场现状并确定将塑造其未来方向的新兴趋势的最佳时机。这份综合报告利用各种来源的数据和专家见解，对 2024 年 3 月的 NFT 市场进行了深入分析。

Market Overview: A Noteworthy Recovery

市场概览：值得注意的复苏

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.

尽管 2023 年开局缓慢，但在看涨的加密货币市场和 SEC 批准比特币 ETF 的推动下，NFT 市场在第四季度经历了显着复苏。这种复苏持续到 2024 年 3 月，2023 年 12 月每周交易量超过 5 亿美元。

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.

这种积极势头一直持续到 2024 年第一季度，这主要是由于 NFT 在不同领域的实用性以及传统品牌的主流采用所推动的。因此，NFT 市场预计将在 2024 年持续增长。

Key Findings: A Mixed Picture

主要发现：喜忧参半

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:

我们的分析揭示了 NFT 市场的情况好坏参半，一些指标表明了增长，而另一些指标则表明了挑战。以下是 2024 年 3 月的一些重要调查结果：

• 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月初以来，NFT销量小幅下滑4%。与新兴收藏品相比，CryptoPunks、Bored Apes等蓝筹NFT表现较弱。领先的NFT市场OpenSea月度销量下降交易量下降，Blur 成为市场份额领先者。活跃 NFT 钱包和交易者数量下降，表明整体参与度下降。3 月 20 日，各平台 NFT 总销售额达到 2.45 亿美元，同比大幅下降去年。新兴趋势：创新与演变

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

尽管面临这些挑战，NFT 领域仍在不断发展，新趋势的出现有望塑造其未来。这些趋势包括：

• 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：结合物理和数字元素的 NFT，模糊了虚拟世界和现实世界之间的界限。RAW 代币化：将现实世界的资产（例如艺术品和收藏品）转换为 NFT，从而实现更高的可访问性和可追溯性。游戏 NFT：将 NFT 集成到视频游戏中，为游戏内经济和玩家所有权创造新的可能性。Ordinals：一种直接刻在比特币区块链上的新型 NFT，扩展了 NFT 的潜在用例。物理 NFT：提供独特体验的 NFT或参加独家活动，弥合实体和数字领域之间的差距。2024 年 3 月的市场表现

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

2024 年 3 月，NFT 市场表现参差不齐，某些行业和产品系列表现优于其他行业和产品。

• 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

比特币 NFT：在 Ordinals 受欢迎的推动下，基于比特币的 NFT 出现了强劲增长。 以太坊 NFT：以太坊 NFT 在 3 月底经历了销量激增，但整体表现依然平淡。 Solana NFT：Solana NFT 面临逆风，销量增长3 月最后一周大幅下滑。Polygon NFT：Polygon NFT 继续受到关注，连续两天日销售额超过 100 万美元。Mythos NFT：Mythos 表现强劲，过去 24 小时销售额增长 10.71% .按市值排名的顶级 NFT 和区块链

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

2024 年 3 月，以下 NFT 和区块链在市值方面表现突出：

• 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

按市值排名的顶级 NFT：Bored Ape Yacht Club、Pudgy Penguins、Mutant Ape Yacht Club、Azuki、Persona、NodeMonkes、Mad Lads、Milady Maker、Lil Pudgys。 按市场份额排名的顶级 NFT 区块链：比特币、以太坊、Solana、Mythos、Polygon .顶级 NFT 市场

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

2024 年 3 月，以下 NFT 市场占据了重要的市场份额：

• 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：占主导地位的市场，占有 61.91% 的市场份额。Blur Aggregator：聚合各个市场列表的平台，占有 30.11% 的市场份额。OpenSea：成熟的市场，但市场份额下降 4.50%。Gem：一个新兴市场，市场份额为 1.90%。X2Y2：去中心化市场，市场份额为 0.69%。结论

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 市场呈现出复杂且不断变化的格局，挑战与机遇并存。虽然整个市场的销量和活跃参与者略有下降，但混合 NFT 和游戏集成等新兴趋势表明该领域正在不断成熟和创新。

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.

随着我们进入 2024 年，NFT 市场将持续增长和转型。 NFT 融入主流应用、新用例的开发以及传统机构的日益参与将塑造这一快速发展的数字资产类别的未来。