NFT 市场暴跌：用户活动下滑和蓝筹股困境

自 3 月份以来，领先的 NFT 市场 OpenSea 的月销量下降了 4%，原因是用户活动显着下降。售出的 NFT 总数也大幅下降，达到 2021 年 5 月以来的最低水平。尽管用户活动和销售量下降，但 OpenSea 来自初级交易和特许权使用费的月费已升至今年以来的最高水平。此外，衡量顶级 NFT 系列表现的蓝筹 NFT 指数在过去三周内下降了 27%，表明其表现有所下降。

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

用户活跃度下降、蓝筹股表现不温不火，NFT市场暴跌

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 是卓越的非同质代币 (NFT) 市场，预计到 3 月底，其月销量将出现令人失望的下降。根据 Dune Analytics 的数据，过去 28 天 OpenSea 上的 NFT 销售额总计仅为 1.47 亿美元，比 2 月份记录的 1.53 亿美元下降了 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.

销量下降是年初以来市场用户活动不断减少的直接后果。仅 3 月份，只有 75,000 名活跃用户在 OpenSea 上完成了至少一笔交易，比 2 月份记录的 103,000 名活跃用户急剧下降 27%，比 1 月份的 125,000 名下降了 40%。今年 3 月是 OpenSea 自 2021 年 7 月以来的最低月度用户数量。

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.

由于用户活动大幅下降，OpenSea 上每月销售的 NFT 数量已跌至今年迄今为止的最低水平。在过去 28 天里，OpenSea 上销售的 NFT 数量总计仅为 123,000 个，比 1 月份市场上销售的 NFT 总数 199,000 个下降了 38%，令人震惊。这一销售活动水平代表了市场自 2021 年 5 月以来的最低月度销售量，证明了当前市场的低迷。

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，尽管本月 OpenSea 的用户活动和销量较低，但该平台来自主要交易和特许权使用费的月费却升至今年年初以来的最高水平。在过去 28 天里，主要交易费用和特许权使用费分别达到 400 万美元，这一意外激增值得进一步分析。

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.

蓝筹 NFT 在 2024 年第一季度的表现也并不出色，这让市场更加黯淡。蓝筹 NFT 以其高底价、强大社区和未来实用潜力为特点，在 1 月至 2 月期间经历了短暂的价值飙升。然而，根据 NFTGo 的数据，衡量其表现的蓝筹指数于 3 月 8 日达到 5,800 ETH 的峰值，此后开始稳步下跌。

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.

截至发稿时，蓝筹指数仅为 4,263 ETH，过去三周下跌了 27%。这表明人们对一些最受欢迎的 NFT 系列的兴趣正在减弱，这对整个 NFT 市场来说是一个令人担忧的迹象。

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.

综上所述，目前 NFT 市场正处于用户活跃度下降、销量减少、蓝筹 NFT 表现不温不火的显着动荡期。虽然这种下滑的原因复杂且多方面，但很明显，NFT 市场正面临着必须克服的挑战，才能重拾昔日的辉煌。