12 月 NFT 销售额反弹，年终达到 88.3 亿美元

12 月的不可替代代币销售额攀升至 8.77 亿美元，成为 2024 年第二好的月份，以高调结束了这一年。

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 月份不可替代代币 (NFT) 销售额飙升至 8.77 亿美元，创下 2024 年第二好的月份，并为数字收藏品市场动荡的一年画上句号。

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 的数据显示，全年 NFT 销售额达到 88.3 亿美元，比 2023 年销售额超 1 亿美元。虽然 1.1% 的增长看似温和，但它突显了市场从数月销售下滑中复苏的韧性。

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.

根据 NFT Price Floor 的数据，Pudgy Penguins、Azuki 和 Bored Ape Yacht Club 等基于以太坊的系列在 12 月份的销量中处于领先地位。以太坊 NFT 带来了 4.884 亿美元的总销售额。

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.

在这些收藏品中，Pudgy Penguins 以超过 2.85 亿美元的交易额位居榜首，而 Lil Pudgys 和 Azuki 等其他收藏品的交易额合计又增加了 2.22 亿美元。

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 联合创始人 Nicolás Lallement 在 crypto.news 的评论中指出，NFT 市场“Ordinals（比特币）和 Solana NFT 系列在 2024 年第一季度表现强劲”，并进一步补充说“以太坊的重新定价”基于的收藏早就该出现了。”

“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.”

“作为重新定价的触发器，我们当前有‘附加到 NFT 的代币’元。 Pudgy Penguins、Doodles 和 Azuki 等项目已经推出或宣布了 meme/L2 gov 代币计划，这极大地推动了蓝筹 NFT 的兴趣和重新定价。”

Nicolás Lallement

尼古拉斯·拉门特

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，重新定价“不仅仅由空投推动”，因为许多 NFT 持有者“已将利润从投机性 memecoin 交易转向长期信念投资，青睐优质收藏品。”他表示，这一趋势“在以太坊上尤其引人注目，因为它是最综合的蓝筹股集合的所在地。”

“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，我预计涓滴效应将有利于整个 NFT 生态系统。它可能会从与空投相关的收藏开始，然后扩展到基于以太坊的蓝筹 PFP 收藏、生成艺术（例如 Art Blocks），并最终包括 Solana 和比特币。”

Nicolás Lallement

尼古拉斯·拉门特

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.

第四季度 NFT 市场出现明显反弹。在经历了销售额仅为 11.2 亿美元的惨淡第三季度之后，该市场在第四季度飙升了 96%，达到 22 亿美元。 NFT 销售额在 11 月份开始回升，达到 5.62 亿美元，为 12 月份的强劲表现奠定了基础。

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.”

行业专家表示，此次上涨可归因于对加密货币市场信心的增强。例如，DappRadar 研究人员指出，代币价格的上涨可能会激发乐观情绪，吸引新买家进入该领域。 DappRadar 的区块链分析师 Sara Gherghelas 认为，这种差异“可以归因于高价值收藏品的交易活动重新开始，例如来自 Yuga Labs 的收藏品，以及代币价格的上涨。”

“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 在一份报告中写道：“流动性的改善和蓝筹藏品参与度的增加正在增强收藏家和投资者的信心，他们现在不仅将 NFT 视为投机资产，而且将其视为文化商品。”

Still far from its peak

距离巅峰还很远

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.

尽管年底出现反弹，但 2024 年 NFT 总销量仍远低于市场峰值年份。 2021 年，NFT 的销售额达到 157 亿美元，几乎是今年数字的两倍。第二年更是令人印象深刻，销售额达到 237 亿美元。

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 认为，NFT 作为高风险投机资产和地位象征，拥有“独特的地位”。他解释说，从历史上看，在牛市的后期，看到财富增长的参与者往往会将注意力从投机性投资转向数字艺术品和收藏品等地位资产。

“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).”

“这种行为源于在社区内炫耀财富并获得同行认可的愿望。为了让 NFT 回到 2021-2022 年的高点，我们可能需要 BTC 达到显着的价格水平（例如 15 万美元），并且 ETH 建立新的历史高点（是之前价格的几倍，可能约为 1 万美元） ”。

Nicolás Lallement

尼古拉斯·拉门特

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.

一旦达到这些里程碑，Lallement 预计“资本将从可替代代币转向选定的 NFT”。他认为，随着市场参与者开始将收益重新分配到高价值藏品中，可能会推动另一波估值上涨。他总结道：“强劲的代币表现可以重振投资者的信心，创造财富效应，并重新点燃 NFT 作为投资和地位文物的投机和文化吸引力。”他补充说，这种动态可能会持续下去，从而加强 NFT 市场的繁荣和-破坏自然以及更广泛的加密货币趋势。

Blur and OpenSea were the top marketplaces in

Blur 和 OpenSea 是最热门的市场