尽管针对“消费者加密的新时代”，但矮人企鹅的抽象网络首次亮相不知所措

该网络在首次亮相时处理了令人印象深刻的711,000个用户交易，这表明了强烈的初始兴趣。但是，仔细观察这些数字会揭示出一个不同的故事。

Pudgy Penguins, the popular NFT (non-fungible token) collective, has finally launched its much-anticipated Layer-2 network, Abstract. However, despite an initial surge in user transactions, deeper analysis reveals a contrasting narrative.

Pudgy Penguins是受欢迎的NFT（无牙代币）集体，终于推出了备受期待的第2层网络摘要。但是，尽管用户交易初步激增，但更深入的分析揭示了一种对比的叙述。

According to data from L2Beat, The total value secured (TVS) on Abstract over the last seven days stands at a mere $33.37 million, comprising ether (ETH) and stablecoin transactions. This figure falls far short of the massive liquidity inflows observed during the launches of other high-profile Layer-2 solutions.

根据L2Beat的数据，在过去的七天中，摘要的总价值（TV）仅为3337万美元，包括Ether（ETH）和Stablecoin Transactions。这个数字远远远远远远远远远远远远远远不足在其他备受瞩目的2层解决方案的发射期间观察到的大量流动性流入。

Furthermore, Abstract's native decentralized exchange, NOXA, is facing liquidity concerns. On-chain data from Defi Llama reveals a sharp decline in NOXA's total value locked (TVL). From an initial $515,000 on launch day, its TVL has plummeted to just $109,231. This drop has overshadowed the platform's ability to retain liquidity, despite the substantial early transaction activity.

此外，摘要的本地分散交易所NOXA面临流动性问题。 Defi Llama的链上数据显示，NOXA的总价值锁定（TVL）急剧下降。从发布当天的最初$ 515,000起，其TVL下降到仅为109,231美元。尽管早期交易活动大量活动，但这种下降使该平台保持流动性的能力蒙上了阴影。

Abstract, which is powered by zkSync technology, is designed to provide a seamless and enjoyable Web3 experience for mainstream users. It offers a simplified onboarding process that allows users to create wallets using their email addresses, a stark contrast to the complex procedures typically encountered in the crypto space. This approach is intended to drive mass adoption and onboard a new generation of crypto users. However, the platform's ability to sustain user engagement and drive mainstream adoption remains to be seen.

由ZKSYNC技术提供动力的摘要旨在为主流用户提供无缝且愉快的Web3体验。它提供了一个简化的入职过程，允许用户使用其电子邮件地址创建钱包，这与加密货币空间中通常遇到的复杂过程形成了鲜明的对比。这种方法旨在推动大规模采用并在新一代加密用户上。但是，该平台维持用户参与度和推动主流采用的能力尚待观察。

As part of its strategy to engage users, Abstract has introduced an incentive mechanism that awards "XP points" for interactions with the network, promising to unlock rewards. However, the response to this initiative has been lukewarm, with one Abstract supporter commenting, “Most people don’t care about XP as much as flipping their NFTs.”

作为吸引用户的策略的一部分，摘要引入了一种激励机制，该机制授予与网络交互的“ XP点”，并承诺解锁奖励。但是，对这项倡议的反应是不冷不热的，一个抽象的支持者评论说：“大多数人都不关心XP，而是翻转NFT。”

The NFT market has seen a significant decline from the 2022 highs. OpenSea's trading volume, which spiked in December amid airdrop speculation, is now averaging $15 million per day in January, a steep drop from $160 million daily three years ago. This trend has impacted interest in blockchain-based reward systems, as users increasingly prioritize immediate financial incentives over long-term engagement schemes.

NFT市场与2022年的高点相比大幅下降。 Opensea的交易量在12月在Airdrop的猜测中飙升，现在1月平均每天1500万美元，从三年前的每日1.6亿美元下降。这种趋势影响了对基于区块链的奖励系统的兴趣，因为用户越来越优先优先考虑长期参与计划的立即财务激励措施。

Despite its struggles, Abstract allows users to bridge funds, swap tokens, and launch new tokens via zoo.fun, a token launchpad that operates similarly to pump.fun. However, these initiatives have not yet been able to generate the liquidity necessary to sustain the network's growth.

尽管有挣扎，但抽象使用户可以通过Zoo.Fun启动新的代币，并通过Zoo.fun启动新的代币，这是一个与pupp.fun相似的代币启动板。但是，这些举措尚未能够产生维持网络增长所需的流动性。

CEO Netz Prioritizes ‘Fun’ Over DeFi Applications

首席执行官Netz优先考虑“乐趣”

Luca Netz, CEO of Pudgy Penguins and the driving force behind Abstract, is steering the project away from traditional DeFi-heavy applications that typically attract liquidity. He stated, “If it’s not fun and viral there’s no reason for you to build on Abstract. I’m optimizing for fun, viral, simple, stupid. If you want to build the next DeFi application, I really recommend you use Berachain or Arbitrum.”

Pudgy Penguins的首席执行官Luca Netz和摘要背后的推动力正在将该项目转移到通常吸引流动性的传统疲劳应用程序中。他说：“如果这不是有趣和病毒，那么您没有理由在抽象上建立。我为有趣，病毒，简单，愚蠢而优化。如果您想构建下一个Defi应用程序，我真的建议您使用Berachain或intimum。”

This strategy sets Abstract apart from its competitors, which tend to focus on maximizing DeFi adoption. While Netz's vision aims to cultivate an ecosystem that thrives on entertainment, social engagement, and viral trends, it remains uncertain whether such an approach can sustain long-term user investment.

该策略将抽象与竞争对手区分开来，这些策略倾向于最大程度地提高采用方式。虽然Netz的愿景旨在培养一个在娱乐，社会参与和病毒趋势上蓬勃发展的生态系统，但仍然不确定这种方法是否可以维持长期的用户投资。

Penguin Token Declines 40% Amid Lackluster Launch

企鹅代币在发射不足的情况下下降了40％

The market has not responded favorably to Abstract's launch. Pudgy Penguins' native token, PENGU, has dropped by 5.80% in the past 24 hours and is down by 40% over the last seven days. While broader market trends have been weak, some analysts argue that the lack of direct rewards for Pudgy-linked assets on Abstract has accelerated the token’s decline.

市场对摘要的推出并未做出好评。 Pudgy Penguins的原住民代币Pengu在过去24小时内下降了5.80％，在过去的七天中下降了40％。尽管更广泛的市场趋势较弱，但一些分析师认为，在抽象上缺乏劣质资产的直接奖励促使令牌的下降加速了。

On-chain analytics platform Parsec Finance reported that the reaction suggests that [Pudgy Penguins NFTs] were being priced with the expectation of a mainnet [token generation event] with a healthy drop to Pudgy holders, not a prolonged XP/Points program.

链上分析平台Parsec Finance报道说，这种反应表明，[矮胖的企鹅NFT]的定价是在主流[代币生成事件]的期望，而健康的持有人的健康降低，而不是延长的XP/点程序。

This sentiment reflects a common issue in crypto—investors expect immediate value rather than long-term incentives, and when expectations are not met, sell-offs quickly follow.

这种情绪反映了加密货币中的一个共同问题 - 投资者期望直接价值而不是长期激励措施，当未达到期望时，抛售很快就会抛弃。

Pudgy Penguins Gains on CryptoPunks in NFT Market Shift

矮胖的企鹅在NFT市场转移的加密邮票上获得

Despite its network struggles, Pudgy Penguins is making strides in the NFT space. According to Messari, the collection is closing in on CryptoPunks in terms of floor price, a development that could signal a shift in dominance within the NFT market.

尽管有网络挣扎，但矮胖的企鹅仍在NFT领域取得了长足的进步。根据弥赛亚的说法，该系列的地板价格正在关闭，这一发展可能标志着NFT市场内部的主导地位变化。

The late-2024 surge in Pudgy Penguins' valuation was driven by strategic airdrops and a growing presence in both Web3 and mainstream markets. CryptoPunks, once the gold standard for NFT valuations, has experienced fluctuations but still remains a significant force in the space. This shift highlights the changing dynamics of NFTs, with newer collections challenging long-established names. If Pudgy Penguins continues on that trajectory, it could redefine the pecking order in the digital collectibles market

2024年后期，贫困企鹅的估值激增是由战略性空投以及在Web3和主流市场中越来越不断增长的。曾经是NFT估值的黄金标准的加密货币经历了波动，但仍然是该空间中的重要力量。这种转变突出了NFT的变化动态，新的收藏品挑战了悠久的名称。如果矮胖的企鹅在这种轨迹上继续进行，它可以重新定义数字收藏品市场的啄食顺序