本周加密货币：PengU 上涨 13%，Pudgy Penguins 的 NFT 销量下滑 52%

本周最引人注目的故事之一涉及 Pudgy Penguins，这是一种流行的 NFT 系列，具有讽刺意味的是，其代币价格上涨，而 NFT 销量却大幅下降。

A standout story of the week involves Pudgy Penguins, a popular NFT collection that saw its token soar even as its NFT sales sharply declined. PENGU, the native meme token tied to Pudgy Penguins, rallied 13%, trading around $0.040. Launched less than a month ago, the token had already climbed 250% from its initial levels, briefly pushing its market cap above $2.8 billion before settling around $2.5 billion.

本周最引人注目的故事涉及 Pudgy Penguins，这是一种流行的 NFT 系列，尽管其 NFT 销量急剧下降，但其代币却飙升。与 Pudgy Penguins 相关的原生 meme 代币 PENGU 上涨 13%，交易价格约为 0.040 美元。该代币推出不到一个月，已较初始水平上涨了 250%，其市值一度突破 28 亿美元，随后稳定在 25 亿美元左右。

However, despite the token's gains, data showed Pudgy Penguins' overall NFT sales volume dropped by 52% in the last seven days to about $5.5 million. Wallet activity also revealed some early investors cashing out significant PENGU holdings, such as one account withdrawing $3.13 million worth of tokens from Binance. Nonetheless, community leaders maintain that engagement remains healthy, pointing to viral GIF stickers and Telegram groups that garnered billions of views and tens of thousands of new participants.

然而，尽管该代币有所上涨，但数据显示，Pudgy Penguins 的 NFT 总销量在过去 7 天内下降了 52%，至约 550 万美元。钱包活动还显示，一些早期投资者将大量持有的 PENGU 兑现，例如一个账户从币安提取了价值 313 万美元的代币。尽管如此，社区领导人坚称参与度依然良好，并指出病毒式 GIF 贴纸和 Telegram 群组获得了数十亿浏览量和数万名新参与者。

Looking ahead, PENGU is expected to broaden its footprint, with developers hinting at expansions to Ethereum and Abstract, an Ethereum layer-2 solution. While official utility remains unclear, Bybit analysts say PENGU could incorporate governance or staking perks in the near future. Influential crypto traders teased rumors of future airdrops for holders, enticing those who regularly check the Pudgy Penguins' Discord for new “enjoyer” roles.

展望未来，PENGU 预计将扩大其足迹，开发人员暗示将扩展到以太坊和 Abstract（以太坊第 2 层解决方案）。虽然官方用途尚不清楚，但 Bybit 分析师表示，PENGU 可能会在不久的将来纳入治理或质押福利。有影响力的加密货币交易员嘲笑了未来对持有者进行空投的谣言，吸引那些定期查看矮胖企鹅的 Discord 的人寻找新的“享受者”角色。

Investors should note that meme tokens like PENGU are subject to extreme volatility. Even as they deliver eye-popping rallies, their fundamental value often depends on the evolving sentiments of a devoted fan base. Pudgy Penguins may have brand power, but the NFT slump underscores the fickle nature of hype. Whether PENGU can sustain momentum—or break away entirely from the NFT metrics—remains a question for the weeks ahead.

投资者应注意，像 PENGU 这样的 meme 代币会遭受极大的波动。尽管他们举行了令人瞠目结舌的集会，但他们的基本价值往往取决于忠实粉丝群不断变化的情绪。 Pudgy Penguins 或许拥有品牌影响力，但 NFT 的暴跌凸显了炒作的变幻无常。 PENGU 能否保持势头——或者完全脱离 NFT 指标——仍然是未来几周的问题。

A swirling rumor that Yuga Labs might be selling the intellectual property rights to CryptoPunks drove the NFT collection's floor price up by 13% within just a few hours.

有关 Yuga Labs 可能将知识产权出售给 CryptoPunks 的谣言使得 NFT 系列的底价在短短几个小时内上涨了 13%。

The speculation started when an NFT researcher known as “Wale.moca” tweeted about the possible sale on Jan. 14, citing unnamed sources. While Yuga Labs has neither confirmed nor denied the story, that didn't stop the market from reacting swiftly, as data from NFT Price Floor showed the CryptoPunks' minimum price jumping from 36.6 ETH to 41 ETH (nearly $130,000) in a short window.

这一猜测始于 1 月 14 日一位名为“Wale.moca”的 NFT 研究人员援引未透露姓名的消息来源在推特上发布有关可能出售的推文。虽然 Yuga Labs 既没有证实也没有否认这个故事，但这并没有阻止市场迅速做出反应，因为 NFT 价格下限的数据显示 CryptoPunks 的最低价格在短时间内从 36.6 ETH 跃升至 41 ETH（近 13 万美元）。

CryptoPunks are widely recognized as one of the first and most valuable NFT collections in the marketplace. Yuga Labs acquired the Punks' IP from Larva Labs in March 2022, adding it to a roster that also includes Bored Ape Yacht Club. If Yuga were now selling or licensing CryptoPunks' IP to another entity, it would mark a major shift in the NFT landscape.

CryptoPunks 被广泛认为是市场上最早也是最有价值的 NFT 系列之一。 Yuga Labs 于 2022 年 3 月从 Larva Labs 收购了 Punks 的 IP，将其添加到了包括 Bored Ape Yacht Club 在内的名单中。如果 Yuga 现在将 CryptoPunks 的 IP 出售或授权给另一个实体，这将标志着 NFT 格局的重大转变。

Punks hold a top-tier position by market cap—reportedly around $1.3 billion—nearly double that of the second-place Pudgy Penguins, making any IP transition a significant event for collectors and the broader NFT space.

按市值计算，Punks 占据顶级地位（据报道约为 13 亿美元），几乎是第二名 Pudgy Penguins 的两倍，这使得任何 IP 转型对于收藏家和更广泛的 NFT 领域来说都是一个重大事件。

Despite the excitement, industry observers caution that rumors of an IP sale can be just that—rumors. The NFT sector has seen dramatic price moves on far less substantial gossip before, underscoring how sensitive top collections are to both genuine developments and speculation.

尽管令人兴奋，但行业观察家警告称，有关知识产权出售的谣言可能只是谣言。 NFT 行业之前就曾因一些不那么重要的八卦而出现过剧烈的价格波动，这凸显了顶级藏品对真实发展和投机的敏感程度。

Some collectors view the possibility of a new owner as a way to revitalize or expand CryptoPunks' brand. Others fear that a shift away from Yuga Labs might dilute the collection's historic identity or hamper synergy with Yuga's other high-profile projects.

一些收藏家将新主人的可能性视为振兴或扩大 CryptoPunks 品牌的一种方式。其他人担心，脱离 Yuga Labs 可能会削弱该系列的历史特征，或妨碍与 Yuga 其他备受瞩目的项目的协同作用。

In any case, this spike in CryptoPunks' floor price underlines the sustained power of marquee NFT sets and the NFT market's tendency to react immediately to rumors. Should Yuga release a definitive statement soon—whether confirming or dismissing the speculation—one can expect either renewed clarity or another wave of price volatility.

无论如何，CryptoPunks 底价的飙升突显了大型 NFT 组合的持续力量以及 NFT 市场对谣言立即做出反应的倾向。如果 Yuga 很快发布明确声明——无论是确认还是驳回猜测——人们可以预期要么重新明确，要么出现另一波价格波动。

Outside the NFT realm, macroeconomic and regulatory signals held investors' attention. Several Federal Reserve officials indicated a cautious but neutral outlook on monetary policy as they await clarity from Donald Trump's incoming administration.

在 NFT 领域之外，宏观经济和监管信号引起了投资者的关注。几位美联储官员在等待唐纳德·特朗普(Donald Trump)即将上任的政府澄清之际，对货币政策持谨慎但中性的看法。

Fed Governor Michelle W. Bowman spoke of staying patient while reviewing “the economy's trajectory” before enacting more interest rate cuts. Meanwhile, Kansas City Fed President Jeff Schmid echoed a similar sentiment, suggesting the economy “needs neither restriction nor support” for the moment. These remarks contrasted with the rising calls for further easing within the crypto community, especially after December's 0.25% rate cut.

美联储理事米歇尔·鲍曼表示，在实施更多降息之前，要保持耐心，同时审视“经济轨迹”。与此同时，堪萨斯城联储主席杰夫施密德也表达了类似的观点，表示经济目前“既不需要限制也不需要支持”。这些言论与加密货币社区内进一步宽松的呼声形成鲜明对比，尤其是在 12 月降息 0.25% 之后。

Market watchers interpret this neutral stance as a pause that might either reassure institutional crypto investors or limit any short-term stimulatory effects on speculative assets like Bitcoin.

市场观察人士将这种中立立场解读为一种停顿，可能会安抚机构加密货币投资者，或限制对比特币等投机资产的任何短期刺激影响。

On top of that, a recent survey by Bitwise found that 56% of U.S. financial advisers are more inclined to invest in cryptocurrencies since Trump's electoral win. This revelation hints at a potential wave of new institutional capital entering the crypto space if the administration lays

除此之外，Bitwise 最近的一项调查发现，自特朗普当选以来，56% 的美国财务顾问更倾向于投资加密货币。这一消息暗示，如果政府允许，新的机构资本可能会进入加密货币领域。