一文读懂元宇宙、NFT发展现状

资讯 2024-06-25 阅读:103 评论:0
关于Metaverse,维基百科是这样定义的:Metaverse是一个集体虚拟共享空间,由虚拟增强的物理现实和物理持久的虚拟空间融合而创造,包括所有虚拟世界、增强现实和互联网的总和。简单的说,元宇宙是Web3.0时期的数字世界。With r...
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关于Metaverse,维基百科是这样定义的:Metaverse是一个集体虚拟共享空间,由虚拟增强的物理现实和物理持久的虚拟空间融合而创造,包括所有虚拟世界、增强现实和互联网的总和。简单的说,元宇宙是Web3.0时期的数字世界。

With respect to Metaverse, Wikipedia is defined as this: Metaverse is a collective virtual sharing space created by a virtual, enhanced physical reality and a physical, lasting virtual space that encompasses all virtual worlds, the consolidation of reality and the sum of the Internet. In short, the metacosystem is the digital world of the Web 3.0 years.

非同质化代币(NFT),在谷歌上被定义为:存储在区块链上的数据单位,证明资产是独一无二的,因此不能互换。NFTs通常可以是照片、视频、音频和其他类型的数字资产。

Non-consistency tokens (NFTs) are defined in Google as data units stored on block chains that demonstrate that assets are unique and therefore cannot be exchanged. NFTs can usually be digital assets of a photo, video, audio and other type.

在标准层面上,同质化代币的标准一般为ERC-20,非同质化代币的标准一般为ERC-721、ERC-1155,尤以ERC-721居多。ERC-20的各个Token是相同的,可互换;ERC-721 Token在区分代币时增加了一个进一步识别的元素,正式这个可识别元素使得一些特殊领域得以获得突破性发展,例如:虚拟收藏品和艺术品、游戏等。

At the standard level, the criterion for homogenization of tokens is generally ERC-20, while the criteria for non-assimilation of tokens are ERC-721 and ERC-1155, in particular more than ERC-721. Each ERC-20 token is the same and interchangeable; the ERC-721 Token adds a further identifying element to the distinction between tokens, which officially allows for breakthroughs in specific areas, such as virtual collections and works of art, games, etc.

Meteaverse与NFT的关系:NFT是元宇宙中生态系统的一部分。在未来的元宇宙生态系统中,应该是同质化资产与非同质化资产共存。比如:纳斯达克的第一个元宇宙概念股Roblox,里面既有各类虚拟形象、装饰道具等NFT资产,也有同质化资产Robux。

Meteaverse’s relationship with NFT: NFT is part of the ecosystem in the meta-cosm. In future meta-cosm ecosystems, homogenous assets should coexist with non-homogenous assets. For example, Roblox, the first meta-cosm concept unit in NASDAQ, contains a variety of NFT assets, such as virtual images, decorative props, and homogenous assets, Robux.

近日,Gartner发布了2021年新兴技术成熟度曲线,今年新加入了NFT,并且将NFT置于期望膨胀期。

Recently, Gartner released the 2021 new technological maturity curve, adding new NFTs this year and placing NFTs in a period of expected expansion.

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如果将NFT的发展时期再进行细化,大概可以分为:萌芽期、探索期、发展期、膨胀期。

If the development period of NFT is further refined, it can probably be divided into the budding period, the exploration period, the development period, and the expansion period.

1、?萌芽期

从标准层面看,行业内公认的第一个NFT项目是CryptoPunks,诞生于2017年6月,通过改良适配版ERC20合约发行了10000个朋克。这些朋克是完全不同的24*24、8位元风格像素的艺术图像,CryptoPunks正式将图像作为加密资产呈现于世。

At the standard level, the first recognized NFT project in the industry was CryptoPunks, born in June 2017, with 10,000 punks issued through an improved version of the ERC20 contract. These punks are completely different artistic images of 24*24-bit-sized pixels, and CryptoPunks officially presents the images as encrypted assets.

2、探索期

继CryptoPunks后,NFT很快迎来了第一次较广泛探索期。

Following CryptoPunks, NFT soon arrived at its first more extensive exploration period.

2017年11月,Dapper?Labs受CryptoPunks启发,正式推出专门用于构建非同质化代币的ERC721标准,继而推出了CryptoKitties加密猫游戏。

In November 2017, Dapper? Labs, inspired by CryptoPunks, officially launched the ERC721 standard dedicated to the construction of non-homogenous tokens, followed by the CryptoKittys encryption cat game.

CryptoKitties是一个基于以太坊运行的电子加密猫的养成与繁殖游戏。基于技术和经济模式的创新,CryptoKitties快速走红,成为当时的市场热点。在最疯狂的时期,创世猫4号卖出了250 ETH的天价。

CryptoKittys is based on

创世猫4号

Genesis Cat 4.

CryptoKitties一度占据以太坊网络16%以上的交易流量,导致以太坊网络出现严重拥堵。当然,这也一定程度上反映出当时的技术基本面尚不足以支撑NFT链游的大规模发展。

CryptoKittys, which once accounted for more than 16% of the trade flows of the Etherm network, caused a serious congestion of the Etherm network. This, of course, partly reflects the fact that the technological fundamentals of the time were not sufficient to support the large-scale development of the NFT chain.

3、发展期

CryptoKitties热度冷却后,NFT领域跟随整个加密货币行业进入了阶段性调整期,各类NFTs的价格逐渐进入价值回归时期。

Following the heat cooling in CryptoKittys, the NFT area has followed the entire crypto-currency industry into a period of gradual adjustment, and the prices of the various categories of NFTs have gradually entered a period of value regression.

在这个时期,坚信NFT价值的创业者仍然在坚持做NFT领域的基础建设。包括Opensea、SuperRare、Decentraland等现在耳熟能详的NFT平台均建立、发展于这个时期。

During this period, entrepreneurs who are convinced of NFT values are still insisting on building infrastructure in the NFT field. These include Opensea, SuperRare, Decentraland, which are now well-known NFT platforms have been established and developed in this period.

4、膨胀期

2020年,数字艺术家Beeple在佳士得以6934万美元的价格创纪录拍卖《Everydays:The?First?5000 Days》。这个标志性事件,正式宣告NFT进入期望膨胀期。

In 2020, digital artist Beaple was awarded a record price of $69.34 million for the auction " Everydays: The? First? 5000 Days ". This landmark event officially declared NFT to be in a period of rising expectations.

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2021年,Axie?Infinity的销售数据和创富效应再次带动整个NFT市场的火爆发展。

In 2021, Axie?Infinity's sales data and pro-rich effects again led to the explosion of the entire NFT market.

产业圈和资本圈的介入,有望推动NFT的进一步发展:

The involvement of the industrial and capital sectors is expected to contribute to the further development of NFT:

产业圈方面,越来越多知名企业开始布局Metaverse/NFT。传统企业主要以布局Metaverse为主,包括NVIDIA、Roblox、Facebook、腾讯等;区块链项目则以布局NFT为主,包括Flow、Polygon、Dapper?Labs等。

In the industrial sector, more and more prominent companies are starting to lay out Metaverse/NFT. Traditional businesses are dominated by Metaverse, including NVIDIA, Roblox, Facebook, tether, etc. The block chain projects are dominated by NFT, including Flow, Polygon, Dapper? Labs, etc.

资本圈方面,NFT领域的投融资事件呈现爆发式增长。无论是投融资例数还是投融资金额,都反映出NFT领域迎来了爆发式增长。2021年上半年NFT领域单次融资额超过1000万美元的投融资事件:

In terms of the capital circle, there has been an upsurge in financing in the NFT area. Both the number of financing cases and the amount invested reflect an outbreak in the NFT area.

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需要注意的是,如果按照Gartner新兴技术成熟度曲线,期望膨胀期之后NFT是不是即将进入“幻灭期”?宜信区块链研究院认为,NFT技术层面的泡沫在前面几年可能已经经历过“期望与基础设施不匹配”的挤泡沫过程,当前NFT领域的泡沫,主要体现在部分NFTs在二级市场的价格泡沫。

It needs to be noted that if, according to the Gartner emerging technological maturity curve, NFTs are about to enter a “disillusion period” after the booming period. The IYBL believes that NFT-level bubbles may have experienced “optimal mismatches” with infrastructure bubbles in the previous few years, and that the current NFT-based bubbles are mainly reflected in the price bubbles of some NFTs in secondary markets.

以堆乐高思路看待NFT领域,NFT的产业生态可以分为:基础设施层,包括Layer1公链和Layer2侧链;NFT协议层,主要指各类NFTs的发行协议;衍生应用层,主要包括围绕NFTs的金融衍生协议、社区治理协议、数据分析与处理协议、代币流转和交易协议等。

In the field of NFTs, the industrial ecology of NFTs can be divided into: infrastructure layers , including the Layer1 public chain and the Layer2 side chain; NFT tiers , which refer mainly to distribution agreements for various types of NFTs; and derivatives layers , which include, inter alia, financial derivative agreements around NFTs, community governance agreements, data analysis and processing agreements, currency transfer and trading agreements.

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1、基础设施层

1, infrastructure level

NFT领域的Layer1层协议主要包括Ethereum、Flow、Solana、Terra、BSC等;Layer2层协议主要包括Polygon、ENJIN、WAX、RONIN等。这些基础设施层不仅给NFT领域创业项目提供平台支持,开发团队本身也在生态上推动NFT的发展。

The Layer 1 level agreements in NFT mainly include Etherum, Flow, Solana, Terra, BSC, etc. The Layer 2 tiers include, inter alia, Polygon, ENJIN, WAX, RONIN, and others.

Flow的团队同步开发了NBA Top Shot

Flow's team synchronized the development of NBATop Shot

Flow是一个专为下一代应用程序、游戏和相关数字资产构建的公链。Flow的开发团队Dapper?Labs曾在2017年推出风靡一时的CryptoKitties加密猫游戏。目前Flow公链上的NFT应用中,最知名的是NBA?Top?Shot,也是Dapper?Labs同步开发的项目。

Flow is a public chain built specifically for the next generation of applications, games and related digital assets.

Solana NFT联盟正准备建立基于Solana的通用技术标准

Solana NFT Alliance is preparing to establish generic technical standards based on Solana

8月10日,Solana?NFT联盟成立。Solana?NFT联盟成立的当务之急是共同促进基于Solana的NFT项目之间的通用标准。因为以太坊成功的关键因素之一是整个生态系统中的主要项目采用了通用技术标准(例如ERC20、ERC721),Solana缺乏这样的标准,如果不采用,各个协议之间的联系非常困难,将难以保持Solana的强劲增长速度。

On August 10, the Solara? NFT coalition. The immediate priority of the Solara?NFT coalition is to jointly promote common standards between the NFT projects based on Solana. Because one of the key factors for the success of the Taikus is the adoption of common technical standards for major projects across the ecosystem (e.g., ERC20, ERC721), and the lack of such standards in Solana, if not, the very difficult linkages between the agreements will make it difficult to sustain the strong growth rate of Solana.

此外,Alameda?Reseach还投资了不少NFT初创项目。例如:Star?Atlas、Only1等。

In addition, Alameda?Reseach has invested in a number of NFT start-up projects. For example, Star?Atlas, Only 1.

二层网络协议Polygon的NFT生态已经初具规模

Second Layer Network Protocol Polygon's NFT Ecology is already on the scale of

Polygon是聚焦DeFi、游戏和NFT的二层网络协议。在Polygon生态中,已经有不少小有名气的NFT项目。

Polygon is a two-tier network protocol focusing on DeFi, games, and NFT. In Polygon ecology, there are a lot of small-scale NFT projects.

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Polygon上的GameFi项目

The GameFi project on Polygon

在数字收藏品领域有:Aavegotchi、Terra?Virtual、Zed?Run等;在GameFi领域有:MOBOX、Decentral?Games等。

In the field of digital collections: Aavegotchi, Terra?Virtual, Zed? Run, etc.; in the area of GameFi: MOBOX, Decentral? Gomes, etc.

2、NFT协议层

NFT协议层按具体NFTs的不同,又分为多种类别,主要包括:

The NFT tiers vary according to the specific NFTs and are divided into multiple categories, including, inter alia:

艺术收藏类:CryptoPunks、NBA?Top?Shot、Bored?Ape?Yacht?Club、Art?Blocks等;

Art collections: CryptoPunks, NBA? Top?Shot, Bored?Ape?Yacht?Club, Art?Blocks, etc.;

NFT游戏类:Axie?Infinity、Zed?Run、The?Sandbox、Sorare等;

NFT games: Axie?Infinity, Zed?Run, The?Sandbox, Sorare, etc.;

虚拟空间类:Decentraland、Somnium?Space、Alien?Words、R-Planet等。

Virtual space categories: Decentraland, Somnium?Space, Alien?Words, R-Planet, etc.

3、衍生应用层

衍生应用层,主要是围绕NFTs派生出来的生态角色,比如:

Derivative layers, mainly ecological roles derived from NFTs, such as:

金融衍生:NFTfi、Punks?Comic、inSure DeFi;

Financial derivatives: NFTfi, Punks?Comic, insure DeFi;

NFT资管工具:NFT?Bank;

NFT Manager Tool: NFT?Bank;

社区治理:Whale?DAO、Flaming?DAO;

Community governance: Whale? DAO, Flaming? DAO;

数据分析和处理:Cryptoart.ai、Non-fungible;

Data analysis and processing: Cryptoart.ai, Non-fungible;

需要注意的是,NFT产业的衍生应用项目本身未必属于NFTs,但这些项目在NFT的产业生态中也扮演着非常重要的角色,在NFT的发展过程中具有积极推动作用。

It is important to note that NFT derivative applications are not necessarily NFTs per se, but they also play a very important role in the industrial ecology of NFT and play a positive role in the development of NFT.

随着NFT产业的进一步发展,NFT产业生态的各种角色有望进一步完善。

With the further development of the NFT industry, the various ecological roles of the NFT industry are expected to be further refined.

进入2021年后,Metaverse在互联网行业成为热议话题,NFT在区块链行业成为热议话题。

After entering 2021, Metaverse became a hot topic in the Internet industry and NFT in the block chain industry.

1、?互联网公司的元宇宙项目

Metaverse能够引爆科技、游戏和创投界,主要归功于两件事:一是Roblox上市前的造势,二是Epic?Games获得10亿美元融资。

Metaverse has been able to detonate technology, games and creative ventures, thanks mainly to two things: the pre-market power of Roblox and the $1 billion financing of Epic?Games.

Metaverse在媒体上成热议话题后,相继爆出Facebook、NVIDIA、腾讯等都在下注Metaverse。

After Metaverse became a topic of intense discussion in the media, Facebook, NVIDIA, tweets, etc. were posted on Metaverse.

元宇宙概念第一股Roblox

first share of Roblox

Roblox成立于2012年,它是一款大型多人在线游戏创作平台,以创造迷你游戏为核心。今年3月,Roblox成功登陆纽交所。在其招股书中可以看出,他们为元宇宙定义了八大要素:身份、朋友、沉浸感、低延迟、多元化、随地、经济系统和文明。

Roblox was founded in 2012 as a platform for the creation of large, multi-person online games to create mini-games. In March of this year, Roblox made a successful landing at the New Exchange. As can be seen in his collection book, they defined eight elements for the meta-cosmos: identity, friends, immersion, low delay, pluralism, locality, economic systems and civilization.

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Roblox官方提供了游戏引擎和软件工具,支持用户使用Studio创造各类小游戏,多数游戏是需要付费的,玩家在各种游戏里氪金,创作者可以获得部分收益。今年第一季度,Roblox创造了3.87亿美元的营收,并向平台上的所有开发者支付了1.18亿美元的费用。

Roblox officially provides games engines and software tools that support users to use Studio to create small games of all kinds, most of which are paid for, with players making kryptonium in all kinds of games, and creators reaping some of the benefits. In the first quarter of this year, Roblox generated $387 million in revenues and paid $118 million to all developers on the platform.

Roblox也有一定的社交氛围,用户之间可互相添加好友聊天,用户也可以通过购买虚拟形象、各类道具装饰自己。此外,Roblox平台还有稳定汇率的平台币Robux(类似Q币)。

Roblox also has a social atmosphere in which users can add friends to each other and chat, and users can decorate themselves by purchasing virtual images and various props. In addition, the Roblox platform has a platform currency that stabilizes the exchange rate, Robux.

通过这种社交+游戏+平台币经济的组合,Roblox可以满足人们在虚拟世界中工作、玩乐、消费的需求,从而呈现出一种Metaverse的经典生态。

Through this combination of social + game + platform currency economies, Roblox can meet the demand for people to work, play and consume in the virtual world, thus presenting a classic metaverse ecology.

NVIDIA Omniverse

NVIDIA Omniverse是英伟达于今年四月推出的面向企业的实时仿真和协作平台,被称为“工程师的元宇宙”。基于Pixar通用场景描述和NVIDIA RTX,性能强大,专用于处理3D制作流程。

NVIDIA Omniverse is a business-oriented platform for real-time simulation and collaboration, known as the “Engineer's metacosystem”, launched by British Weida in April of this year. Based on the Pixar General Scene and NVIDIA RTX, the performance is strong and dedicated to processing 3D production processes.

在Omniverse的测试版期间,已经有超过17000名客户进行了测试体验,包括宝马、爱立信、沃尔沃、Adobe、Epic Games在内的众多公司都正参与Omniverse合作。

During the Omniverse test version, more than 17,000 clients have been tested, and numerous companies, including BMW, Ericsson, Volvo, Adobe, Epic Gomes, are involved in Omniverse.

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NVIDIA Omniverse比较倾向于底层技术支持平台,它可以连接众多内容创作应用,支持他们创造或设计数字资产,包括图片、视频等等。

NVIDIA Omniverse prefers a bottom-level technology support platform that connects many content creation applications and supports them in creating or designing digital assets, including pictures, videos, etc.

英伟达CEO黄仁勋认为:未来会有很多的设计者、创造者,在虚拟现实、Metaverse中设计数字事物;然后才在现实世界中去完成设计和生产,包括汽车、包、鞋子等等产品。我相信这会是一个更大的市场、更大的领域。

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黄仁勋在GTC线上峰会使用了14秒的数字替身,以展示NVIDIA Omniverse技术带来的奇幻的虚拟世界。

The Huang In-hoon summit on the GTC line used 14 seconds of digital doubles to showcase the fantastic virtual world brought about by NVIDIA Omniverse technology.

支付宝上线“敦煌飞天”等NFT产品

pays for NFT products on the line

2021年6月,支付宝在蚂蚁链粉丝粒小程序上线 “敦煌飞天”、“九色鹿”付款码皮肤等NFT产品,一经上线迅速被抢光。其中,“敦煌飞天”NFT产品在二手交易平台一度被炒作至150万元的天价。

In June 2021, NFT products, such as NFTs, were taken out of line at the ants' chain fan-bullet program, as soon as they went online. Among them, NFT products were once fired at a second-hand trading platform for $1.5 million.

腾讯布局NFT交易软件幻核

Discovery of NFT transaction software

2021年8月2日,腾讯旗下NFT交易软件“幻核APP”正式上线,首期限量发售300枚“有声《十三邀》数字艺术收藏品NFT”。

On 2 August 2021, the NFT trade software, the Mirage Nuclear APP, was officially launched under the flag with an initial deadline for the sale of 300 “Speaking 13 Invitations” digital art collection, NFT.

幻核的区块链底层技术平台是“至信链”,至信链是由腾讯、中国网安、枫调理顺三家公司联合创建的联盟链,目前已有十余家各界公信力机构作为节点加入。据软件下载页介绍,利用NFT技术,用户在幻核App里可以购买到不可篡改、不可分割的数字文化商品,用户权益将被永久记录在区块链上。

The bottom-of-the-line technology platform of the phantom block chain is the “to-letter chain,” which is a coalition created by Steam, NetAnn, and Maple. More than a dozen credible institutions from all walks of life have joined as nodes. According to the software downloads page, users can purchase non-alterable and indivisible digital cultural goods in the phantom app, and user interests will be permanently recorded in the chain.

此外,腾讯参投了Roblox的G轮融资,并独家代理Roblox中国区产品发行。腾讯还收购Epic Games40%股份,估值高达287亿美元。Epic也是一个和Roblox差不多的游戏平台。

In addition, Tseng participated in Roblox’s G-round financing and was the sole agent for Roblox’s distribution of products in China. Tseng also acquired 40% of Epic Games, valued at $28.7 billion. Epic is also a game platform similar to Roblox.

纵观以上知名互联网公司的元宇宙布局,国外互联网巨头主要以技术支持和游戏方向为主,国内互联网巨头主要以版权确权方向为主。

Looking at the meta-cosmos layout of the above-mentioned well-known Internet companies, the foreign Internet giants are predominantly in the direction of technical support and games, and the domestic Internet giants are predominantly in the direction of copyright enforcement.

2、区块链领域的NFT项目

与互联网行业更加注重元宇宙产业“占位式”布局不同,区块链行业的NFT项目更加注重构建NFT价值载体,并为NFTs提供流动性。

Unlike the Internet industry's greater focus on the “placed” layout of the meta-cosm industry, the NFT project in the block chain industry is more focused on building NFT value carriers and providing NFTs with liquidity.

CryptoPunks:单日交易额突破1亿美元

ChryptoPunks: One-day transactions over $100 million

CryptoPunks是Larvalabs于2017年在以太坊区块链上推出的一项数字艺术实验,初衷是向伦敦70年代早期的朋克艺术致敬。Larvalbabs仅有Matt和John两位开发者。

CryptoPunks is a digital art experiment launched by Larvalabs on the Etherkom block chain in 2017 to pay tribute to punk art in London in the early 1970s. Larvalbabs has only two developers, Matt and John.

4VIMuf5xgYpifqHmwXXn2Gxsgavsx2xz7q70n5Tk.png
4VIMuf5xgYpifqHmwXXn2Gxsgavsx2xz7q70n5Tk.png

CryptoPunks通过算法生成了10000个24*24像素艺术图像NFT,每个朋克像素头像NFT都有自己的资料信息,包括它们的属性特征及所有权和流转信息。开发者保留了最前面的1000个,其余9000个供所有朋克像素头像爱好者免费领取。

CryptoPunks has generated 10,000 24*24 pixel art images of NFT through algorithms, and each punk pixel header has his own information, including their properties and ownership and flow information. The developers keep the top 1,000, while the remaining 9,000 are free for all punk pixel heads.

CryptoPunks起初的收藏家不多,随着NFT市场的发展,CryptoPunks的销售额出现了井喷式增长,单日销售额甚至突破了1亿美元,一度超过Axie?Infinity的销售额跃居市场第一。

CryptoPunks initially had few collectors and, with the development of the NFT market, CryptoPunks had seen a blow-out increase in sales, even exceeding $100 million a day, once exceeding Axie?Infinity's sales to the top of the market.

Axie Infinity:总销售额排名第一的NFT游戏

Axie Infinity: First highest NFT game in total sales

Axie Infinity是一款基于以太坊区块链的,类似Pokemon的游戏,玩家可以购买称为Axies的数字宠物,这些Axies是以NFTs(非同质化代币)的形式存在,玩家可以饲养、繁殖和交易这些Axies,也可使用它们与其他玩家进行战斗。

Axie Infinity is a Pokemon-like game based on the Tehwan block chain, where players can buy digital pets called Axies, which exist in the form of NFTs (non-homogenous tokens), and where players can raise, reproduce and trade these Axies, or use them to fight with other players.

Axie作为一款区块链游戏,在工作和娱乐的交叉领域开创了一个全新的模式:Play to Earn。高利润刺激了Axie在东南亚国家的高速发展,以菲律宾为例,大量当地人在传统行业每天仅赚5美元,通过Axie却能日赚20美元。

As a block chain game, Axie has created an entirely new model in the cross-cutting area of work and entertainment: Play to Earn. High profits have stimulated the rapid development of Axie in South-East Asia, where, for example, in the Philippines, a large number of locals earn only $5 a day in traditional industries and $20 a day through Axie.

Axie目前是区块链领域创收最高的NFT游戏,已经有较长时间占据销售额榜首。无论是销售额、购买者数量还是交易笔数,都远超其他NFT项目。

Axie is currently the highest-income NFT game in the block chain and has been at the top of the sales list for a long time.

NhrvBy6IsBy1wOuEGRMOwJMDHZf1rQKmJ8o4Jsdo.png
NhrvBy6IsBy1wOuEGRMOwJMDHZf1rQKmJ8o4Jsdo.png

Axie协议产生收益的方式:当玩家在该游戏中的市场上购买和出售Axie NFTs时,Axie协议会收取4.25%的费用,且当玩家繁殖Axies以创造新的宠物时,Axie协议也将以本地代币的形式(AXS和SLP)收取费用。

The Axie protocol generates benefits: when the player buys and sells Axie NFTs on the market in the game, the Axie agreement charges 4.25 per cent, and when the player reproduces Axis to create new pets, the Axie agreement will also charge fees in the form of local tokens (AXS and SLP).

针对元宇宙和NFT的发展前景,宜信区块链研究院有以下两点思考:

With regard to the development prospects of the Yuan cosmos and NFT, the Institute of Ideal Block Chains has the following two considerations:

1、Layer2的突破性发展将成为NFT爆发的基础设施

1, the breakthrough development of Layer2 will become the infrastructure for an NFT outbreak

应用层面的需求往往会对基础设施的技术和性能提出挑战。比如:链上交易、链上储蓄和借贷等DeFi业务需求,对链上资产价格如何实时锚定链下资产价格提出挑战,刺激了预言机的需求。当ChainLink的预言机技术成熟后,DeFi业务当量随之发生了爆发性增长。

The demand at the application level often challenges the technology and performance of infrastructure. For example, DeFi’s business needs, such as chain transactions, chain savings, and lending, challenge how the price of assets in the chain anchors the price of assets under the chain in real time, and stimulate the demand for predictors.

2017年时CryptoKitties的火爆导致以太坊网络陷入拥堵状态,一定程度上刺激了以太坊社区加快推进扩容的步伐,随着ETH2.0的推进和以Polygon为代表的Layer2网络的突破性发展,艺术收藏品的发行和交易流转、游戏和虚拟空间、公益事业等NFT领域的应用也将不再受制于技术和性能方面的局限,也有望获得爆发性增长。

The explosion in CryptoKittys in 2017, which led to the congestion of the Etheria network, has in part spurred the Etherian community to accelerate the pace of expansion. With the advancement of ETH 2.0 and the breakthrough development of the Layer2 network, represented by Polygon, the distribution and trade of art collections, games and virtual spaces, public utility applications in the NFT field will no longer be subject to technical and performance constraints and are expected to increase.

2、Metaverse可能将颠覆人类的线上社交方式

2, Metaverse could destabilize the online socialization of humanity

在技术层面上,元宇宙将是各类新兴技术的集大成者。Metaverse这个概念是1992年反乌托邦小说《雪崩》中创造的术语,随着VR、AR、5G、区块链、云计算、DeFi、NFT、稳定币的发展,时隔二十年终于成为互联网巨头和区块链创业公司竞相追逐的新赛道。

At the technical level, the meta-cosm will be a confluence of new and emerging technologies. The concept of Metaverse, a term created in the 1992 anti-Utopian novel Avalanche, has finally become a new race after two decades of competition between Internet giants and block-link starters, with VRs, ARs, 5Gs, block chains, cloud computing, DeFi, NFT, and stable currency.

VR/AR将成为元宇宙的展现形式,5G作为元宇宙的数据传输技术,区块链和云计算是元宇宙的底层技术,稳定币、NFT和DeFi共同构成元宇宙的经济和金融系统。

VR/AR will be a manifestation of the meta-cosmos, with 5G as data transmission technology for the meta-cosmos. Block chains and cloud computing are the underlying technologies for the meta-cosm, and stable currency, NFT and DeFi together constitute the meta-cosmos economic and financial systems.

从NFT领域各个阶段的明星项目来看,NFT项目逐渐从娱乐层面渗透到生产和生活层面。最早的明星项目CryptoPunks和CryptoKitties,还单纯处于“娱乐”层面,近期火爆的Axie?Infinity和Roblox已经初步可以兼顾“娱乐”和“生产”。

From all stages of the NFT project, the NFT project has gradually infiltrated the production and life levels from the entertainment level. The first stars projects, CryptoPunks and CryptoKittys, are also simply “recreational”, and the recently hot Axie?Infinity and Roblox have initially been able to combine “recreation” with “production”.

不久的将来,Metaverse最终可能会形成兼顾“娱乐”、“生产”和“生活”的生态,最终颠覆人类的线上社交方式。

In the near future, Metaverse may eventually form an ecology that combines “recreation”, “production” and “life”, ultimately destabilizing the online socialization of humankind.

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