立即打开
NFT交易存在两大痛点,这家平台有望承诺解决

NFT交易存在两大痛点,这家平台有望承诺解决

Christiaan Hetzner 2022-05-11
交易平台Kraken将让用户以现金直接购买NFT产品。

加密货币交易平台Kraken公布了提供非同质化代币(NFT)的计划,并承诺解决导致NFT采用率较低的两个主要痛点。

NFT这种数字收藏品在全美备受追捧,其所有权契约可以在区块链上跟踪。2021年,NFT投资的热度达到了令人瞠目结舌的程度,但它的实际吸引力其实有限。

Kraken的首席运营官戴维·里普利于5月6日在公司官方YouTube频道发表评论称:“NFT的许多[应用]并不为人们所熟知,所以我认为与加密货币一样,在这方面的宣传教育非常重要。”

Kraken认为,今年下半年其NFT平台投入运营之后,通过扩大潜在用户基础,有机会在目前被OpenSea和Rarible主导的市场中站稳脚跟。

到目前为止,NFT的购买者主要是加密货币的“传教士”,他们渴望有机会让自己持有的加密货币具备一种实用功能。这些加密货币没有固有价值,只能用于投机。

例如,没有数字钱包和加密货币就无法购买NFT,因为NFT的标价并不是美元,而是以太币(Ether)、Solana或Tezos等加密货币。这自然阻碍了NFT的大范围应用,因此有倡议者呼吁NFT交易支持法定货币,以降低准入门槛。

里普利说:“如果你的Venmo账户或银行账户中有美元,你就很难直接利用这笔资金购买NFT,这是NFT交易的一个巨大障碍,而我们的平台将会解决这个问题。”

其次,以太坊区块链上的高交易成本,即所谓的“汽油费”,有时候可能超过NFT本身的价值,因此抑制了需求。

为了在竞争激烈的市场中获得优势,Kraken希望解决这两个问题。目前,该公司已经开始招募用户报名加入其NFT平台的等待清单。

根据该公司在上周发布的公告,买卖双方能够使用美元和欧元等法定货币以及其他数十种该平台支持的加密货币,灵活进行交易。

Kraken还大力宣传用户通过其平台进行任何交易,不需要支付任何区块链网络费。

该公司称:“用户可以以接近实时的转让速度购买心仪的收藏品,而且不必担心网络活动大幅增加会影响购买和交易成本。”

但有一个大问题:只要有一项资产在Kraken上走红,情况就会发生变化。

Kraken在推销口号下方有一行小字:“在Kraken平台上买卖NFT和其他加密货币资产将产生区块链网络费。”

衰退还是暂时的低谷期?

位于新加坡的一名加密货币创业者MetaKovan(化名)以6900万美元拍卖了一件数字艺术品,由此引发了NFT狂热,但有迹象表明这种热度可能正在下降。

除了“无聊猿猴”(Bored Apes)的创作者、Yuga Labs的合作伙伴盖伊·奥塞里或Creative Artists Agency管理的由名人背书的多个项目以外,大多数NFT的价值很低,因为这种容易生成的数字艺术品的供应量远高于收藏者们的总体需求。

卖方通过“刷单交易”推高价格的报道,也困扰着NFT市场。据科学期刊《自然》(Nature)发表的研究论文显示,NFT市场的价值可能被少数几家大型交易者控制。

所以,一位区块链创业者曾经花费价值290万美元的以太币买下了第一条推文的NFT,但由于需求较少,在这笔投资几乎损失殆尽之后,他放弃了出售该NFT的打算,这不让人感到意外。

Yuga Labs获得安德森-霍洛维茨(Andreessen Horowitz)的投资后,开始出售在即将推出的元宇宙中的数字土地虚拟契约,如同给NFT市场打了一针急需的强心剂。

Kraken的里普利表示,他并没有因为最近NFT需求减少的报道而感到担忧,他认为一种消费者不太理解的新技术普遍会出现这种情况。

他说:“我们认为,NFT的使用案例比某些初始加密货币更加重要,因此NFT的潜在市场规模有望能够与比特币(Bitcoin)和以太坊(Ethereum)相竞争。”(财富中文网)

译者:刘进龙

审校:汪皓

加密货币交易平台Kraken公布了提供非同质化代币(NFT)的计划,并承诺解决导致NFT采用率较低的两个主要痛点。

NFT这种数字收藏品在全美备受追捧,其所有权契约可以在区块链上跟踪。2021年,NFT投资的热度达到了令人瞠目结舌的程度,但它的实际吸引力其实有限。

Kraken的首席运营官戴维·里普利于5月6日在公司官方YouTube频道发表评论称:“NFT的许多[应用]并不为人们所熟知,所以我认为与加密货币一样,在这方面的宣传教育非常重要。”

Kraken认为,今年下半年其NFT平台投入运营之后,通过扩大潜在用户基础,有机会在目前被OpenSea和Rarible主导的市场中站稳脚跟。

到目前为止,NFT的购买者主要是加密货币的“传教士”,他们渴望有机会让自己持有的加密货币具备一种实用功能。这些加密货币没有固有价值,只能用于投机。

例如,没有数字钱包和加密货币就无法购买NFT,因为NFT的标价并不是美元,而是以太币(Ether)、Solana或Tezos等加密货币。这自然阻碍了NFT的大范围应用,因此有倡议者呼吁NFT交易支持法定货币,以降低准入门槛。

里普利说:“如果你的Venmo账户或银行账户中有美元,你就很难直接利用这笔资金购买NFT,这是NFT交易的一个巨大障碍,而我们的平台将会解决这个问题。”

其次,以太坊区块链上的高交易成本,即所谓的“汽油费”,有时候可能超过NFT本身的价值,因此抑制了需求。

为了在竞争激烈的市场中获得优势,Kraken希望解决这两个问题。目前,该公司已经开始招募用户报名加入其NFT平台的等待清单。

根据该公司在上周发布的公告,买卖双方能够使用美元和欧元等法定货币以及其他数十种该平台支持的加密货币,灵活进行交易。

Kraken还大力宣传用户通过其平台进行任何交易,不需要支付任何区块链网络费。

该公司称:“用户可以以接近实时的转让速度购买心仪的收藏品,而且不必担心网络活动大幅增加会影响购买和交易成本。”

但有一个大问题:只要有一项资产在Kraken上走红,情况就会发生变化。

Kraken在推销口号下方有一行小字:“在Kraken平台上买卖NFT和其他加密货币资产将产生区块链网络费。”

衰退还是暂时的低谷期?

位于新加坡的一名加密货币创业者MetaKovan(化名)以6900万美元拍卖了一件数字艺术品,由此引发了NFT狂热,但有迹象表明这种热度可能正在下降。

除了“无聊猿猴”(Bored Apes)的创作者、Yuga Labs的合作伙伴盖伊·奥塞里或Creative Artists Agency管理的由名人背书的多个项目以外,大多数NFT的价值很低,因为这种容易生成的数字艺术品的供应量远高于收藏者们的总体需求。

卖方通过“刷单交易”推高价格的报道,也困扰着NFT市场。据科学期刊《自然》(Nature)发表的研究论文显示,NFT市场的价值可能被少数几家大型交易者控制。

所以,一位区块链创业者曾经花费价值290万美元的以太币买下了第一条推文的NFT,但由于需求较少,在这笔投资几乎损失殆尽之后,他放弃了出售该NFT的打算,这不让人感到意外。

Yuga Labs获得安德森-霍洛维茨(Andreessen Horowitz)的投资后,开始出售在即将推出的元宇宙中的数字土地虚拟契约,如同给NFT市场打了一针急需的强心剂。

Kraken的里普利表示,他并没有因为最近NFT需求减少的报道而感到担忧,他认为一种消费者不太理解的新技术普遍会出现这种情况。

他说:“我们认为,NFT的使用案例比某些初始加密货币更加重要,因此NFT的潜在市场规模有望能够与比特币(Bitcoin)和以太坊(Ethereum)相竞争。”(财富中文网)

译者:刘进龙

审校:汪皓

Crypto exchange Kraken unveiled its plan to begin offering non-fungible tokens, promising to fix two major pain points that contribute to low adoption rates.

While society’s fascination with NFTs—a form of digital collectibles, whose titular ownership deed can be tracked on the blockchain—may have reached dizzying heights last year, their actual appeal has arguably been limited.

“Many [applications] are not so familiar for individuals, so I think the education around this space, much the same as cryptocurrency broadly, is really important,” chief operating officer Dave Ripley said in comments posted to his company’s official YouTube channel on May 6.

Kraken sees an opportunity to gain a foothold in a market currently dominated by OpenSea and Rarible by expanding the total addressable user base once its NFT platform is up and running by the latter half of this year.

Thus far buyers of such digital collectibles have mainly been crypto evangelists eager for the chance to add a utility feature to their coin holdings that otherwise lack intrinsic value and trade purely on speculation.

For example, those who did not own a digital wallet and cryptocurrency could not buy NFTs, since they are listed not in dollars but in coins such as Ether, Solana, or Tezos. This automatically puts a damper on broader uptake, leading some advocates to call for fiat-based transactions as well in order to lower the threshold.

“If you have U.S. dollars in your Venmo or bank account, how to get from there to purchase an NFT is actually quite difficult, and that’s one of the big barriers that we’ll be bringing down with our platform,” Ripley said.

Secondly, high transaction costs native to the Ethereum blockchain, known as “gas fees,” could at times exceed the value of the underlying NFT itself, further depressing demand.

In order to gain an advantage in the highly competitive space, Kraken wants to address both issues, now that it is enlisting users to sign up for its NFT platform waiting list.

According to an announcement last week, buyers and sellers had the flexibility to conduct trades in fiat currencies like dollars and euros, as well as dozens of different crypto coins supported by the exchange.

Kraken is also pitching the idea that its users will not pay any blockchain network fees for any trading activity conducted via its platform.

“This helps you build your dream collection with near-instant transfer speeds and the peace of mind that spikes in network activity will not impact the cost of your purchases and trades,” it said.

But there’s a big catch: As soon as an asset is taken off Kraken, that is no longer the case.

“Gas fees will be incurred when transferring NFTs and other crypto assets on and off the Kraken platform,” it says in small print at the bottom of Kraken’s sales pitch.

Downturn or just a temporary lull?

While the NFT craze began with a digital art auction worth $69 million to a Singapore-based crypto-entrepreneur called MetaKovan, there have been signs suggesting interest may be tailing off.

Apart from a few projects heavily endorsed by celebrities managed by Guy Oseary, a partner at Bored Apes creator Yuga Labs, or Creative Artists Agency, most NFTs are worth very little given the supply of easily generated digital artwork greatly exceeds collectors’ overall demand.

Reports of sellers artificially driving up the price through “wash trading” have also dogged a market whose value may be controlled by a small number of whales, according to research published in the science journal Nature.

It may then not have come as a surprise that an NFT of the first tweet ever sent, purchased for the equivalent of $2.9 million in Ether by a blockchain entrepreneur, saw so little demand he canceled the sale after facing a near-total loss of his investment.

The NFT market got a much needed jolt in the arm after Yuga Labs, flush with cash from an investment by Andreessen Horowitz, sold virtual deeds to digital land in their upcoming metaverse.

Kraken’s Ripley said he wasn’t remotely deterred by recent headlines of a slowdown in NFT demand, arguing that is endemic to a new technology little understood by consumers.

“The use cases for NFTs we think are actually even more significant than some of the original cryptocurrencies themselves, so we see the potential market size here as rivaling that of…Bitcoin and Ethereum,” he said.

热读文章
热门视频
扫描二维码下载财富APP