隨著加密貨幣下跌，NFT 銷量下降 44%，memecoin 在第二季度搶走了“心智份額”

A recent influx of celebrity-endorsed, politically-themed, and animal-themed memecoins, coupled with a cryptocurrency market downturn, may have contributed to a 44% decline in non-fungible token (NFT) sales during Q2, according to Apollo Crypto's investment chief.

根據 Apollo Crypto 的投資，最近名人認可、政治主題和動物主題的 memecoin 的湧入，加上加密貨幣市場的低迷，可能導致第二季度非同質代幣 (NFT) 銷量下降 44%首席。

Data from CryptoSlam indicates that NFT sales plummeted from $4.14 billion in Q1 to $2.32 billion in Q2, mirroring a broader market downturn.

CryptoSlam 的數據顯示，NFT 銷售額從第一季的 41.4 億美元驟降至第二季的 23.2 億美元，反映出更廣泛的市場低迷。

"Q2 was a challenging market with Bitcoin declining by 15% and many altcoins performing significantly worse," Henrik Andersson, chief investment officer at Apollo Crypto, told Cointelegraph.

Apollo Crypto 首席投資長 Henrik Andersson 告訴 Cointelegraph：“第二季度是一個充滿挑戰的市場，比特幣下跌了 15%，許多山寨幣的表現明顯更差。”

NFT monthly trading volume since June, 2017. Source: CryptoSlam

自 2017 年 6 月以來 NFT 月交易量。

"Meme coins are likely diverting some attention away from NFTs," Andersson added.

安德森補充說：“Meme 幣可能會轉移人們對 NFT 的一些注意力。”

Mind share, a marketing term, refers to the level of consumer awareness or popularity associated with a specific product or concept.

思想佔有率是一個行銷術語，指的是與特定產品或概念相關的消費者認知度或受歡迎程度。

While NFT sales have slowed, memecoins continue to generate substantial trading volumes, including $3.4 billion in the last 24 hours alone, according to CoinGecko data.

根據 CoinGecko 的數據，儘管 NFT 銷售放緩，但 memecoin 繼續產生大量交易量，僅過去 24 小時內的交易量就達到 34 億美元。

This surge has been largely fueled by the rise of PolitiFi memecoins tied to the United States presidential election, as well as the emergence of numerous celebrity tokens on Ethereum and Solana.

這種激增很大程度上是由於與美國總統大選相關的 PolitiFi memecoin 的興起，以及以太坊和 Solana 上眾多名人代幣的出現。

MAGA (TRUMP) and Pepe (PEPE) are among the memecoins that experienced price increases during the second quarter.

MAGA (TRUMP) 和 Pepe (PEPE) 是第二季價格上漲的迷因幣。

Ordinal inscriptions may claim market share

序號銘文可能會佔據市場份額

Advancements in Bitcoin-based Ordinals could also shift attention away from traditional NFTs in the coming months, Andersson noted.

安德森指出，基於比特幣的 Ordinals 的進步也可能在未來幾個月將人們的注意力從傳統的 NFT 上轉移開。

"Longer term, we anticipate Bitcoin ordinals will continue to gain market share in the NFT space, particularly given the proliferation of Bitcoin Layer 2 solutions."

“從長遠來看，我們預計比特幣序數將繼續在 NFT 領域獲得市場份額，特別是考慮到比特幣 Layer 2 解決方案的激增。”

Related: Celebrity memecoins highlight crypto's influencer problem

相關：名人模因幣凸顯了加密貨幣的影響者問題

However, network activity on Ordinals and Runes has also declined in recent weeks.

然而，序數和符文的網路活動最近幾週也有所下降。

Runes transactions have fallen by 88% from their June peak, and both Ordinals inscriptions and Runes have generated less than 2 Bitcoin (BTC) per day in miner fees over the past week.

符文交易量較 6 月的峰值下降了 88%，過去一周，Ordinals 銘文和符文每天產生的礦工費不到 2 比特幣 (BTC)。

NFTs have rebounded in the past

NFT 過去曾出現反彈

NFTs experienced a modest recovery in the final quarter of 2023, generating over $3 billion in sales, signaling potential for an NFT resurgence in the latter half of 2024.

NFT 在 2023 年最後一個季度經歷了溫和復甦，銷售額超過 30 億美元，這表明 NFT 在 2024 年下半年有復甦的潛力。

This included a $1.77 billion sales month in December 2023, the highest since NFT sales began to decline in June 2022.

其中 2023 年 12 月的月銷售額為 17.7 億美元，這是自 2022 年 6 月 NFT 銷售額開始下降以來的最高水準。

Leading NFT collectibles such as CryptoPunks and Bored Ape Yacht Clubs continue to maintain substantial market caps of $994.9 million and $345.9 million, respectively, according to CoinGecko data.

根據 CoinGecko 的數據，CryptoPunks 和 Bored Ape Yacht Clubs 等領先的 NFT 收藏品繼續保持分別為 9.949 億美元和 3.459 億美元的巨大市值。

Largest NFT projects by market cap. Source: CoinGecko