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1、!#$!#$!#$%&()*+NFT!#$!#$!#$%&!#$%&2022.6NFT!#$%&!#$%&ConfidentialSummary!NFT#$%&()*#$%&()*1.(+*,(-./01&2345&67-.2.NFT(,8&9:&67&;&?AB&CDEF*GHIJKLB&CDEF*GHIJKL1.CDE&MNOP&JK5Q&R6(S,Q&R6(S,1.3T(S3T(SGPFPL BAYC,=UVWXYZ_abc=UdePFPfYZghij8klXmnC=Xza9:a3.R6(SR6(S StepN5,1LP“”R6(S2Lm673Lr80%67,P“i.zrXuser gr
2、owth is kingXz_.XOPHJ-A&NFTHIHINFT研究框架(研究框架(20220608)ConfidentialNFT是资产所有权的数字映射(是资产所有权的数字映射(V1 20220309)1.NFT!#$%&(!#$%&()*+,!-./*012345!-6723892.NFT!:;(!:;(?!ABCDNFTEFG!HIJKLMFNO6P?!ABC!*013.NFT!45(!45(QRSTU!67LVEFWXYB!LZZ$!B_abZ$cdLefabghicdLjk3lm3noabNFTcd4.NFTKpJq(KpJq(rscdtcdu-67_25.PFPvw!xyzSc
3、d5L|FBcdu6.NFTF!F!LF.mDNFTF./HIABC!“*”7.NFT!/*”!fF8.7EFLFG*!8 7EFLFG*!8 LABCC!NB8!ABIJConfidentialNFT是资产所有权的数字映射(是资产所有权的数字映射(V2 20220329)1.NFT的三个特征属性:的三个特征属性:独的(线下映射)、稀缺性的(社区)、892.NFT的本质:的本质:NFT是资产所有权的数字映射,NFTEF*#m!-LMF*#!LNz!z013.NFT的稀缺性:的稀缺性:来自于后面的社区,并不是天然就有的,比如比特币的拥有者共识赋予比特币价值,开发者赋予以太坊价值,收藏者、使用者、
4、崇拜者赋予NFT价值4.NFT类似品牌:类似品牌:包含价值和价值观(社区共识)5.PFP最的问题在于价值缺失,但是具有价值观6.NFT目前来说展示和交易是两个典型的场景,下个趋势是游戏场景7.NFTcd=Intrinsic Value-zcd2+Utility Value-lmcd2+Premium-c28.目前NFT交易平台最的个问题是用户体验割裂,Opensea是闲鱼不是亚马逊ConfidentialNFT是资产所有权的数字映射(是资产所有权的数字映射(V4 20220608)1.NFT的三个特征属性:的三个特征属性:独的(线下映射)、稀缺性的(社区)、互通性2.NFT的本质:资产所有权的
5、数字映射,的本质:资产所有权的数字映射,NFTza%R6Xa%za%R6Xa%3.NFT的稀缺性:的稀缺性:来自于后面的社区,并不是天然就有的,比如比特币的拥有者共识赋予比特币价值,开发者赋予以太坊价值,收藏者、使用者、崇拜者赋予NFT价值4.NFT的建立过程类似线上品牌:的建立过程类似线上品牌:包含价值和价值观(社区共识),相比传统品牌建立速度更快、成本更低、势能更,NFT首先从线上品类(PFP)发展,其次是线上线下结合(权益类),再次是线下品牌映射到线上(数字场景)5.NFTj8j8=Intrinsic ValueGhij8LGhij8L+Utility ValueG6j8LG6j8L+P
6、remium GqjLGqjL6.目前来说展示和交易是NFT两个典型的场景,下个趋势是游戏场景,游戏场景和NFT天然结合7.PFP最的问题在于价值缺失,但是具有品牌的势能(价值观),在PFP中品牌效应明显,单单IP品类只投第名,仿盘不具有成为蓝筹的价值品类只投第名,仿盘不具有成为蓝筹的价值8.目前NFT交易平台最的个问题是用户体验割裂,Opensea是闲鱼不是亚马逊9.StepN是个现象级产品,它的优势和意义在于:是个现象级产品,它的优势和意义在于:1)用户群和使用场景;)用户群和使用场景;2)All-in-one产品设计让用户使用门槛相比同时代其他产品领先个身位;产品设计让用户使用门槛相比同
7、时代其他产品领先个身位;3)经济模型容量、可调节空间,相比其他类型产品健康很多。到目前为,我们的观点是:)经济模型容量、可调节空间,相比其他类型产品健康很多。到目前为,我们的观点是:StepN既不是游戏,也不是简单的健身应用,是个有游戏和投机属性的众应用;既不是游戏,也不是简单的健身应用,是个有游戏和投机属性的众应用;StepN的经济模型不成立,理论上的经济模型不成立,理论上30-40天的回本周期法长期持续,项目持续的关键在于天的回本周期法长期持续,项目持续的关键在于user growthPART 1NFT!#$!#$Confidential区块链是新代的互联,现在的阶段类似区块链是新代的互联
8、,现在的阶段类似1998当前处于1998年左右的互联Internet Time02000420052006Internet Users(M)3665789yoy50%47%21%32%17%17%13%13%Crypto Time202220232024202520262027202820292030Crypto Users(M)2954431817yoy50%47%21%32%17%17%13%13%!2030#$%18&Crypto(4.95billionIn
9、ternet users worldwide300millionCrypto users worldwide1billionCrypto users can reachby December 2022NFT市场增速迅猛Defi TraderNFT Holders300M339%YOY4.5M262%YOY2M625%YOY6.5 MSeed or core user300 MRegular native user1 BWeb2 migrantsCrypto UsersNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCConfidential
10、NFT!#$%&()*+,-.*/0123456789:)!#$%&()*+,-.*/0123456789:)43%32%7%5%6%4%Others!MetaverseIPMusicetc#3%LandArtGameCollectiblesUtilityPFP52%14%7%6%8%8%5%Others!MetaverseIPMusicetc#LandPFPArtGameCollectiblesUtilityMarket CapVolumeNFT)*+,-)*+,-2021#./0123)45#./0123)45$0.7&67&67$200&20222NFT(-89:%
11、;(-89:%;2002=3&?(ABCDE&?(ABCDE1%NFTFGHI-JKFGHI-JKPFPILMNO2PQR*STUVWILMNO2PQR*STUVWNFTJXY8Z2O_ZJXY8Z2O_ZNotes!The liquidity rate measures the relative liquidity of each collection.Liquidity=Sales/The number of NFTs*100%Source!NFTGoDapp Radaras of 08/06/2022!30#$%1.5k&(NLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVC
12、NLVCNLVCNLVCNLVCNLVCConfidentialAn NFT is a unique,scarce on-chain token representingauthentic ownership of an off-chain asset.NFT;?AB5CD.EF*GH=IJKL=MNKOP*QR=S;?AB5CD.EF*GH=IJKL=MNKOP*QR=S()*()*+,-+,-./-./-abcdabcdef2DghijeklERC721mnomnopqrstuvDbwBitcoinmbcdxyz|zxy$.eth$punksapes|/(z“xy”R”Riz2stBDg$
13、11.1B$26.3B200202022202117.617.917.1117.12$13M$22M$28M$68M18.320.321.1119.621.32022.6Beeple$69M21.4x164Market CapNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCConfidentialPFPH PH%IzyHH PH%IzyH1101NFTH z-_=H H z-_=H NFTH cwH cwUGCyztH yztH 0203NFT价值价值=Intrinsic Value(内在价值)内在价值)+Utili
14、ty Value(使用价值)使用价值)+Premium(溢价)溢价)!#$%!#&(+)*+,-.!#$%&$(%!)*+%,-%./+/0123456&NFT#TUDV#WX=YZ#TUDV#WX=YZUGCAD+AD+789:;?%=ABCD#EFGHIJKLMNOPQRST#U&VWXYZ%=_&aUCQRSTVbcdefghijklmnop#after market sales789:;gh%=qrn2.5%#stuvVmnwxPyz|wM-7%=q#o#UMarketing?%=-7#V“N”-7#xNFT-7hn;V45#wxNFTH h=wH-H h=wH-VH VH BAY
15、CNikeNike/BAYC 2021419641x 157572021$1.15$445386oo2021$1.06$5754oo92%13%0.14$60FDV$190032Twitter+,c+,c9692010-S-S2%29%15f$f$UGCPGC?q?q$%$%Since 2021Since 1964NFTJqJqJqJqVSSource:Yuga Labs#Official WebsiteTwitteretc as of 08/06/2022NLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCConfidential01201
16、2345634567878uvIP%IP22|)*)*)*x)Y8(RMMNFTA_abA_ab99:;?(=7?(PFP=7?*=7?*34345656=7?ABCD=7NLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCConfidentialIJS.%IJS.%NFTc.+c.+BAYC,SS-BAYCBored Ape Yacht Club21NFTVzH2m170%!Dbz_2#$%&V1|z()-1*MJK+2Membership-Only+,99-.&/0BAYC/90ETHMAYC/18.7ETHBAKC/6.5ETH1%;-
17、26400+:%;344-BYACz:%;rz:%;rOpenseatztz56785678ZZ10%(-9:z2 962K twiiter follower+204k discord member2Lr3;%5747?(ABCD-2021#3E1.37&F2GH95%+2022#85&FzE2GH!98%11I%I%-JK2021 4.-2021.7-LF/uMN/OPQRS%TUVzKOLWXzBAYC2Bored Ape Yacht ClubYZ Writersroom The SandboxXBored Ape_XFabmuMN+cClub Dog NFTdeApesDecentral
18、and3Dfgm(;2“D”wo1.-IP2.Web2xDwcrypto-nativeweb2?x+web2 q3.oDzBAYC%azu_25WG-first try2x*V2%Xz3!z+M(,u/4?22aV)?2GregSolanoF2wz+Wylie AronowuM*22?f356O+Seneca2ONW(46?2 A B SGoogle/Facebook/Nike/Applem2P46%M_2BAYCzVO(II,2022#3w440&FV2a16zNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCConfidentialAz
19、uki%defgD%defgDWeb3hh,SS-Azuki10000WJKV2|iQ2uLz*2Azuki/0VMNFTzY8|2VMydrNONFTRPOz(,99-13.5ETH+3N-764m1%;-25477+-wBAYC:z2 310K twitter follower+131k discord member+=Azuki*MMtwitterJKz|JKz|%4295?(:%;#2%36%z:%;:%12!3_(uu-ERC721A-Azuki.1|2rNFT|wxvNFThbzVv NFT2gas fee5PFPQ1z/0-Beams2!z2#$Eg%+ud2VMg&uyd(#4
20、0 DAO2%)*/+dzIP+,-dBOBU2.1wNFT,-dV522/12:%3(q|012;?O_22345%JK=Key Success Factors-a)yH6-JKzW7X89+F:8;6L?zABCzD(b)-ru/EKF8rWeb2pzLG2ABC2FacebookGooglemHIS+?Defi builder+Ju*;MK$LMJ3N+5.OPQdeliverRSTz4UVS(c)WXw%zyd-%ydYZ(_m%zDDazbcoQ+NFTr%ydtvzde(d)t-u/1zfw|I?2DLGg2VMGh+5ijk&BeanZcmMgwlQ(cc(-Azukirmnh=
21、opz1qr2good timing+ss-stu2WXw%bcvydoQ+yHyH66-JKzW7X89+w-txzH _yzz2%.&|PFP29100supporter+|#/Resilience-5E2Azukiu/?l9zY82Azuki-|!10ETH2rKOLVOzV213.5ETH2Ln|#926ETHz-NLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCConfidentialIJSi%.jklDIJSi%.jklDNFTmnopqrstmnopqrstOpenSea!#$!#$2017.12%&(%&(NFT)*+,-.
22、-.5/+0133/0122022.132017.020202220216786789:;$0.12M01YC$1.7MA8A89:;$2M01The Chernin GroupBCD:EBCoinbase VenturesFGHGH9:;$23M01a16zF$120MC889:;$300M01ParadigmICoatueF$13.3BB889:;$100M01a16z cryptoBCoatue$1.5B2017VCryptoKitt#V#OpenSeaiE%#Ebay2018-2021QVOpenSeaV26n4k|110st2021.2VN
23、FTVOpenSeastNFTVRNFTTic2021.12VOpensea NFTstV95%#USDNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCConfidentialOpenSea%.jklD%.jklDNFTmnopqrstmnopqrst,SS-OpenSeaVw2018#22“”cNFTY8k5LP!2018#z?)*(2021#PFP NFTY8z02OpenSeaL1j,NFT56)*z=(D D-(2256756722Whale/#2256!56!1%2000NFT/0%N2995/0850%z56729250/08
24、N80%z567(Highlight-,CEO Devin2013FCVCSlCourseKick-sClaimdogVC2017!CreditKarmaV#$%&VNWificoin(YC)*2017#cd$%+,H-OpenSeaCTO Alex2014FC./0VCS123l456Q#CTOVC20181OpenSeajj,789st5:VOpenSea;TU-wM*V-TUmEFV#WXYZwV7?E%2VNFT(#n-7_V7abc:OpenSeamIAPP StoreWOpenSea”#dCeflgh100ij2021Vkstlmcnop10052021op5133OpenSea
25、EXq133r4020221lmc30-401.3sstutu&NLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCConfidentialNFT Juv%wJuv%wweb2stst+web3xyz*|JuDxyz*|JuD5,5,1.,9zO7A93z-CrWeb2zt25/s+(rW(NFT(zs2%web3z72(snapshot)collab.io)(M(-rst(7JK(z27zcz?2|rK(2.89NFTzrstep4z28n(NFT Journeyz1/62%Vu(tt99rr#(wM9l2O%*F23(zqEQ+ls-O7
26、MV-C5/sH NC-C(twitter space,AMA)*NC-7C-56C-C5/s-C)*NCt56CStep1Step2Step3Step4Step5Step6NLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCConfidentialD%eD%eNFT MarketplaceDD+d56rct;?|g#2&|jkO72qz&(Dbz#rct-iOpenSea%nXKha67ah/67XKnX&aLooksRare,n9:m7,n9:m7c-OpenSeat3562$18?56-567q-mv2.5%)-;?/0WETH/ETH
27、m)D-5637LooksRare-19&F2Opensea-9.87&F+X2Y2,7h,7hc-OpenSeat%56z(2$80?Listing-&c2(%zNFT listingnt-mv2%2gasOpenSeaz80%+)-7t+WETH/ETH+%!+$nF+D!K-#$Listing.OpenSeatz&R&qr(1 -Dl6LooksRare2QzQ|22EETH2E2IRR2DMarketz!2x(MarketEEKK|SSHSHS(HSHSJXzJXz(hZ2X2Y2z,g6|(X2Y2 92rtaiOz2BueIV(2&s&s-Dwd+d2S(gw!#$?z(2$?gw
28、b%z!z(2ctw&|*Med2(z(f2rrNFT2JX2JXzz)SS_*33wwOpenSeaz+d/OpenSear|0!(NLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCConfidentialNFT Marketplace%OSDH“=”.DH“=”.OSd NFT 56OpenSeaNiftyFoundationMakersPlaceZora(TVwxyz-.VwsMint NFT(presale)|TNFT|-sw-7yNFTM$(TVwxyz-.VwsMint NFT(presale)|TNFT|-sw-7yNFT
29、M$(TVwxyz-.VwsMint NFT(presale)|TNFT|-sw-7yNFTM$(TVwxyz-.VwsMint NFT(presale)|TNFT|-sw-7yNFTM$(TVwxyz-.VwsMint NFT(presale)|TNFT|-sw-7yNFTM$+d NFT 56LooksRare X2Y2Rarible Super RareNFTrade16NFT56AxieCryptoPunksTopshotSorare56GeminiFTXBinanceCoinbase5Meta NFT marketplace s/PQAsSolseaVIV3(TVwxyz-.VwsM
30、int NFT(presale)|TNFT|-sw-7yNFTM$O7EW-2NLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCConfidentialNFT Marketplace(G9:L(G9:L9:679:67OpenSeaFoundationRaribleSuperRareLooksrareX2Y2STEPN2000225stst(M)31482.50.70.2+F-Alexei FalinAlexander SalnikovJohn Crain CharlesCr
31、ainJohnathan,yFweb2“”F+NM99ETH|PolygonETHETH|FLowETHETHETHSolana|BSCcd%cd%cd%s”IV-.#GVw,n6stListing#NFTst-E%E%BAYC|Azuki/The RollUp 2021Pak%Meebits/STEPN%RARIRARELOOKSX2Y2GMTuvuv”U10%10%”U50%10%uvuv/;RST_yRST_y2.50%15%2.50%15%2.5%2%2%-4%T_yT_y2.50%10%2.50%3%2.5%2%2%-4%Source:DuneNFTGoas of 08/06/202
32、2NLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCConfidentialQZQZOpenSeaD D 1.OpenSea_,$G_,$GinterfaceLL+%+!+9:9:ss&9NSz(4|3472C(wst5zNFT56z(*w56/zCEX(7%r|0299.9%z7%7rs-1.stERC721qz6I25d37C+2ERC721 z82j9:7%z;C=XC=X”m”m#$%$%&iihh()()*zz+,hhNFT56w=56%$2MNFT&HI%z_2HI!a(l5Kl2NFTzV,cNFTz&S25fomozNF
33、THIDr&tqr(OpenSea89%=mzrwD%721z?-&OpenSeatzO756O_#;z8Y8/*1zA?zBC(89z;2LooksRareD(X2Y2DListingE72%SQ11zF2&G(&A?zBCI./rlooks raret56J;rX2Y2tlisting2az(3.a%Ma%MNFTXX-aaOpenSea*MNFT9JzK;2PFP NFT56z2P-+289LIzUI(*Mz;2bIyH0MN(59z(zsl2OpenSea&742%V(zu(hO2NFT5PFPn|ex16*SyB2JXY8z.P0QFOpenSeaz=2=PVMRxaS2PT-2&O
34、penSeaz9(NLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNewGrowing Cases!#$%&!#$%&(#$)*(#$)*NLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVC(S-FractalrSolanatzXwNFT z|)*(ABgwMPbcvc NFT2Ugwr)*t56xy(4-hZwNFT56OpenSeaMagic Eden+AxieSTEPN+Fractal&z4-=w&-w&xPQUiwVITwitch+&E/xy-Nwi&qN5WN&*QIShopi
35、fy+=w(-|)*1)*XzO_;Vr FractalzVh(,Justin Kan2CEO2TwitchJustin.tvSocialcamzu/?22013#wr|6rx?xyx25Theta Audius m+dY8z+David Wurtz 2Google Drive zu/?Shopify z+Robin Chan 2AB XPD MediaZyngau/?2Zynga z_?+II,2020#322 3500 F2Multicoin Capital Paradigm 2xz%a16z cryptoSolana VenturesAnimocaCoinbasePlay Venture
36、sPosition VenturesDo Kwon Tim Ferrisscc(OpenSea.MN/6NFT(“0(123X4569:(789:P“1;?Crypto-nativeAXBCDEFGH:ANFT9:(IJ2KLMEAw5,IC/HI-A&KA&NA&67OPA:i9:QcR(SLT#&2D&UVWAOPj,FractalfXYZfA&SL&MarketTop_DDaSfbcrd67SL#efghHNFT/-AA6ijklFractal%SolanaDDNFT!ConfidentialNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVC
37、NLVCStrangemood%eDst!eDst!202112rebase#(V(lSolana RiptideHackathonVGhl“”#Strangemood,#steamV,#“”V“”#|H#daoStrangemood s#$%Vstore license#VmI“”#&app store 6“”#NVstrangemood#T“”#6w strangemood dao#builderVnN;Py#ST#l6I#-7“”Fi$%#M“”#_m#STm#“”Vrn“”E“”H#“”EV“”ST#1%#VhN;II ST#1%-7 _#|QN%IQ 6IstrangemoodV6R
38、STwhN%(Rebase lab#(Vco-foundernEvan ConradVGonzaga University CSFVRebaseQ HelenamerkVRebasejj&GG11“”G1800r2021V2024“”G2188rJKEJKEm#3%#steam 30%m#m#)nYoYoutubers Streamers#“”#?m#gh#|“”EConcern(1CideaVEFGV!:#AY$ConfidentialNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCNLVCTensor%NFTDMNDMN20222VRicha
39、rdilmoi%V(&nft#&V(lSolana Riptide HackathonVGhlWeb3#NFT&G&G(1nftG1)human-based 2(2)machine-basedc)*wTensor xCVpc)*wqnft+&Tensor,1NFTcc)VV/cc)ss-.soleth9”#NFTs#/0st123T&45|st|0Q2NFT&66(-77&8)V#12pmeta models9:&6qV(1;7&(:=https:/tensor.so/charts Tensor#$%g$%g?RESTAPI#V5Vc)On-chain oracles#V(1solethg
40、Web dashboardAB:tensor,#kc)z-Tensor#NFTCCDDNFTEEn&n&,st#st#/FFNFT C p G l m B H I nft#c)J https:/folio.tensor.so/Dapps&protocolstensor#c):u&(5_iNFTKL/M#LTVV(1NBridgeSplitVHoney FinanceRichard Wu,co-founder,OPQFV(1Two SigmaAIRSThttps:/www.richardwu.ca/Ilmoi,co-founderVweb3UNGithubT wMXYVf9Z#st)*BJB=&
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