Talk to Sfermion Investor Mo Patel: What are the NFT trends in 2023?

原文标题：《 NFT 领域的 2022 年回顾及 2023 年展望 》

原文作者：Sfermion， CMC Research 

Katie Koo, Odaily Planet

CMC  And   Sfermion  Investors   Mo Patel  The dialogue is discussed and outlined in detail. NFT  The market is challenging. 2022  Years of performance and growth, as well as pairs. 2023  Annual market outlook.

Q1  : How to measure   2022  Year   NFT  Market success?

Due to the bear market and overall downturn, 2022  Year   NFT  The market is facing a sharp drop in volume and people are worried. NFT  Have died. However, if the bull market is driven by 2021  Excluding, in terms of trading volume and development, 2022  A surname NFT  The market is actually booming in many areas. And   NFT  The decline in trading volume compared with A small drop in transactions suggests people are still using them. NFT, and the downturn is just a broader market trend.

For example, L2 solutions (e.g.   Arbitrum  And   Optimism, the rapid adoption of optimism, suggests optimism. NFT  Is a sign of the increase in the number of build activities supporting the L2 domain. At the same time, Polygon was actively involved. NFT  Business development and continues to attract great people. Web  2  Talent and customers join blockchain. Music   NFT  It has also achieved success on various platforms, with high sales and increased coinage.

Use   NFT  Web  3 Social platforms are also gaining traction, such as   Aave  nbsp; Lens Protocol  Self   2022  Year   5  Since the launch of the month has owned nearly. 10  Ten thousand users. In addition to a large amount of quantitative data, there is also a large amount of qualitative data showing that recent NFT  The boom has led to a number of powerful Web  2. The builder enters Web  3 fields, and use   NFT  Build. This highlights. NFT  The success of the market and the global attention it has gained in a very short time.

These new entrants include the leading Web  2  Founder and game studio, they have been in Web  The 2 domain has established mature products and is now using Web  3 and   NFT  To drive new apps like NetEase, Pixel gaming  Pixel Games, mobile Games Manufacturers   Wildlife, Japan's gaming Giants Square Enix, Ubisoft and Social Games   Zynga. Gucci, Nike, Adida   And   Prada  And other first-line brands are used in marketing. NFT, with   NFT  Connect with customers for the medium. Have more than   5  A hundred million daily active users; Instagram  Now it's actually one. NFT  The market. Reddit  Suddenly this year will be. NFT  As the core technology of its digital collectible avatars initiative, thus bringing in a large number of new users and wallet holders.

Web  The Big 2 are also capitalizing on the world's biggest sports and entertainment events, like the World Cup and the Super Bowl, by leveraging. NFT  Airdrops to augment real life (IRL) experiences, like the Coca-Cola one we saw at this year's World Cup. NFT  Air drop. Web  3  Game Company   Limit Break  Plan to offer free casting early in next year's Super Bowl event. By scanning the QR code, you can get free. NFT  mint.

NFT  The above applications allow seamless trading of digital property and interoperable assets. Despite the current market volatility, the top tier builder  And brand in   NFT  Continued participation and innovation in the field is laying the foundation for strong growth in the future. These items will come alive and, ideally, rise in line with the market.

Although the crypto space is currently depressed under the bear market, we still have confidence in bullish. NFT  And many applications aimed at web consumers. Whether it's a bear market or a bull market, players will always play and consumers will always spend. If nbsp; NFT  Continue to unlock these digital property rights, allowing owners to trade with interoperable assets in these games, and it's only a matter of time before quantitative data is available. Eg. From this point of view, 2022  Years can be regarded as NFT  Quite a successful year.

The following is attached. 2022  Top ten bestsellers in 2010. The list:

Bored Ape Yacht Club -  15.7 & have spent Billions of dollars

Mutant Ape Yacht Club -  11.4 & have spent Billions of dollars

Otherside -  11  Billions of dollars

Azuki -  8.499 & have spent Billions of dollars

Moonbirds -  6.134 & have spent Billions of dollars

CloneX -  6.050 & have spent Billions of dollars

CryptoPunks -  5.752 & have spent Billions of dollars

Doodles -  3.916 & have spent Billions of dollars

Sorare -  3.181 & have spent Billions of dollars

Axie Infinity  -  2.911 & have spent Billions of dollars

Q2:   2022  Eg. What are the years? NFT  Are vertical domains and use cases the focus?

2022  The main focus in 2010 remains Web  3 Games and related consumer services, such as loyalty and ticketing systems, while metaverse experiences and Web  3 Social apps are also getting attention. Used to track assets in the chain. NFT  Data analysis is also an ongoing trend and is being further constructed.

We also see that. DAO  And Guild tooling narrative "Cooling Down". 2022  Due to a bear market, a poor Token economy, and a failure to provide a compelling enough gaming experience to retain players. The game model crashes. It is clear that the industry is beginning to recognize Web  Games and meta-universes will take time to become mainstream. So our focus is shifting to building the right experience and infrastructure around that.

This change in focus will lead to the development of gaming infrastructure for building better gaming applications, wallets and marketing infrastructure that can serve more complex metacomes. NFT  Products, and help unlock Web  3 Intellectual property (IP) Web  3. Social apps and products.

2021  Year, head class. NFT  The buzz has spawned a flood of new ones. IP, which mainly includes interactive pictures and images. 2023  The goal of the year will be to create more advanced gaming products and applications by building on   AI  A potential application of the utility or in-game utility to help unlock and enhance. IP.

Q3  : Why   NFTFi, SocialFi  Iso  NFT "derivatives" in   2022  Didn't live up to expectations?

some 2022  A surname NFT "derivatives" failed to live up to last year's hype.

Although the "metaverse" is 2022  But the industry now understands that the hype was premature and that a fully immersive digital experience will take time to develop. It's not even clear that the metaverse is based on. PC  End, based on   AR, based on   VR  Or a mixture of the two, which will ultimately be decided by the market. So now the focus is on building the infrastructure and experiences that make up the whole meta-universe experience, starting with small games, for example.

DAO  Tools -- the set of software, applications, and smart contracts that decentralized autonomous organizations use to operate -- are also present. 2021  Year-end sum   2022  Massively hyped at the start of the year, it lost traction this year as the market realized it was building a product to meet a need that had not yet been effectively realized. DAO  Still in its infancy, but still expanding rapidly, clear use cases have emerged. With   DAO  Eg. People are now getting up and running, especially in bear markets, about what tools to support. DAO  And meet their needs with a better understanding.

Guild tooling in   2022  The year 2005 suffered a similar fate, as investors and users realized they had jumped on the gaming-driven niche too early. In hindsight, I think. Axie Infinity  The idea that such first-generation game modes provide a blueprint for all future games is wrong. As more games enter the market and utilize guilds in different ways, it will be important to remain flexible and adaptable.

NFTFi 也未能达到预期目标，主要原因是市场低迷和流动性下降，这需要时间才能恢复。尽管如此，它已经清楚地证明了 NFT 在提供强大的金融应用方面的巨大潜力，例如发行 Token 和代表债券，正如我们在 Solv Protocol（用来发行债券的金融 NFT 平台）等项目中所看到的那样。

Over time, loans such as direct. NFT  Financial services will improve with pricing, with more users than before thanks to better liquidity. NFTFi  It will still be. 2023  One of the highlights of the year. Although there are many user pairs based on   NFT  The risk of the loan application is hesitant, but it is important to note that NFT  The long-term outlook for the financial services sector remains strong and is expected to take several years to fully fire on all cylinders.

Q4  :   2023  Year   NFT  What is the trend of the development of

Many companies are building entirely new ones. NFT  Standards, using new economic models (e.g.   free-to-own) to challenge new verticals like on-chain experience. These companies (including the mighty Web  2 Company and make lasting Web  2 game studio) is innovating at a rapid pace, even bringing Web  2 IP  Porting to Web  3  . These companies bring the fit for Web  2 world things, such as casual category, mobile phone and   PC  End console games, and use   NFT  As a technology to enhance these experiences.

We're tracking the entry as well. NFT  Domain Web  2. How brands and Intellectual property (IP) are applied NFT, while the new Web  3 Native   IP  The birth will still be. NFT  Core focus in the domain.

NFT  And   AI  Interactions such as art and game asset creation, game design, and use based on   AI  nbsp; NPC  The overall creation of games and cross-media content remains the focus. The evolution of wallets and marketplaces towards providing premium services for specific users is also exciting. We see builds that are more suited to Web  2 wallet craze, and for   DeFi  Users add social factors and DeFi  Function and other elements. Independent markets for specific collectibles, such as those focused on games, are also emerging. In general, the focus is on. NFT  Vertical areas, and what areas can be further developed and improved in the future.

In addition, the progress of L2 attracts. builder  Of interest, especially in zero knowledge (ZK). The field, the field will be in. 2023  "Make a show of it" in 2005. ZK-rollup  Eg. It is expected that NFT  To make it easier to access and use, which will encourage building and use on these tracks. NFT  For social media experiences. builder  Which brings in more users.

Web  2. Social media platforms are also being used. Student: NFT. Reddit  Allows avatar integration, Twitter  Avatar display is allowed. However, avatars are really just a "calf test."

Instagram  Further, content can be treated as   NFT  Release and cast. These are just versions. 1  For the application, we're very excited to see V2 and future iterations coming. NFT  Where to bring innovation. Eg. As time goes on, the water is flowing. It would be interesting to be used to enhance the social media experience.

2022  In 2010, we also saw a new generation. NFT  The emergence of markets such as   LooksRare, X2Y2, Blur  And   Magic Eden, they are challenging. OpenSea  The supremacy of the remolding   NFT  The pattern of

有许多强大的玩家和基础良好的市场在不断创新，包括基于 Token 的空投、高级社交功能、共享流动性、专注于某些市场（如硬核交易者）、拥有可选的版税、采用多链或专注于特定类型（如游戏、音乐或视频）。这些产品和应用程序才刚刚开始全面了解它们的用户基础，并以此为目标。

For example, Magic Eden  And   Fractal  Understand that they are there. Launchpad  They got a lot of traction in the market, so they doubled down on that as well as focusing on how to play. Meanwhile, OpenSea  Continue to defend and execute. NFT  Royalties, and companies like X2Y2 are also getting in on the act, choosing to honor creators' royalties. It will be interesting to see how the royalty argument plays out over time, with strong support for both camps.

We're looking forward to seeing how these markets will be supported through multi-chain, multi-wallet, fraud detection. fraud detection and better recommendation tools to cater to users and enhance the user experience. For example, NFT  As the series emerged, it became increasingly important to help users find the content they were looking for more effectively and to create a more personalized marketing experience.

Q5  :   2023  Where do VCS deploy their capital each year?

In the present   NFT  In vertical industries, although Web  3 Games haven't done well this year, but venture capital firms are still the most interested in them because of the widespread belief that games will eventually bring the masses to Web  3  . This extends not only to   NFT, also involved in the field of encryption, such as the use of hardware wallets, software wallets, and   DEX  Interacting and using on-chain lending resources. As users move through Web  3 Games into crypto, and this adoption will eventually spill over into other areas of crypto. So VCS are still looking for Web  2. Powerful studios and   in games; builder, and powerful infrastructure.

And venture capitalists are paying close attention. NFT IP address. Eg. Every year, New areas are likely to emerge. IP, as well as unlock existing. IP  To enhance the community experience, which is Web  2. What is lacking in the field.

Web  3 Social media is another exciting frontier, Web  2. Turmoil on social platforms (where users are angry about censorship and monetisation of personal data) will draw users to Web  3. Social platforms. However, it is still early days and only a handful of platforms are actively building and gaining traction.

有许多游戏选择同时迎合 Web 2 和 Web 3 用户。有可能有一款被认为是「Web 2.5 」的游戏，而 Web 2 玩家（可能对使用 NFT 或 Token 不感兴趣）仍然可以在慢慢进入 Web 3 的同时体验游戏。从长远来看，这种优先考虑玩家意向的方法更有意义，而不是试图从一开始就强迫玩家接受 NFT 和 Token 。

Our New Year's resolution is to really play all the games we're looking at and really understand what works and what doesn't, because games take a long time to build. With Web  With the development of social media, anyone can start to create their own on-chain credentials and social presence. The same applies to the L2 ecosystem and, depending on their interests and goals, understand which ecosystem is best for the end user. As the user experience of cryptocurrencies improves year by year, we expect more and more users to use cryptocurrencies and cryptocurrencies with each passing day. NFT  The application of

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