Panoramic analysis of upstream, middle and downstream industrial chain of "dry goods" NFT

at present NFT Industrial chains can be classified into three categories , Upstream is the creator 、 The midstream is a trading platform 、 Downstream are collectors .

1. The upstream — Creator

NFT Producers include individual creators and team creators .

NFT Producer classification

Personal creators

Traditional artistic creation forms , Even if the author's works become popular in the future , The creator is still poor ; In this mode , Creative ability has never been well motivated . For most art creators , Only a few works may be popular in the career of self creation , And most of them are sold at a low price , It took a long time for the work to catch fire ; But when the copyright of the work is transferred , The popular works are of high value , It has nothing to do with the direct Creator .

With NFT To distribute works in the form of , Every transfer of ownership of the work , The prices of transactions on the chain are open, transparent and traceable , In each transaction, it is possible for the creator to withdraw the copyright fee . At present the mainstream NFT The trading platform is providing users with NFT In the process of release , It is allowed to set a certain copyright fee , Creators can draw royalties from each transaction ; If in Opensea Go public NFT, Up to... Can be set 10% Copyright fee of . A mechanism whereby creators collect royalties for each transaction , Can fully stimulate the creation , Encourage art transactions .

Opensea Copyright fee settings

Team Creator

For brands , The epidemic has frustrated the offline sales channels , There is an urgent need to accelerate the digital transformation , Develop new customers .NFT Hot , It has attracted major brands , Especially the first-line luxury brands , stay NFT、 Many attempts in the field of social games .NFT Uniqueness 、 Scarcity and social attributes coincide with the concept of luxury .Gucci It is the first one in the world NFT A leading luxury brand in the field .2021 year 5 month ,Gucci The first of NFT The work is based on “Aria” Series as the theme , Present in video form . The duration of the whole video is about 4 minute , Under the warm sun , White horse 、 Peacocks and well-dressed girls show the brand's consistent high-level sense . The NFT At Christie's with 2 Ten thousand dollars ,2.5 A $million deal .

LV stay NFT The field has made a bold attempt , To celebrate LV founder Louis Vuitton Of 200 The birthday of ,2021 year 8 At the beginning of this month, it released a free online mobile game of plot interaction developed by itself “Louis The Game”, Embedded in the game 30 individual NFT,8 month 15 The date of , continuity 30 Take one every day and give it to the player . It will be replaced on the first day of launching 《 Glory of Kings 》 The top IOS Top of the list of free game downloads .

LV NFT Collection games

For game manufacturers , Make the assets in the game NFT Can rub the heat of the metauniverse , Get the favor of assets .Roblox 21 year 3 month 10 Japan DPO list , Breakthrough on the first day of listing 400 $100 million market value , The concept of meta universe has come into the public view .Axie Infinity Through the game and NFT Combined metauniverse game mode , Become 2021 The most profitable blockchain application in the second half of ,NFT Combined with the game, it becomes 2021 The most favored segment of cryptocurrency in ,NFT As an important asset form in the meta universe, it is gradually recognized by the public .

2. In the middle —NFT exchange

NFT The importance of exchanges

An important link in the industrial chain ： For creators and collectors , It provides an information intermediary platform , Improve NFT The turnover rate of , increase NFT Collection liquidity .

Enhance the currency attribute of cryptocurrency ： Because the price of cryptocurrency fluctuates violently , In the real trading scenario , Few people will choose to trade in cryptocurrency , More people regard it as speculation and ignore its monetary function . Most of the NFT The trading business of the exchange is realized through contracts , Buy NFT Need to pass token （ Such as WETH） Interact with contracts , In order to realize the NFT Transfer of ownership .NFT Transactions are denominated in tokens , Trade in tokens , Improved the currency attribute of cryptocurrency .

Improve the public chain value ：NFT The casting of , transaction , Transfer, etc. can be given to Crypto An important part of bringing incremental capital , Relevant data show that , NFT exchange Opensea Became an etheric ecology Gas Applications that contribute the most . In the public chain NFT The emergence of exchange applications , It can greatly improve the Gas Use , Promote token appreciation , It is an important part of each public chain ecology .

Value capture method and market space

NFT The emergence of created a new digital collection trading scene , Exchange capture NFT The way of ecological value is to act as an information intermediary , To creators and collectors 、 Between collectors NFT trading platform , And earn a certain transaction fee from it . Such as oligarchic platform Opensea, In each NFT Charge in the transaction 2.5% The handling charge , In the latest round of financing （2022 year 1 month 4 Number ）, Valuation reached 133 Billion dollars .

Competition pattern

Tradable collections are mainly divided into open and certified . Open type refers to all on the chain NFT Works can be traded . Buyers can give any chain NFT Works bid , Even if the holder does not sell this... On the platform NFT, Not even users of the exchange , Such as Opensea、Rariblecai And so on .

Certification system means , Artists who have passed the platform certification can publish their works on the platform , Works that can be traded on the platform are also certified , Such as SuperRare、Nifty Gateway And so on ,Foundation Adopt invitation system , That is to say, the works can only be published after being invited by the existing artists on the platform , It is also a kind of authentication in disguise , Certified by existing artists on the platform . The advantage of adopting the certification system is that the quality of the platform works can be strictly controlled , Make artistic endorsement with platform , So as to charge a higher income handling fee . The advantage of using open architecture is that it can attract more creators , No off chain authentication operation is required , More in line with the spirit of encryption .

Opensea Lay the NFT The oligopoly of the exchange , Its moat lies in its infinite fluidity . As the first to adopt open NFT exchange , No issuance threshold , You can use Lazy Minting In the same way NFT, That is no Gas issue NFT, After the transaction is completed , The buyer pays for the casting Gas, Increased the supply of long tail creators . The buyer initiates the purchase Offer when , There is no need to pay Gas, No need to lock token liquidity , Increase long tail purchase demand .

3. The downstream — Collectors

For art buyers , Spend a lot of money to collect artworks , In addition to appreciating the artistic value of the work itself , And it's very important , They value the preservation of value brought about by the scarcity and originality of works of art 、 Value added functions ,NFT It can guarantee the scarcity and originality of the collection . High value collections need to pay more extra costs in the collection process , Such as identification 、 Store 、 Maintenance cost , and NFT The collection can solve these problems perfectly .

Users can consult the blockchain browser for authentication NFT The authenticity of the collection , Greatly reduce the cost of forgery detection . secondly , hold NFT No payment for storage 、 transport 、 Maintenance and other costs . Art investment can satisfy the flaunting psychology of the rich , Many high net worth people hope to invest in art , Improve your cultural taste 、 Social circle and social status . The more expensive the collection , The more it can satisfy the rich people's showing off mentality .

4. summary

For the Creator , We need to pay attention to the social nature of the work . Social attribute is the most important attribute at present . Big factories have begun to educate the market , Such as Twitter Introduction NFT Avatar authentication function , In the future, all social platforms may have this function , To make a avatar with a picture created by others, you need to buy it first NFT It will gradually become the consensus of everyone . After the creator's first creation , We need to pay attention to the later re creation , It can also encourage community members to co create , The format can be short video , Works with certain satirical and critical meanings, such as facial expression package , Can quickly spread on social platforms .

For collectors , You can try and error many times at low cost , Cheap and community friendly projects , At least 2 individual NFT Afford to buy , A paper hand , When the price rises, the principal will be guaranteed first , A diamond hand wins high odds .

For exchanges , Need to pull NFT That is, those who benefit , towards Opensea The user airdrops to obtain the initial traffic , Make efforts to reduce the transaction cost of customers in terms of contract transaction complexity , Launch more Opensea No relevant NFT Derivative services , Such as NFT To loan ,NFT Fragmentation, etc .

『 Statement ： This content is for the general public only NFT Enthusiasts learn and exchange science , It does not constitute an investment opinion or suggestion , Please look at it rationally , Set up the right idea , Improve risk awareness 』