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Former #Investment banker | 5 years #Bitcoin Holder | Blockchain Industry Researcher | Co-builder of @MeebitsAlpha | Twitter:@nanbeiblock
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How much is the Blur airdrop worth? NFT Exchange Valuation Analysis
How much is the Blur airdrop worth? NFT Exchange Valuation Analysis
TL;DR
The market shares of Opensea, Blur, X2Y2, and Looksrare are 36.77%, 28.05%, 24.35%, and 7.42% respectively
But the real share after excluding Wash Trading is about 59.1%, 19.5%, 13.2% and 2.9%
Among the currently listed exchanges, X2Y2 is undervalued and Looks is overvalued
Blur's FDV valuation range is about: 382 million - 458 million US dollars
Foreword
Blur will launch platform tokens on February 14th, when every
TL;DR
The market shares of Opensea, Blur, X2Y2, and Looksrare are 36.77%, 28.05%, 24.35%, and 7.42% respectively
But the real share after excluding Wash Trading is about 59.1%, 19.5%, 13.2% and 2.9%
Among the currently listed exchanges, X2Y2 is undervalued and Looks is overvalued
Blur's FDV valuation range is about: 382 million - 458 million US dollars
Foreword
Blur will launch platform tokens on February 14th, when every
NFT交易所行业概览——NFT交易所的核心竞争力是什么
一、NFT交易所竞争格局
（一）高速增长的NFT市场
截至2022年6月30日，NFT行业的累计交易量已经达到了678.18亿美元，每天约有超过5万名NFT交易者在链上参与交易。678.18亿美元这个数字看起来可能没什么感觉，但如果告诉你一年前这个数字仅仅只是13亿美元呢？在短短的一年内NFT的累计交易量翻了近50倍。
（数据来源：cryptoslam.io）
（二）NFT交易所竞争的三个阶段
在这样一个高速增长的生态中，生态的参与者也竞争激烈。NFT交易所现在的竞争状态很像当年DeFi Summer的DEX竞争状态。
第一阶段，每条公链上都会有自己的NFT交易所出现，比如ETH上的Opensea、Solana上的Magic Eden、BSC上的Treasureland。
第二阶段，先从以太开始，每条公链都会由层出不穷的仿盘、挑战者出现与头部产品竞争。在DeFi是Sushiswap挑战Uniswap；在NFT交易所是Looksrare、X2Y2向Opensea发起挑战。
（一）高速增长的NFT市场
截至2022年6月30日，NFT行业的累计交易量已经达到了678.18亿美元，每天约有超过5万名NFT交易者在链上参与交易。678.18亿美元这个数字看起来可能没什么感觉，但如果告诉你一年前这个数字仅仅只是13亿美元呢？在短短的一年内NFT的累计交易量翻了近50倍。
（数据来源：cryptoslam.io）
（二）NFT交易所竞争的三个阶段
在这样一个高速增长的生态中，生态的参与者也竞争激烈。NFT交易所现在的竞争状态很像当年DeFi Summer的DEX竞争状态。
第一阶段，每条公链上都会有自己的NFT交易所出现，比如ETH上的Opensea、Solana上的Magic Eden、BSC上的Treasureland。
第二阶段，先从以太开始，每条公链都会由层出不穷的仿盘、挑战者出现与头部产品竞争。在DeFi是Sushiswap挑战Uniswap；在NFT交易所是Looksrare、X2Y2向Opensea发起挑战。
Why X2Y2 is undervalued
1. Introduction of X2Y2
X2Y2 is a semi-decentralized NFT exchange platform established in Feb 2022. Daily trading volume has already reached 25M USD four months after its launch and has around $4.5M volume after deduction of wash trading. The platform’s token, which shares the same name as X2Y2, has a market capitalization of $3.425M and an FDV of $28.5M. The most iconic property of X2Y2 tokenomics is that the token holders share the platform's 100% profit (transaction fee). Despite the project
X2Y2 is a semi-decentralized NFT exchange platform established in Feb 2022. Daily trading volume has already reached 25M USD four months after its launch and has around $4.5M volume after deduction of wash trading. The platform’s token, which shares the same name as X2Y2, has a market capitalization of $3.425M and an FDV of $28.5M. The most iconic property of X2Y2 tokenomics is that the token holders share the platform's 100% profit (transaction fee). Despite the project
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