Please look forward to 2022 following the 2021 data review template

Agenda commercial 2021 du NFT

To date, Ethereum NFT's revenue has exceeded US $ 9 billion in 2021, an increase of 2,500% of its total revenue in 2020. 2021 is NFT's first year, and in terms of a bull market cycle , the size of the NFT industry has grown tremendously, with a market value of over tens of thousands of dollars.

Ethereum (USD) NFT Sales 2018-2021, Data Source: NonFungible.com, Cointelegraph Research

In 2021, the print (print) and graphics (art) NFT market, representing more than 90% of sales. NFT's first sales were won by brands such as CryptoKitties and CryptoPunks. In late 2019, the number of changes to the Game NFT category increased due to the expansion of the game's player base, including F1 DeltaTime, Gods Unchained, and Decentraland. In mid-2020, the number of trades for Sports and Metaverse NFT activities started to increase. Around the same time, Art NFT also became more popular, and Bipple's album sales skyrocketed in January 2021. Although the overall material collection activity has declined, it is still ending. all major sales and operations with significant gains. Art groups track collectibles in sales and show that arts (arts) and collectibles are highly valued as well.

Monthly sales of different types of NFT, source of information: NonFungible.com, Cointelegraph Research

Monthly sales of various NFTs in USD, Data source: NonFungible.com, Cointelegraph Research

The popularity of the P2E (Play to Earn) concept has changed the distribution of financial energy among many players in the gaming ecosystem. The market expects GameFi to become the point of growth for next-generation NFT as it progresses. as the NFT industry grows. In March 2021, blockchain games with the GameFi concept started appearing, and by July, the GameFi games represented by Axie Infinity had seen explosive growth. Taking the Decentraland and The Sandbox meta-universe games as examples, each region in the game relates to NFT, proving that the owner of each NFT is the owner and can design and modify it.

GameFi is a mix of DeFi and DeFi Game NFT which has benefited greatly from the development of NFT technology and products. NFT provided GameFi to the field and has become one of the highest grossing products in the gaming industry, enabling many GameFi business strategies to succeed and make GameFi the hottest place of the year. .

As a result, GameFi promoted the importance of NFTs.. The functionality of NFT becomes a wide range of products and payments which are gradually distributed in areas such as sports and meta-universes with elements such as distributed collection, storage and distribution, and have become a medium for the meta. - Supports additional site and NFT fragmentation.

Exchange rates are generally higher than NFT rates, but Ethereum currently holds over 80% of sales. However, due to lower cost and power consumption, other 1 processes such as Flow, Tezos and Wax have become more common.

Blockchain Powering NFT, Source de données : NonFungible.com, Cointelegraph Research

Data shows that the Ethereum blockchain is more powerful than other options (such as Tezos).By 2021, Tezos' revenue will be 35,000 times that of Ethereum. From this point of view, an Ethereum market needs around 30 kWh, which is equivalent to supplying US electricity per day. In comparison, the Tezos promise consumes 0.0016 kWh less than the power it takes to charge an Apple tablet for 10 minutes.

Top Daily NFT Market Volumes (Unit: USD) and Volume (Unit: Unit), Data Source: NonFungible.com, Cointelegraph Research

Sales of NFT in the upper market, led by the decentralized Ethereum application (DApp) OpenSea and Rarible, have seen tremendous growth. CornThe development of these platforms has been limited by the high exchange rate of Ethereum.In the image above, it can be seen that alternative and cheaper blockchain competitors such as Tezos and BSC are gaining more market share.

Signing up for free can increase the return on your investment in NFT. According to OpenSea data, 75.7% of users who sold new NFTs after signing up for free benefited from them, while only 20.8% of users who did not sign up for free did.

Breakdown of NFT sales distributed by the ROI multiplier (buyers on the whitelist and not on the Opensea whitelist), data source: "Chainalysis 2021 NFT Market Report"

Big investments and multiple capital investments result in better sales. According to OpenSea data, 30% of top sites account for 87% of all NFTs for sales and 107% of total revenue is visible.

OpenSea thiab NFT Resale Share Concentration of NFT Resale Revenue Share by Address, Data Source: "The Chainalysis 2021 NFT Market Report"

DAO is booming, DAO stands for Decentralized Organization, the full name is Decentralized Autonomous Organization. DAO is a form of organization that encodes organizational governance and operating rules in the form of a "smart contract" on a blockchain so that it can operate autonomously without having centralized control or third-party intervention .DAOs are expected to become a useful new type of organization to deal with uncertainty, diversity and complexity.2021 created a buzz about DAOs, with PunksDAO leading to the controversy and early recognition of DAOs like FingerPrints, Flamingo, and PleasrDAO. 2022 will be a year of explosive growth for DAO.

DAO's Market Panorama, data source: Daim iav, Coopahtroopa

More information: NFT DAO at a glance Layouts: Social DAO, Crowdfunding DAO, Print DAO ...

Analysis of NFT 2021 data

Significant increase in NFT monitoring - increase in Google search volume

You can experience global user satisfaction in the NFT ecosystem by Google search volume on NFT, and you can see the difference by looking at the search data for "NFT", "E *", and "Metaverse" content. are used . Google Trends below. In the photo, the NFT search volume started increasing in early 2021 and is still popular after the search increased in February, again in August, and the third increase in October in December. the largest growing search volume. The number 100 on the left axis represents the map's maximum for the relative keyword search volume for the area and time. NFT research overtakes E ** and Metaverse, peaking at the end of 2021. E ** exploration space will remain stable throughout 2021. Metaverse will increase significantly in October 2021 Overall, 2021 is the first year of NFT, and its popularity continues to increase, and from this point of view, the reputation of NFT will further increase in 2022 as well.

Relative search volume for "NFT", "ETH" and "Metaverse" in Google-Family World for 2021 Data source: Google Trends, NFT Labs

Breakdown of "NFT", "ETH" and "Metaverse" search interests in Google-2021 global search

Data source: Google Trends, NFT Labs

As the figure shows, the content of NFT and ETH is very popular around the world with a few exceptions.

"NFT", "ETH" and "Metaverse" Top 10 search terms for Google-World statistics for 2021

Data source: Google Trends, NFT Labs

An analysis of the ten search terms and terms related to "NFT," "E **" and "Metaverse" reveals that the broad definitions of NFT-related search terms relate to NFTs and how NFTs change. NFTs will soon be popular in 2021, attracting many newcomers to join the NFT ecosystem and market. As the largest NFT trading platform, Opensea has a large market. There are key points in the E ** research versus the US dollar fiat currency and the research on falling oil prices.Of the terms Metaberez explored, the most detailed was the definition of metaverse.The relationship between Metaverse, blockchain and Facebook changed its name to Meta.

Monthly breakdown of NFT markets by region (2021.1.21 ~ 2021.10.21)

Source: "2021 Chain Analysis NFT Market Report"

The figure shows that many regions, including Central and South Asia, North America, Western Europe, and Latin America, are leading the way for web integration. These charts show that NFTs, like traditional cryptocurrencies, are gaining ground around the world. Since then, no neighborhood has accounted for more than 40% of the network's monthly visits.

Analysis of OpenSea, the most popular NFT industry, shows the overall development of NFT. OpenSea has a collection of over 6,000 NFTs that have been the subject of at least one transaction, including buy, sell or issue. These activities have increased the number of NFTs normally set since March 2021.

The market value of NFT exceeds billions of dollars.

NFT market price (2021.1.1-2021.12.29) Data source: nftgo.io

According to data from nftgo.io, as of December 29, 2021, the market capitalization of NFT was $ 10.49 billion, which is 170 times more than the $ 61.74 million as of January 1, 2021. 2021, it has increased steadily, and growth increased in six months.

NFT market price (2021.8.1-2021.8.31) Data source: nftgo.io

In August 2021, the growth rate curve of the NFT market increased, reaching $ 4 billion as of August 31, with monthly growth of 400% as evidenced by the popularity of the NFT market.

NFT sector ceiling (2018.1.1 ~ 2018.12.30) Data source: nftgo.io

According to data from nftgo.io, from January 1, 2018 to December 30, 2018, the market value of NFTs increased from $ 13.4 million to $ 22.39 million, with a CAGR of 67%.

NFT Activity Report (2019.1.1 ~ 2019.12.31) Data source: nftgo.io

According to data from nftgo.io, from January 1, 2019 to December 31, 2019, the market value of NFTs increased from $ 22.44 million to $ 27.59 million, an annual growth of 23%.

NFT Market Value (2020.1.1 ~ 2020.12.31) Data Source: nftgo.io

According to data from nftgo.io, from January 1, 2020 to January 11, 2021, the market value of NFTs increased from $ 27.62 million to $ 61.74 million, with a CAGR of 124%.

Compared to the market value of NFT data from 2018 to 2021, the annual growth rate is 67%, 23% and 124%, respectively, and as of December 29, 2021, the NFT market value printed on tens of thousands of dollars .

Soaring NFT Volume - Maximum Daily Rate of $ 570M

Modern NFT Trading Volume (2021.11 - 2021.12.29) data source: nftgo.io

According to data from nftgo.io, as of December 29, 2021, NFT's daily revenue was $ 270,000 as of January 1, 2021 to $ 52.11 million as of December 29, 2021. 2021. The industry packaging in the first half of 2021 was stable and the volume in the first half of 2021 was huge.

Modern NFT Trading Volume (left photo from January 28, 2021, right photo from October 28, 2021) Data source: nftgo.io

The popularity of the NFT market peaked in August, with the packaging industry surging on August 29, when the packaging industry surpassed $ 300 million, according to data from the world's largest platform. NFT negotiation, OpenSea. However, performance has declined since then, and on September 8 sales fell below $ 100 million, down almost 70% from their peak.

The CryptoPunks, the cause of the NFT explosion, are still unique NFT paddles. On August 23, the FOMO boom resulted from the buyout and entry of Visa by several adults, and 16,000 Ether traded in just 4 hours. In less than a week, CryptoPunks' floor rate nearly doubled to 140 Ether.

According to data from nftgo.io, the highest daily volume was between $ 2.8 million and $ 570 million in October 2021, which is 2,089 times the daily volume on January 1, 2021. When market capitalization increases, the industry of packaging is also increasing. . . . The second-highest daily volume of the year occurred on August 28, with daily revenue of $ 400 million. On August 28, OpenSea's packaging business hit a record high of $ 235 million. Among them, the cryptopunk industry packed more than 44,500 Ether (around $ 143 million) to become the top spot. On the same day, NBA star Curry transformed his Twitter avatar account into a red image. And this denied image was purchased for 55 ethers and about US $ 180,000.

Annual growth of NFT bars greater than 700%

Number of NFT holders (2021.1.1-2021.12.29) File source: nftgo.io

According to data from nftgo.io, since December 29, 2021, the number of NFT holders has increased by 713%, from 194,108 seats on January 1, 2021 to 1,384,142 seats on December 29, 2021. The growth curve for NFT holders in the first quarter of 2021 went smoothly and the fourth quarter of 2021 saw an increase in the number of new NFT holders. December.

Number of NFT traders (2021.1.1-2021.12.29) Data source: nftgo.io

As of December 29, 2021, the number of NFT merchants has grown steadily and slowly in the first half of 2021 and is expected to increase in the first half of 2021. Many buy more than sellers.

The number of buyers and sellers represents a change in the NFT ecosystem. More buyers than sellers prove that more new customers want to enter the NFT ecosystem than new customers want to know more about assets, and the difference, if there are any who sell more than buyers, that means people are selling. tool. Therefore, the continued difference in the number of buyers and sellers is a good indicator of ecosystem growth.

The above figure also confirms the prosperity and development of the NFT ecosystem. More and more people are entering the NFT ecosystem. “Network interference” allows more people to enter the NFT ecosystem to create higher value and attract more new people to enter and grow. . (Network effect: the network effect is also called network externality or demand-side economies of scale, demand-side economies of scale (based on enterprise-side economies of scale)), which represents the value of products, including consumer products. . increase the number of related articles)

NFT investment and financial gold

Depression in scale and value of financial markets linked to NFT (January to September 2021) Data source: 01 Blockchain

The explosion of the NFT market led to a capital increase. By 2021, major NFT platforms will have a net investment of more than ten million dollars: in March, OpenSea and SuperRare launched Series A funding, after NFT platforms Bitski and Rarible at $ 19 million and 14, $ 2 million in Series A funding fast. Yes.

Judging by the global NFT financial and investment data, from January to September 2021, the number of NFT investments and finance has increased further in the past month. , except for the drop in June of this year. The income count in September increased by 38. In terms of income, the size of the NFT financial sector was uneven, peaking at nearly $ 1.35 billion in September.

Average monthly earnings for January (January-September 2021) Source: 01 Blockchain

According to the public financial plan, the average monthly income of a project, the average monthly income in March, July and September is higher next month. Despite the income or the maximum, the median income is still close to $ 35.5 million, fulfilling the highest monthly average for this year.

Breakdown of financial markets linked to NFT (left) Price difference (right) (January-September 2021) Data source: 01 Blockchain

In terms of financial rounds, the main financial pathways in the NFT related industries are strategic capital, seed / angel investors and the environment, accounting for 41%, 38% and 10% with 81, 74 and 20, respectively. . In addition, 7 rounds of B rounds, 2 rounds of C and mergers and acquisitions, and 1 round of D rounds, ICO and fair-type crowdfunding took place. 51% of investment projects in the region range from US $ 1 million to US $ 10 million, with financial events in the tens of millions and hundreds of millions of dollars of which 15% and 4 with 30 and 9 points. of all%.

NFT 2021 application scenario

One of the first application scenarios for NFTs was virtual acquisition. Because each NFT is unique and irreplaceable, using NFT to encode an image is ideal for collectors, artists, and other sellers because it matches the mismatch of the work process.

The new NFT business is not only the future of sales, but also offers musicians a new way to protect their legal status in times of media coverage and digital content sharing, and to generate new revenue for the developers of games. Although NFTs were first used for artistic writing, their uniqueness and value led to their development as a way for some people to share their finances and personalities. In the future, NFT as a digital collection will be widely used in DeFi field and will gradually expand from artistic investment to various fields such as rare collections, real estate and secured loans.

Most popular NFT weekly volume (2021.3--2021.10)

Source: "2021 Chain Analysis NFT Market Report"

The most popular of the NFT printed charts, cryptopunk was created in 2017, long before the current NFT boom, but its popularity is still ahead.

The report also shows that some new companies, such as Hashmasks, had a volume of $ 380 million in the week of July 4, 2021, but their popularity is only short-term. A similar example can be seen in the Mutant Ape Yacht Club's weekly merchandise, where the first event and fame quickly faded away.

A brief review of NFT projects at the 2021 status level

boring red yacht club

In May 2021, the Bored Ape Yacht Club (BAYC) was born. BYAC's full name is Bored Ape Yacht Club, and it's a collection of 10,000 Monkey NFTs featuring 170 characters with different hats, eyes, looks, outfits, backgrounds and more. . 10,000 special monkeys were programmed and assembled, each with a different face and dress. BAYC is the best NFT series of 2021. In terms of rising prices, fame, investment and more, BAYC has taken the collection of NFT avatars to an unexpected level.

Bored Ape Yacht Club (BAYC) market price, number of bars, 24 hour volume and floor materials, information source: nftgo.io

Bored Ape Yacht Club (BAYC) Market Rate Change (2021.4.23--2021.12.30), data source: nftgo.io

BAYC volume and liquidity (left photo) Change curve for BAYC holders and traders (right photo) (2021.4.23-2021.12.30), data source: nftgo.io

As of December 29, 2021, Bored Ape Yacht Club (BAYC) has a registered capital of almost $ 600 million, with a total of 6002 owners, a market volume of $ 9.8 million in the last 24 hours. to come, and the lowest price. of 58.5 ETH. Unlike the Hash Mask, which was hugely successful but fell to the ground right away, BAYC's reputation is always reaching new heights, and the industry and packaging are packed. Liquidity since inception is 232.47% (liquid is an indicator that shows the relative liquidity of assets. Liquidity = trading volume / total NFT supply * 100%), which is above the hashmask hold and hashmask. 5000-6000 range.

Bored Ape Yacht Club (BAYC) Top 10 Business News (2021.4.23--2021.12.30), data source: nftgo.io

Bored Ape Yacht Club's (BAYC) NFT operation, which has the highest market value since December 30, 2021, is "Bored Ape Yacht Club # 3749" last sold for 740 ETH (approx. 2,924,442) until September 7, 2021.. not found. .

Loot (rau adventurers)

Loot (for adventurers) is the NFT launched on the Ethereum blockchain on August 27, 2021. Loot is a fun toy to play and keep on the blockchain. Statistics, photos and other characteristics have been left to the author on purpose. In general, Loot is a type of NFT channel that is only written on a black background, can join the cast and have the chance to play a fun game. Distribution .. Each loot has 8 different types of glass, so there are 8 rows, each row representing a different type of glass. All accessories are matched with weapon, chest armor, head armor, waist armor, foot armor, hand armor, neck and ring. However, the translation of multiple connections is entirely up to the communities.

The reason Loot has received so much attention is that it changed the way NFT digital avatars were created. Now, Loot advises existing communities and then shares a new introduction of NFT products at the heart of blockchain decentralization.

Loot Market Price (Adventurer), Number of Bars, 24 Hour Volume and Floor Info, Info Source: nftgo.io

Loot Ship Costs (For Adventurers) (2021.8.27--2021.12.30), file source: nftgo.io

Loot Volume and Liquidity (for Adventurers) (left photo) The Loot Holding (for Adventurers) and Traders Change Curve (right photo) (2021.8.27 ~ 2021.12.30), data source: nftgo.io

As of December 30, 2021, the total market value of the loot (for adventurers) was almost $ 160 million, with a total of 2,521 holdings, the market volume in the last 24 hours was close to $ 80,000 , with a minimum of 1.88 ETH.

Overall liquidity is good and trading volume peaked at the launch of the project. Now the secondary market volume is not as good as expected and the trading volume is cold as no way to capture rates is based on loot.

Loot (Rau Adventurers) Top 10 Transaction Records (2021.8.27--2021.12.30), data source: nftgo.io

As of December 30, 2021, the highest market price for all NFT projects on Loot (for adventurers) is "Bag # 748", which last sold for 420.69 ETH (approx. 1,437 US $ 597) on October 3, 2021.

Cryptopunk

Cryptopunk market value, number of bars, 24 hour market volume and data floor, data source: nftgo.io

Cryptopunk Market Rate Exchange (2017.6.12--2021.12.28), data source: nftgo.io

Cryptopunk volume and liquidity (left image) Cryptopunk holders and traders change curve (right image) (2021.1.1--2021.12.28), data source: nftgo.io

Cryptopunk is a 10,000-pixel, asymmetric 24x24, 8-bit image released by Larva labs, a software company in New York City, in June 2017. These pixel avatars were created and stored on Ethereum. blockchain. Each avatar has a unique proof of membership. Cryptopunk has enabled many digital users and facilitated the development of ERC-721 tokens for digital devices.

As of December 30, 2021, cryptopunk had a market cap of $ 1.58 billion, with a total of 3,301 holdings, and market volume of $ 4.66 million in the past 24 hours. The reputation of cryptopunk can be seen in a significant change. 2021 is the year of the cryptopunk explosion, and 2021 will not fade away. Cryptopunk today has a greater impact on entry, but the market is not beyond imagination, potential, and there is a desire to hold it for a long time.

The market price of TVN varies as of December 29, 2021 Data source: nftgo.io

According to nftgo.io, NFTs are: Avatar (virtual avatar / avatar), collection (series), art (games), games, metaverse (metaverse), power (assets), IP (assets), relationships. (Relationship), Music (Music) and Defi (Decentralized Finance) had a ratio of 48.53%, 23.76%, 11.54%, 6.43% and 4.22 in the top 10 categories, respectively, at December 29, 2021. 2.5%, 1.42%, 1.28%, 0.26% and 0.05%.

Avatar (avatar / virtual avatar) has a huge impact, accounting for half of the market value of NFT, totaling almost $ 6 billion. Assembled products (sets together) follow closely behind, accounting for over 80% of the market value of the three DTV groups.

Percentage of NFT brand industry (as of December 29, 2021) Data source: nftgo.io

It recognizes that the distribution of packaging information of the NFT industry and the industry share price difference, as well as the size of the market value, the higher the packaging industry.) And Metaverse (Metaverse) trading volume increased. This type of participation in the DTV industry continues. Since the beginning, only 10 avatar clusters (virtual avatars / avatars), today, while expanding the clusters, the cake market is also booming.

NFT Business Development Group by Series (as of December 29, 2021) Data source: nftgo.io

According to data from nftgo.io, CryptoPunks represent 15.7% of the NFT series with the highest market value since December 29, 2021, after Art Blocks and Bored Ape Yacht Club), Mutant Ape Yacht Club and Sandbox. 8.08%, 5.94%, 3.15% and 2.07% respectively.

NFT volume ratio by series (Figure 1: Complete data history as of December 29, 2021, Figure 2: Data for December 2021, Figure 3: Data for the last week of December 2021, Figure 4: Daily data since December 29, 2021) data source: nftgo.io

Judging from the historical data for all NFT trading volume as of December 29, 2021, this is consistent with the NFT data market. However, there will be some positive effects of 24H / 7D / 30D data. The series at the top of the list of transaction volumes follow one another. As of December 29, 2021, the top of the 24H list is 10.78. % share of Mutant Ape Yacht Club, last term in December 2021. Week 1 is still Mutant Ape Yacht Club, with 13.38%, continuing its position. Judging from the data for December 2021, RTFKT CLONE X Murakami topped the list, accounting for 8.1% of monthly sales. 24/7 data seems to correspond to historical capacities.. New explosive projects are constantly emerging in the NFT market and the future looks bright.