NFT排行榜介绍

今天Nansen公布了我们的 NFT 排行榜，信息丰富且有趣，它还可以作为研究自己钱包且制定策略的工具。这项新功能是对上周发布的钱包分析器做出了补充说明，能够显示钱包中每个 NFT 的总收益和实现的收益。我们相信这两种产品都是行业首创，因为它们从开始铸造的那一刻起就自动涵盖所有标准 ERC-721 项目。在这篇文章中，我们通过检查 Pranksy、atblank.eth 和 natealex.eth 等排行榜上的钱包来深入研究这些新功能。 

介绍

NFT（Non-Fungible-Tokens）是非流动性资产。就像传统艺术一样，不能以既定的价格出售。这通常意味着 NFT 收藏的潜在价值难以确定，并且需要能够评估市场趋势和潜在买家的专业知识去评判和制定价格。随着最近新 NFT 项目的蓬勃发展，仅仅计算一个钱包花了多少钱就可以成为一项全职工作。诸如“我赚了多少利润或损失了多少？” 或“我如何有战略的去管理我的投资组合？”之类的问题。而最终答案往往是基于一时兴起或着电子表格中统计的数据。

排行榜

对 NFT 这样的不可替代资产，最简单的计算方法就是看它的总利润，总利润计算为总收入减去总支出。我们所有的数据都直接取自以太坊区块链，涵盖了铸造合约和OpenSea和Rarible等二级市场。我们考虑了所有货币（ERC-20）并以历史汇率在以太坊中表示这些货币。在 NFT Paradise 中，你将看到一个根据总利润对NFT钱包的排行榜。如果你点击进入特定的 NFT集合，你还会看到应用于特定集合的排行榜。一个帐号必须从超过3个收藏中买卖至少10个NFT，才能被纳入NFT排行榜。如果你想查看一个特定项目的排行榜，你可以在NFT God模式下的holder选项卡下找到它。

NFT排行榜:Pranksy在整体利润排行榜(Top)和Bored Ape Yacht Club排行榜(Bottom)上都名列前茅

钱包配置和实现收益

当 NFT 以高于或低于原始购买价格的价格出售时，就产生了已实现的收益或损失。它与总损益相同，但仅适用于买卖的特定 NFT。如果你点击排行榜上的名称或在Nansen的钱包配置文件中输入自定义地址，那你可以访问NFT钱包配置文件。在这里，您可以查看钱包的总利润和已实现收益，以及按个人收藏的细分。

在钱包Profiler实现收益:Pranksy的钱包取得显著收益，同时保持高水平的多样化。

为什么这很重要?

作为一名收藏家，可能希望为 NFT 投资制定个人策略。对于新项目来说，能够理解自己的投资组合和购买习惯，围绕着NFTs和FOMO所持的兴奋之情有助于开发一种复杂的资产管理方法。当与排行榜结合时，钱包配置文件还可以洞察顶级收藏家的行为以及他们如何管理他们的投资组合。

让我们从排行榜中举几个例子来看一下。

• 主力军

“Pranksy” - 最佳整体利润 

Pranksy是多产的。Pranksy总共花费了1860 ETH(目前为340万美元)，是排行榜上其他任何人的3倍多。Pranksy 在前10名（86个收藏）中涵盖的项目也比其他任何人都多，总共购买了9390套NFTs，其中2350套已售出。这些数据表明Pranksy不仅赚取了巨额利润，而且还是一个热衷于再投资新项目的先驱。向Pranksy致敬。稍后我们将一起了解一下Pranksy 当前使用的策略，但首先让我们来了解一些更关键的参与者。

Wallet Profiler 中的已实现收益：Pranksy 的钱包在保持高度多样化的同时取得了显着收益。 

‘atblank.eth’ - 最佳百分比利润

Sorting by columns reveals a wealth of new wallet names to also examine. Topping the Total profit % is atblank.eth making a 5000%+ profit on investment. Clicking on atblank.eth loads the wallet profiler which reveals a staggering 13,000%+ return on Autoglyphs with nearly 50% still unsold.

NFT paradise profit leaderboard sorted by column

‘Danny’ - biggest spender 

The wallet labelled ‘Danny’ on OpenSea is one the biggest spenders and hodlers with a total spend of 2570 ETH over 7088 NFT purchases, of which only 149 have been sold. Notable purchases by Danny include 35 Hashmasks with a total spend of 1175 ETH and none yet sold. #hodlgang

NFT paradise profit leaderboard sorted by spent (ETH)

‘snotrocket.eth’ - most NFT collections bought

With NFTs spanning 118 NFT collections, ‘snotrocket.eth’ is the most eclectic buyer. Despite this breadth of investment, snotrocket.eth has managed to make 145 ETH total profit and only sold 184 out of their 613 NFTs. That degree of total profit is unusual for an NFT collection with such high diversification.

NFT paradise profit leaderboard sorted by #Collection Bought

Top 3 drill-down 

Clicking through from the leaderboard or manually entering a wallet address takes you to the wallet profile and a breakdown of spends and gains by every NFT collection purchased. Paying close attention to the numbers in these columns can reveal strategies used by collectors. 

1st place -Pranksy and reinvestment

Returning to Pranksy’s wallet and sorting by the percentage sold column reveals zero sales for some major projects recently minted: Bonsai, Cryptoptrunks, Hashdemons, Punk Comics and Polymorphs. In contrast, Bored Ape Yatch Club appears at the later stage of an ongoing sale with 98% (1248/1250) of NFTs sold. Knowing Pranksy’s aversion to selling at floor prices, a lack of selling may either be taken as a signal of long term strength or a lack of buying sentiment. Further research into current floor prices compared to purchase prices might reveal some interesting if not speculative insight for these key collections. 

Realized gains for Pranksy in NFT wallet profile sorted by % Sold

2nd Place - atblank.eth and generative art 

In contrast to Pranksy, 2nd placed ‘atblank.eth’ (already featured as 1st for % gains) has a smaller and more focused portfolio spanning only 12 NFT collections and appearing to specialise in generative art like Autoglyphs and Artblocks. atblank.eth has yet to make a loss on any NFT sold suggesting a patient and considered collecting style. Using the wider features of wallet profile we can also dig a bit more into atblank.eth’s on-chain history. Looking at related wallets in the NFT wallet-overview shows Atblank.eth as a prolific deployer of contracts with 94 deployed to date.  

Realized gains in NFT wallet profile reveals that atblank.eth is yet to sell an NFT for less than they paid.

3rd Place  natealex.eth and consistent returns

3rd place ‘natealex.eth’ demonstrates a consistent ability for realized gains with over 6 projects scoring +1000% returns. Here is a collector who knows their NFTs. When selling popular collections the natealex.eth wallet also appears to regularly hodl a remaining ~25-50% of NFTs. This suggests either a long-term attachment to NFTs beyond their monetary value or perhaps just some moon-bags for a rainy day.  

Realized gains in NFT wallet profile reveals consistent gains for natealex.Eth with many NFTs yet to sell

Summary

The NFT leaderboards and wallet profiler represent new ways of gaining insight into the fast moving and newly emerging NFT ecosystem. Unlike traditional art-markets, blockchain is able to preserve individual privacy whilst acting as a public treasure-trove of data revealing market trends and buyer strategies. These feature updates enable new and seasoned collectors to curate their own list of notable wallets to develop unique and personal insights into the latest NFT activity.