As the development team of the first batch of domestic digital collections | NFT, we carefully compiled this research report on digital collections | NFT. The core value of digital collection|NFT lies in the assetization of digital content. The domestic digital collection|NFT platform is closely connected with the alliance chain to provide technology, distribution and operation services for the casting and distribution of digital collection|NFT. Unlike popular foreign projects such as BAYC and Decentraland, which are directly issued independently on the blockchain, domestic digital collection|NFT projects are mostly issued through digital collection|NFT platforms, while domestic digital collection|NFT platforms are mostly built on alliance chains. On the main platform, Whale Explores Digital Collections | NFT has strong operational capabilities, holds national comic IP creative competitions, treasure plans and other digital collections | NFT activities with animation, cultural expos, and sports organizations, and continues to issue multiple digital collections | NFT ;Fantasy core and Tencent Entertainment's digital collection|NFT content ecological coordination is expected to promote the derivative realization of film and television animation IP and game IP; Metavision platform relies on rich and high-quality visual content system and perfect creator ecology, follow-up digital collection|NFT supply Stablize.
1. Innovative content and distribution model of digital collections
In terms of project distribution, Digital Collection|NFT innovates the content distribution model and provides a new digital collection|NFTIP derivative form. The issuance amount of a single digital collection | NFT project in the domestic market ranges from tens of millions to millions. Various traditional Internet content platforms and content distribution companies have entered the digital collection | NFT Bureau. Q Yin launched the "Moonlight" digital collection | NFT vinyl record, read the article launched the first online IP digital collection | NFT, Aofei Entertainment Pleasant Goat and Big Big Wolf, Tom Cat Talking Tom Cat and other film and television animations or game IP through Digital prints, digital cards, and digital 3D models are derived and digital collections | NFT. In overseas markets, Jay Chou and his friends co-organized the fashion brand PHANTACI and metaverse platform Ezek to issue a limited edition Phantabear digital collection | NFT 10,000 copies, priced at 6,200 yuan, and sold out within 40 minutes. The digital collection | NFT has a total value of 62 million. 10 days after its launch on January 1, the digital collection|NFT increased in value by as much as 20 times. Digital collections | NFT star effect is remarkable. We believe that cooperation with head IP or stars in the future will become an important digital collection | NFT products In addition to digital content releases, toc non-Internet companies such as culture, tourism, sports, consumption, etc. The perspective of value realization cuts into digital collections | NFT.
2. The promotion of digital collections in the secondary market and the primary market
Seeking to open the secondary market, strengthen supervision, and curb hype are the keys to the further development of the domestic digital collection|NFT industry. In view of the fact that the country currently has no strict legal regulations and regulations on digital collections | NFT, and digital collections | NFT and homogeneous tokens use the same technical basis, we believe that with the promotion and popularization of digital collections | NFT applications, future digital collections |NFT casting, issuance, sales, and circulation will be subject to regulatory intervention. At present, the incompletely decentralized platform structure and the incompletely open second-hand trading market mean that domestic participants can only share the income of the primary market. Digital Collection | NFT can be regarded as a new generation of fashion games.
3. Investment suggestions for digital collections in China
Investment advice: The value capture of domestic platform companies comes from the issuance and trading of digital collections | NFT. It is recommended to look for excellent digital collections | NFT platforms from the aspects of blockchain technology strength, alliance chain alliance reputation, Internet platform traffic, operating company operating capabilities and content strength, focusing on (Vision China, Threesome, Tom Cat, Aofei Entertainment , Chinese mobile games).
4. Internet giants and risk factors for digital collections
At present, it is recommended to pay attention to the companies (Alibaba, Tencent, JD.com, Netease, World Show, Tianzhou Culture) that pay attention to the layout of the entire digital collection|NFT industry chain, and have rich and high-quality content ecological Internet content platforms (Vision China, Tencent Music, Reading Group), state-owned background authorization platforms (Threesome, New Media Shares, Mango Super Media), pay attention to digital collections | NFT related trends of Internet vertical platforms (Billy, Xin, Meituan). The core competitiveness of digital collections | NFT project issuers lies in the richness and quality of content, IP influence and the ability to operate derivative products. Digital collections | NFT recommends paying attention to content platforms and distribution companies (Ophelia Entertainment, Tom Cat, China Mobile Games, NetDragon, Dream World, Bubble Mart, Netease Cloud Music), owning digital collections | brokers of NFT top star artists Companies (Huace Film and Television, Huanrui Century) and marketing head companies (Threesome, Blu-ray Logo, Huayang Lianzhong).
Risk factors: digital collections | NFT regulatory policy uncertainty, blockchain infrastructure development meets expectations, and speculative risks are extensive.