关键洞察力

◉ 平均代币持有者数量环比增长31%,但新钱包的总互动量有所下降。
◉ 由于熊市使整个加密货币行业的交易活动趋于冷淡,日平均转账次数和总转账量均有所下降。
◉ 相对于上一季度,市场估值在第三季度末有所反弹。
◉ ApeCoin DAO通过了几个常识性的提案,以及一些对品牌和市场倡议的大赌注。
◉ Otherside metaverse的开发取得了进展,第一次公开技术演示在7月中旬成功举行。

关于ApeCoin的简介

APE是APE基金会的原生代币,APE基金会是一个法律实体,负责管理ApeCoin DAO的决定。虽然ApeCoin经常与Board Ape Yacht Club(BAYC)的创建者Yuga Labs混为一谈,但两者是独立的实体。

自推出以来,BAYC和MAYC(Mutant Ape Yacht Club)持有人由于其最初的空投索赔资格,成为ApeCoin DAO成员中最大的投票群。除了对BAYC / MAYC NFT持有人的15%分配外,约16%的代币供应份额被分配给Yuga Labs本身(其中6.25%的分配被标记为捐赠给Jane Goodall遗产基金会,相当于1%的代币供应),另外8%的供应在Yuga Labs的四个创始人之间分配。APE的总供应量中至少有39%可以与BAYC的利益相关者紧密联系,在BAYC社区和ApeCoin DAO之间形成了固有的紧密激励关系。近70%的代币供应仍然被锁定。

ApeCoin DAO预计将随着时间的推移进一步去中心化,因为代币通过生态系统在更多样化的持有人和社区中流动。ApeCoin DAO的基本优先事项应逐渐反映其成员基础,因为越来越多的新途径形成,促进APE的交换(metaverses,商店,经验等)。

首批将ApeCoin整合为本地货币的项目之一是Yuga实验室正在开发的Otherside元空间。Otherside向公众开放的一系列技术演示中的第一个,被恰当地命名为 “第一次旅行”,已于2022年7月16日举行。其他演示活动尚未公布。

 

量化分析

FDV和价格

ApeCoin于2022年3月17日推出,起始代币价格接近~10美元,完全稀释后的市值为~100亿美元。在2022年4月30日Otherside土地铸币活动的预期下,代币价格在整个4月逐渐上升,完全稀释后的价值高达约220亿美元。在Otherside铸币活动完成后,许多记忆性的动力消散了,价格行动最终跟随更广泛的市场抛售。

ApeCoin的完全摊薄价值在6月中旬达到了35亿美元的低点,然后在第三季度反弹,这至少部分是由于ApeCoin与BitPay的整合,使ApeCoin持有者可以购买Gucci的产品。

BAYC和MAYC所有者持有的APE供应量

10亿APE中共有15%分配给了BAYC和MAYC持有人。到第一季度末,BAYC和MAYC APE余额占总APE供应的6.7%(约21.3%的流通供应),分布在约13,400个钱包。

这个份额在第二季度和第三季度继续下降,因为这些持有者逐渐出售和/或转移他们的APE藏品,钱包净减少1,914个。到第三季度末,BAYC和MAYC ApeCoin余额占APE总供应量的3.7%(占流通供应量的11.7%),这些供应量分布在11485个钱包中,占总持有人数量的12.6%。

按规模划分的持有者人数

截至第三季度末,96,250个独特的钱包共同持有ApeCoin的总供应量,分布如下。

◉ 磷虾(1,000 APE或以下)。61,607个钱包/63.9%的持有人
◉ 鱼(1,000 – 10,000 APE):22,259个钱包/23.1%的持有人
◉ 海豹(10,000 – 50,000 APE)。7,595个钱包/7.9%的持有人
◉ 海豚(50,000 – 100,000 APE):2,356个钱包/2.5%的持有人
◉ 鲨鱼 (100,000 – 1 million APE): 2,131个钱包/2.2%的持有人
◉ 鲸鱼(100万APE或以上)。400个钱包/0.4%的持有者

只有磷虾持有者经历了季度增长,他们在总持有者人数中的份额增加了4.2%。然而,鱼群经历了最大的份额下降,下降了2.3%,这是预期的,因为APE供应随着时间的推移而分散。

持有时间 – 占供应的百分比份额

分析持有时间模式可以提供对基本持有人基础的更深入了解,提供代币使用的背景。在考虑到68.5%的锁定代币供应仍未流通后,自3月17日以来,8.3%的代币供应(占流通供应的26.5%)一直停滞在180天以上的持有量–这是最大的流动供应组群。第二大供应队列的代币是持有30天以内的代币(占流通供应的20.9%)。

鉴于代币的流通寿命相对较短,这两个主要分组并不令人惊讶。这两个群组都与加密货币的常见投资模式一致。”HODLers “和 “投机者”。当HODLers获得代币时,无论价格如何变化,他们都会选择至少持有一部分。由于ApeCoin目前的大部分流通供应是通过空投方式提供的,实际上是以零成本为基础的,如果这些接受者选择不出售,他们几乎没有财务风险(除了没有在更高价格出售的机会成本)。最近的持有者可被视为投机性投资者,利用更广泛的市场动荡所带来的代币价格的短期波动。

新的APE持有者


平均来说,每天大约有250个新持有人,除了8月初BitPay整合后短暂的较高增长数字。新用户互动,定义为APE被添加到新钱包的情况,在第二季度公布53%的增长后,缩减了72%。

DAO将寻求拟议的产品计划,如开发一个由APE代币推动的无代码NFT投放平台,以促进未来持有人的增长。此外,Otherside metaverse的发展仍然是地平线上的一个大型潜在催化剂。

APE代币转让


代币转移总额在BitPay整合后也出现了类似的高峰。虽然第三季度以APE计价的平均转账规模增加了27%,但这些交易的总数量和总美元价值分别下降了70%和80%。

按用户规模划分的交易量份额


鲸鱼(>1000万美元)在第三季度的大部分时间里主导了APE的交易量。除了它们之外,海豹(10万-50万美元)在第三季度末的交易量份额增长最大,几乎完全取代了较大的海豚(50-100万美元)和鲨鱼(100-1000万美元)的交易量。随着更多的产品,如NFT市场和Otherside游戏的推出,预计较小的持有人将在预期中获得数量份额。

治理更新–Ape改进提案(AIPs)

APE代币持有人完全负责维护ApeCoin DAO的管理规则。治理参与者可以对社区主导的提案进行投票,如DAO国库的赠款分配、APE定金计划、DAO内部运作、董事会选举、伙伴关系等。这些提案被标记为三个主要类别。流程,生态系统基金分配,和品牌决策。

以下是上一季度通过的一系列具有高度协议影响的获批治理决定。

AIP-64: APE硬币节 – 将NFT社区聚集在一起 – 品牌决定

该提案获得了可行性研究的批准,以确保来自各种NFT社区、品牌、赞助商、场地和活动公司的兴趣书,努力合作举办DAO拥有和管理的会议/节日(Web3 Village)。一旦确定了兴趣,将提交一份单独的提案,详细说明活动的物流。

这个活动的想法是受流行的NFT-NYC活动的启发,因为它成功地连接了多个在线社区。通过整合主要合作伙伴和社区的资源,ApeCoin DAO可以建立一个取得类似成功的活动,同时也提升了ApeCoin作为这个Web3村的创始成员的品牌。

AIP-70: 《无聊的猿猴报》。猿币媒体/BAYC新闻 – 生态系统基金的分配

随着该提案的通过,Bored Ape Gazette被批准获得资助,该资金将用于通过对整个ApeCoin和Bored Ape生态系统的持续研究、分析和报道来扩大其业务和范围。

无聊的猿猴公报》自2021年6月开始运作,成为无聊的猿猴社区值得信赖的信息来源。通过这笔资金,这个以无聊猿为中心的新闻组织将进一步与ApeCoin DAO保持一致,在两个组织的发展中建立互利关系。

AIP-88。通过我们的无代码NFT投放平台和发射台赚取ApeCoin收入 – 生态系统基金分配

该提案为NiftyKit,一个无代码NFT启动平台,提供了必要的资金,以便在其平台上整合APE作为一种新的支付形式。使用 NiftyKit 的 NFT 创建者将能够在铸币活动中接受 APE 作为付款。通过这种整合,ApeCoin DAO希望看到新的ApeCoin持有者加入生态系统,因为之前没有APE经验的创造者开始为他们的NFT赚取APE作为付款。

此外,在与ApeCoin相关的NFT发布活动中,与一个新成立的NFT发布平台的这种紧密联盟可以证明对ApeCoin社区很有用。总的来说,与NiftyKit的合作是一个新的效用形式的例子,可能有助于提高ApeCoin的 “交换速度”。

AIP-89:改善委托体验–流程

该AIP通过增加一个申请流程,并允许用户直接从ApeCoin网站上轻松委托和重新委托,从而改善委托体验。

AIP-91: Ape&Talent – 连接猿人社区内人才的平台 – 生态系统基金的分配

该提案为创建一个名为Ape&Talent的新招聘网站提供资金。

正如提案中所描述的,”本AIP建议创建一个平台,促进猿人社区之间的人才/需求的连接。BAYC、MAYC、BAKC和ApeCoin持有者……总之,这是一个市场(平台),猿人将能够包括他们的才能或他们有哪些领域的经验,并相信他们能够帮助到社区,但在另一边,他们不是企业/机构,而是猿人自己。”

AIP-96: 为公共产品提供资金(ETHGlobal & Gitcoin)–生态系统基金的分配

该提案在APE中预留了20万美元,”用于资助为ApeCoin建设的人的黑客活动和资助项目。这笔资金将分配给三个计划。以太坊基金会即将举行的ETHOnline黑客马拉松,一个专门的Gitcoin ApeCoin生态系统资助项目,以及Gitcoin的变革项目”。

通过参与这些以Web3为中心的活动,ApeCoin DAO希望为其品牌赢得更多的知名度,并为其生态系统增长一个开发人员的基础。

AIP-98。一个社区优先的ApeCoin DAO市场提案–品牌决定

该提案提供了开发ApeCoin DAO自己的NFT二级市场所需的资金。这个市场将遵循几个关键准则,如提案中所述。

◉ 可组合性意味着系统的部分可以被替换和重新组合,所以你可以很容易地替换我们作为ApeCoin DAO市场的前端而不影响用户。

◉ 非榨取性意味着不收取超过你所需要的费用,我们只拿足够的钱来支付运营成本并继续建设,这样我们就可以尽最大努力将价值返还给创造者。

◉ 互操作性意味着系统能够使用可用的数据。通过利用Reservoir0x,我们既能聚集最多流动性,又能为聚集者和其他用户应用程序提供数据,这是MagicEden在其Solana市场上阻止的事情。

通过这个迎合ApeCoin相关NFT的APE原生市场,如BAYC和Otherside Otherdeeds,ApeCoin DAO希望推动APE的采用(以APE计价的列表),推动ApeCoin DAO网站的流量,并减少社区成员的费用。

AIP-113: 扩展AIP-1 – DAO流程 – 流程

在AIP-1中,基金会与DAO的关系条款,由The Board领导,以六个月为基础建立。委员会最初的六个月任期本应在10月17日结束。然而,在9月22日,DAO投票决定将任期再延长三个月,为制定一个正式的程序来管理董事会的提名和选举提供时间。APE基金会将收集社区的意见,以浓缩成一个一致的政策。

总结

鉴于其相对模糊的议程和参与DAO的加密货币原生成员基础,ApeCoin可以被认为是目前市场参与者对 “Web3 “和 “Metaverse “的最纯粹的赌注之一。因此,尽管它有相当大的FDV,但它本质上是一个更具投机性和波动性的代币。第三季度,ApeCoin DAO努力工作,对一些常识性的建议以及几个大赌注进行了投票。很明显,在未来的几个季度和几年里,在这方面还会有很多事情发生。相对于6月底的情况,整个第三季度的持有人数量和价格行动似乎对这些发展做出了积极的反应。

一个令人兴奋的发展仍然在地平线上,那就是Otherside的整合–它将作为一个 “最小的可行产品”,向(数字)世界展示APE作为一个本地货币是如何支撑的。如果Yuga的元宇宙经济在使用APE作为交换媒介的过程中变得繁荣,其他Web3社区可能也会被说服,以某种方式采用这种代币。当然,在更多的生态系统中使用的增加可能会使APE的早期采用者和持有人受益。由于这个 “Web3 Roblox “仍处于测试阶段,持有者需要保持耐心,以抵御熊市的暴风雨。

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