今天，我们很高兴地宣布，Multicoin Capital 与我们在 Jump Crypto 的朋友一起共同领导了对Metaplex的 4600 万美元的战略投资，Solana Ventures、Alameda Research、Samsung Next、Sino Global Capital、Animoca、Culture3 Capital、Blue Pool 以及其他 90 名支持者也参与了该投资。
Metaplex 是一种去中心化协议，与开源 web 框架相结合，可帮助艺术家、品牌和创建者创建出 NFT 并推出自托管店面。Metaplex 是 Solana 主要的 NFT 标准，为绝大多数的 NFT 活动提供了动力。
自 2021 年 6 月推出以来，Metaplex 自身已经推动了超过12 亿美元的 NFT 销售额，代表了 550 万多个 NFT，85，000 个项目和超过 600，000 名活跃的收藏家。Solana 上 200 个最受欢迎的 NFT 项目的总市值超过 10 亿美元，其中Solana Monkey Business、Degrade Ape Academy和Shadowy Super Coder DAO等系列在排行榜上遥遥领先。Metaplex 的标准和工具都已经找到了大规模的市场，吸引了用户，并开始扩展——这一切都发生在第一次正式筹款之前。
NFT 正围绕媒体、文化、体育和通用互联网应用迅速重塑社区。一大批有影响力的创作者开始意识到这一点，并相应地在本轮投资了 Metaplex，其中包括 Michael Jordan、William Wesley、Allen Iverson、Shari Glazer、RÜFÜS DU SOL 和 Cozomo de' Medici 等人。基于 Metaplex 标准构建的 NFT 系列代表了世界上一些最重要的创作者、投资者和艺人。我们将此归功于 Metaplex 对开箱即用的执着，Solana 区块链提供的根本性成本优势，以及链上可组合资产的巨大设计空间。
NFT 的采用代表了 Web3 采用周期中的一个里程碑式的时刻。尽管过程中存在摩擦点，但成千上万的外行用户仍愿意加入加密轨道。过去一年的活动标志着对加密货币核心原则（所有权）的主流理解。世界正在开始接受将去中心化网络当做具有主权的、不可变的和抗审查分类账的价值主张。
虽然许多人将 NFT 视为 JPEG，有一些由区块链提供的出处或所有权保证，但它们拥有的实用性潜力远远超出了这种单一性。NFT 是加密领域最灵活的数据结构之一，其用例范围从游戏资产到金融合约以及介于两者之间的所有事物。除了所有权，Web3 解锁的关键在于可组合性的概念，即在任意特定环境中，资产均可以无缝地转移至其他环境。
为了实现所有权和可组合性，我们需要创建必要社会共识的标准。在社会中，我们利用法律法规来形成对产权和预期行为的共同理解。在区块链上，这种理解来自开发人员构建协议和应用程序的标准。
我们对 Metaplex 的论述很简单：在开发规范标准并通过模块式产品和计划推动其使用时，Metaplex 会成为基础层，所有价值均以NFT形式交换。
Metaplex 社区持续在糖果机、拍卖行和口香糖等产品中开发新颖的发行和分配机制——每种机制均能让创作者对其收藏品的发布方式进行精细地控制。开源参考实现和 SDK 使开发人员能够轻松地部署和扩展新的应用程序。在 Magic Eden、Fractal、HEIR、Star Atlas、Aurory 和 Genopets 等应用程序中，超过 2,600 个开发团队已经对核心存储库进行了 15,000 多次分叉。
随着越来越多的资产和应用程序使用 Metaplex 的标准在 Solana 上部署，我们将开始看到 Metaverse 的某些部分以大规模扩展，可互操世界的形式形成。想象一下，在Star Atlas中获得的游戏资产通过Fractal进行拍卖，利用Bridgesplit进行细分，最终由 DAO 共同拥有，而非Squads拥有。在这些世界中，新的互动和参与形式的潜力是无限的，而这一切都将由 Metaplex 创建的标准来实现。
Solana 是唯一一个保持可组合性的同时，又可供地球上每个人访问的区块链，我们相信，Metaplex 将在面向消费者的产品开发中发挥关键作用，从而将接下来的 1 亿用户带入加密领域。
声明： Multicoin 已合理地制定、主张和执行书面政策和程序，以查明并有效地管理与其投资活动有关的利益冲突。
Disclosure: Unless otherwise indicated, the views expressed in this post are solely those of the author(s) in their individual capacity and are not the views of Multicoin Capital Management, LLC or its affiliates (together with its affiliates, “Multicoin”). Certain information contained herein may have been obtained from third-party sources, including from portfolio companies of funds managed by Multicoin. Multicoin believes that the information provided is reliable and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation. This post may contain links to third-party websites (“External Websites”). The existence of any such link does not constitute an endorsement of such websites, the content of the websites, or the operators of the websites.These links are provided solely as a convenience to you and not as an endorsement by us of the content on such External Websites. The content of such External Websites is developed and provided by others and Multicoin takes no responsibility for any content therein. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in this blog are subject to change without notice and may differ or be contrary to opinions expressed by others.
The content is provided for informational purposes only, and should not be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. The contents herein are not to be construed as legal, business, or tax advice. You should consult your own advisors for those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. Any investments or portfolio companies mentioned, referred to, or described are not representative of all investments in vehicles managed by Multicoin, and there can be no assurance that the investments will be profitable or that other investments made in the future will have similar characteristics or results. A list of investments made by funds managed by Multicoin is available here: https://multicoin.capital/portfolio/. Excluded from this list are investments that have not yet been announced (1) for strategic reasons (e.g., undisclosed positions in publicly traded digital assets) or (2) due to coordination with the development team or issuer on the timing and nature of public disclosure.
This blog does not constitute investment advice or an offer to sell or a solicitation of an offer to purchase any limited partner interests in any investment vehicle managed by Multicoin. An offer or solicitation of an investment in any Multicoin investment vehicle will only be made pursuant to an offering memorandum, limited partnership agreement and subscription documents, and only the information in such documents should be relied upon when making a decision to invest.
Past performance does not guarantee future results. There can be no guarantee that any Multicoin investment vehicle’s investment objectives will be achieved, and the investment results may vary substantially from year to year or even from month to month. As a result, an investor could lose all or a substantial amount of its investment. Investments or products referenced in this blog may not be suitable for you or any other party.
Multicoin has established, maintains and enforces written policies and procedures reasonably designed to identify and effectively manage conflicts of interest related to its investment activities. For more important disclosures, please see the Disclosures and Terms of Use available at https://multicoin.capital/disclosures and https://multicoin.capital/terms.