Yapybara 是 @KaitoAI 的官方唯一 NFT 总量 1500；地板 0.59 ETH = 2600U 当前总市值：3.9M ATH 12 ETH；当前是地板中的地板 InfoFI 的龙头就是 @KaitoAI 一己之力创造了这个赛道 Yapybara is the official and only NFT of @KaitoAI. Total supply: 1500; floor: 0.59 ETH = 2600 U. Current total market cap: 3.9M ATH: 12 ETH; currently the floor of the floor The leader of InfoFI is @KaitoAI, who single-handedly created this sector. 当前 $KAITO 代币价格为 1.09； 流通市值为 241.4M 全流通市值为 1.09B 也就是 NFT 的市值不及代币 流通市值的1/55；全流通市值的1/230 Current $KAITO token price: 1.09; Circulating market cap: 241.4M; Total circulating market cap: 1.09B This means the NFT's market cap is less than 1/55 of the token's circulating market cap and 1/230 of its total circulating market cap. 找个顶级 NFT 看看 $PENGU 代币价格 0.03，市值 1.88B 全流通市值 2.66B NFT 大企鹅 10.1ETH*8888=395M 小企鹅 1.19*21916=116M+395M=511M（不包括周边） 也就是 NFT 市值是代币市值的 1/3 和 1/5 Find a top NFT. $PENGU token price: 0.03, market cap: 1.88B; Total circulating market cap: 2.66B NFT Big Penguin: 10.1ETH * 8888 = 395M Little Penguin 1.19 * 21916 = 116M + 395M = 511M (excluding peripherals) This means that the NFT market capitalization is 1/3 and 1/5 of the token market capitalization. 这么一对比可以直观感受到的是 Yapybara 被严重严重的低估了 但是造成当前局面的原因是为什么呢？ This comparison clearly shows that Yapybara is severely undervalued. But what is the reason for the current situation? 比较关键的是， $KAITO 空投过后对于 NFT 的定位模糊，赋能严重不足，完全依靠社区在苦苦支撑 @Punk9277 老板的开会和发推都是给予 NFT 价高的评价，但很多内容都很空洞，没有实际的行动去维护其市值； Crucially, after the $KAITO airdrop, NFT's positioning was unclear, its empowerment was severely insufficient, and it relied entirely on the community for support. @Punk9277's meetings and tweets were filled with high praise for NFTs, but many of the comments were hollow, lacking concrete action to maintain their market value. 不过就在本周前些时间，官方给 NFT 开创了一个全新的板块，给 NFT 持有者一定的身份认同，所以，看到不少大佬都纷纷换上了 Yapybara 的头像； However, earlier this week, the official NFT sector was created, giving NFT holders a sense of identity. As a result, many prominent figures have adopted Yapybara as their profile picture. 但是恕我直言，我的无论是什么排名在 @KaitoAI 上都是极低的，但我也在这个榜单上而且还是中间位置，也就是说这个榜单的含金量其实并不高； But with all due respect, my ranking on @KaitoAI is extremely low, regardless of the rankings. I'm also on this list, and in the middle, meaning the value of this list isn't particularly high. 也就是当前情况 Yapybara 还是关注度不够，价格也并没有因为这个新板块而出现异动，市场依旧是不买账的，可能相对于华而不实的排名而言，大家更看好的是价格，要知道一个 5 万美元的 NFT 和一个 2.6K 的 NFT 所代表的意义是完全不一样的； In other words, Yapybara still lacks significant attention, and its price hasn't moved significantly despite this new sector. The market remains unconvinced. Perhaps, rather than flashy rankings, people are more focused on price. Consider the difference between a $50,000 NFT and a $2,600 NFT. The meanings they represent are completely different. 结论， @KaitoAI 对于 NFT 的赋能还远远不够，Yapybara NFT 依旧是严重低估的状态，但是筑底是肯定的，所以，甚至都可以作为定投标的去做； 对于它的预期还有什么呢？除了身份象征之外，它还能带来什么呢？大企鹅其实已经给出答案了。 In conclusion, @KaitoAI's NFT empowerment is far from sufficient. Yapybara NFTs are still severely undervalued, but a bottom is definitely forming, so it could even be considered a fixed-price investment. What else can be expected of it? Besides being a status symbol, what else can it bring? @pudgypenguins has already provided the answer.