Yapybara 是 @KaitoAI 的官方唯一 NFT 總量 1500；地板 0.59 ETH = 2600U 當前總市值：3.9M ATH 12 ETH；當前是地板中的地板 InfoFI 的龍頭就是 @KaitoAI 一己之力創造了這個賽道 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. 當前 $KAITO 代幣價格為 1.09； 流通市值為 241.4M 全流通市值為 1.09B 也就是 NFT 的市值不及代幣 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. 找個頂級 NFT 看看 $PENGU 代幣價格 0.03，市值 1.88B 全流通市值 2.66B NFT 大企鵝 10.1ETH*8888=395M 小企鵝 1.19*21916=116M+395M=511M（不包括周邊） 也就是 NFT 市值是代幣市值的 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. 這麼一對比可以直觀感受到的是 Yapybara 被嚴重嚴重的低估了 但是造成當前局面的原因是為什麼呢？ This comparison clearly shows that Yapybara is severely undervalued. But what is the reason for the current situation? 比較關鍵的是， $KAITO 空投過後對於 NFT 的定位模糊，賦能嚴重不足，完全依靠社區在苦苦支撐 @Punk9277 老闆的開會和發推都是給予 NFT 價高的評價，但很多內容都很空洞，沒有實際的行動去維護其市值； 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. 不過就在本週前些時間，官方給 NFT 開創了一個全新的板塊，給 NFT 持有者一定的身份認同，所以，看到不少大佬都紛紛換上了 Yapybara 的頭像； 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，我的無論是什麼排名在 @KaitoAI 上都是極低的，但我也在這個榜單上而且還是中間位置，也就是說這個榜單的含金量其實並不高； 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. 也就是當前情況 Yapybara 還是關注度不夠，價格也並沒有因為這個新板塊而出現異動，市場依舊是不買賬的，可能相對於華而不實的排名而言，大家更看好的是價格，要知道一個 5 萬美元的 NFT 和一個 2.6K 的 NFT 所代表的意義是完全不一樣的； 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. 結論， @KaitoAI 對於 NFT 的賦能還遠遠不夠，Yapybara NFT 依舊是嚴重低估的狀態，但是築底是肯定的，所以，甚至都可以作為定投標的去做； 對於它的預期還有什麼呢？除了身份象徵之外，它還能帶來什麼呢？大企鵝其實已經給出答案了。 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.