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幻核走下神坛 中国数藏迎来行业大洗牌
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7月20日，据多家媒体报道，腾讯正计划裁撤数字藏品“幻核”相关业务，这一消息已传达给幻核团队的基层干部，并已得到内部人士的证实。
一、幻核之变
一夜之间，幻核成为中国数藏界的焦点。据公开消息，幻核于2021年8月上线，距今尚不满一年，却历经多次“哗变”。
2022年3月，幻核进行了由“NFT”向“数字藏品”转型的策略调整。7月初，与幻核团队渊源颇深的腾讯新闻数字藏品频道官宣暂停数字藏品的售卖服务，并在公告中留下了导向幻核的链接。
实际上，自6月以来幻核的数藏业务并不顺利。因为一直未开放转赠及交易市场等功能，幻核“秒杀”盛况不再，加上发行的藏品本身没有明显的竞争力，往往发新几个小时后仍未售罄甚至出现“滞销”情况。
目前，中国尚未建立针对数藏的健全法规体系，换个角度来看，腾讯近期的“降温”事件对行业发展具有一定的建设性，而面临关停可能的幻核，更大的危机还是来源于腾讯整个集团体系内部。根据公开的财报数据显示，自2022年Q1以来，腾讯连续2个季度净利润下滑，互联网巨头公司业务优化调整的直接原因大概率在于“降本增效”。
对于此次媒体报道的“关停”，虽然引发轩然大波，但暂时并未有腾讯方面的官方通知，当前幻核仍正常运营。Meta Media认为，反向营销的可能性虽然不大，但我们应当怀有一种求真存疑的态度。
二、数藏退潮
幻核或许是当下中国数藏界的一个“缩影”。幻核等平台的尴尬处境，从某种程度上讲就是中国数藏的困境。
就目前中国数藏领域的发展现状而言，仍然存在较大的法律和合规性风险。数藏领域的用户画像趋于年轻化，他们很大程度上期望通过藏品实现投资升值，但这也容易带来金融次生风险。
自2022年6月以来，多家数藏平台接到相关通知被关停、整顿。魔元数藏、颖境等小型数藏平台关闭寄售市场，甚至有上市企业旗下数藏平台宣布停止运营。
6月27日，香港上市企业恒生电子旗下的数藏平台“予藏”宣布关停业务，并以“原价回购”的方式进行清退。7月，山东、陕西、湖南等地督促多个数藏平台关停市场，直至相关法律完善允许。
目前，中国尚未出台数字藏品相关的明确法律法规和政策文件，数字藏品作为新兴领域仍具有一定的不确定性与风险性。下半年，中国数藏的“退潮”或将愈演愈烈。
三、未来之路
退潮之后，方知谁在裸泳。在行业发展迅速的情况下，地方甚至国家层面的监管已经开始有所反应。但客观上看，这对于抑制炒作和行业的可持续发展具有显著的积极意义。
对于数字藏品和NFT，我们应该看到，它们的发展作为中国新基建战略的最新落地场景，为中国文化的传承进行了新的尝试并做出了一定的贡献。
在Meta Media看来，在中国相关的监管法规尚未完全成型，上海、成都等地已经推出多项激励政策的情况下，数藏仍然会是中国元宇宙生态中的重要角色。
中国的数字藏品行业仍在探索中前进，并不会因为一些平台的困境而止步，故事仍在续写，一切都在继续。
来源：金色财经 |
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