According to Mlion.ai analysis, the core concept of current mainstream NFT projects has shifted from purely digital collectibles to utility value-driven and ecological empowerment, specifically reflected in the following key dimensions:
1. Core innovative concept
1. Utility NFTs dominate the market
- Projects like Bored Ape Yacht Club (BAYC) provide exclusive offline rights for holders through events like 'ApeFest' (such as concerts, membership clubs), transforming NFTs into real-world experience vouchers.
- Trend: By 2025, 60% of new projects will integrate practical functions (such as brand loyalty programs, digital tickets), significantly enhancing long-term holding value.
2. Tokenization of real-world assets (RWA)
- Centrifuge's Tinlake platform converts physical assets such as real estate and artworks into NFTs, achieving partial ownership and on-chain circulation (e.g., a $5 million New York apartment split into 1,000 NFTs for sale).
3. Deep integration of AI and NFTs
- The ERC-7857 standard launched by 0G Labs supports 'Smart NFTs (iNFTs)', allowing AI agents to securely transfer data through NFTs, creating a decentralized AI ownership market (such as the NFTization of AI art generator usage rights).
2. Ecological expansion strategy
- Blockchain infrastructure binding: Leading projects enhance ecosystems through issuing native tokens + Layer2/Layer3 chains.
▶︎ Pudgy Penguins launched the PENGU token and Abstract blockchain (L2), driving the floor price to soar to 35 ETH (+210% YTD).
▶︎ Azuki's ANIME token combined with AnimeChain (L3) provides applications for gaming and social scenarios.
- Cross-industry penetration:
- Healthcare: NFTs store encrypted medical records (e.g., HealthChain project)
- Automotive: Brands like Porsche use NFTs to verify vehicle ownership + issue virtual models
- Cultural Heritage: The British Museum NFTizes its collections, with a 37% increase in purchase rate among young users
3. Investment recommendations
Focus on projects with strong practicality, cross-chain capabilities, and RWA attributes:
1. Short to medium term (3-6 months): Allocate to Azuki Elementals series (pre-sale on June 28, innovative concept of elemental domain)
2. Long-term layout: Focus on Pudgy Penguins ecosystem (Estimated annual yield of PENGU token staking is 18-22%)
3. High risk, high reward: AI + NFT crossover track (e.g., 0G Labs' iNFT protocol)
> Please note that all investments carry risks, and investors should make their own judgments and bear corresponding responsibilities. The current weekly trading volume of the NFT market has decreased by 8.2% (with Blur accounting for 61.78% of the share), and liquidity fluctuations should be monitored.
Source: mlion.ai