Magic Eden关停比特币与EVM平台,NFT巨头战略急转弯

ME-7,42%
BTC-2,9%
SOL-5,1%

2月28日消息,知名NFT平台Magic Eden宣布,将于3月9日关闭其以太坊虚拟机(EVM)交易平台以及比特币Runes和Ordinals交易服务,并在3月27日停止比特币API支持,多链钱包将在4月1日前转为仅导出模式后彻底停用。公司未来将继续支持Solana资产,标志着其正式退出“比特币Ordinals交易平台”主战场。

Magic Eden曾在2023年3月切入比特币生态,迅速占据超过一半Ordinals交易量,巅峰时期掌控约80%的比特币Ordinals与Runes市场份额,比特币原生资产一度贡献约70%的总交易量。此次“关闭比特币NFT及EVM交易业务”的决定,被视为公司战略重构的重要节点。

Jack Lu在社交平台确认,公司将精简产品线,聚焦Solana生态与Packs产品,同时加码其加密赌场与体育博彩平台Dicey,布局“Solana链上iGaming平台发展方向”。他透露,过去约80%的运营成本集中在仅贡献20%收入的业务板块,资源错配迫使公司调整重心。

Dicey目前仍处于封闭测试阶段,约有200名用户,但近两个月投注额已突破1500万美元。管理层认为,金融与娱乐融合是下一阶段增长动力。未来,$ME代币将成为Magic Eden与Dicey生态的核心资产,NFT回购计划亦将停止,资源转向代币经济设计与产品迭代。

Magic Eden成立于2021年,最初为Solana NFT平台,并快速成为该生态龙头。公司累计融资1.57亿美元,2022年完成1.3亿美元B轮融资时估值达16亿美元。

在多链NFT热度降温背景下,“NFT平台转型加密博彩与代币交易”成为行业新趋势。Magic Eden的战略转向,意味着其将增长押注从跨链数字藏品市场,转向Solana基础设施与链上娱乐经济。未来表现取决于iGaming合规进展与Solana生态活跃度。

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