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TEXXR

Chronicles

The story behind the story

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A look at some NFT use cases, with gaming at the top, as NFT trading volume fell from $17B in January 2022 to $400M in November 2022 amid the crypto market drop

Wired Joel Khalili

Context & Ripple Effects

Wired's year-end survey of NFT use cases lands after a brutal deflation documented across the coverage: Dune Analytics measured a 97% collapse in monthly trading volume from the record $17.2B of January 2022 to $466.9M by September, and CryptoSlam's daily figures show even the holiday season running far below a year earlier, with December 25 volume at $12.9M versus $64.3M on the same day in 2021 (CryptoSlam's day-by-day comparison).

Against that backdrop, the piece's framing matters: gaming sits at the top of the use-case list, which is effectively an argument that NFTs need non-speculative utility to survive a market where trading itself no longer pays. Later DappRadar data in the corpus confirms the arc held — an 81% volume decline through July 2023 alongside a 61% drop in sales, with traders rotating back into cryptocurrencies.

First-order effects

  • Projects and marketplaces whose economics depend on trading fees and royalties face collapsing revenue as monthly volume falls from $17B to $400M, forcing reliance on holders rather than flippers.
  • Gaming emerges as the primary retention pitch: with speculation unprofitable, studios and platforms are marketing NFTs as in-game assets and utility items instead of tradable collectibles.

Second-order effects

  • Traders exit NFTs back into cryptocurrencies — the DappRadar coverage shows sales falling slower than volume, meaning remaining activity concentrates in fewer, more utilitarian transactions.
  • Marketplaces and game studios now compete on delivered utility rather than floor-price momentum, shifting development budgets toward playable integrations over launch hype.

Third-order effects

  • If the pattern holds, the NFT industry structurally consolidates around gaming and other functional uses, while pure collectible speculation becomes a niche — the 2022-2023 volume data suggests the speculative layer was the market, not a feature of it.

The trend: NFTs are transitioning from a speculation-driven trading market to a utility-led one, with gaming positioned as the use case that outlasts the volume collapse.

Discussion

  • @river_dao River Dao on x
    With regulators now circling the NFT is at a crossroads. The consensus among industry insiders is that, for the technology to achieve widespread adoption and continued cultural relevance, it will need to be recast in a different light. https://www.wired.com/...
  • @edzitron Ed Zitron on x
    Different ways suggests they already have a use https://twitter.com/...
  • @wired @wired on x
    The market for non-fungible tokens took a nosedive this year. Now, die-hard evangelists think the key to success is finding different ways to use them. https://www.wired.com/...