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TEXXR

Chronicles

The story behind the story

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The Block: weekly NFT sales declined by just over 70% from a high of nearly 1M units in the third week of 2022 to 250K+ at the end of May 2022

TechCrunch Alex Wilhelm

Context & Ripple Effects

This unit-volume reading is one waypoint in a decline the coverage has tracked from both ends. The $2B Q1 2021 quarter marked the peak, and by June 2021 sales had already slid to $8.7M a day — so the third week of 2022's near-1M weekly units was a partial recovery, not the top. A month before this article, NonFungible reported the same pattern in activity terms: daily sales down 92% and active wallets down 88% from their late-2021 highs.

What makes this datapoint matter is that it shows the contraction in units, not just dollars — fewer transactions are happening at all. The dollar-side confirmation came weeks later, when Chainalysis pegged June 2022 NFT sales at just over $1B, a 12-month low. The later coverage shows the floor kept moving down: Art Blocks' sales fell from $587M in August 2021 to $6.5M by April 2023, and DappRadar measured an 81% drop in monthly trading volume between January 2022 and July 2023.

First-order effects

  • Marketplaces and creators whose revenue is per-transaction — royalty fees, listing fees — lose their volume base directly: Art Blocks' enforced 5% royalty on a $6.5M month is a fraction of what the same fee earned on a $587M month.

Second-order effects

  • With unit sales down 70%+ and wallets down 88% from peak, platforms compete for a shrinking pool of active buyers, pressuring fee structures and pushing marginal marketplaces toward consolidation or exit.

Third-order effects

  • DappRadar's 2023 data shows the decline persisted even as bitcoin rose nearly 55% — suggesting NFT activity has decoupled from the broader crypto price cycle and is settling at a structurally smaller, more speculative-activity-free base.

The trend: NFT markets are deflating from the 2021-2022 speculative peak toward a much smaller transaction base, with volume declines continuing across 2023 even as underlying crypto prices recover.

Discussion

  • @enzomazza @enzomazza on x
    The NFT slump is real The decline in NFT sales volume is not new, but it has grown in severity in recent weeks, adding fresh heft to the argument that the crypto or web3 market is in a period of correction — what some describe as a “winter.” https://techcrunch.com/...
  • @billbennettnz Bill Bennett on x
    Who could possibly have seen that coming? The NFT slump is real https://techcrunch.com/... via @techcrunch