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TEXXR

Chronicles

The story behind the story

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DappRadar: monthly NFT trading volume fell 81% between January 2022 and July 2023, while monthly NFT sales dropped 61%; bitcoin is up nearly 55% in 2023

When you look at the charts, “everything is down.”  —  NFTs first crossed Daniel Maegaard's radar in 2018.

Bloomberg

Context & Ripple Effects

NFT activity had already retrenched sharply in 2022: [[a:983296|Dune Analytics recorded a 97% decline in trading volume from the January 2022 record by September]], while OpenSea's daily transaction value had fallen about 99% from its May high. This report shows that the contraction persisted into mid-2023 rather than being a short-lived correction.

The contrast with bitcoin’s 2023 rise matters because it suggests crypto-market interest was not translating evenly to NFT trading. Related coverage also framed gaming as a possible utility-led direction as speculative volumes declined.

First-order effects

  • NFT marketplaces, collectors, and creators face a substantially smaller pool of monthly trading activity, reducing liquidity for assets and the transaction flow platforms depend on.
  • The divergence from bitcoin’s gain shifts attention and trading capital toward more liquid cryptocurrencies rather than NFT collections.

Second-order effects

  • NFT platforms and projects face greater pressure to retain users through utility, including the gaming-oriented use cases highlighted in coverage of NFT use cases amid the volume slump, rather than relying on resale activity alone.
  • Lower liquidity makes price discovery and resale harder for holders, which can further curb participation by traders and reduce marketplace fee opportunities.

Third-order effects

  • If the gap between cryptocurrency trading and NFT activity persists, NFTs may become a narrower, utility-led segment of crypto rather than a broadly traded speculative market.
  • The pattern points to a more durable sorting of NFT businesses: platforms with recurring user activity may be better positioned than those whose economics rely chiefly on high-volume secondary sales.

The trend: NFT markets are moving from a boom-era resale model toward a smaller market where sustained use and liquidity matter more than collection hype.

Discussion

  • @crypto @crypto on x
    Hype around NFTs has faded, with beaten-down buyers and sellers struggling to find long-term value in the speculative assets https://www.bloomberg.com/...
  • @eelarson Erik Larson on x
    NFTs have lost most of their value after once capturing the imagination of crypto enthusiasts as the next big thing. The hype has faded since their all-time peak in January 2022, leaving buyers struggling to find long-term value in the assets https://www.bloomberg.com/... via @cr…
  • @kasdad @kasdad on x
    Even professional investors got caught up in the NFT mania. A lot of value-less assets were created from thin air. NFTs, Once Hyped as the Next Big Thing, Now Face ‘Worst Moment’ https://www.bloomberg.com/...