2025-12-28 06:21:52

In the past week, the NFT market has shown a series of perplexing data comparisons.

The number of buyers surged to 303,000, a 27.24% increase week-over-week — this is a recent high. But strangely, the total transaction volume shrank to $63.52 million, down 4.72%. One is growing, the other is declining. Is this contradictory? Behind it lies a real transformation happening in the market.

Funds are migrating on a large scale. NFT assets within the Bitcoin ecosystem soared by 52.64%, with transaction volume reaching $12.02 million. During the same period, Ethereum NFTs faced cold reception, plummeting 24.86% over the week. Polygon was not forgotten; instead, it continued to climb, up 16.18% in a single week. This is not random fluctuation but a clear benchmark between ecosystems.

High-priced transactions are still ongoing — a BRC-20 NFT project closed at $1.92 million, while blue-chip assets like CryptoPunk remain high, with individual prices still exceeding $110,000.

What signals is the market actually sending? Three phenomena are worth a close look: retail investors are rushing in, creating a record of 300,000 new buyers; funds are orderly shifting from the Ethereum ecosystem to the Bitcoin camp; and in a broad decline, scarce assets are showing resilience.

Analysts’ opinions are divided. A well-known institution believes Bitcoin’s growth potential is limited and advises caution regarding sharp surges; seasoned traders even predict a correction could reach the $60,000 mark; but some institutional investors argue that the downside is locked in.

The core question is: with a surge in buyers but a decline in transaction volume, is this the last wave of retail investors stepping in, or the prelude to a new market rally? Some see this as a transitional period where NFTs are shifting from pure speculation to genuine demand, while others remain wary of the "bull trap" shadow.

The only certainty is — market segmentation is intensifying. In such an environment, choosing the wrong track can amplify the costs.

BTC0,17%

ETH0,25%

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NonFungibleDegen

· 11h ago

bruh the eth dumping 24% while btc nfts pumping 52% is either the most bullish rotation ever or we're all about to get absolutely rekt... tbh probably both lol

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FallingLeaf

· 11h ago

Retail investors are flooding in wildly, but trading volume has actually fallen? Isn't this just the prelude to trapping people? --- The bet coin ecosystem is taking off. Is Ethereum just like this? Capital migration, brothers. --- 300,000 new buyers entering the market, trading volume still declining. Feels like a capitulation rhythm. --- CryptoPunk is still at 110,000? Even blue chips have to fall, it should have been sold earlier. --- Money is moving from Ethereum to Bitcoin. Smart money has long been布局ed. --- Is this a bull market trap or a new prelude? Bro, what do you think? Anyway, I'm confused. --- Retail investors are surging, but trading volume is shrinking. Is this called false prosperity? --- Polygon is climbing. This project has been worth watching recently. --- Market segmentation is so intense. Choosing the wrong track will really get you wiped out. --- Some BRC-20 directly reached $1.92 million? Are there still so many gullible buyers in NFTs?

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PaperHandSister

· 11h ago

The new retail investors are back to buy the dip, with a surge in buyers and trading volume, but prices are actually falling. Isn't this a classic case of retail investors entering the market? Haha Wait, BTC ecosystem NFTs are up 52%? Why am I still trying to buy the dip of Ethereum... Why did ETH suddenly lose its appeal? Funds are migrating en masse to BTC. I'm a bit scared now—choosing the wrong track could lead to a bloodbath. It sounds like a prelude to the next round of harvesting. If 300,000 new buyers are all small retail investors... I should probably reduce my position first. CryptoPunk still sells for 110,000 each, indicating big players are still supporting the market, but retail investors... be careful.

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faded_wojak.eth

· 11h ago

Retail investors are rushing in, and this time it's truly different.

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Layer2Observer

· 12h ago

Buyers surge, but trading volume declines... This data contrast is indeed interesting; we need to see what is driving it behind the scenes. From the source code perspective, capital migration is essentially a re-pricing of value between ecosystems. The 52% rebound of Bitcoin NFTs cannot be viewed solely through the lens of price increase. Wait, there's one clarification—does a surge of 300,000 new buyers necessarily mean retail investors are taking over? The decline in trading volume might just indicate that participants are becoming more rational. There's a misconception here. Many people equate "more buyers + less amount" directly with "retail investors being trapped," but it could also mean large investors are selecting assets carefully, leading to fragmentation. Considering the overall picture, if BRC-20 is still soaring while Ethereum drops by 24%, it's clearly sector rotation, not a market collapse. Choosing the wrong ecosystem indeed amplifies the cost, but the key still depends on the project's fundamentals rather than simply following price trends.

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EthSandwichHero

· 12h ago

Retail investors are crashing... More buyers lead to shrinking trading volume, this is probably big players taking over the market. --- The BTC ecosystem is on the rise, Ethereum is being abandoned? Should I buy the LP at the bottom? --- Despite 300,000 new buyers entering, the trading volume is still falling. Isn't this just the prelude to "high-level bagholders"? --- High-priced NFTs are still being sold, indicating that the truly wealthy are not backing down. Retail investors are the ones getting cut. --- Bitcoin NFTs have increased by 52%, while Ethereum has plummeted by 25%... Another ecosystem battle, choosing the wrong chain can really lead to financial ruin. --- Beware of bull market traps... I've heard this for a year, but what must come will come. --- Funds are migrating to BTC, the old Ethereum ecosystem is really cooling down. --- More buyers but less trading volume, this is the live scene of "leeks harvesting leeks." --- I'm placing a bet; this is the retail investors' last frenzy, and then comes a long bear market. --- CryptoPunk is still above 110,000... Wealthy people are playing here, retail investors are getting cut there, it's that simple.

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