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Dookey Dash Game over: on-chain data exposes BAYC holders' trading preferences

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The Sewer Pass was the most traded item by BAYC holders in the past week.

On-chain Analysis: What Are BAYC Holders Buying and Selling?

原文作者：秦晓峰，Odaily 星球日报

This morning, the "Bored Ape" BAYC shut down the Sewer Pass to sewer. Dash The game is over.

According to NFT Released by Sealaunch, a research organization"BAYC Holder Analysis"In the past seven days, BAYC holders bought and sold more than 2,400 Sewer passes, the Sewer Pass reported. ETH.

The report also contains some interesting on-chain analysis of BAYC holders. For example, who are the biggest holders of BAYC and how much MAYC and BAKC do they own? Which BAYC trades the most? Which NFT markets are the main BAYC markets? What other NFT collections are held by BAYC holders? (Odaily Planet note: The following data is from Dune.)

1. How many wallets are held in each wallet? Student: BAYC?

链上分析：BAYC 持有者都在持有和买卖什么 NFT？

Currently, there are 5,963 unique holders of BAYC. Among them, 5493 (92.1% ) BAYC holders, who only have one or two BayCs in their wallets; Wallets with more than 20 BayCs had only 16 addresses (%; 0.2% ) .

The wallet address distribution shows that BAYC has an extensive community in the form of a "pyramid" - small holders are larger and large holders are smaller. And, in general, the proportion of BYAC independent holders (59.63% ) Also higher than other popular NFT projects such as Azuki (50% ) , CloneX (50% ) And CryptoPunks (37% ) ", indicating a larger community.

2. Who are the largest holders of BAYC (how much MAYC and BAKC do they own)?

链上分析：BAYC 持有者都在持有和买卖什么 NFT？

NFT Mortgage Loan Agreement BendDAO, the largest holder of BAYC and MAYC, held 620 BAYC and about 652 MAYC; ParaSpace, an NFT pledge and loan agreement, came in second with 180 BayCs and 362 MayCs; NFT collector dingaling.eth currently holds 101 BAYC, 99 Maycs and 110 MakCs, which makes him the fourth largest holder of BAYC - if we exclude NFT He's actually the second largest holder of financial agreements; MachiBigBrother is also a well-known BAYC holder. He is the 11th holder of BAYC+MAYC+BAKC, holding 99 NFT in total (54 BAYC, 43 MAYC, 2 BAKC).

The fact that BAYC's largest holder is the NFT Financial Agreement also reflects its status as a high-value blue-chip NFT, widely accepted as collateral for loans. However, the high concentration of assets in these agreements can also increase market volatility, especially during a market downturn, when a large number of BAYC liquidations could negatively impact prices.

3. What are BAYC holders buying and selling?

链上分析：BAYC 持有者都在持有和买卖什么 NFT？

In the past week, BAYC holders sold the most Sewer Passes, which allow users to enter and interact with the Dookey Dash, with 215 sewer passes bought and 502 sewer passes sold. (The Sewer Pass transits 7,622 ETH in the past week, according to Opensea, which means that non-BayC holders are contributing the majority of the Sewer trade.)

The second most purchased series was Jack Butcher's Checks - VV Edition with 185 ETH bought; The 10 KTF Stockroom collection is the third most popular NFT purchase among BAYC holders. Others gaining attention are Otherdeed for Otherside, Dooplicator, MAYC and BAKC . Overall, the main focus of BAYC holders trading is still related to Yuga labs.

4. The most expensive BAYC Which is it? Which? BAYC Most transactions change hands?

链上分析：BAYC 持有者都在持有和买卖什么 NFT？

On the sales list, the top five all sold more than $2 million (over ETH 600 each). The most expensive BAYC collection sold was #3749, sold more than a year ago. The Sandbox Purchased for nearly US $3 million (740 ETH); In second place is the No. , by Chain Protocol Deepak, CEO; Thapliyal purchased at 1080 ETH - the highest BAYC in terms of ETH.

The most frequently sold is BAYC#1156. , was traded 20 times; BAYC#4962 and #6501 were both traded 15 times, while BAYC#9109 and #8850 were both traded 14 times.

5. BAYC Which one does the holder like best? NFT Platform?

链上分析：BAYC 持有者都在持有和买卖什么 NFT？

In the past, BAYC was mostly in. OpenSea On the trade. But as the new NFT market launches, OpenSea is losing ground. LooksRare, X2Y2 and the recent fire Blur.

Statistics show that over the past 120 days, about 50% of BAYC transactions have taken place in Blur, compared to 22% of BAYC transactions on OpenSea. X2Y2 accounts for about 20%. . (Note: One possible reason is Blur Airdrops stimulate BAYC holders to trade on paper.)

It is also concluded that OpenSea is less dependent on blue-chip NFT transactions, such as BAYC and other Yuga NFT, while Blur is highly dependent -- at the time of writing, about 43% of Blur's trading volume is accounted for by Blue Chip.

6. What other collections are held by BAYC holders?

链上分析：BAYC 持有者都在持有和买卖什么 NFT？

BAYC owners are like jigsaw puzzle collectors, and Yuga's NFT, with BAKC and MAYC as their top holdings; It was followed by ENS, Artblocks, CloneX, 10 KTF, Cool Cats, World of Women Galaxy and Moonbirds.

This is only part 1 of the behavioral analysis on the BAYC holder chain. I will also discuss the NFT financialization of BAYC and the of BAYC holder. DeFi Please look forward to the usage.