The price of real estate in the universe is alertly alert to the "deception" behind the bubble

Report reporter Qin Yan Beijing report

When the real estate industry in reality fell into a downturn, real estate in the world of Yuanshi was also difficult.

With the rapid popularity of the Yuan universe and cryptocurrencies in 2021, all walks of life entered the Yuan universe, and the real estate transaction of the Yuan universe became more and more popular. Its price was higher than Beijing's house prices. , Rush.

Many people in the industry said that the so-called Yuan-universe real estate is essentially NFT (Non-Fungible Token, referring to intangible homogeneity, which is essentially a credible digital equity certificate with unique characteristics in the blockchain network). NFT is a digital asset issued based on blockchain technology. Because its property rights belong to and transaction circulation are recorded and cannot be tampered with, each real estate has unique characteristics. However, the real estate of the Yuan universe cannot create value like real real estate, and "speculation" in the Yuan universe needs to be more cautious.

"Inch soil gold"

The real estate real estate of the Yuanshi universe is built in the world of Yuanshi, that is, the real estate and real estate in the virtual world. The real estate of the Yuanshi real estate is actually very similar to the real estate in the real world. In addition to being unable to live, users can be created, invested, owned, leased, and leased. Sale or purchase, geographical location and supporting facilities have become important factor affecting the price of real estate in the universe.

At present, the main real estate developers in the universe include DECENTRALAND, The Sandbox, Cryptovoxels, Somnium Space, etc. Among them, The SandBox currently dominates the market.

Taking DECENTRAND as an example, the company launched a total of 90601 land on its platform (48 times that is equivalent to the Vatican), and the smallest trading unit is a plot (232 square meters). These land are divided into different areas, such as cryptocurrency valleits (corresponding to Silicon Valley in reality), Fashion Street (corresponding to Ferley Villa), gaming areas (corresponding to Las Vegas) and so on. Buyers can bid the corresponding land, and then build it into a residential area or a commercial area. They can also buy it directly from the secondary market. After that, players can use the digital currency "Mana" developed by game developers for transactions or operate the property (1mana is less than $ 5).

According to CNBC, the average price of a land in the Yuan universe in 2017 was $ 20 (about 183 yuan), and in 2021, it rose to about 40,000 yuan. In 2021, the average house price in Beijing was 58,740 yuan/square meter.

Even so, many investors are rushing. In November 2021, Metaversegroup, a subsidiary of Canada Investment Corporation, purchased a virtual land on the DecentRALAND platform for about $ 2.43 million. This transaction also set a record of the platform's virtual real estate price transaction. But soon this record was broken, and another company investing and developing virtual real estate companies acquired a virtual land on the Sandbox, a $ 4.3 million at the price of $ 4.3 million.

Not only real estate giants, Pwa Yongdao, Adidas, Warner Music Group, etc. also purchased land in the Yuan universe to build consulting centers and virtual music venues.

Andrew Kiguel, the founder and CEO of the blockchain company tokens.com, once said that the place where the brand and advertisements in the Yuan universe are high -value places. For many brands, what is more important for the Yuan universe is billboards rather than buildings -buying land in the Yuan universe is like buying advertising fields on the Internet today.

The co -director, researcher Pan and Lin told reporters to reporters at the International United Business School of Zhejiang University's International Business School that there are two aspects of the core logic of the soaring real estate in the universe: one is that most of the Yuan -universe real estate uses virtual currency as a consideration. Therefore, the bubble of the virtual currency naturally extends to the real estate of the Yuan universe, and the current GAS of Ethereum (the calculation workload required for specific operations on the Internet) is also linked to the virtual currency, so the price of the Yuan cosmic housing is the extension of the virtual currency speculation; Second, most of the Yuan -universe real estate related traffic economies are the essence of listing games. There are more users. It's worse than before.

Price plunge

In 2022, the prices of virtual land in several major yuan universe platforms dropped sharply, and the average price dropped from about $ 17,000 in each plot in January this year to about 2,500 US dollars in August.

According to data from the Yuan Universe Analysis Platform Wemeta, in the first half of 2022, the real estate real estate in the universe fell 85%, and the overall sales also fell from 16,000 last year to 2,000 in August this year, a decrease of 87.5%.

Taking DECENTRAND as an example, the average price of each plot sold in February 2022 reached a peak of $ 37,238. But on August 1, their average price had dropped to $ 5,163. The average price of The Sandbox also dropped from about $ 3,5500 per land in January 2022 to about $ 2,800 today. Panhelin analysis believes that the essence of the real estate of the Yuan universe is the digital assets in the world of Yuanshi. The valuation of risk assets has generally declined, so the real estate real estate associated with it also shows a decline in price.

Fragrant Capital Director Shen Meng told reporters that the speculation of the real estate speculation in the universe is due to the concept of market -related concepts that constantly heated the speculation, and some of the madness or anxiety caused by the group that has different judgments on the economic trend. The virtual platform, only combined with the popular concepts such as the Yuan universe and decentralization, the participation of investors who are unknown and doubtful in the future are either a paranoid or a deception, just like the tens of millions of dollars before before Like the NFT of a digital work, it creates irrational behaviors by creating scarcity and advocating future value.

Chen Sheng, the dean of the China Real Estate Data Research Institute, analyzed from the perspective of real estate. He believes that the concept of the so -called Yuan -universe real estate such as virtual real estate and virtual real estate is actually a pseudo -concept. model. It is just a conceptual reconstruction, so it is illusory from the rushing to the plunge.

He emphasized: "The application method of the Yuan universe in the real estate industry must first establish a underlying data architecture. The entity is compared with the virtual one by one. We are called the bottom plate of the city. Actual behavior, finally achieve the effect of virtual and real interaction, this is the real Yuan universe real estate. "

Strengthen supervision

Not only the real estate of the Yuan universe, with the fiery concept of the Yuan universe in the past two years, the Yuan universe has also derived from many economic behaviors such as digital collections, social networking, and games. Essence

In this regard, Shen Meng believes that the Yuan universe and NFT are both technical concepts in the stage of evolution and improvement. They are the ultimate solutions of human beings based on the obsession of many technical personnel, but in fact, some of them lack realistic and economical Cognitive ability believes that all problems come from human behavior defects, so as long as technology is judged by unintelligatory judgment, this world will become better, fair, and just. This paranoid concept is also easy to form a huge "deception" that brings severe pressure on people's survival in various aspects of the current economy and other aspects. It may not be able to deny that these technical concepts do have their own advantages, but they cannot be blind and optimistic. Even advanced to think that these are standard answers to all questions. No one can predict the future or even cannot predict tomorrow, so there is no need to maintain irrational stance on these concepts at all.

Panhe Lin believes that the current property rights of digital assets in the Yuan universe have not yet been clearly determined, and virtual currencies cannot be circulated in China. Therefore, in the future, the concept of virtual currency will not be derived from the domestic meta -universe, even if there is, it should be a digital RMB. Consumers mainly identify the value of digital assets, and now the main form is digital collections. Digital collections have artistic value, commercial value and financial value. Investors can participate if they focus on artistic and commercial value. Consumers buying Yuanshi Real Estate rarely supply in China at present, but consumers need to understand the essence of their traffic for the Yuan -universe real estate abroad.

For the "chaotic" breeding of "Yuan Universe" as a gimmick, the industry is also calling for strengthening supervision.

Shen Meng said that the Yuan universe or NFT requires long -term technology research and development and product or service innovation. In the short term Enterprise behavior is basically exaggerated or even misleading. The expected expectations of the Yuan universe or NFT at this stage do not have any categories that exceed existing technical theories or means, just to integrate and optimize these known knowledge. Then companies that integrate and optimize this way may share the dividends earlier.

Pan and Lin Ze said that at this stage, the regulatory strategy focuses on promoting the decoupling of financial institutions and virtual currencies, emphasizing the functionality of blockchain technology, emphasizing the combination of the Yuan universe and the real economy, and avoiding its financial attributes.

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