OpenSea的未来出路:如何重返巅峰

币圈资讯 阅读:42 2024-04-22 11:57:43 评论:0
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作者:William M. Peaster 翻译:善欧巴,比特币买卖交易网

残酷的市场、精明的竞争对手和沮丧的创作者已经蚕食了这家133亿美元的初创公司的市值。

OpenSea曾经是加密货币领域无可争议的巨头,但不可否认,最近面临了一些严峻的挑战。

首先,NFT交易量与2021年的峰值相比大幅下降,OpenSea的市场份额也相应减少。最近,该市场还面临大规模裁员、风险投资家对其预期大幅降低以及$BLUR再次上涨等问题。

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该平台还面临着持续的版税争议,这导致与Bored Ape Yacht Club的创造者Yuga Labs产生了分歧。这次决裂导致Yuga开始与新兴的OpenSea竞争对手Magic Eden合作开发自己的市场。

显然,OpenSea显然陷入了困境,但它能否重新夺回在NFT领域的主导地位呢?这是有可能的。然而,OpenSea需要充分利用其优势才能实现持久的复苏。

谦卑的巨人

这些优势包括首席执行官 Devin Finzer 等高管,尽管 OpenSea 最近遭遇了许多挫折,但他仍然是该领域最受尊敬的领导者之一。OpenSea 也拥有强大的品牌知名度,并且即使在最近的熊市下跌期间,其用户量也远超其他项目。

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该市场还提供一系列优质服务,如Deals、Studio和OpenSea Pro,这些服务仍然是我至今最喜欢的NFT市场体验。

除此之外,OpenSea尚未发布自己的代币或自己的L2,因此它仍然有两个潜在的优势。

在我看来,发行OS代币将比BLUR迄今为止对Blur所做的更能引起人们的关注和兴趣。这将是一个巨大的举动,将产生巨大的关注度,并有助于平台扭转局面。

OpenSea可以推出自己的L2,无论是否首先发行本地代币。Base和Zora Network都是迄今为止成功的L2,它们目前都只使用ETH作为燃料。如果OpenSea也参与其中,并效仿Frame的策略,部署一个以NFT为中心的L2,它将自动成为以太坊的汇总场景中的主要竞争者。

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Blur和价值观的背叛

在我们讨论解决方案时,值得反思的是,在两年前的NFT热潮中,很难想象OpenSea失去其领先地位的想法。

但最终,OpenSea开始直接与竞争对手Blur竞争,这是事情开始出现问题的地方。与这种抢夺交易量的威胁作斗争使得该平台背离了许多最初的以创作者为中心的价值观。

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Blur一直以来都将自己定位为一个面向"专业交易者"的平台,因此它加大金融化程度、淡化NFT视觉效果并放弃创作者设定的二级版税并不令人意外。

尽管Blur引起了很多关注,但它可能永远无法成为最初让OpenSea占据主导地位的创作者群体的家园。但为了追赶Blur并夺回交易量,OpenSea在二级版税方面倒退了,疏远了从小型独立艺术家到像Yuga Labs这样的大型工作室和许多核心用户。

我认为OpenSea本可以两全其美。该平台可以在其主要平台上保留创作者设定的版税,并将可选版税隔离到其高级分支OpenSea Pro中,以使该分支直接与Blur竞争。相反,顶级创作者与核心市场展开竞争,寻找其他与其价值观相符的公司。

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我不认为大多数用户离开OpenSea转向Blur是因为费用低。相反,Blur的大部分交易量是为了追逐代币激励,即空投挖矿$BLUR。

因此,如果OpenSea重新开始执行创作者版税、推出治理代币和"OpenSea网络"L2,并为OpenSea Pro用户提供公开的奖励系统,你不得不认为它们现在的处境会比现在更好。

事实上,NFT领域的需求比Blur所满足的更广泛。Blur的"高级交易"利基就是如此:小众。如果去掉赋予Blur独特优势的东西,即代币激励,其他条件相同的情况下。,你会看到许多人回到OpenSea。

作为一个NFT的忠实用户,我更喜欢OpenSea相对轻松的用户界面,而不是Blur的金融氛围。NFT是这种新型的文化对象,注入了一种社交魔力,而这个氛围在Blur上完全没有体现出来。据我了解,很多人也有同样的感觉。

因此,为了让OpenSea恢复昔日的辉煌并击败竞争对手,我认为在一个方面以OS代币+L2的方式回击,同时回归其价值观,通过重新实行版税+轻松用户体验的方式来赢回创意者和更多休闲NFT爱好者。

该市场即将推出其2.0愿景,所以我们会看到它是否一直在考虑同样的事情。OpenSea能否实现像以前那样的主导地位还远未确定,尤其是随着新的挑战者的出现,所以该平台面临着激烈的斗争。

我相信他们有能力做到,但现在只有时间才能证明一切。


The cruel market, savvy competitors and frustrated creators of Shanouba Bitcoin Trading Network have eroded the market value of this billion-dollar startup company. It used to be an undisputed giant in the field of cryptocurrency, but it is undeniable that it has recently faced some severe challenges. First, the trading volume has dropped sharply compared with the peak in 2008, and the market share has also decreased accordingly. Recently, the market has also faced massive layoffs, venture capitalists' expectations have been greatly reduced and the platform has risen again. In the face of the continuous dispute over royalties, this has led to differences with the creators of the company. This break has led to the beginning of cooperation with emerging competitors to develop their own market. Obviously, they are in trouble, but can it regain its dominant position in the field? This is possible. However, it is necessary to make full use of its advantages to achieve a lasting recovery. The humble giant has these advantages, including the CEO and other senior executives. Although he has suffered many setbacks recently, he is still one of the most respected leaders in this field and has strong strength. The brand is well-known and its users far exceed other projects even during the recent bear market decline. The market also provides a series of high-quality services, such as and these services are still my favorite market experience so far. In addition, it has not released its own tokens or its own, so it still has two potential advantages. In my opinion, issuing tokens will attract people's attention and interest more than what it has done so far, which will be a huge move and help the platform twist. Turning the tables, we can launch our own, whether we issue local tokens first or not, and they are all successful so far. At present, they are only used as fuel. If we take part in it and follow the example of a strategy, it will automatically become the main competitor and betrayal of values in the summary scene of Ethereum. When we discuss the solution, it is worth reflecting that it is difficult to imagine losing its leading position in the craze two years ago, but it is a matter of starting to compete directly with competitors. It is not surprising that the platform has deviated from many original creator-centered values and has always positioned itself as a platform for professional traders, so it has increased the degree of financialization, downplayed the visual effect and abandoned the secondary royalties set by the creators. Although it has attracted a lot of attention, it may never be the home of the dominant creators in the first place, but in order to catch up and regain the transactions, The amount of secondary royalties has regressed and alienated from small independent artists to large studios like this and many core users. I think it could have been the best of both worlds. The platform can keep the royalties set by the creators on its main platform and isolate the optional royalties into its high-level branch, so that the branch can compete directly with the competition. Top creators compete with the core market to find other companies that are in line with their values. I don't think most users leave because the cost is low, but most of them are contrary. Trading volume is to chase token incentives, that is, air-drop mining. Therefore, if we restart the implementation of creators' royalties, launch management tokens and networks and provide users with an open reward system, you have to think that their situation will be better now. In fact, the demand in the field is wider than what is met, and the niche of advanced trading is so small. If we remove the unique advantage, that is, token incentives, and other conditions are the same, you will see many people return as a loyal user. I prefer it. The relatively relaxed user interface rather than the financial atmosphere is that this new cultural object has injected a kind of social magic, but this atmosphere is not reflected at all in the world. As far as I know, many people feel the same way. Therefore, in order to restore their former glory and defeat their competitors, I think that on one hand, they will fight back with tokens and return to their values, and win back creative people and more leisure lovers by re-implementing royalties and easy user experience. So we will see whether it has been considering whether the same thing can achieve the dominant position as before, which is far from certain, especially with the emergence of new challengers, so the platform is facing fierce struggle, and I believe they have the ability to do it, but now only time can prove everything. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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