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In reply to @ians-place
5/26/2023
Dan Romero@dwr
OpenSea was $10B+ company last cycle with a real consumer brand
In reply to @dwr
5/26/2023
Ian Place@ians-place
Yeah but we all know that valuation was/is terribly inflated. OpenSea usage is currently abysmal and the PFP hype doesn’t feel sustainable long term. But to be clear Coinbase is still cruising and having a huge impact on the space. Just feel like OpenSea wasn’t really a (sustainable) winner of the last cycle.
In reply to @dwr5/26/2023
Ian Place@ians-place
This dashboard speaks for itself https://dune.com/rchen8/opensea