99｜乞丐版

再补充一些关于估值的信息 1/销毁了1m，表里的1.5m没什么大问题因为还有一周的时间去销毁； 2/从融资情况，第一轮对应是4.5亿wc的fdv，第二轮80m-thou的fdv，现在这么熊，好的情况下较90%-95%缩水至22m-45m都是合理范围； 3/大部分的成本在0.08左右，有些单压成本高的在0.1-0.2，还有nft折损 4/wc是全流通的游戏代币，作用是去购买sbt挖thou，wc投资人没有筹码，thou投资人有占比；如果wc烂了，thou大概率没人玩了； 5/wc本来属于游戏预测类代币，在叙事本来估值会更高，但是预测的设计关了； 6/thou的新设计，sponsor的wc成本在5m左右但是需要锁仓2周；wc在游戏设计里面的价格在0.11一枚，可能买的越多价格越高一些，分三周发放；如果预期开盘价格不行，不如现在去买sbt提前锁定价值； 7/投资人和团队背景没有任何问题，做市商lava没听过，但是从和做市商沟通完以来的项目设计，解决了之前社区的99%的问题； 我也没啥把握，去庙里拜了下，菩萨手比了👌希望真的ok @PlayWildcard @Thousandsxyz @paulbettner

an update on $SEA. the team has been building at full speed, and the foundation had planned to kick off the first steps as part of our march 30th event. but @openseafdn is pushing back the timeline. a delay is a delay. i’m not going to dress it up, and i know how it lands. the reality is that market conditions are challenging across crypto right now, and $SEA only launches once. @openseafdn could force the original date, or we could ensure every piece is in place and make this moment what this community deserves. we gave a tremendous amount of thought to how to do right here. I’m thankful to @HollanderAdam for bringing the community’s voice into every conversation. we’ll be doing the following: no more waves: the current rewards wave will be our last. optional fee refund: recognizing that we originally committed to a Q1 date, we’re offering refunds of the platform fees we retained while participating in the rewards waves (3 - 6) that followed our timing announcement. if you like, you can receive a refund of those fees, which when combined with treasure chest prizes, essentially means all of your trading during that period was on us. if you opt for a refund, the Treasures you were awarded during these waves will be removed from your account. details on this process will follow. honoring existing Treasures: for Treasures you continue to hold, our prior commitment stands: they will be meaningfully considered by the Foundation at TGE. this is independent from allocations for historical activity. 0% fees for 60 days: starting on march 31st, opensea will reduce our own token trading fees to 0%. we want to make it a no-brainer for everyone to experience our new platform: cross-chain token trading, mobile app, perps and more. after this 60 day period, we will put a new system in place that makes fees significantly more competitive for anyone trading consistently on opensea. product updates: while we’re postponing our march 30th event, we’ll host a separate one in the coming months focused on product updates. it’s been incredible to see the early responses to our mobile app, and we can’t wait to get it into more people’s hands. so if not now, wen? when we announced last year, it was too early. that created unnecessary uncertainty and reactivity. so when the Foundation sets a new timeline, it will be deliberate and specific. here’s why i’m confident that’s the right move: i’ve been building opensea for almost a decade. when this started, we were two people and the only thing you could trade on OS was cryptokitties. i’ve watched this space go from a niche curiosity to billions in volume to where we are today. the thing that’s carried us through every cycle was a willingness to make hard calls when it mattered. when our market crashed, we rebuilt from zero: an entirely new stack, a new product, and a new team culture. that hurt in the short term. but today OS2 is undeniably the strongest marketplace offering, and it’s the foundation everything sits on. we have huge ambitions as a company, and we’re here for the long game. making all of non-custodial crypto delightful on mobile is just the beginning. that means we have to set a very high bar for everything we do, and it’s why i’m so protective of delivering a launch that’s worthy of this community and everything we’re putting into this.