agemO
1.4K posts
Who wants to onboard to @opensea Mobile next?
Note: I can't promise an in-person onboarding though 🤣
Zack Brenner@zjbrenner
Onboarded a few legends to @opensea Mobile today 👀
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@anticideXBT i wish you all the best in your endeavors thank you anticide
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@KillJoyVT hey! came across this chair review haha. since its almost been 2 years, wonder how is the chair holding up? would you mind sharing some thoughts? thx! :)
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@ItsKateclysm Yeeee its really comfy! Im pretty sure I would have been able to sleep on it last night 😆
A friend suggested giving my thoughts in 6 months, which is when chairs probably start showing alot of wear and tear.
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Work allowed ya boi to grab a super comfy chair as part of WFH!
First impressions of the Hbada E3 Office Chair?
Pretty comfy. My tail bone and hip dont feel crushed. My shoulders, back and lumbar feel supported. AND IT HAS FOOT RESTS!
Hopefully it can withstand constant use!
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i've been a CEO before. the hardest decisions are those which are painful in the short-term and require deep conviction in your vision. Devin’s belief that this is the best path for both opensea and our community reflects his long-term outlook for the company. and there aren't many CEOs who, when presented with the same situation, would decide to give back millions rebuild trust with their users.
i just hit my one year anniversary at opensea. this is one of the few companies in our space that’s truly trying to make an impact at scale. to genuinely change the way the world interacts with digital assets, and to onboard millions more into crypto.
opensea is building incredible things. one place for all of your assets, all of your blockchains, all of your wallets, all in your pocket. and with complexity abstracted away. double click apple pay to convert fiat. pay for anything, with anything, without worrying about bridges or chains. and the technical foundations to grow and scale.
like many of you, i’ve been personally looking forward to $SEA since before I joined. i’m with you. but i also want to see it set up for long-term success and sustainability.
until then, we keep building.
dfinzer.eth | opensea@dfinzer
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.
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@zjbrenner @dfinzer @openseafdn beta access pls fam, cant seem to get through. been using & will keep using.
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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.
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@zjbrenner @opensea gm gm, would love to test pls! been trying to reach out multiple times haha. thx! :D
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Who wants to onboard to @opensea Mobile this week with me?
Setting up a few more onboardings to the private beta right now!
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@zjbrenner @Ak_Youss @opensea me next pls haha! tried dming & replying. help a fellow blue devil out fam
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@dfinzer congrats! cant wait for the onchain super app. would love to test beta pls btw @zjbrenner @HollanderAdam
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we just shipped @opensea/cli
what makes this particularly powerful is that opensea token trading is built as an aggregator on top of aggregators. we route across every major DEX, across 25+ chains, with cross-chain liquidity. add seaport liquidity and your agent gets one of the most comprehensive onchain data layers that exists
just like our user-facing products, this means: everything in one place, one tool, every chain, every swap, every NFT
OpenSea@opensea
Introducing @opensea/cli — the OpenSea skill for your AI agents. Query NFTs, listings, swaps & more from your terminal. Or install it as a skill to power up your agents with deep onchain data from OpenSea. npm install -g @opensea/cli Your agents will thank you 🫡
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@dfinzer keep reaching out to @HollanderAdam & @zjbrenner but no luck. been routinely using OS from 21 through 26 w big vol, just rly want to use it on my phone. pls help
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we've been onboarding more and more beta testers to mobile in one-on-one calls over the last few weeks
really fun to see the reactions and grateful for this group's feedback
888mooncat.eth@888Mooncat
I use Opensea everyday since early 2020 and recently had the pleasure to be invited by Zack to see what the new @opensea Mobile app can do - and it is a game changer. It works like breeze, one click, second click, and you own new NFT or coin. Everything integrated in one clever app in your mobile that is super easy to use. Kudos @opensea, well done! 👍🥳
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looks like ZachXBT is going to expose Meteora, and the two new wallets that already bet $20k+ are insiders
why?
because he reportedly interviewed a few people from the company and they definitely would’ve known the right answer
you can check the two wallets yourself:
first: 0x26d1f931F60ACA9012932f9B8d5dD32Fe10BFc15
second: 0x22d53062ca2f41ee15df9b401a523eea73419aeb
and it seems like Zach is dropping hints, just like he has in many of his previous investigations
does that like from him make me an insider?
ZachXBT@zachxbt
@boldleonidas I think a leak is probably inevitable given a few people had to be interviewed for the case.
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Onboarding a few people to the @opensea Mobile private alpha this weekend
Whose around?
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Every crypto founder thinks they need to time their token launch around bull markets. I always tell them they're wrong, launch timing doesn't matter. They never believe me.
Well, I built a tool with Claude Code to analyze every token listing announced on the Binance blog to settle this once and for all.
Here's what I found:
Headline result: there is no statistically significant difference between tokens launched in bull vs bear markets (Mann-Whitney p = 0.81), meaning differences between bull and bear market tokens are indistinguishable from noise.
It doesn't matter when you launch your token.
How can I be sure of that?
First, you have to be careful how you answer this question: people believe that it's better to launch tokens in bull markets, and there's more funding in bull markets, so there are many more tokens launched in bull markets. Because of this sample bias, you can't naively look at the proportion of top 100 tokens that were launched in bull markets.
To correct for this, you need a clean selection criterion to compare the populations. The best dataset I found was looking at the Binance listings blog. Take every announced listing, tag them as during bull markets, bear markets, or neutral markets, and benchmark the relative performance of the bull vs bear populations. Filter out tokens that aren't independently priced (RWAs, stablecoins, LSTs etc.), and this gets you a total of ~200 tokens to benchmark.
See the website below to explore the data & methodology in more detail. This finding is robust to almost any way you slice and dice the data.
Now, if you're a founder, this analysis might not be the end of the story. Even if launching in a bear market doesn't predict long-term token performance, there are other advantages to launching in a bear market: less competition for talent, service providers are cheaper, exchange listings are less competitive. On the flipside, if you're doing a simultaneous token sale, you're likely to get more demand in a bull market.
But on the whole, these things are probably a wash. The main thing is to just get your product out there and build something valuable.
The example I always bring up to founders is that Solana launched 4 days after the COVID crash in 2020, when Bitcoin wicked down to $4K.
It doesn't matter that much when you launch. Just launch.
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Looking for a few Perps testers... 👀
Working on something fun 😉
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agemO รีทวีตแล้ว
Hey everyone, this is my base case for Indonesian equities going forward. Personally, I view this as a market to avoid entirely, with zero exposure. For those who are already invested, I would seriously consider planning an exit ahead of the developments I believe are increasingly likely. As always, do your own work (DYOR).
Based on recent disclosures and signals from Indonesia's capital market authorities, I struggle to see a path where MSCI continues to tolerate the current market structure indefinitely. The probability that Indonesia is eventually downgraded from Emerging Market (EM) to Frontier Market (FM) status appears materially underappreciated. If and when that happens, the mechanical consequences would be substantial, with an estimated US$30-35bn of forced equity outflows. As markets are forward looking, and rational participants will not wait for the formal announcement before repricing this risk. The adjustment process typically begins well in advance.
At the same time, valuations remain elevated relative to the underlying quality of liquidity. The index looks inflated, and in my view, highly vulnerable to a sharp correction. The critical question is simple: who becomes the marginal buyer in a market where liquidity is increasingly artificial and both foreign and domestic institutional capital are incentivized to sell? Retail participation may provide some flow, but in size, it is negligible relative to the potential supply that could hit the market.
This is the classic setup for a severe liquidity crunch. Once confidence in price discovery breaks, selling feeds on itself, bids disappear, and prices gap lower rather than adjust smoothly. In that scenario, exits become disorderly, correlations go to one, and the outcome is rarely contained or elegant. If this plays out, I believe the endgame will be very ugly with has very serious repercussions at many levels beyond equities.
On micro level, let's look at Indonesia's biggest market cap company: Barito Renewables ($BREN) - US$66.4bn market cap, US$11mn daily turnover. On paper, this clears IDX and MSCI headline thresholds. But despite the size, observed daily trading value over the past six months has been extremely thin relative to market cap (just at 0.017% per day). If we measure liquidity against effective float instead of headline market cap: 0.22% per day, still very thin for the company size. This resembles micro-cap liquidity rather than mega-cap behavior. Compared this figure to other large EM mega-caps (Tencent, Samsung, major Chinese, Singaporean or Indonesian banks).
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bitcoin puppets at one point were almost 1 BTC. now they're 0.01. same with nodemonkes which are at 0.02. does that mean they rugged?
of course it doesn't.
ordinals didn't work out the way people expected. at least not yet.
forgotten runes put cool art on bitcoin, did some really interesting things with the sats and mechanics, and put them up for sale. no one forced me or anyone else to buy them.
at some point we need to take responsibility for our own gambling.
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i've seen some really negative takes this morning about forgotten runes.
for the record, i'm probably down on this project more than just about anyone.
but this is a team that showed up for years.
hundreds of Wizard Wednesday live spaces.
digital events.
physical events.
unique merch.
a series of published comic books.
truly unique NFT mechanics.
3D avatars for every single pixel NFT.
tools for the community to build their own IP.
a legitimate MMO video game.
forgotten runes is an example of a project that took a bunch of big swings that simply didn't work out. or sadly create a sustainable business model.
that doesn't mean they rugged. 90% of startups fail. and this one accomplished a lot more than most.
it might be time for the team to make a real change. maybe even for someone else to take over the project, which i still believe has a ton of potential. we've seen amazing comeback stories in web3; pudgy penguins with luca, moonbirds with spencer, meebits with sergitio. just because the project isn't ready to hand their IP to a DAO doesn't mean they're not looking for a solution.
it's OK to be frustrated. and to ask for communication. but there's a big difference between people who spent years building and trying, and those who had legitimate bad intentions. this team is the former, not the latter.
and i still have faith they'll find a path forward.
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