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OpenSea

5 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Jun 16, 2022 by Stephen McKeon · said 19 times in 5 episodes since 2021 · across every show →

Mentions by year

brought up most by Regan Bozman (10), Stephen McKeon (3), Manish Gandhi (2), Jesse Walden (2), Chris Dixon (2)

tap a year for its mentions
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02420212022episodes it came up in
002.525420212022episodesmentions per episode
2022 17 mentions in 4 episodes 4 per episode
2021 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about OpenSea, oldest first

Jun 16, 2022 neutral
Assertion Supported
McKeon: Only 1.5M people globally have ever transacted on OpenSea
“1.5 million people total ever in the world have ever executed a transaction for an NFT on OpenSea.”
Stephen McKeon Jun 16, 2022 ▶ 51:01 Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
Jun 16, 2022 neutral
Assertion Supported
McKeon: Over 90% of OpenSea Collections Have Never Traded
“Something like 90% or maybe more than 90% of collections on OpenSea have never had a single trade.”
Stephen McKeon Jun 16, 2022 ▶ 19:15 Stephen McKeon – NFTs and the Consumer in Web3 (EP.255, Crypto for Institutions 2, EP.02)
Jun 27, 2022 positive
Assertion Contradicted
Dixon: OpenSea paid out around $5B to creators last year
“We're investors in OpenSea, which is an NFT platform. We put a report out recently where we calculated how much OpenSea had paid out to creative people. And it was something on the order of five billion dollars last year with a B”
Chris Dixon Jun 27, 2022 ▶ 20:11 Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
Jul 7, 2022 positive
Assertion Supported
Bozman: OpenSea commanded an 80% market share of the NFT sector
“And it's, I think now they have something like 80% market share.”
Regan Bozman Jul 7, 2022 ▶ 34:51 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
Jul 7, 2022 neutral
Assertion Not checkable as stated
Bozman: OpenSea was not a breakout hit for two years post-seed
“OpenSea was like not a breakout hit for at least two years after they raised a seed round.”
Regan Bozman Jul 7, 2022 ▶ 20:35 Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
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