嘉宾：Joshua OpenSea创始成员

主持人：小喵 Beep币扑创始人/喵懂区块链发起人                                 

分享主题：站在交易平台角度看，普通用户如何在NFT上投资获利？

分享时间：2020.07.09 15:00pm

导语：“做多NFT！”数月来，这俨然已经成为一小拨NFT狂热爱好者新的目标，他们疯狂下注，在海内外各大交易平台辗转，宛如饿虎扑食一般横扫各类各具特色的数字艺术品。不过对于另一拨人而言，NFT似乎还是遥不可及。如何在风口来临前，提前布局赚取第一桶金，本期PlanB邀请到了Opensea创始成员Joshua，和大家聊一聊从交易平台角度看普通用户如何在NFT上投资获利。

问：在正式进入采访之前，我们先听一听Joshua是如何进入这个圈子的？

Before we drump into the fisrt question, would you give us a brief intro and how you get into this bussiness?
答：我是Joshua，我是OpenSea的一名创始工程师。之前，我在Facebook担任技术主管，但我对NFT领域十分感兴趣，所以我加入了OpenSea。

Devin，OpenSea的CEO，他向我伸出了橄榄枝。他说，NFT将会在数字世界中开辟一个充满可能性的新世界，在我自己看了之后，也同意这个说法。

My name is Joshua and I work as a Founding Engineer of OpenSea. Previously I was a tech lead at Facebook, but I was excited about the NFT space, so I joined OpenSea.

Devin, the CEO of OpenSea, had reached out to me about the opportunity. He explained that the NFT space is opening up a new world of possibilities in the digital world, and after looking into it myself I came to agree that it is an exciting new space.
问：OpenSea目前已经成为全球最大的加密数字藏品市场(2018年1年成立)。您认为OpenSea能够保持竞争力的原因有哪些？

We all know that OpenSea is now the largest market for NFT, What reasons you believe keep OpenSea remaining competitive?

答：我们的座右铭是紧跟用户的步伐。我们相信，我们能保持竞争力，是因为确保确保大多数应用程序/最流行的应用程序能够利用我们的市场。

Our motto is to go where the users go. We believe we stay competitive by making sure that the majority of applications/the most popular applications can take advantage of our marketplace.

问：截至目前，OpenSea累计用户数量和交易额各是多少？有人以OpenSea的钱包数量为基准，推测出 NFT 用户数量目前处在 2012 年 8 月的加密货币水平，关于这点，您怎么看？您认为NFT市场目前处在其生命周期中的什么位置？

What are the cumulative number of users and transaction volume of OpenSea so far? Based on the volume of OpenSea wallets, people conjects that the number of NFT users is currently at cryptocurrency levels as of August 2012, what do you think of that? Which state do you think the NFT market is now in its life cycle?

答：我现在手边没有具体的独立用户总数，但是我们目前平均每个月有5000个独立核心用户。核心用户是执行“核心操作”的用户，例如购买/销售商品。在流通量方面，到目前为止，我们的市场大约有1500万美元的流通量。

我认为越来越多的人开始意识到NFT的价值, 而且要高于人们在2012年对比特币的认知。我认为NFT将在某种程度上会在2020年飙升，但不会像加密货币泡沫那样严重。我认为这种泡沫在2020年不会发生。

我们目前还没有看到人们对NFT的一个指数级增长的兴趣。大多数人都听说过比特币，但大多数人都没有听说过NFT。我认为至少还需要两到三年的时间才会有改变。

I don’t have the number of total unique users with me right now, but we currently average about 5,000 unique core users per month. Core users are users who perform “core actions” such as buying/selling items. In terms of volume, so far we’ve had about $15M USD go through our marketplace.

I think more people are seeing the value of NFTs, more so than how people viewed bitcoin back in 2012. I think it will soar as some point but not as much as the cryptocurrency bubble did. And I don’t think it will be in 2020.

Well, we haven’t yet seen an exponential increase in interest of NFTs. Most people have heard of bitcoin, but most people haven’t heard of NFTs. I think adoption will take at least another 2-3 years.  

问：就交易量来看，目前OpenSea上加密艺术品和虚拟土地这两个类目最受欢迎，您认为原因有哪些？还有哪些类目有明显的上升趋势？他们的共性是什么？

In terms of trading volume, crypto art like Superare and virtual space like DCL/CV are the two most popular categories on OpenSea at present. What do you think are the reasons?What other categories are showing a significant upward trend? Do they have anything in common?

答：虚拟艺术和虚拟世界是两个最直接和简单的NFT应用。加密艺术为艺术家的粉丝们提供了另外一种让他们在购买数字作品和支持他们喜爱的艺术家的途径。在虚拟世界里人们可以交换土地—这是一个任何人都能理解的简单概念。像《我的世界》、《第二人生》、《魔兽世界》这样的游戏可能已经让人们对这个概念更加熟知了。

我们也发现了纸牌游戏Gods Unchaineds在慢慢兴起的趋势，还有另外一个新的纸牌游戏叫Skyweaver马上就要上线了。

Crypto art and virtual worlds are two of the most direct and simple applications of NFTs. Crypto art provides a way for fans of artists to get enjoy greater meaning in buying digital works from and supporting their favorite artists. In virtual worlds, people can trade land—it’s a simple concept that anyone can understand. And games like Minecraft, Second Life, or World of Warcraft may have already made people more comfortable with the concept.

We’re also seeing more interest in card games like Gods Unchained. A new card game called SkyWeaver is coming out soon.  
问：你个人偏爱哪种风格的NFT项目/作品？对于一部分想通过NFT获利的普通投资者，您的建议是？

Which type of NFT project/work you prefer better ? What is your advice to retail investors who may want to profit from NFT?

答：我喜欢支持与其他项目互动的项目。NFT方面，我对散户投资者的建议是，寻找能给用户带来真正附加值的项目，而不仅仅是为了从用户身上轻易获利。基于投机的项目是不良投资。

I like projects that let other projects interact with their NFTs. My advice to retail investors is to look for projects that offer true added value to its users and are not just trying to profit easily off its users. Projects that are based on speculation are bad investments.

问：就稀缺性而言，NFT对市场的供应似乎是无限的（与比特币相比），这也是我为什么没有投资NFT的主要原因，你如何理解NFT的稀缺性？

In terms of scarcity, NFT seems to have an unlimited supply to the market (compared with Bitcoin), that's the main reason that stop me to invest in NFT, how do you understand the scarcity in NFT?

答：每个NFT的价值是根据所有跟他交互的应用去定义的。与比特币不同的是，NFT的价值不仅仅是稀缺性。这是一个常见的问题，我们以前也写过。

相反，我们认为需求是由更传统的力量驱动的：用途和起源。用途是显而易见的：我愿意买一张NFT门票，因为它可以让我进入某一个大会，如果我能在虚拟世界中炫耀它，我更愿意买一件艺术品，如果它在游戏中给我特殊的能力，我也愿意为它买单。起源的概念概况了NFT背后的故事。它从哪里来的？过去是谁拥有它？随着空间的成熟，有趣的NFT故事会变得更加复杂，并开始有意义地影响通证的价值。

即使对我来说，我也能0成本的创造无限量的“独特的”NFT作品。再加上没有规定强制大牌艺人的作品产出量的情况下。散户投机者可能只关注他们的价格，而不关注NFT的历史。

The value is each NFT is defined by all the applications that interact with it. Unlike bitcoin, the value of NFTs isn’t just scarcity. This is a common myth and we have written about it before.

Instead, we think demand is driven by more traditional forces: utility and provenance. Utility is the obvious one: I’m willing to buy an NFT ticket because it lets me into a conference, I’m more willing to buy a piece of art if I can show it off in a virtual world, and I’m willing to buy an item if it gives me special abilities in a game. The concept of provenance encapsulates the story behind an NFT.  Where did it come from? Who’s owned it in the past? As the space matures, the stories of interesting NFTs grow more complex and start to meaningfully impact a token’s value.

Even for me, I can also produce unlimited "unique" NFTs without cost. Plus there is no code to force the big-name artists to have a limited supply.  Retail speculators may only focus on their price rather than NFT's history.

问：有观点认为，NFT带来的流动性溢价，是支撑它作为一个资产价值的核心所在，不过就目前来看，NFT的流动性还很不足，该如何解决？

At present, the liquidity of NFT is still insufficient, do you think it's problem and how could we solve that?

答：这是我们非常感兴趣的一个问题。我们正计划建立增加流动性的解决方案，包括考虑成为一个NFT的做市商。当然了，大规模落地也会解决这个问题

That is a problem we are very interested in. We are planning on building solutions to add liquidity, including thinking about becoming a market maker for NFTs.Of course, increased adoption will help solve this problem.

问：NFT的交易目前都在链上，对吧？如果我们引入做市商，有可能会支持线下交易嘛？

The transactions about NFT are all on blockchain right? If we involve in with market maker, could it make transactions offchian?

答：所有交易是在链上。

Of course. All the transactions would be on-chain.

问：OpenSea在过去两三年中取得了非常好的成绩，团队认为还存在哪些提升的空间？能否透露一下OpenSea接下来的一系列规划？从上一轮融资到现在也过去一段时间了，有计划下一轮募资嘛？

OpenSea has made great achievements in the past two or three years. What space does the team think remains for improvement? Can you tell us a little bit about the next few steps for OpenSea? And also the fundrasing plan?

答：OpenSea正在积极推进，给用户更好的体验。今年你可以期待一个更新的资产浏览页面。我们还对我们的服务器进行了重大改进，以确保在峰值用户量时一切都能快速运行。在我们的路线图上是多链的，我们希望在那里支持除以太坊以外的区块链。我们也在为半替代物提供更好的支持，并提供类似的方案。

我们并没有在积极寻求另一轮投资，但我们可能会考虑接受其他希望我们尽快支持他们的区块链项目的资助。

We are actively making OpenSea an easier user experience. You can expect a revamped asset browsing page soon this year. We are also making big improvements to our servers to make sure everything can run quickly without problems at peak user volume. On our roadmap is multi-chain, where we are looking to support blockchains other than Ethereum. We are also adding better support for semi-fungibles and providing similarly treatment to NFTs that behave like semi-fungibles.

We aren’t actively looking for another round of investment, but we may consider some grants from other blockchains who want us to support them soon.

问：相较于海外，中国在NFT赛道的发展稍显沉寂，在你看来，导致差异化的原因是什么？OpenSea在中国会做哪些布局？

Compared with overseas, The development of NFT in China is somewhat slow. In your opinion, what is the reason for the differentiation? What is OpenSea’s next move in China?

答：中国的发展通常比较缓慢，因为我们用于平台的一些服务在中国并不适用。我们也收到了来自中国用户的关于网站使用的反馈。我们正在积极地解决这些问题，为中国建设不同的或单独的基础设施。

Development for China is usually slower because some of the services we use for our platform are not available in China. We also have receive various report of things not working on the website as expected when the user is from China. We are actively addressing these issues by building different or separate infrastructure specifically for China.