OpenSea 的 NFT 主导地位在日益激烈的竞争中逐渐消失

前 NFT 市场领导者 OpenSea 已将大量市场份额输给了 Blur 和 Magic Eden 等竞争对手。尽管整体 NFT 交易量下降了 92%，但 OpenSea 的每周交易量已骤降至 2000 万美元，仅占市场的 16%。这种主导地位的丧失归因于 OpenSea 无法适应不断变化的市场条件，包括竞争对手采用的新商业策略以及可选版税的引入，这使得与 NFT 创作者的关系变得紧张。

OpenSea's Dominance Wanes Amidst Shifting NFT Marketplace Landscape

OpenSea 的主导地位随着 NFT 市场格局的变化而减弱

San Francisco, California - OpenSea, once the undisputed leader in the non-fungible token (NFT) marketplace, has witnessed a significant decline in its trading volumes, relinquishing its dominant position to emerging competitors Blur and Magic Eden. This shift marks a fundamental transformation in the NFT ecosystem, altering the business tactics and profit models that underpin these platforms.

加利福尼亚州旧金山 - OpenSea 曾经是不可替代代币 (NFT) 市场无可争议的领导者，但其交易量却大幅下降，将其主导地位让给了新兴竞争对手 Blur 和 Magic Eden。这一转变标志着 NFT 生态系统的根本性转变，改变了支撑这些平台的商业策略和盈利模式。

Volume Erosion and Market Share Loss

销量下降和市场份额流失

At the height of its dominance nearly two years ago, OpenSea commanded a substantial 75% market share, with weekly trading volumes exceeding $1 billion. However, data from the Hildobby Dune dashboard reveals a stark decline, with OpenSea's volumes plummeting to a mere $20 million last week, accounting for approximately 16% of the total market. This sharp drop underscores the precipitous decline in overall NFT trading interest and activity since April 2022.

近两年前，OpenSea 在其统治地位的巅峰时期占据了 75% 的市场份额，每周交易量超过 10 亿美元。然而，来自 Hildobby Dune 仪表板的数据显示，OpenSea 的交易量明显下降，上周跌至仅 2000 万美元，约占整个市场的 16%。这一急剧下降凸显了自 2022 年 4 月以来整体 NFT 交易兴趣和活动的急剧下降。

Competitive Market Dynamics

竞争市场动态

The emergence of Blur and Magic Eden has played a pivotal role in OpenSea's diminishing market share. Blur, with its zero trading fee model and its airdrop of governance tokens, quickly gained traction among NFT traders. Magic Eden, on the other hand, has captured a significant segment of the market by supporting NFT trading on multiple blockchains, including Bitcoin and Solana, in addition to Ethereum.

Blur和Magic Eden的出现对OpenSea市场份额不断缩小起到了关键作用。 Blur 凭借其零交易费用模式和空投治理代币，迅速赢得了 NFT 交易者的青睐。另一方面，Magic Eden 通过支持多个区块链上的 NFT 交易，占领了很大一部分市场，其中包括比特币和 Solana，以及以太坊。

Strategic Missteps and Lost Relationships

战略失误和失去的关系

Analysts attribute OpenSea's decline not only to external competition but also to internal strategic missteps. Eddie Wharton, a Web3 data science consultant and NFT trader, points to OpenSea's "first huge loss" to Blur due to its lack of competitive incentives and its controversial decision to make royalties optional, alienating many NFT creators.

分析师将 OpenSea 的衰落不仅归因于外部竞争，还归因于内部战略失误。 Web3 数据科学顾问兼 NFT 交易员埃迪·沃顿 (Eddie Wharton) 指出，OpenSea 对 Blur 造成的“第一笔巨额损失”是由于其缺乏竞争性激励措施，以及其有争议的让版税成为可选的决定，从而疏远了许多 NFT 创作者。

Incentive Programs and Cross-Blockchain Support

激励计划和跨区块链支持

Rival platforms like Blur and Magic Eden have effectively attracted and retained users through attractive incentive programs, such as points-based rewards and airdrops. Additionally, Magic Eden's support for various blockchains has provided it with a competitive advantage over OpenSea, which primarily focuses on Ethereum-based NFTs.

Blur 和 Magic Eden 等竞争对手平台通过积分奖励和空投等有吸引力的激励计划有效地吸引并留住了用户。此外，Magic Eden 对各种区块链的支持为其提供了相对于主要专注于基于以太坊的 NFT 的 OpenSea 的竞争优势。

Brand Recognition and User Base

品牌认知度和用户群

Despite its diminished market share, OpenSea maintains a strong brand reputation and a loyal user base. Per the Dune dashboard, OpenSea still boasts a higher number of daily and weekly active traders than its rivals, even though it lags behind in volume. This suggests that OpenSea's brand recognition continues to resonate with newcomers to the NFT market.

尽管市场份额下降，OpenSea 仍保持着良好的品牌声誉和忠实的用户群。根据 Dune 仪表板，OpenSea 仍然拥有比竞争对手更多的每日和每周活跃交易者数量，尽管它在交易量上落后。这表明 OpenSea 的品牌认知度继续与 NFT 市场的新来者产生共鸣。

Seasoned Traders' Preferences

经验丰富的交易者的偏好

Seasoned NFT collectors and traders, however, have gravitated towards other platforms, according to Andrew Forte, head of strategy at Unfungible, a web3 consulting agency. This suggests that OpenSea may be losing its appeal to experienced NFT enthusiasts who seek specialized features and incentives offered by its competitors.

然而，web3 咨询机构 Unfungible 的策略主管 Andrew Forte 表示，经验丰富的 NFT 收藏家和交易者已经倾向于其他平台。这表明 OpenSea 可能会失去对经验丰富的 NFT 爱好者的吸引力，这些爱好者寻求竞争对手提供的专门功能和激励措施。

Conclusion

结论

OpenSea's decline serves as a cautionary tale for dominant platforms in the rapidly evolving NFT landscape. Amidst intense competition and changing market dynamics, businesses must adapt their strategies and respond to emerging trends to maintain their market share and relevance. The rise of Blur and Magic Eden underscores the need for innovation, user incentives, and cross-platform compatibility in the ever-changing realm of non-fungible tokens.

OpenSea 的衰落对于快速发展的 NFT 格局中的主导平台来说是一个警示。在激烈的竞争和不断变化的市场动态中，企业必须调整战略并应对新兴趋势，以保持市场份额和相关性。 Blur 和 Magic Eden 的崛起凸显了在不断变化的不可替代代币领域对创新、用户激励和跨平台兼容性的需求。