尋找具備真正“附加值”的項目，看OpenSea教你如何“梭哈”NFT
嘉賓：Joshua OpenSea創始成員
主持人：小喵Beep幣撲創始人/喵懂區塊鏈發起人
分享主題：站在交易平台角度看，普通用戶如何在NFT上投資獲利？
分享時間：2020.07.09 15:00pm
“做多NFT！”數月來，這儼然已經成為一小撥NFT狂熱愛好者新的目標，他們瘋狂下注，在海內外各大交易平台輾轉，宛如餓虎撲食一般橫掃各類各具特色的數字藝術品。不過對於另一撥人而言，NFT似乎還是遙不可及。如何在風口來臨前，提前佈局賺取第一桶金，本期PlanB邀請到了Opensea創始成員Joshua，和大家聊一聊從交易平台角度看普通用戶如何在NFT上投資獲利。
問：在正式進入採訪之前，我們先聽一聽Joshua是如何進入這個圈子的？
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的一名創始工程師。之前，我在Facebook擔任技術主管，但我對NFT領域十分感興趣，所以我加入了OpenSea。
Devin，OpenSea的CEO，他向我伸出了橄欖枝。他說，NFT將會在數字世界中開闢一個充滿可能性的新世界，在我自己看了之後，也同意這個說法。
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.
問：OpenSea目前已經成為全球最大的加密數字藏品市場(2018年1年成立)。您認為OpenSea能夠保持競爭力的原因有哪些？
We all know that OpenSea is now the largest market for NFT, What reasons you believe keep OpenSea remaining competitive?
答：我們的座右銘是緊跟用戶的步伐。我們相信，我們能保持競爭力，是因為確保確保大多數應用程序/最流行的應用程序能夠利用我們的市場。
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.
問：截至目前，OpenSea累計用戶數量和交易額各是多少？有人以OpenSea的錢包數量為基準，推測出NFT 用戶數量目前處在2012 年8 月的加密貨幣水平，關於這點，您怎麼看？您認為NFT市場目前處在其生命週期中的什麼位置？
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：我現在手邊沒有具體的獨立用戶總數，但是我們目前平均每個月有5000個獨立核心用戶。核心用戶是執行“核心操作”的用戶，例如購買/銷售商品。在流通量方面，到目前為止，我們的市場大約有1500萬美元的流通量。
我認為越來越多的人開始意識到NFT的價值, 而且要高於人們在2012年對比特幣的認知。我認為NFT將在某種程度上會在2020年飆升，但不會像加密貨幣泡沫那樣嚴重。我認為這種泡沫在2020年不會發生。
我們目前還沒有看到人們對NFT的一個指數級增長的興趣。大多數人都聽說過比特幣，但大多數人都沒有聽說過NFT。我認為至少還需要兩到三年的時間才會有改變。
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.
問：就交易量來看，目前OpenSea上加密藝術品和虛擬土地這兩個類目最受歡迎，您認為原因有哪些？還有哪些類目有明顯的上升趨勢？他們的共性是什麼？
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：虛擬藝術和虛擬世界是兩個最直接和簡單的NFT應用。加密藝術為藝術家的粉絲們提供了另外一種讓他們在購買數字作品和支持他們喜愛的藝術家的途徑。在虛擬世界里人們可以交換土地—這是一個任何人都能理解的簡單概念。像《我的世界》、《第二人生》、《魔獸世界》這樣的遊戲可能已經讓人們對這個概念更加熟知了。
我們也發現了紙牌遊戲Gods Unchaineds在慢慢興起的趨勢，還有另外一個新的紙牌遊戲叫Skyweaver馬上就要上線了。
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.
問：你個人偏愛哪種風格的NFT項目/作品？對於一部分想通過NFT獲利的普通投資者，您的建議是？
Which type of NFT project/work you prefer better ? What is your advice to retail investors who may want to profit from NFT?
答：我喜歡支持與其他項目互動的項目。 NFT方面，我對散戶投資者的建議是，尋找能給用戶帶來真正附加值的項目，而不僅僅是為了從用戶身上輕易獲利。基於投機的項目是不良投資。
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.
問：就稀缺性而言，NFT對市場的供應似乎是無限的（與比特幣相比），這也是我為什麼沒有投資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：每個NFT的價值是根據所有跟他交互的應用去定義的。與比特幣不同的是，NFT的價值不僅僅是稀缺性。這是一個常見的問題，我們以前也寫過。
相反，我們認為需求是由更傳統的力量驅動的：用途和起源。用途是顯而易見的：我願意買一張NFT門票，因為它可以讓我進入某一個大會，如果我能在虛擬世界中炫耀它，我更願意買一件藝術品，如果它在遊戲中給我特殊的能力，我也願意為它買單。起源的概念概況了NFT背後的故事。它從哪裡來的？過去是誰擁有它？隨著空間的成熟，有趣的NFT故事會變得更加複雜，並開始有意義地影響通證的價值。
即使對我來說，我也能0成本的創造無限量的“獨特的”NFT作品。再加上沒有規定強制大牌藝人的作品產出量的情況下。散戶投機者可能只關注他們的價格，而不關注NFT的歷史。
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.
問：有觀點認為，NFT帶來的流動性溢價，是支撐它作為一個資產價值的核心所在，不過就目前來看，NFT的流動性還很不足，該如何解決？
At present, the liquidity of NFT is still insufficient, do you think it's problem and how could we solve that?
答：這是我們非常感興趣的一個問題。我們正計劃建立增加流動性的解決方案，包括考慮成為一個NFT的做市商。當然了，大規模落地也會解決這個問題
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.
問：NFT的交易目前都在鏈上，對吧？如果我們引入做市商，有可能會支持線下交易嘛？
The transactions about NFT are all on blockchain right? If we involve in with market maker, could it make transactions offchian?
答：所有交易是在鏈上。
Of course. All the transactions would be on-chain.
問：OpenSea在過去兩三年中取得了非常好的成績，團隊認為還存在哪些提升的空間？能否透露一下OpenSea接下來的一系列規劃？從上一輪融資到現在也過去一段時間了，有計劃下一輪募資嘛？
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正在積極推進，給用戶更好的體驗。今年你可以期待一個更新的資產瀏覽頁面。我們還對我們的服務器進行了重大改進，以確保在峰值用戶量時一切都能快速運行。在我們的路線圖上是多鏈的，我們希望在那裡支持除以太坊以外的區塊鏈。我們也在為半替代物提供更好的支持，並提供類似的方案。
我們並沒有在積極尋求另一輪投資，但我們可能會考慮接受其他希望我們盡快支持他們的區塊鏈項目的資助。
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.
問：相較於海外，中國在NFT賽道的發展稍顯沉寂，在你看來，導致差異化的原因是什麼？ OpenSea在中國會做哪些佈局？
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：中國的發展通常比較緩慢，因為我們用於平台的一些服務在中國並不適用。我們也收到了來自中國用戶的關於網站使用的反饋。我們正在積極地解決這些問題，為中國建設不同的或單獨的基礎設施。
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.
