Red Oceans: Exploring the Unbundling OpenSea Thesis

OpenSea has been the dominant NFT exchange for years, but some think it’s ripe for disruption. Tasha Kim, a Web3 investor, goes as far as comparing OpenSea to eBay — except with an even quicker path to unbundling. What’s the case for the unbundling of OpenSea, and how has it progressed since Kim first introduced the thesis in March of 2022?

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