Pinned Tweet
rarely sharing my SMM/Content Lead journey
everyone posting about Kimchi rn
back on July 27th, one of my posts on @potionalpha IG hit 272K views and brought 1.1K followers from a single post
back then we had almost 3K followers, rn we're at 9K, with multiple viral posts erwards
keep testing new things
your next heater is coming
you just don't know it yet
build your skillset and keep cooking
you deserve a big fat cook
everyone posting about Kimchi rn
back on July 27th, one of my posts on @potionalpha IG hit 272K views and brought 1.1K followers from a single post
back then we had almost 3K followers, rn we're at 9K, with multiple viral posts erwards
keep testing new things
your next heater is coming
you just don't know it yet
build your skillset and keep cooking
you deserve a big fat cook
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OpEnSeA wEn $SEA TGE?
another “MOBILE TRADING APP launched” WHO CARES?
but what if $SEA changes the lives of users who stayed?
what changed, how much money OpenSea has, who may get $SEA, and when TGE could happen
NFT market may be handing it a monopoly
Here is the defense front end closes on November 12
- Blend stops taking new loans on the same date
- the protocols stay onchain
- but most users will not trade through raw contracts
- Magic Eden now focuses mainly on Solana
- OpenSea also entered Solana and now fights Magic Eden and Tensor there
OpenSea has fewer real rivals than before
A small hill still has a king
Does OpenSea have enough money?
The numbers look far worse than 2021
But they do not look fatal:
- OpenSea generated over $1B in fees in both 2021 and 2022
- recent yearly fees sit near $25M
- OpenSea keeps around $5M from that
- the last 30 days brought around $1.5M in fees
- OpenSea kept around $460K
- the company raised $427M in total
That is not peak NFT money
But it may be enough to keep building
OpenSea does not need to win tomorrow
It only needs to survive longer than everyone else
what OpenSea is building now
The product is no longer just an NFT marketplace
OpenSea now has:
- a working mobile app
- NFT trading
- memecoin trading
- swaps and bridges
- perps
- more supported chains
The mobile app looks like the main focus
But a few big pieces still look missing:
- BNB Chain, BNB would open a huge trading market
- TON, TON could bring gift holders and Telegram users
- prediction markets?
- a token launchpad could turn OpenSea into a real onchain super-app
That is where this gets interesting
Who may get the $SEA airdrop?
No more points farming right?
Three groups may matter most:
- XP, treasure, and chest farmers
- old OpenSea users
- mobile app users
Old users about to get a huge charity allocation?
- many already left crypto
- they already gave OpenSea the early volume it needed
- the chest farmers likely win on raw volume
- their activity is hard for old organic users to match
- mobile app use may also matter, the team keeps pushing it for a reason
- perp trading may count too
- but without new points, burning money to farm perps makes little sense
- use the product, show some real activity, do not donate money while guessing
When does $SEA launch?
- there is still no clear sign of a near TGE
- what if OpenSea may launch $SEA in December 2027
That would mark the company’s tenth year (IMPORTANT FACT)
The timing makes sense
Also the market is not in full euphoria yet:
- Bitcoin is not at $140K
- Ethereum is not above $5K
OpenSea has no reason to rush into a weak launch window, while silence does not mean no token
It may only mean not yet
Let’s take a guess, from chests farming:
Assume $SEA launches at a $500M valuation
This is the share of total supply each wave may need just to reach break-even:
- wave 1: 3.315%
- wave 2: 0.706%
- wave 3: 0.328%
- wave 4: 0.166%
- wave 5: 0.302%
Wave 6 was not calculated
Now imagine OpenSea gives each wave at least 1% of supply
Only wave 1 looks clearly stressed
Wave 4 could print a huge multiple
The real split will likely use more rules
But the math shows one thing
OpenSea does not need to give away half the token to make chest farmers happy
OpenSea has less revenue than before
But it still has money
It has fewer rivals
It keeps shipping
It has a working mobile product
And it has one clean way to turn years of building into value for the team, investors, and users
I do not think OpenSea is dead, I think it is waiting
And I still think $SEA 2027 is the year to watch
We need big fat airdrop pls thx.
another “MOBILE TRADING APP launched” WHO CARES?
but what if $SEA changes the lives of users who stayed?
what changed, how much money OpenSea has, who may get $SEA, and when TGE could happen
NFT market may be handing it a monopoly
Here is the defense front end closes on November 12
- Blend stops taking new loans on the same date
- the protocols stay onchain
- but most users will not trade through raw contracts
- Magic Eden now focuses mainly on Solana
- OpenSea also entered Solana and now fights Magic Eden and Tensor there
OpenSea has fewer real rivals than before
A small hill still has a king
Does OpenSea have enough money?
The numbers look far worse than 2021
But they do not look fatal:
- OpenSea generated over $1B in fees in both 2021 and 2022
- recent yearly fees sit near $25M
- OpenSea keeps around $5M from that
- the last 30 days brought around $1.5M in fees
- OpenSea kept around $460K
- the company raised $427M in total
That is not peak NFT money
But it may be enough to keep building
OpenSea does not need to win tomorrow
It only needs to survive longer than everyone else
what OpenSea is building now
The product is no longer just an NFT marketplace
OpenSea now has:
- a working mobile app
- NFT trading
- memecoin trading
- swaps and bridges
- perps
- more supported chains
The mobile app looks like the main focus
But a few big pieces still look missing:
- BNB Chain, BNB would open a huge trading market
- TON, TON could bring gift holders and Telegram users
- prediction markets?
- a token launchpad could turn OpenSea into a real onchain super-app
That is where this gets interesting
Who may get the $SEA airdrop?
No more points farming right?
Three groups may matter most:
- XP, treasure, and chest farmers
- old OpenSea users
- mobile app users
Old users about to get a huge charity allocation?
- many already left crypto
- they already gave OpenSea the early volume it needed
- the chest farmers likely win on raw volume
- their activity is hard for old organic users to match
- mobile app use may also matter, the team keeps pushing it for a reason
- perp trading may count too
- but without new points, burning money to farm perps makes little sense
- use the product, show some real activity, do not donate money while guessing
When does $SEA launch?
- there is still no clear sign of a near TGE
- what if OpenSea may launch $SEA in December 2027
That would mark the company’s tenth year (IMPORTANT FACT)
The timing makes sense
Also the market is not in full euphoria yet:
- Bitcoin is not at $140K
- Ethereum is not above $5K
OpenSea has no reason to rush into a weak launch window, while silence does not mean no token
It may only mean not yet
Let’s take a guess, from chests farming:
Assume $SEA launches at a $500M valuation
This is the share of total supply each wave may need just to reach break-even:
- wave 1: 3.315%
- wave 2: 0.706%
- wave 3: 0.328%
- wave 4: 0.166%
- wave 5: 0.302%
Wave 6 was not calculated
Now imagine OpenSea gives each wave at least 1% of supply
Only wave 1 looks clearly stressed
Wave 4 could print a huge multiple
The real split will likely use more rules
But the math shows one thing
OpenSea does not need to give away half the token to make chest farmers happy
OpenSea has less revenue than before
But it still has money
It has fewer rivals
It keeps shipping
It has a working mobile product
And it has one clean way to turn years of building into value for the team, investors, and users
I do not think OpenSea is dead, I think it is waiting
And I still think $SEA 2027 is the year to watch
We need big fat airdrop pls thx.
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merch and cutie things @pudgypenguins make are peak crypto branding ngl
appreciate ya @maximusss and @PudgyUkraine for this cutie gift for my lil crypto degen
(and yeah Abstract and FP NFTs action its sad af, but damn how cutie all of these)
also guess wut else we got 👀
appreciate ya @maximusss and @PudgyUkraine for this cutie gift for my lil crypto degen
(and yeah Abstract and FP NFTs action its sad af, but damn how cutie all of these)
also guess wut else we got 👀
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also dating apps dang af bcs of scamming in different ways
example
here in Ukraine, a friend of mine almost got scammed through a scheme where he was dating a girl for 6m
then she invited him to visit her parents, she was driving her own car on this trip
“random” police stopped them on da way and told them to pay $2K in crypto to avoid getting taken to the police department for some random reason they made up
and guess what, my friend said no lol (obv not retard)
they told him okay, we’ll send ya to war to serve in the military on frontline (rn common practice here unfortunately male got actively stolen (yes ya read correct) from streets, cars, subway, just walking in streets, taxi drivers literally work with these organizations and scam their customers, wont rant a lot about it for obvious safety reason
but the thing is they didn’t know he was exempt from military service bcs of his health condition, diabetes
so wen he got into the fcking police department, these clowns were not happy about wasting 6 months warming up a lead for a scam, gas money for the girl and other costs hahahahah
and many of these cases, like dating through online apps dang af
example
here in Ukraine, a friend of mine almost got scammed through a scheme where he was dating a girl for 6m
then she invited him to visit her parents, she was driving her own car on this trip
“random” police stopped them on da way and told them to pay $2K in crypto to avoid getting taken to the police department for some random reason they made up
and guess what, my friend said no lol (obv not retard)
they told him okay, we’ll send ya to war to serve in the military on frontline (rn common practice here unfortunately male got actively stolen (yes ya read correct) from streets, cars, subway, just walking in streets, taxi drivers literally work with these organizations and scam their customers, wont rant a lot about it for obvious safety reason
but the thing is they didn’t know he was exempt from military service bcs of his health condition, diabetes
so wen he got into the fcking police department, these clowns were not happy about wasting 6 months warming up a lead for a scam, gas money for the girl and other costs hahahahah
and many of these cases, like dating through online apps dang af
the older i am the more i realize how cooked our generation is
finding a relationship nowadays is harder than ever
social media has ruined the perspective that people previously had about relationships all thanks to influencers who pretend to be perfect all thanks to AI, editing and filters
all people care about now is:
- how you look
- how much money you have
- are you “looksmaxxing”
- peptides
- influenc
feelings and true love are slowly dying it seems, wild times
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HIMARS retweeted
give me $3K/month and i'll SMM the fuck out of your account
as many posts as you want per day
100-150 quality replies to accounts in that niche
i'll even throw in a nice dm to yourself and compliment you if it makes you feel better
as many posts as you want per day
100-150 quality replies to accounts in that niche
i'll even throw in a nice dm to yourself and compliment you if it makes you feel better
jobs in web3
what's a fair rate for SMM managing one social account with one post per day?
$1K/month
$3K/month
$5K/month
$10K/month
what's your take?
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replies went from “hire me” to “gib 2 BTC” lmfao
asked CT what’s fair for a web3 SMM
$1K/month: 18 chads
$3K/month: 27 chads
$5K/month: 5 chads
$10K/month: 2 chads
12 chads said $1 - 3K range fair
7 chads said $3 - 5K range gucci
someone asked for 69K for the culture
$3K wins
is it a fair price, wdyt?
asked CT what’s fair for a web3 SMM
$1K/month: 18 chads
$3K/month: 27 chads
$5K/month: 5 chads
$10K/month: 2 chads
12 chads said $1 - 3K range fair
7 chads said $3 - 5K range gucci
someone asked for 69K for the culture
$3K wins
is it a fair price, wdyt?
jobs in web3
what's a fair rate for SMM managing one social account with one post per day?
$1K/month
$3K/month
$5K/month
$10K/month
what's your take?
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HIMARS retweeted
$500 to $1K challenge
no fugazi targets
no larp, no insides
real trades, real Ws, real Ls
@Traderdogs69, Potion’s legendary analyst behind your favorite printing Weekly Newsletter calls on crypto and goated alpha caller, is running it to educate and show what’s possible.
and result here on X and Discord
so you can track the progress and follow along if you want
who’s locking in?
no fugazi targets
no larp, no insides
real trades, real Ws, real Ls
@Traderdogs69, Potion’s legendary analyst behind your favorite printing Weekly Newsletter calls on crypto and goated alpha caller, is running it to educate and show what’s possible.
and result here on X and Discord
so you can track the progress and follow along if you want
who’s locking in?
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