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OpenSea创始人转型AI,OpenRouter被Stripe超70亿美元收购

OpenSea founder pivoted to AI — and won

原文

OpenSea, once one of the most prominent companies in the cryptocurrency industry, has slowly been bleeding users and relevancy over the past four years.

OpenSea,曾是加密货币行业最著名的公司之一,在过去四年里用户量和影响力逐渐流失。

The site went from leading the charge during the NFT (non-fungible token) hype train, seeing over $2.7 billion in volume in a single day in May of 2022, to dwindling to what’s likely to be less than $20 million in turnover for the entire month of August this year.

该网站从NFT(非同质化代币)热潮中的领跑者,2022年5月单日交易量超过27亿美元,到今年8月整个月的交易额可能不足2000万美元。

But two years ago, the founder of OpenSea, Alex Atallah, made a pivot to artificial intelligence by starting a company called OpenRouter – and this week it paid off.

但两年前,OpenSea的创始人Alex Atallah转向人工智能,创办了一家名为OpenRouter的公司——本周这一举措获得了回报。

The Death of NFTs and the rise of AI

NFT的消亡与AI的崛起

It may be hard to believe now, but after raising $300 million from the likes of Paradigm and a16z in a Series C round, OpenSea was valued at an astounding $13.3 billion.

现在可能难以相信,但在从Paradigm和a16z等机构筹集了3亿美元的C轮融资后,OpenSea的估值高达惊人的133亿美元。

That valuation ran into reality, as the NFT boom quickly became a bust, and ten months later, with the collapse of FTX and cryptocurrencies in general, visitors and traders to the site fell off a cliff.

这一估值与现实相撞,因为NFT热潮迅速转为泡沫破裂,十个月后,随着FTX和整个加密货币市场的崩溃,网站的访问者和交易者数量急剧下降。

OpenSea goes multichain after 98% drop in volume

OpenSea在交易量下降98%后转向多链

Read more: Former OpenSea manager’s insider trading conviction overturned

阅读更多:前OpenSea经理内幕交易定罪被推翻

OpenSea has never returned to its previous heights since the 2022-2023 cryptocurrency winter, even as Bitcoin reached new highs in 2024 and 2025.

自2022-2023年的加密货币寒冬以来,OpenSea从未恢复到之前的巅峰,即使比特币在2024年和2025年创下新高。

And with that stagnation, Alex Atallah, co-founder of OpenSea, decided to create a new venture, a unified API for developers to access multiple LLMs at once that he called OpenRouter.

面对这种停滞,OpenSea的联合创始人Alex Atallah决定创建一家新企业,一个为开发者提供统一API以同时访问多个大型语言模型的服务,他将其命名为OpenRouter。

New venture, new valuation, but this time a sale

新企业,新估值,但这次是出售

Perhaps learning from harsh lessons of the past, it was reported by Bloomberg this past week that Stripe had purchased OpenRouter for over $7 billion.

或许是从过去的惨痛教训中学习,本周彭博社报道称,Stripe已以超过70亿美元的价格收购了OpenRouter。

While the valuation of this exit still pales in comparison to the astronomical $13.3 billion valuation of OpenSea – a valuation unchanged since 2022, as it has not done another raise – Atallah was able to find an exit for his firm.

尽管这次退出的估值仍无法与OpenSea惊人的133亿美元估值相提并论——自2022年以来该估值未变,因为它没有再进行融资——但Atallah成功为他的公司找到了退出途径。

Meanwhile, OpenSea continues to languish. It’s unclear if Atallah will utilize his recent windfall to put money back into OpenSea or if he’s simply moved on to green pastures altogether.

与此同时,OpenSea仍在困境中挣扎。目前尚不清楚Atallah是否会利用这笔意外之财重新投资OpenSea,还是已经完全转向了更有利可图的新领域。

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The post OpenSea founder pivoted to AI — and won appeared first on Protos.

文章《OpenSea创始人转向AI——并获胜》最初出现在Protos上。

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