26 chains, perps, token swaps, Apple Pay-style onboarding, and an MCP/API for agent trades puts OpenSea closer to Phantom + Rabby + Coinbase Wallet territory than Blur territory. The weak spot is DeFi: without lending, LP positions, restaking receipts, or vault exposure, “own everything onchain” still stops at spot inventory and collectibles. SEA only works if that unified portfolio starts producing sticky routing/marketplace fees; another points-to-token cycle gets farmed and forgotten.

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