The sentiment for OpenSea is that it should focus exclusively on its niche as a marketplace for non-fungibles and unique collectibles rather than expanding into token swaps or perps. The author suggests that NFTs tied to real-world assets, such as Rolex watches and designer items, represent a significant growth opportunity. The overall outlook is that OpenSea will succeed by becoming the "eBay of onchain assets" as more physical luxury goods move on-chain.