Optimism (OP)

🧵 Announcement that Base is moving to its own operating code and abandoning $OP 🔹 Reducing structural reliance on the OP Stack 🔹 Partially uncoupling from Superchain 🔹 Repositioning in the technical governance balance ✅ Economically, this shift is not purely technical but carries clear financial dimensions: ▫️ The OP Stack previously represented a shared architecture that generated network value by adopting multiple chains. ▫️ Base is one of the largest sources of activity and liquidity within the system. ▫️ Any decoupling reduces the “network effect” that fuels the Superchain narrative. 🔴 Potential impact on #OP token: Long‑term structural demand could decline if Base’s contribution to the unified ecosystem diminishes. Markets usually reprice a token based on actual reliance strength rather than technical promises. ⚠️ Today’s message to developers and investors: Don’t bet symbolic value on code you don’t own. In decentralized infrastructure, code control means value‑path control.

Wu reported that ether.fi announced plans to migrate its crypto debit card product Cash to Optimism's OP Mainnet (Superchain ecosystem) in the coming months. The migration will involve over 70,000 active debit cards, over 300,000 accounts, and a total value locked (TVL) exceeding $160 million, marking a long‑term strategic partnership aimed at accelerating global on‑chain payments. The official statement emphasized that user accounts and underlying assets will remain secure throughout the migration, and existing products and services can continue to be used as usual. https://t.co/6EybgaV5H5

.@ether_fi is a big W for @Optimism ▪️OP Mainnet TVL will jump 75% ▪️https://t.co/N8a4Ozo4Gc will become the #1 TVL dApp on day one ▪️https://t.co/N8a4Ozo4Gc vaults can boost DeFi across the Optimism ecosystem ▪️https://t.co/N8a4Ozo4Gc will become OP Mainnet’s flagship real world use case Onboarding crypto neobanks will become increasingly important for mainnets.

What did I miss? @Optimism $OP https://t.co/4yaQTMuCDF

$OP is tanking today following the news that @coinbase's @base network will be ditching Optimism's Superchain ecosystem and moving to its own tech stack. The token is currently exploring new all-time lows. However, there have also been some positive news for @Optimism , as @ether_fi announced that they will be migrating their popular Cash product to the OP Mainnet.

Et voilà 🤦🏾 https://t.co/y1k3Sfhsza

gg OP

📡 Ether Fi migrates its crypto card Ether Fi will transfer its non‑custodial crypto card from Scroll to OP’s mainnet to improve liquidity and user experience. 📰 Full article: https://t.co/EMvu2a0x03 Tweet EN

There just isn't any reason for many of these tokens to exist. -97% from ATH and -62% from a month ago. $OP is just 1 example I do want to say that when the bullish environment comes back, this will do multiples from its low tho, just like every other shitcoin imo. But it wont outperform the rest of the market.

Do you see how vicious they are? The other day we were talking about this project that launched a marketing campaign showing how activity exploded on their network, etc... but we said that if activity isn’t directly correlated to price then there’s someone lying in the room and you know who the liar is. We accelerate marketing on the eve of token releases and that’s life and that’s how the project dies.