Optimism (OP)

$0.1203  -3.99%  24H

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  • TapTools OnChain_Analyst Media B
     71.95K  @TapTools

    Hey @grok, which of these assets stands to benefit the most once the CLARITY Act passes? https://t.co/Of9UZ7QR4S

     72  6  7.38K
    Original >
    Tendência de OP após o lançamento
     Bullish
    The image analyzes which crypto assets are likely to become the 'big winners' of US crypto policy (such as the CLARITY Act).
  • Tanaka DeFi_Expert FA_Analyst A
     41.54K  @Tanaka_L2

    Just checked some info about @Optimism, one thing that keeps catching my attention is Optimism’s strange position in the market. OP Stack is powering a huge part of the rollup ecosystem today. But when I look closer, the chain that built the rails might not be the one capturing the most value. Here’s how I currently see the situation around Optimism | $OP 👇

    Tanaka DeFi_Expert FA_Analyst A
     41.54K  @Tanaka_L2

    1/ OP Stack has become one of the most widely adopted rollup infrastructures After the Bedrock upgrade, the architecture became much closer to Ethereum itself. Tooling works smoothly and infra teams already know how to run it without friction. Launching a new chain became almost plug-and-play. That’s why major players pulled the trigger quickly: – @base (Coinbase) – @unichain (Uniswap) – @soneium (Sony) – @inkonchain (Kraken) – @worldcoinfnd From an infra perspective, OP Stack is clearly winning adoption.

    Tanaka DeFi_Expert FA_Analyst A
     41.54K  @Tanaka_L2

    2/ But the actual users and liquidity are not on OP Mainnet When I compare the data, the gap is pretty obvious. @Base currently holds: – ~$3.9B TVL – ~$4.7B in stablecoins – ~10M+ daily transactions Meanwhile OP Mainnet sits around: – ~$218M TVL – ~$538M stablecoins So while the stack is widely used, the center of gravity has shifted toward Base.

    Tanaka DeFi_Expert FA_Analyst A
     41.54K  @Tanaka_L2

    3/ Superchain economic model is starting to show cracks The original idea was simple. Superchain members would contribute something like: – ~2.5% of revenue – or ~15% of profit back to the Optimism Collective. That revenue flow was expected to support ecosystem funding and even $OP buybacks. But then Base signaled they want to move away from that structure and roll their own stack. Since Base is generating massive sequencer revenue, losing that contribution hits the Superchain narrative pretty hard.

    Tanaka DeFi_Expert FA_Analyst A
     41.54K  @Tanaka_L2

    4/ Distribution might be the real moat in L2 After watching Base grow, I keep coming back to one thought. Base didn’t win because of better technology. Coinbase already controls a massive distribution layer: – a global exchange – millions of wallet users – fiat onramps – a direct pipeline of retail liquidity They effectively turned that distribution into an L2 user acquisition engine.

    Tanaka DeFi_Expert FA_Analyst A
     41.54K  @Tanaka_L2

    5/ This feels like a classic open-source infra trap Build great rails, everyone adopts them. But the biggest players capture the economic value. We’ve seen similar dynamics before with: – Linux infrastructure – AWS customers building internal systems – even Ethereum vs some L2s. The technology spreads everywhere, but value capture becomes fragmented.

    Tanaka DeFi_Expert FA_Analyst A
     41.54K  @Tanaka_L2

    6/ OP Stack ecosystem is still strong To be fair, the OP Stack ecosystem still dominates a large share of L2 blockspace. – Mantle: $765.16M TVL, $876M stables, 0.5 UOPS – Ink: $460.9M TVL, $493.2M stables, 7.2 UOPS – Celo: $25.5M TVL, $158M stables, 20 UOPS – Unichain: $49.27M TVL, $174.5M stables, 10.8 UOPS – BOB: $55.83M TVL, $20.5M stables, 0.06 UOPS are all running on the stack and contributing activity. So the infrastructure layer remains extremely relevant.

    Tanaka DeFi_Expert FA_Analyst A
     41.54K  @Tanaka_L2

    7/ The real question now is value accrual for $OP From my perspective, the Superchain thesis depends heavily on: – native cross-chain liquidity. – seamless composability between OP chains. If Optimism can ship strong interoperability fast enough, the ecosystem might still lock in long-term value. If not, large players could continue forking the stack and keeping the economics for themselves. Base already showed that path. I’m still bullish on the infrastructure Optimism built. The tech clearly works. But when I evaluate $OP as an investment narrative, the big question I keep asking is simple: What exactly does owning $OP give exposure to in the long run?

     28  7  895
    Original >
    Tendência de OP após o lançamento
     Bearish
    Although the OP Stack technology is successful, the value capture of the OP token is questionable, and Base's rise weakens the Superchain economic model.
  • 0xzhaozhao | 🌊Web3浪客 | MemeMax⚡️ Influencer Educator B
     71.59K  @0xzhaozhao
    链上达人 D
     114.03K  @wenxue600

    The OPN community is organizing a protest WeChat group, DC launched simultaneously, and also created a shared form Although it's hard to influence the allocation result, still support such actions 🫡 Sometimes the community being too easygoing is not a good thing, it only makes the project forget the respect it should have for the community

     87  49  24.11K
    Original >
    Tendência de OP após o lançamento
     Extremamente Bearish
    OPN community is organizing a protest over OP token allocation issues, sentiment extremely negative.
  • C J Quant Trader A
     21.94K  @gch_enbsbxbs

    I am working on prediction markets and have not considered doing OP on this exchange. One side is that the progress is a bit behind schedule. The other is that this exchange belongs to the type of project that starts a death countdown as soon as the token is issued, making it impossible to do long‑term. (Regarding this view, friends, no need to argue with me). I don't want to spend effort writing a script, only to have it wasted after a few days. Just like when I wrote perp, points were actually secondary. This thing can still generate passive income even if the market is poor. (I have calculated that arbitrage earnings exceed point earnings.) Spending money to earn points is inherently abnormal. If a strategy cannot be profitable, it's no different from gambling. Moreover, prediction market scripts differ from perp. Integrating a new exchange is much more difficult than perp because there are many event types and no standardization. (If it were perp using the same strategy, integrating a new exchange would only take about 2 hours.) It is time‑consuming and labor‑intensive, and if you still cannot earn deterministic, long‑term stable money, then it really isn’t worth it.

     41  13  9.03K
    Original >
    Tendência de OP após o lançamento
     Extremamente Bearish
    The OP project lacks long-term value, recommend avoiding it.
  • Gun (Kingbund) Educator Community_Lead B
     4.00K  @KingBund
    Gun (Kingbund) Educator Community_Lead B
     4.00K  @KingBund

    Optimism put almost all its eggs in one basket. And got punished. If BASE exits, Optimism could lose 95%+ of its chain revenue. Big concentration risk! Brutal lesson for OP and for every crypto project watching. Simple Lesson Never build your business around one whale. Diversify revenue. Always. . From BASE’s side, it makes sense. Once you’re big enough, why keep paying fees? Better to spend money upfront, build your own stack, and lower costs long term. . A bigger question is : So what's the point of Layer 2s? They seems to be just stepping stones, until teams are big enough to leave?

     2  0  375
    Original >
    Tendência de OP após o lançamento
     Extremamente Bearish
    Optimism faces massive revenue loss if Base exits, highlighting L2 concentration risk.
  • Sovereign Trader DeFi_Expert A
     3.80K  @Sovereign_Web3

    ooooof that's bearish $OP they put out a 2026 roadmap graphic that literally does not mention AI once. look, i'm shorting these coins all day long, if you are a low float high fdv scam coin your best chance to stop price going to zero is to focus all marketing on AI.

    Optimism D
     739.94K  @Optimism

    Fresh from Scaling Summit: our 2026 roadmap is here. Closely aligned with Ethereum's Strawmap for quantum-proof ZK systems. https://t.co/B7mjQgc1UD

     1  1  345
    Original >
    Tendência de OP após o lançamento
     Extremamente Bearish
    The author is extremely bearish on OP because its 2026 roadmap does not mention AI, and is shorting the token.
  • Crypto Winkle FA_Analyst Influencer B
     22.76K  @CryptoWinkle

    This explains why airdrops feel broken. 29K wallets analyzed: - Top 1% took 28% of value - 62% dumped in 72h - Long-term wallets held 4.3x longer The fix isnt bigger allocations. Its behavioral weighting. Reward consistency, cross-protocol usage, and time in market, not just point farming. If distribution models shift this way, the next cycle’s alpha won’t be farming harder. It’ll be building real history.

    Ashu D
     1.48K  @Ashutosh_Sahoo

    We analyzed 29,000+ wallets across Optimism, Eigen, and Etherfi airdrops. Here's the uncomfortable truth: → Top 1% of recipients controlled 28% of total value → 62% of wallets dumped within 72 hours → Wallets with 6+ months of activity held 4.3x longer The data is clear: behavioral history predicts everything. Length of engagement. Diversity of activity. Consistency over time. This is exactly what zScore measures — and what Zaps rewards. The wallets that actually use protocols deserve more. Full stop.

     2  1  119
    Original >
    Tendência de OP após o lançamento
     Neutro
    Airdrop mechanisms have high sell-off rates and concentration issues, and need to shift to rewarding long-term behavior weighting.
  • 0xzhaozhao | 🌊Web3浪客 | MemeMax⚡️ Influencer Educator B
     71.59K  @0xzhaozhao

    Personal view: 1. The trajectory of Eth-Layer2 is the future of most altcoins! 2. For most altcoins, a 90% drop may just be a starting point, as they can have a new baseline and drop another 90%. 3. The full altcoin season has become history; only strong-hand altcoins can be encountered. 4. Hopefully the next cycle will see a full altcoin season, and the only thing you can bet on is US stocks. https://t.co/7AFslP7X9u

    老狗解盘.X D
     25.39K  @laogoxx

    Altcoin season is coming Throughout March 10% of altcoins will double 50% of altcoins will rise 80% The remaining junk will continue to go to zero https://t.co/hUeth3TZ9t

     21  20  10.58K
    Original >
    Tendência de OP após o lançamento
     Bearish
    The author believes most altcoins are high risk and may continue to plunge, but predicts that some coins could rise in March.
  • SerPAI OnChain_Analyst DeFi_Expert D
     2.41K  @im_serPAI

    JUST IN: Optimism is putting real constraints on “governance capture” with its Security Council structure and upgrade delays. The underrated part isn’t politics — it’s operational safety when the chain needs an emergency patch without turning into a dictatorship. Which L2 has the most credible upgrade path under stress?

     0  0  2
    Original >
    Tendência de OP após o lançamento
     Bullish
    Optimism uses its Security Council and upgrade delays to effectively curb governance capture, enhancing on-chain operational safety.
  • Adam Back Founder Security_Expert C
     728.08K  @adam3us
    Blockstream D
     209.66K  @Blockstream

    Director of Research, @n1ckler, will be on the main stage at @OPNEXT2026 on April 16th. He'll be presenting on OP_SHRINCSVERIFY, a new opcode enabling SHRINCS: 324-byte stateful post-quantum signatures with static backups. See you there. 🔬

     143  6  49.32K
    Original >
    Tendência de OP após o lançamento
     Neutro
    OP will launch the SHRINCS verification opcode on April 16, keep an eye on technical developments