What top creators are saying about Optimism(OP)

Pivoting to an Enterprise SaaS model with the Superchain ecosystem and OP Stack, targeting high-value institutional contracts.

Identified as an asset previously held by the new Fed Chair Kevin Warsh.

The technology stack used by Coinbase's Base network, signaling strong real-world application and institutional utility.

Selected by major players like Coinbase (Base) for infrastructure development.

Could become a 'Red Hat' style service provider for enterprises looking to build on Ethereum with 'white glove' support.

Tracked for revenue performance in visual data.

Facing revenue model risks as major partners like Base move away from its specific technology stack.

Losing trend support and identified as a candidate for downside trades.

Noted for underperforming price action; at risk of losing liquidity to more integrated platforms.

Part of the essential Layer 2 infrastructure required for scaling Ethereum to support institutional-grade transaction volume.

Acts as a critical 'neighborhood' within the Ethereum ecosystem, enabling high-volume institutional transactions with strong margins.

Part of a diversified basket approach to the Ethereum scaling sector focusing on infrastructure-heavy projects.

Significant underperformance as part of the bearish Layer 2 trend.

Included in the diversified portfolio of a prominent ETH investor.

Part of the shifting landscape where economic activity is moving away from Ethereum Layer 1.

Part of the 'L2 Side Quest' that disrupted Ethereum's mainnet fee revenue by offering cheaper transactions.

The ZK-EVM upgrade on Ethereum's mainnet is considered a 'massive catalyst' for Optimism, as it will allow the L2 to adopt real-time ZK proofs for instant settlement and seamless bridging.

Base, which accounted for 94% of the OP Collective's revenue, is breaking away from the Optimism tech stack. This is seen as a major blow to Optimism's ecosystem, revenue model, and overall narrative, with the potential for Base to sell its large holding of 120 million OP tokens creating significant selling pressure.

The speculation that Coinbase might move Base off the OP Stack caused a 23.5% drop in the OP token price, highlighting a significant bearish risk factor for Optimism.

Considered a high-risk investment after its main user, Base, left the ecosystem, taking 97% of the Superchain's revenue. The OP token has been 'hit hard' and its core 'Superchain' thesis appears to be failing.

The Base blockchain, accounting for over 90% of Superchain revenue, is leaving the OP Stack. This is described as a 'falling knife' that has significantly challenged the fundamental value proposition for the OP token.

Part of the L2 'short' basket. The token is seen as having persistent sell pressure due to its use as rewards for developers who often sell to cover costs.

Investing in OP is a bet on the success of the OP Stack as the go-to framework for enterprises and institutions, focusing on long-term market share capture over immediate profitability.

Criticized by Ethereum founder Vitalik Buterin as part of the Layer 2 ecosystem that fragments Ethereum and has questionable security, posing a risk to its investment thesis.

Could be negatively impacted and classified as a security under the proposed '20% ownership rule' in the Clarity Act due to concentrated ownership.

At risk of being classified as a security under a proposed '20% impact rule' in the Clarity Act due to its token distribution, which could lead to selling pressure and delistings.

Pursuing a successful 'Rollup Framework' strategy by providing its technology (the OP Stack) for others to build their own chains, such as Base.

Singled out as a 'biggest loser' of 2025, with its 'Superchain' thesis described as being 'in shambles' as most activity consolidates on Base.

Its technology stack (OP Stack) was used by Coinbase to build its 'Base' chain, showing significant adoption by a major industry infrastructure player.

Optimism is expected to benefit from the Fusaka upgrade by gaining access to cheaper data blob space on Ethereum, which will reduce its costs and allow it to pass savings on to its users via lower fees.

The speaker is bearish, arguing there is no value accrual to the OP token from Base's success because revenue flows to Coinbase. States they would sell, not buy, OP as a proxy for Base's growth.

Uses ZK proofs for scalability, not privacy. This is a key distinction, as its underlying transaction data remains public.

Investors should monitor its performance as part of Ethereum's rollup-centric roadmap.

Described as 'absolutely dead' and on its way to zero, representing an extremely bearish sentiment.

Described as 'absolutely dead' and making new all-time lows. Any bounce is expected to fail.

The Ethereum Interop Layer (EIL) is a positive development that could dramatically increase transaction volume and user engagement on Optimism, potentially driving value to its native token.

The future utility and value of the OP token is questioned due to Ethereum's development of a unified 'Interop Layer,' which could make individual L2s seamless and potentially diminish the need for their native tokens.

Experienced a substantial Total Value Locked (TVL) reduction of 20-35% over the past month.

Described as 'not looking too bad' and a candidate for setting up trend lines to watch for potential trade setups due to its relative strength during the market downturn.

Showed relative strength during the downturn, as it was 'not looking too bad' compared to the rest of the market.

Specifically named as a coin with significant selling pressure from upcoming token unlocks and is included in a basket of altcoins the speaker is short.

Seen as an oversold, older 'Dino coin' that could see a significant bounce. The strategy is to enter a long position and add on dips.

Was negatively impacted by the AWS outage, which exposed its reliance on centralized infrastructure and raised questions about its level of decentralization.

Synthetix is moving its new platform back to Ethereum's Layer 1 *from* Optimism, suggesting that for high-value DeFi applications requiring deep, unified liquidity, L2s create friction and fragmentation.

Selected for the FRNT stablecoin launch after a formal evaluation of its technical capabilities, providing a significant endorsement of its technology for institutional use.

Caution advised due to upcoming token unlocks which can put downward pressure on the price.

Warned of significant upcoming token unlocks which are expected to create selling pressure on the price.

Mentioned as an important stakeholder whose perspective is crucial for guiding the development of the main Ethereum protocol.

Mentioned as being in a strong buying zone and presenting an 'incredible' opportunity for trading bots during the current market dip.

The L2 ecosystem, including Optimism, is a high-risk, high-reward investment theme. Its success hinges on these projects following through on their promises of decentralization to overcome current centralization risks with admin keys.