What top creators are saying about Optimism(OP)

Optimism was named among networks involved in the incident; the discussion offered no individual investment view.

Aero is reported to rank first on Optimism, but no direct investment view or recommendation on Optimism is given.

Discussed as a deployment venue where Velodrome and Aerodrome previously gained market share.

Optimism was described as doing well, but no specific valuation analysis, forecast, or recommendation was provided.

Ranked C tier because layer-2 tokens have struggled and token value accrual is unclear. The outlook could improve with Base ecosystem growth, but that may not require holding OP.

Mentioned among networks affected by the incident; no price outlook or asset-specific catalyst was provided.

Named among other tokens in a broad discussion of altcoins, without individual price targets or comparative analysis.

Optimism is mentioned among earlier DeFi-era projects in the context of criticism of venture-backed token economics and investor selling; no specific current investment view is provided.

The host viewed Optimism negatively because he thought it had not captured sufficient value.

Governance token facing capital rotation due to lack of direct fee-sharing or buybacks.

The OP stack is viewed as a strong long-term growth sector for the current cycle with 10x return potential.

Serves as the primary Layer 2 execution environment hosting EtherFi vaults, swap routing, and Aave v4 lending, while collaborating on integrated transaction privacy.

Mentioned as a Layer 2 alternative creating competition for MATIC.

Generated $38.7K in blockchain revenue.

Optimism is engaged in an ongoing competitive 'proxy war' with Arbitrum.

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.