OP chain ecosystem map: OP Mainnet, Base, opBNB, Manta, Aevo, Zora and more
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Survey of OP Stack chains live on mainnet with L2BEAT and DefiLlama metrics: OP Mainnet $2.8B TVB ranked 2nd, Base $563M ranked 3rd, Manta $12.72M ranked 20th, Aevo $6.85M, Zora $6.71M.
Key claims
OP Mainnet TVB $2.8B, ranked 2nd on L2BEAT
Base TVB $563M, ranked 3rd
Manta Pacific TVL $12.72M, ranked 20th
opBNB TVL $1.32M
0/ The OP Stack has quickly built up a considerable ecosystem of (app-specific) L2s that will be the the backbone of the Superchain! 🚀
With L2 Season approaching quickly, this is a narrative to keep an eye on! 👀
Let's explore the world of OP chains 🔴✨
🧵 (0/16)
1/ This thread is based on research insight from our @RedactedRes report on the Optimsm ecosystem! 🀄️
Find the full 100+ page report & a TLDR thread below! 📚🔍
Hundreds of hours of research brought to you for free as a public good! 👇
x.com/RedactedRes/status/1715431066604028318
2/ We holistically cover:
🔴 Scaling Ethereum
🔴 The Modular Thesis
🔴 Rollup Mechanics & Limitations
🔴 OP Stack
🔴 Superchain
🔴 Ecosystem & Community
🔴 Key Metrics
🔴 Governance & Tokenomics
🔴 Team & Funding
🔴 Pumpamentals & Risks
3/ But today, the focus lies on the OP chain ecosystem!
I have covered the shared technological foundation, a.k.a. the OP Stack yesterday already. 👇
x.com/zerokn0wledge_/status/1716155282257277221
4/ But now, let's dive into the ecosystem of OP chains!
The table below shows the networks that are currently building on top of Optimism's bedrock iteration of the OP Stack. 🔴✨
5/ Let's have a brief look at the ones that are already on mainnet. 👇
6/ OP Mainnet
An EVM-equivalent Optimstic Rollup chain.
Optimism is live on the OP Stack and since june 2023 is running on Bedrock.
According to L2BEAT, it’s ranked 2nd with a a Total Value Bridged (TVB) of $2.8B.
Over 150+ projects are live on Optimism.
7/ For more on Manta Pacific, check out my deep dive on their OP Stack implementation of a zk-enabled execution layer!
x.com/zerokn0wledge_/status/1678833185348816898
8/ @BuildOnBase
An Optimistic Rollup incubated by Coinbase utilizing OP stack technology.
Base is live on OP Stack and according to L2BEAT, it’s ranked 3rd with a TVB of $563M.
Over 100+ Projects has been deployed on Base today.
9/ opBNB
L2 by Binance with using the OP Stack but with settlement & DA on BNB chain to achieve low fees high throughput.
opBNB is live on Mainnet and according to DefiLlama, it’s ranked 121st on Rollups with a TVL of $1.32M.
Over 20+ projects is now live on opBNB today.
10/ @MantaNetwork Pacific
Manta Pacific is an OP Stack based EVM rollup offering ZKaaS to dApps, deployed through Caldera.
Manta Pacific is live on Mainnet and according to L2BEAT, it’s ranked 20th with a TVL of $12.72M.
Over 20+ projects are already building on Manta Pacific.
11/ Aevo (@ribbonfinance)
A Decentralized Options Exchange utilizing OP Stack.
Aevo is already live on the OP Stack and according to L2BEAT, it’s ranked 22nd with a TVL of $6.85M.
12/ @ourZORA
A fast, scalable and cost-efficient L2 chain for NFTs utilizing OP Stack.
Zora is already live on the OP Stack and according to L2BEAT, it’s ranked 23rd with a TVL of $6.71M.
13/ @worldnetwork
A world identity network that aims to serve as a public utility, giving users on-chain ownership over their identities.
Worldcoin is already live on the OP Stack.
14/ Public Goods Network
A recurring funding initiative for pubic goods built on the OP Stack.
Public Goods Network is already live on the OP stack and according to L2BEAT, it’s ranked 27th with a TVL of $593k.
15/ I hope you enjoyed this brief overview! 🫡 🀄️
If you want to learn more about @OptimismFND, the OP Stack and the superchain vision, make sure to check out the full report below! 👇 🀄️
x.com/RedactedRes/status/1715431066604028318
16/ Make sure to follow me @zerokn0wledge_ and @RedactedResearch to stay ahead of the curve on rollups & their ecosystems! 🀄️🚀
Which one is your favourite OP chain? 🤔
Any Like/Repost of the below post is also highly appreciated! 🙏👇
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