Optimism Superchain thesis: OP Stack and the Stack Wars
Quote658 words38 likes
Summarizes Redacted Research's Superchain report: chains on the OP Stack opt into shared governance and sequencer revenue sharing, with a shared bridge and synchronous upgrades. Flags that no live fault proofs exist on mainnet yet, so users trust the centralized sequencer.
Key claims
30+ projects build on the OP Stack
a16z bought $90M of OP tokens
No live fault proving in the Bedrock implementation of the OP Stack on mainnet
The market is down. You are scared to check your portfolio. Paper-handing bags
Meanwhile @a16z buys $90M of $OP tokens
That's because they know something you don't
With @RedactedRes we change this. We make institutional-grade research a public good and level the playing field t.co/Z4jpbceEXx
1/ @RedactedRes is an on-chain research & angel collective.
We provide institutional-grade research and educational content that is freely accessible to all the degens.
We accelerate disruptive innovation through investment & advisory.
2/ Funded by DAO-issued grants, we are building a Research Hub and more (yet to be revealed).
Check out the first version of the Redacted Research Hub here! 👇
x.com/RedactedRes/status/1785365109004718520
3/ In our most recent report, we dive into the Optimism ecosystem, the OP stack and the Superchain vision.
We break down the technological foundation, explore the projects building on it and have a look at the road ahead.
4/ As the dominant modular rollup stack and with over 30 projects building on top of the OP stack, Optimism is in a strong position to capitalize on the modular expansion.
5/ This is a huge pool of OP chains that could opt into becoming part of an ecosystem of interoperable app- and vertical-specific chains.
Part of an ecosystem that serves as a backend for a unified UX akin to monolithic systems built on top of it.
Part of the Superchain.
6/ The Superchain is composed of chains built on a common tech (OP) stack that opt in to a shared governance and sequencer revenue sharing model.
Superchains will share a bridge and upgrade synchronously, with interop powered by shared sequencing and cross-chain messaging.
7/ It is one distinguishing factor compared to other rollup ecosystems and will be the main narrative around @Optimism this cycle.
The Superchain will be an epicentre of this bull run.
8/ The OP stack will continue to evolve dynamically with the market.
It has emerged as one of the most popular rollup stacks thanks to its fully permissionless nature and the modularity, that allows devs to customize their OP chains at every layer of the tech stack.
9/ With this modularity expanding to the level of state validation mechanisms, support for validity proofs and hybrid zk-fault proving will be added soon.
Optimism is more than just optimistic rollups or Optimism mainnet.
x.com/RedactedRes/status/1772274856027132391
10/ Additionally to the broad DA layer support and the ability to support different (alt-)VMs, the OP stack is definitely in a strong position to continue to capture market share amid the modular expansion.
11/ There are challenges though as the number of (altVM) rollup frameworks on the market is growing and the leading EVM competitors have their own ecosystem visions.
12/ Additionally, there is still no live fault proving mechanism (let alone a permissionless one) live on mainnet yet in the Bedrock implementation of the OP stack.
x.com/RedactedRes/status/1770885706761822565
13/ That means users basically have to rely on the (centralized) sequencer not to submit invalid state roots.
Other players like @arbitrum are ahead here.
However, @Optimism is working towards permissionless fraud proving and decentralized sequencing as well.
14/ In conclusion, @RedactedRes believes that @Optimism will remain to be among the key players in what some refer to as the "Stack Wars".
Bolstered by a strong ecosystem & community and fueled by RPGF rounds, innovation will continue to flourish and the future looks optimistic.
15/ Make sure to check out our full research report (and the Redacted Research Hub) here! 👇
bit.ly/Superchain
16/ Or the slightly more detailed thread we published on @RedactedRes!
x.com/RedactedRes/status/1785739408370774295
17/ These more quiet times when the market feels like down only, are an opportunity anon.
DYOR and position yourself for the next (crazy) leg up.
@RedactedRes provides you all the resources you need.
That's a wrap for today! I hope you've found this thread helpful! 🫡
Make sure to follow me @zerokn0wledge_ and @RedactedRes to stay ahead of the curve!
Like/Repost of the below post is also highly appreciated! 🙏👇
x.com/zerokn0wledge_/status/1785745548441686509
QUOTING @a1research__
✨🔴 The Rise of the Superchain 🔴✨ Optimism is more than OP Mainnet. Optimism is more than Optimistic Rollups. So what is Optimism? Find out in the most comprehensive research report on the Superchain 🧵👇 t.co/mx9PPnpSFZ
✨🔴 The Rise of the Superchain 🔴✨ Optimism is more than OP Mainnet. Optimism is more than Optimistic Rollups. So what is Optimism? Find out in the most comprehensive research report on the Superchain 🧵👇 t.co/mx9PPnpSFZ
4 images on X