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Pat_Kras
@Solofunk30
Research @MessariCrypto • Chicagoan nomading Latam 🌎
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Nov 27, 2024
•
12 tweets
•
5 min read
State of OP Mainnet (Q3 2024) 🔴
• TVL (USD) ⬆️ 2.4% to $682M
• Sequencer profit (USD) ⬇️ 43.9% to $2.9M
• OP Price ⬇️ 2.9% to $1.75
@Optimism has established itself as the top Layer-2 ecosystem. Superchain, OP Stack, RetroPGF.
The OG Superchain member? OP Mainnet 🧵
OP Mainnet Transactions (Q3'24) 🔴
• Infrastructure ⬆️ 21.7% to 108,150
• Wallet Transfers ⬇️ 41.4% to 51,150
• DeFi ⬇️ 22.4% to 42,230
Infra was the leading category of transactional activity on OP Mainnet. What's "infra"? It's @worldcoin, @chainlink, @gnosischain, etc.
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Mar 1, 2023
•
10 tweets
•
6 min read
1/
Spent the day researching Coinbase's
@BuildOnBase
Layer-2 build atop the
@optimismFND
OP Stack.
@coinbase
considered creating a chain in 2018 and 2020 but decided not to.
So why now? And what's a
#Superchain
?
Peep the thread to learn 🧵
2/
Coinbase is primarily a Web2 company, but it has released several
#Web3
products over the past couple years.
Coinbase Wallet, $cbETH, and now Base.
Historically Coinbase struggled to pick a chain for their Web3 products.
Ethereum? Ethereum Layer-2? EVM-compatible?