Author: Jonah Roberts, Bankless Author / Researcher

Translation: Golden Finance xiaozou

Ethereum L2 has always been a chaotic battleground. For years, top L2s have been fiercely competing to attract developers to build their applications within their interconnected ecosystems.

As the dust settles, top development teams continue to choose Optimism Superchain.

This article will analyze the main projects being developed on the OP Stack and why Superchain has won the favor of developers.

1. Market Positioning of Optimism Superchain

In the fiercely competitive blockchain space market, many blockchains offer similar services, and securing market share requires not only good technology but also innovative use cases and strategic growth. Optimism excels in this regard, adopting a top-tier business development model that has transformed Superchain from a bold name into a truly dominant reality.

Although the total value locked (TVL) on the OP mainnet still lags behind competitors like Arbitrum and Polygon, this Superchain still performs excellently, largely thanks to Base, which has recently seen its TVL surpass that of Arbitrum, according to DefiLlama.

While Arbitrum and other L2s attempt to expand the interconnected blockchain ecosystem, their successes relative to Optimism have been relatively limited.

This is because the Superchain possesses incredible network effects, seemingly having truly won the meme war, becoming the golden land for on-chain development.

However, this does not completely diminish the importance of other L2s, which will continue to play a significant role in Ethereum's scalability. It is worth noting that the OP Stack has clearly become the actual development site for the industry's largest players.

2. Superchain Projects to Watch

Optimism's modular design allows some of the industry's biggest players to create impactful products under the Superchain umbrella. A recent example is World Chain, launched by OpenAI CEO Sam Altman's Web3 concept World (formerly WorldCoin).

World Chain is designed as a verifiable real-person network. It may be the most advanced identification system in Web3 to date. World Chain already has 7 million unique address users, which is enough to validate this. As of August, the number of unique address wallets holding 20 WLD tokens on all Ethereum networks exceeds the total number of unique address wallets holding 20 USD USDC.

Another heavyweight company that recently joined the Superchain is Uniswap, which launched Unichain—a dedicated rollup aimed at becoming the liquidity hub of the Superchain. As the largest DEX in the cryptocurrency space, Uniswap handles trillions of dollars in transaction volume for millions of users. By integrating liquidity within the Superchain, Unichain aims to eliminate inefficiencies caused by fragmented liquidity across different chains, indicating that the Uniswap Foundation believes this Superchain will be the gathering place for most user activity.

Lastly, we have Kraken, which announced this week the launch of their own new L2 called Ink. Ink appears to be a direct competitor to Base, but in the long run, both will benefit the development of the entire Superchain ecosystem.

3. Optimism's Vision and Philosophy

Optimism's mission is described as "forking capitalism," aiming to achieve a financial vision that emphasizes better value alignment and accounting responsibility. This philosophy is reflected in the network's design and governance, which is led by the Optimism community. The network's inclusive architecture and open-source principles support a decentralized economy, with rules co-created by participants. This vision challenges traditional centralized profit-driven models by providing a framework that prioritizes community ownership and inclusivity.

Additionally, the economic model of the Superchain is designed to create shared incentives among all chains on the OP Stack. Optimism and its OP token directly benefit from a revenue-sharing model, where a portion of the fees generated by activities on individual chains like Base or Ink will flow back to the main network. This optional framework ensures that the growth of some Superchain rollups contributes to the overall ecosystem, transforming potential competition into collaboration.

This revenue-sharing model not only extends Ethereum's technology but also aligns with the principles of decentralization and sustainable growth of the network. By enabling each chain to contribute to the economic vitality of the ecosystem, Optimism's positioning is to grow alongside the evolving network.

4. Future Prospects

Undeniably, Optimism Superchain is currently the leader in the L2 scalability army, but we are still in the early stages of rollups. Major non-Web3 players are still in the early stages of exploring on-chain possibilities, leaving room for others to capture market share and challenge this narrative in the coming years.

As the network effects of this Superchain continue to expand, it will become increasingly difficult for other players to attract new activity elsewhere—especially as the next wave of user acquisition unifies the Superchain user experience. Optimism's current growth lays the foundation for the long-term dominance of the Ethereum ecosystem.

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