Original title: The Superchain Won

Original author: Jonah Roberts, Bankless

Original translation: xiaozou, Golden Finance

Ethereum L2 has always been a chaotic battlefield. For many years, the top L2s have been competing fiercely to attract developers to develop and create their applications in their respective interconnected ecosystems.

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

This article will analyze what are the main projects developed and built on the OP Stack and why Superchain can win the favor of developers.

1. Optimisim Superchain Market Positioning

In the highly competitive block space market, many blockchains provide similar services. Ensuring market share requires not only good technology, but also innovative use cases and strategic growth. Optimism has done a great job of this, taking a top-tier business development model and turning Superchain from a bold name into a truly dominant reality.

While the total value locked (TVL) on the OP mainnet still lags behind competitors like Arbitrum and Polygon, the Superchain is still outperforming, thanks in large part to Base, whose TVL recently surpassed Arbitrum, according to DefiLlama.

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

That’s because the Superchain has incredible network effects, and it seems to have truly won the meme war as the golden place for on-chain development.

This does not completely diminish the importance of other L2s, which will continue to play an important role in Ethereum scaling, but it should be noted that OP Stack has clearly become the actual development site for the industry's largest players.

2. Superchain projects that need attention

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

World Chain is designed to be a network of verifiable real people. It is probably the most advanced identity system Web3 has yet. World Chain already has 7 million unique addresses, enough to verify this. As of August, there are more unique wallet addresses holding $20 of WLD tokens than there are unique wallet addresses holding $20 of USDC across all of Ethereum.

Another heavyweight that recently joined the Superchain is Uniswap, which launched Unichain - a dedicated rollup designed to be the liquidity center of the Superchain. As the largest DEX in the crypto space, Uniswap processes trillions of dollars in trading volume for millions of users. By aggregating liquidity within the Superchain, Unichain aims to eliminate the inefficiencies of dispersed liquidity between different chains, demonstrating the Uniswap Foundation’s belief that the Superchain will be where the majority of user activity is.

And then there’s Coinbase’s most ambitious on-chain project, Base. Known for its lightning-fast transactions and sub-1-cent fees, Base has quickly become a top choice for dApps and developers. Base’s exponential growth has significantly boosted adoption of the Superchain, demonstrating the power of network effects. The network’s exponential growth is one of the most important crypto narratives of the year and is expected to continue to play a central role in the future.

Finally, Kraken, just this week, announced the launch of their own brand new L2, called Ink. Ink may seem like a direct competitor to Base, but in the long run, both are beneficial to 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 design and governance of the network, which is led by the Optimism community. The network's inclusive architecture and open source principles support a decentralized economy where participants jointly set the rules. This vision challenges the traditional centralized profit-driven model by providing a model that prioritizes community ownership and inclusiveness.

In addition, the economic model of this Superchain is designed to create shared incentives between all chains on the OP Stack. Optimsim and its OP tokens directly benefit from a revenue sharing model in which part of the fees generated by activities on a single chain such as Base or Ink will flow back to the main network. This optional framework ensures that the growth of some Superchain rollups contributes to the entire ecosystem, turning potential competition into cooperation.

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

4. Future Prospects

It is undeniable that Optimism Superchain is the current leader in the L2 expansion army, but we are still in the early stages of rollup. Major non-Web3 players are still in the early stages of exploring on-chain possibilities, leaving room for other players to capture market share and challenge the narrative in the coming years.

As the network effect of this Superchain continues to expand, it will become increasingly difficult for other players to attract new activity elsewhere - especially as the next wave of users gain a unified Superchai user experience. Optimism's current growth lays the foundation for long-term dominance in the Ethereum ecosystem.

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