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Feb 07, 2026
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LONG
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Karl explicitly says, "No more L2 protocols. Use the OP stack." Austin observes, "The AI agent meta is popping off... and the trenchers have moved to Base." The L2 market is consolidating into a "Winner Take Most" dynamic. Optimism (OP) is winning the *infrastructure* war (enterprises using OP Stack), while Base (owned by Coinbase) is winning the *application/agent* war. If AI agents are the next bull run driver and they live on Base, value accrues to the OP Superchain ecosystem. LONG. Buy the infrastructure winners of the L2 consolidation. Base does not have a token, so COIN is an imperfect proxy. OP tokenomics have historically high inflation/unlocks. |
Unchained (Chopping Block)
Do We Still Need L2s Now That Ethereum Has Sc...
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