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I’ve been wanting to talk about this for a while. The truth is… Optimism did too much and focused too little. We massively over-hired without a clear strategy. And token price is in the gutter. We’ve been bathing in tactics for a long time, clinging to previous successes like launching Base, Ink, Unichain, Worldchain, Soneium… without building the operating machinery to continue that momentum into a market that’s dramatically different today. Sun Tzu says: “Tactics without strategy is the noise before defeat.” For a long time, I rationalized our difficulties as due to regulatory uncertainty, market noise, and the impossibility of coordinating 3+ independent organizations. But at this point, doesn’t matter. The world today is vastly different than when Optimism started. So we’ve been upgrading Optimism for this new world. We’ve parted ways with many talented teammates, re-unified execution under a single entity, and re-built our engineering and enterprise sales orgs. The goal is simple: 1. Build the most scalable financial infrastructure 2. Bring enterprises and their assets onchain 3. Maximize the productivity of those assets Enterprise deals are now a competitive space. When we talk to these enterprises, we see Solana, Tempo, Arbitrum, Avalanche, all trying to help enterprises come onchain. But I’m confident OP Stack is going to beat them all. Why? The OP Stack is the only stack that has successfully brought & scaled multiple enterprises onchain. We’ve seen what works & what doesn’t work. We’ve earned this knowledge by—honestly—wasting a lot of money. We’ve seen every single enterprise blockchain failure mode because we’ve been doing this longer than anyone else. Here’s why enterprises consistently end up choosing OP Stack: enterprises’ expectations on scale and reliability are far beyond what Web3 is used to, and the OP Stack is the closest to what enterprises need. That’s not a coincidence - we’ve co-developed this infrastructure alongside the fastest growing enterprise in web3: Base. At the end of the day, enterprises want to control their own economics. They aren't gonna be sharecroppers on Stripe's blockchain. The OP Stack vision will win. Shared standards balanced with chain autonomy. The starting gun is now. See you in the ring.

Today we shared difficult news with the OP Labs team. Our priority was to communicate with the impacted people & give the team time to process the news before sharing publicly. This decision reflects a narrowing of our focus, not our runway. I’m sharing the note I sent to the team earlier today, and I strongly encourage teams across the ecosystem to reach out to the people leaving OP Labs because they are talented engineers, operators, and builders who helped build Optimism into what it is today. If you are genuinely hiring, feel free to shoot me a DM with your open roles and I will make introductions (with dual consent).

Is crypto dead? It feels dead. It felt dead in 2014 when Mt. Gox happened and I was already the “weird bitcoin person” on campus. But it didn’t die, legit companies like Coinbase got formed. It felt dead in 2017 after getting pilled on the world computer, only to see the most horrible scams as the first wave of adoption. But it didn’t die, it tripled the talent market in crypto. It felt dead in 2021, because technology didn’t matter when the casino ruled all. But it didn’t die, it flooded the ecosystem with capital. Now it’s 2025. With every hype cycle there’s been a comedown. It weeded people out, and provided the necessary focus to prepare the infrastructure for the next wave of adoption. Global finance will settle on crypto rails. The world computer is effortlessly handling trillions in value and the OP Stack processes more than half a billion transactions every month. I’ve returned to OP Labs as the CEO to take us into this new chapter. We have made a ton of changes - both bittersweet and exciting. For years, we've operated as a fragmented ecosystem, crippling our ability to move quickly. Now, we are re-unifying our GTM and Engineering teams under one roof. Our Foundation remains focused on decentralization. And, after 3 years in Mexico City, my cofounders and I have finally returned to the US and we've opened up a new office in NYC. We’re rounding out year 7 of scaling Ethereum. None of us are going anywhere. This isn’t the last storm we’ll weather, and we’re still fighting like hell. And you know what, Crypto isn’t going anywhere. Stop taking so much adderall and buying extra strength Zyns, it’s making everything feel worse. Go to the gym, drink some water, and I’ll meet you back at the office. We’ve been cooking & I can’t wait to share more with y’all.

I've been thinking a lot about "if you don't tell your story, others will tell it for you". So - I'm usually quiet on these topics, but I can't be quiet about this. Talking about Ethereum unification and actually doing something about it are two very different things. The Optimism team has consistently done things to help everyone, competitors included. 4844 is just one of many examples. And don't forget that we're the only L2 with fully open source (MIT licensed) code, and that we're the only L2 that consistently gives millions in funding to L1 public goods every year as specified in the original Rollup Centric Roadmap. And what is the Superchain if not a unification of Ethereum? If there's more we could be doing to further lift the whole space up, I'd genuinely love to hear it. We haven't gotten everything right as a team, but I can say that we at least put our money where our mouth is.

Base forked the OP Stack. Here's how I'm thinking about it from a technical and economic standpoint. Tech: OP Stack continues to be the best stack my frens. Make no mistake - it is a combination of our tech and Coinbase GTM that made Base the biggest L2. As Base grew, we (+Sunnyside, Flashbots, Paradigm) shipped the features that kept the chain up, scaled it, lowered fees, and made operating the chain vastly more profitable. Our code still processes 13% of all transactions in crypto. If you want the most scalable, highest reliability, and most production-hardened stack, that’s the OP Stack. Today, the “Unified Base Stack” shares 99% of its code with the OP Stack/ Flashbots/ Reth, and there remains major overlap in the roadmap. Because of that, Base will continue to be an OP Enterprise customer. If Base makes so many changes that it's no longer recognizable as the OP Stack then they will no longer require “Mission Critical” support from us. Economics: This is a hit to near-term onchain revenues. But as cryptotwitter has been saying for ages, we needed to evolve our biz model. We used to just say “everybody joins the Superchain and pays revshare” no matter who the customer was. We introduced OP Enterprise in January and we now have tiers of specific support and SLAs based on what different chains need. Base is on OP Enterprise: Mission Critical Support tier. We made this tier for self-managed chains that want customizations. There’s also “OP Enterprise: Fully Managed” for people who prioritize convenience. Base used to need that. They have evolved. The reason we made this MIT licensed in the beginning was to encourage forks in order to become the standard way rollups get built. We accomplished that - Blast, MegaETH, opBNB, and many more are all forks of the OP Stack. All 3rd party services and tools have OP Stack-compatible integrations. We built and scaled the fastest growing blockchain in crypto, and are now helping our partners create and execute on that playbook. We’re a strategic partner offering faster time to market, and exclusive knowledge of how to handle the largest production workloads. Coinbase is doubling down on their blockchain. That’s validation that every business will have its own blockspace. A vast majority of these businesses will utilize the OP Stack for their chains. Thank you all for reading this, and for thinking about Optimism and our strategy. Now back to building.

Aya is one of the reasons I joined Ethereum. She had just stepped into her role during an extremely chaotic time for Ethereum. Folks called it the "Miyaguchi Restoration". I saw a role model & a welcoming community. It's easy to forget the wins during market downturns but let's not forget all the incredible wins that the existing EF leadership has brought in over the years - like Ethereum not being a security! Like others here have said, the EF is not Ethereum. We are all Ethereum. It's been really cool seeing fellow community members step up respectfully. We should all be united now more than ever.

We are extremely excited to announce Vision Chain in collaboration with Bitpanda - A regulated European exchange with 7 million users, powered by the OP Stack!

LISTEN UP EVERYBODY! Today we're launching OP Enterprise. We all know that crypto is at the cusp of major mainstream adoption. Nearly every major enterprise has a crypto strategy. We're the only team that has successfully launched chains for multiple companies. We've packaged up all of our learnings into a product offering that will onboard the next wave of enterprises. OP Enterprise is production-grade blockchain infrastructure for companies that want to build businesses, not become blockchain experts. 𝗬𝗼𝘂𝗿 𝗯𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻. 𝗬𝗼𝘂𝗿 𝗿𝗲𝘃𝗲𝗻𝘂𝗲. 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗴𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲𝘀. — 𝗧𝗵𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺 Here's what we keep hearing from enterprises: They're building on infrastructure where the incentives don't align with their own. They're competing for mindshare, fighting to keep users, working against platform economics that extract value from everything they build. Most blockchain platforms don't care if you're successful. Their focus is on their own TVL and metrics - not yours. You launch your stablecoin into an environment that competes with everyone else's stablecoin and hemorrhage capital to onboard your users onto a blockchain you have zero control over. And even if you decide to own your chain, you hit the real bottleneck—onboarding the ecosystem partners you need to go live. Stablecoins, oracles, bridges, wallets, indexers. Each negotiation takes months. Costs hundreds of thousands to millions of dollars. Vendors pick off blockchain teams one by one. We've seen this movie before. Many times. — 𝗢𝗣 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗳𝗶𝘅𝗲𝘀 𝗯𝗼𝘁𝗵 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 — When you own your chain, your infrastructure becomes a revenue-generating asset. Not a cost center. DeFi protocols deploy on your rails. The economic activity you enable accrues to you. This isn't about saving on fees. It's about owning the infrastructure layer where financial value is created. 𝗩𝗲𝗻𝗱𝗼𝗿 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝘁 𝘀𝗰𝗮𝗹𝗲 — We've onboarded tier-one partners across 50+ production chains. They're already integrated, contracted, ready to deploy. We negotiate standard terms, manage costs down, and fast-track partnerships that would otherwise delay your launch by 6-12 months. We've done this work already. You don't have to. — 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 𝗴𝗲𝘁 𝗙𝘂𝗹𝗹𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗱: We run your chain end-to-end. 24/7 monitoring, incident response, security ops, upgrade orchestration. You focus on product. 𝗦𝗲𝗹𝗳 𝗠𝗮𝗻𝗮𝗴𝗲𝗱: You operate, we support. Architecture guidance, security assessments, priority patches, direct access to core engineers. 𝗢𝗣 𝗠𝗮𝗶𝗻𝗻𝗲𝘁: Start on our flagship public network with enterprise support. Graduate to your own chain when ready. Same codebase, seamless migration. First conversation to production: 8-12 weeks. — 𝗧𝗵𝗲 𝘀𝗽𝗲𝗰𝘀 99.99% uptime SLO 15-minute P1 incident response Up to 5B RPC requests/month with multi-provider redundancy 10 Mgas/sec baseline, 100+ Mgas/sec for high-volume applications Sub-200ms block times 20k requests-per-second burst capacity Stage 1 security with permissionless fault proofs Optional ZK fault proofs for faster finality — 𝗪𝗵𝘆 𝗻𝗼𝘄 The window for enterprise blockchain has shifted from "if" to "how fast." MiCA is live in Europe. US policy is stabilizing. The enterprises that spent 2023-2024 in exploratory mode are now greenlighting production builds. Enterprise deals are now a competitive space. When we talk to enterprises, we see everyone trying to help them come onchain. But the OP Stack is the only stack that has successfully brought and scaled multiple enterprises onchain. We've seen what works and what doesn't. We've earned this knowledge by building alongside the fastest-growing enterprises in web3. We've encountered every failure mode because we've been doing this longer than anyone else. At the end of the day, enterprises want to control their own economics. They don't want to rent infrastructure from platforms that compete with them. The OP Stack vision will win. Shared standards balanced with chain autonomy. — 𝗪𝗵𝗮𝘁 𝗺𝗮𝗸𝗲𝘀 𝘂𝘀 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝘁𝗿𝗮𝗰𝗸 𝗿𝗲𝗰𝗼𝗿𝗱 — 50+ chains launched. Not pilots. Production systems serving millions. 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝘃𝗲𝗹𝗼𝗰𝗶𝘁𝘆 — We control the entire stack. When we discover vulnerabilities, customers get patches within hours. Not weeks. 𝗗𝗶𝗿𝗲𝗰𝘁 𝗮𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝘁𝗵𝗲 𝘀𝗼𝘂𝗿𝗰𝗲 — Questions go to the engineers who wrote the code. Feature requests go to the people who can actually implement them. No translation layer. 𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆 — We've worked on Ethereum's core protocol. Defined its scaling roadmap. Invented the L2 architecture that powers the industry. 𝗡𝗼 𝘃𝗲𝗻𝗱𝗼𝗿 𝗹𝗼𝗰𝗸-𝗶𝗻 — Open source. Fork if you want. Most teams discover they'd rather work with us—but the choice is always yours. — Our first customers: Unichain — Uniswap needed their own chain. They chose us. Uniswap Labs operates Unichain with Mission-Critical Support—priority response for high-stakes moments where downtime isn't an option. Celo — Scaling mobile payments across Latin America and Africa. Millions of users. Celo operates their network with Mission-Critical Support, ensuring enterprise-grade backing in emerging markets. Different use cases. Same infrastructure. Same commitment to their success We are here today because partners like these rolled up their sleeves and built together with us. — 𝗪𝗵𝗼 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗳𝗼𝗿 Fintechs building next-generation financial services Centralized exchanges launching tokenized products Payments companies building cross-border rails Financial institutions exploring tokenization and digital assets If you need infrastructure that performs without the operational burden—and you want to own your economics instead of renting them—OP Enterprise is for you. — OP Enterprise is a major focus for us in 2026. We have active engagements across fintech, exchanges, payments, and financial services. The direction is clear: the OP Stack is becoming the standard for the next generation of financial systems. This is the first of many announcements to come. If you're serious about building onchain, we should talk.

Welcome back to Ethereum 💖

chains are the new smart contracts

Ok in all seriousness… L2s are L1s in their own right. The difference from one L2 to another L2 can be more vast than the difference between L1s. The industry does not have good terminology. FUD or not, Ethereum is still a great DA & settlement layer. Doesn’t really matter what gets tweeted! The reality is that every system is a set of tradeoffs. The internet itself is a set of open decentralized standards (eg DNS) + hyper-centralized zones (eg website). L2s are websites. Every company will have its own, tailored to its needs. Ethereum is an open settlement standard. It’s important for Ethereum to stay true to those base layer values to give L2s the flexibility to customize. Tough job to be Vitalik. I wish he was constantly bull posting only OP obviously 🤣, but the industry is really lucky to have him. I’m grateful. And tough job to be any long lasting builder in Ethereum. Say what you want about L2s dying. The term might die but the tech will not. It’s been a decade of constant grind and constant sprint. More highs and lows will hit us. We have the stamina and the grit to push through and continue innovating the tech. That’s true for my homies at Polygon, Arbitrum, and ZK sync too. Peace and love to you guys - you’re the only ones who know how hard it is to build this damn technology! (And fine, Solana too!) Cheers to the last decade and here’s to another. Love, Jing

how much tweeting did it take for you guys before tweeting felt natural & you started consistently writing high quality tweets? my team wants me to tweet more but right now i feel like it takes 200% of my brain capacity to just ship the roadmap

I’ve been wanting to talk about this for a while. The truth is… Optimism did too much and focused too little. We massively over-hired without a clear strategy. And token price is in the gutter. We’ve been bathing in tactics for a long time, clinging to previous successes like launching Base, Ink, Unichain, Worldchain, Soneium… without building the operating machinery to continue that momentum into a market that’s dramatically different today. Sun Tzu says: “Tactics without strategy is the noise before defeat.” For a long time, I rationalized our difficulties as due to regulatory uncertainty, market noise, and the impossibility of coordinating 3+ independent organizations. But at this point, doesn’t matter. The world today is vastly different than when Optimism started. So we’ve been upgrading Optimism for this new world. We’ve parted ways with many talented teammates, re-unified execution under a single entity, and re-built our engineering and enterprise sales orgs. The goal is simple: 1. Build the most scalable financial infrastructure 2. Bring enterprises and their assets onchain 3. Maximize the productivity of those assets Enterprise deals are now a competitive space. When we talk to these enterprises, we see Solana, Tempo, Arbitrum, Avalanche, all trying to help enterprises come onchain. But I’m confident OP Stack is going to beat them all. Why? The OP Stack is the only stack that has successfully brought & scaled multiple enterprises onchain. We’ve seen what works & what doesn’t work. We’ve earned this knowledge by—honestly—wasting a lot of money. We’ve seen every single enterprise blockchain failure mode because we’ve been doing this longer than anyone else. Here’s why enterprises consistently end up choosing OP Stack: enterprises’ expectations on scale and reliability are far beyond what Web3 is used to, and the OP Stack is the closest to what enterprises need. That’s not a coincidence - we’ve co-developed this infrastructure alongside the fastest growing enterprise in web3: Base. At the end of the day, enterprises want to control their own economics. They aren't gonna be sharecroppers on Stripe's blockchain. The OP Stack vision will win. Shared standards balanced with chain autonomy. The starting gun is now. See you in the ring.

Today we shared difficult news with the OP Labs team. Our priority was to communicate with the impacted people & give the team time to process the news before sharing publicly. This decision reflects a narrowing of our focus, not our runway. I’m sharing the note I sent to the team earlier today, and I strongly encourage teams across the ecosystem to reach out to the people leaving OP Labs because they are talented engineers, operators, and builders who helped build Optimism into what it is today. If you are genuinely hiring, feel free to shoot me a DM with your open roles and I will make introductions (with dual consent).

Is crypto dead? It feels dead. It felt dead in 2014 when Mt. Gox happened and I was already the “weird bitcoin person” on campus. But it didn’t die, legit companies like Coinbase got formed. It felt dead in 2017 after getting pilled on the world computer, only to see the most horrible scams as the first wave of adoption. But it didn’t die, it tripled the talent market in crypto. It felt dead in 2021, because technology didn’t matter when the casino ruled all. But it didn’t die, it flooded the ecosystem with capital. Now it’s 2025. With every hype cycle there’s been a comedown. It weeded people out, and provided the necessary focus to prepare the infrastructure for the next wave of adoption. Global finance will settle on crypto rails. The world computer is effortlessly handling trillions in value and the OP Stack processes more than half a billion transactions every month. I’ve returned to OP Labs as the CEO to take us into this new chapter. We have made a ton of changes - both bittersweet and exciting. For years, we've operated as a fragmented ecosystem, crippling our ability to move quickly. Now, we are re-unifying our GTM and Engineering teams under one roof. Our Foundation remains focused on decentralization. And, after 3 years in Mexico City, my cofounders and I have finally returned to the US and we've opened up a new office in NYC. We’re rounding out year 7 of scaling Ethereum. None of us are going anywhere. This isn’t the last storm we’ll weather, and we’re still fighting like hell. And you know what, Crypto isn’t going anywhere. Stop taking so much adderall and buying extra strength Zyns, it’s making everything feel worse. Go to the gym, drink some water, and I’ll meet you back at the office. We’ve been cooking & I can’t wait to share more with y’all.

Base forked the OP Stack. Here's how I'm thinking about it from a technical and economic standpoint. Tech: OP Stack continues to be the best stack my frens. Make no mistake - it is a combination of our tech and Coinbase GTM that made Base the biggest L2. As Base grew, we (+Sunnyside, Flashbots, Paradigm) shipped the features that kept the chain up, scaled it, lowered fees, and made operating the chain vastly more profitable. Our code still processes 13% of all transactions in crypto. If you want the most scalable, highest reliability, and most production-hardened stack, that’s the OP Stack. Today, the “Unified Base Stack” shares 99% of its code with the OP Stack/ Flashbots/ Reth, and there remains major overlap in the roadmap. Because of that, Base will continue to be an OP Enterprise customer. If Base makes so many changes that it's no longer recognizable as the OP Stack then they will no longer require “Mission Critical” support from us. Economics: This is a hit to near-term onchain revenues. But as cryptotwitter has been saying for ages, we needed to evolve our biz model. We used to just say “everybody joins the Superchain and pays revshare” no matter who the customer was. We introduced OP Enterprise in January and we now have tiers of specific support and SLAs based on what different chains need. Base is on OP Enterprise: Mission Critical Support tier. We made this tier for self-managed chains that want customizations. There’s also “OP Enterprise: Fully Managed” for people who prioritize convenience. Base used to need that. They have evolved. The reason we made this MIT licensed in the beginning was to encourage forks in order to become the standard way rollups get built. We accomplished that - Blast, MegaETH, opBNB, and many more are all forks of the OP Stack. All 3rd party services and tools have OP Stack-compatible integrations. We built and scaled the fastest growing blockchain in crypto, and are now helping our partners create and execute on that playbook. We’re a strategic partner offering faster time to market, and exclusive knowledge of how to handle the largest production workloads. Coinbase is doubling down on their blockchain. That’s validation that every business will have its own blockspace. A vast majority of these businesses will utilize the OP Stack for their chains. Thank you all for reading this, and for thinking about Optimism and our strategy. Now back to building.

how much tweeting did it take for you guys before tweeting felt natural & you started consistently writing high quality tweets? my team wants me to tweet more but right now i feel like it takes 200% of my brain capacity to just ship the roadmap

LISTEN UP EVERYBODY! Today we're launching OP Enterprise. We all know that crypto is at the cusp of major mainstream adoption. Nearly every major enterprise has a crypto strategy. We're the only team that has successfully launched chains for multiple companies. We've packaged up all of our learnings into a product offering that will onboard the next wave of enterprises. OP Enterprise is production-grade blockchain infrastructure for companies that want to build businesses, not become blockchain experts. 𝗬𝗼𝘂𝗿 𝗯𝗹𝗼𝗰𝗸𝗰𝗵𝗮𝗶𝗻. 𝗬𝗼𝘂𝗿 𝗿𝗲𝘃𝗲𝗻𝘂𝗲. 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗴𝘂𝗮𝗿𝗮𝗻𝘁𝗲𝗲𝘀. — 𝗧𝗵𝗲 𝗽𝗿𝗼𝗯𝗹𝗲𝗺 Here's what we keep hearing from enterprises: They're building on infrastructure where the incentives don't align with their own. They're competing for mindshare, fighting to keep users, working against platform economics that extract value from everything they build. Most blockchain platforms don't care if you're successful. Their focus is on their own TVL and metrics - not yours. You launch your stablecoin into an environment that competes with everyone else's stablecoin and hemorrhage capital to onboard your users onto a blockchain you have zero control over. And even if you decide to own your chain, you hit the real bottleneck—onboarding the ecosystem partners you need to go live. Stablecoins, oracles, bridges, wallets, indexers. Each negotiation takes months. Costs hundreds of thousands to millions of dollars. Vendors pick off blockchain teams one by one. We've seen this movie before. Many times. — 𝗢𝗣 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝗳𝗶𝘅𝗲𝘀 𝗯𝗼𝘁𝗵 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 — When you own your chain, your infrastructure becomes a revenue-generating asset. Not a cost center. DeFi protocols deploy on your rails. The economic activity you enable accrues to you. This isn't about saving on fees. It's about owning the infrastructure layer where financial value is created. 𝗩𝗲𝗻𝗱𝗼𝗿 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝘁 𝘀𝗰𝗮𝗹𝗲 — We've onboarded tier-one partners across 50+ production chains. They're already integrated, contracted, ready to deploy. We negotiate standard terms, manage costs down, and fast-track partnerships that would otherwise delay your launch by 6-12 months. We've done this work already. You don't have to. — 𝗪𝗵𝗮𝘁 𝘆𝗼𝘂 𝗴𝗲𝘁 𝗙𝘂𝗹𝗹𝘆 𝗠𝗮𝗻𝗮𝗴𝗲𝗱: We run your chain end-to-end. 24/7 monitoring, incident response, security ops, upgrade orchestration. You focus on product. 𝗦𝗲𝗹𝗳 𝗠𝗮𝗻𝗮𝗴𝗲𝗱: You operate, we support. Architecture guidance, security assessments, priority patches, direct access to core engineers. 𝗢𝗣 𝗠𝗮𝗶𝗻𝗻𝗲𝘁: Start on our flagship public network with enterprise support. Graduate to your own chain when ready. Same codebase, seamless migration. First conversation to production: 8-12 weeks. — 𝗧𝗵𝗲 𝘀𝗽𝗲𝗰𝘀 99.99% uptime SLO 15-minute P1 incident response Up to 5B RPC requests/month with multi-provider redundancy 10 Mgas/sec baseline, 100+ Mgas/sec for high-volume applications Sub-200ms block times 20k requests-per-second burst capacity Stage 1 security with permissionless fault proofs Optional ZK fault proofs for faster finality — 𝗪𝗵𝘆 𝗻𝗼𝘄 The window for enterprise blockchain has shifted from "if" to "how fast." MiCA is live in Europe. US policy is stabilizing. The enterprises that spent 2023-2024 in exploratory mode are now greenlighting production builds. Enterprise deals are now a competitive space. When we talk to enterprises, we see everyone trying to help them come onchain. But the OP Stack is the only stack that has successfully brought and scaled multiple enterprises onchain. We've seen what works and what doesn't. We've earned this knowledge by building alongside the fastest-growing enterprises in web3. We've encountered every failure mode because we've been doing this longer than anyone else. At the end of the day, enterprises want to control their own economics. They don't want to rent infrastructure from platforms that compete with them. The OP Stack vision will win. Shared standards balanced with chain autonomy. — 𝗪𝗵𝗮𝘁 𝗺𝗮𝗸𝗲𝘀 𝘂𝘀 𝗱𝗶𝗳𝗳𝗲𝗿𝗲𝗻𝘁 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 𝘁𝗿𝗮𝗰𝗸 𝗿𝗲𝗰𝗼𝗿𝗱 — 50+ chains launched. Not pilots. Production systems serving millions. 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 𝘃𝗲𝗹𝗼𝗰𝗶𝘁𝘆 — We control the entire stack. When we discover vulnerabilities, customers get patches within hours. Not weeks. 𝗗𝗶𝗿𝗲𝗰𝘁 𝗮𝗰𝗰𝗲𝘀𝘀 𝘁𝗼 𝘁𝗵𝗲 𝘀𝗼𝘂𝗿𝗰𝗲 — Questions go to the engineers who wrote the code. Feature requests go to the people who can actually implement them. No translation layer. 𝗘𝘁𝗵𝗲𝗿𝗲𝘂𝗺 𝗰𝗿𝗲𝗱𝗶𝗯𝗶𝗹𝗶𝘁𝘆 — We've worked on Ethereum's core protocol. Defined its scaling roadmap. Invented the L2 architecture that powers the industry. 𝗡𝗼 𝘃𝗲𝗻𝗱𝗼𝗿 𝗹𝗼𝗰𝗸-𝗶𝗻 — Open source. Fork if you want. Most teams discover they'd rather work with us—but the choice is always yours. — Our first customers: Unichain — Uniswap needed their own chain. They chose us. Uniswap Labs operates Unichain with Mission-Critical Support—priority response for high-stakes moments where downtime isn't an option. Celo — Scaling mobile payments across Latin America and Africa. Millions of users. Celo operates their network with Mission-Critical Support, ensuring enterprise-grade backing in emerging markets. Different use cases. Same infrastructure. Same commitment to their success We are here today because partners like these rolled up their sleeves and built together with us. — 𝗪𝗵𝗼 𝘁𝗵𝗶𝘀 𝗶𝘀 𝗳𝗼𝗿 Fintechs building next-generation financial services Centralized exchanges launching tokenized products Payments companies building cross-border rails Financial institutions exploring tokenization and digital assets If you need infrastructure that performs without the operational burden—and you want to own your economics instead of renting them—OP Enterprise is for you. — OP Enterprise is a major focus for us in 2026. We have active engagements across fintech, exchanges, payments, and financial services. The direction is clear: the OP Stack is becoming the standard for the next generation of financial systems. This is the first of many announcements to come. If you're serious about building onchain, we should talk.

I've been thinking a lot about "if you don't tell your story, others will tell it for you". So - I'm usually quiet on these topics, but I can't be quiet about this. Talking about Ethereum unification and actually doing something about it are two very different things. The Optimism team has consistently done things to help everyone, competitors included. 4844 is just one of many examples. And don't forget that we're the only L2 with fully open source (MIT licensed) code, and that we're the only L2 that consistently gives millions in funding to L1 public goods every year as specified in the original Rollup Centric Roadmap. And what is the Superchain if not a unification of Ethereum? If there's more we could be doing to further lift the whole space up, I'd genuinely love to hear it. We haven't gotten everything right as a team, but I can say that we at least put our money where our mouth is.

Our Official Response to FUD and Drama. You're gonna see us on a rampage this year. Of course, the most delightful things to engage with on twitter are drama and FUD posts. So reasonably, I’ve been getting questions about what various trends mean for Optimism. Whether it's regarding thought leader commentary, other L1s, or poorly disguised forks of the OP Stack. Let me be clear: External commentary doesn't change our roadmap. It doesn't modify the history of what we've already accomplished. It doesn't change our priorities. We set our roadmap based on what our partners need. People choose the OP stack because it's the best technology, the most performant chain stack, and the most profit-enabling infrastructure. These claims are proven in production, not flashy headlines for technology that hasn't been built. What we're actually building The Scale The Superchain is by far the fastest growing blockchain stack in crypto. Two years ago, we processed 208 million transactions. Last year, 6.1 billion. That's 29x growth— by far the fastest of any blockchain ecosystem in crypto. The Economics 10.1x. For every dollar users spend on fees, chains generate ten dollars in revenue. The value flows to partners, not the platform. That's by design. The Model The OP Stack is open source. To differentiate in a competitive market, you need to own your infrastructure. But most enterprises don't want to build and maintain it themselves—they want to focus on their product and their users. That's the gap we fill. That's why we built OP Enterprise. Think of it like Databricks for Spark or Elastic for Elasticsearch: open source core, widely adopted, but enterprises need support, customization, and guaranteed service levels. OP Enterprise is that layer for blockchain infrastructure. The Partners World is building identity systems for 20 million users. Sony is building for creators and gaming. Uniswap is building the home for onchain trading. Kraken is bringing institutional-grade infrastructure to their users. Base has scaled to become one of the largest chains in crypto. Each chose us for specific strategic reasons—and those reasons haven't changed. The Future As the market matures, partners will evolve in different directions. Some will want more control. Some will build specialized systems for their unique requirements. That's expected. The Superchain was designed to be bigger than any single partner. We've been at this for four years. We're just getting started. This week at the Scaling Summit, we're showing the next generation: native interoperability, faster block times, enterprise-grade compliance controls. What if you could launch products in weeks, not years—and make more revenue for every dollar deposited? That's what we help you do.

chains are the new smart contracts

We are extremely excited to announce Vision Chain in collaboration with Bitpanda - A regulated European exchange with 7 million users, powered by the OP Stack!

I can't wait to see what Coinbase unveils on Dec 17. Base is a powerhouse: #3 in Productive Stablecoins #4 in DEX Volume #6 in TVL ... in all of crypto, leading all L2s I'm so bullish. 3 years of close partnership has given us insight on why they will continue to succeed.