🧵 Announcement of Base moving to its own operational code and phasing out
$OP 🔹 Reducing structural dependence on OP Stack
🔹 Partial decoupling from Superchain
🔹 Repositioning in the technical governance balance
✅ Economically, this shift is not purely technical but carries clear financial implications:
▫️OP Stack was a shared infrastructure generating network value through the adoption of multiple chains.
▫️Base is one of the largest sources of activity and liquidity within the ecosystem.
▫️ Any separation reduces the “network effect” that fuels the Superchain narrative.
🔴 Potential impa