🧵 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 impact on #OP token:
Long-term structural demand may decrease if Base’s contribution to the unified ecosystem diminishes.
The market typically re-prices the token based on actual reliance strength, not just technical promises.
⚠️ Today's message to developers and investors:
Don’t bet on a token value based on code you don’t own.
In decentralized infrastructure, control of the code means control of the value flow.