VR_001

[Coin Metrika @coinmetrika]

👀 OPTIMISM WITHOUT BASE. WHAT WILL HAPPEN NEXT?

There has been a lot of news surrounding Superchain in recent days. First, we saw a major publication from the CEO of OP Labs & Co-founder @Optimism on the topic of future FUD and drama and the project's unchanging roadmap despite everything.

A day later, we saw what appears to be the source of the drama @jinglejamOP was talking about. It's about Base leaving OP Stack for its own Base Chain, as reported by @WilsonCusack.

Let me remind you that during the existence of Superchain, the total Collective Revenue amounted to $20.5K ETH. Of this, 8.5K ETH was received from @Base, which is 41.6%.

According to official sources from Optimism, the latest trends show that the total gas fees paid by users to send transactions in January 2026 amounted to 68.2 ETH or $199.7K. Of this, Base accounted for $192.9K, or 96.5%.

On the same day, an announcement was made about the migration of @ether_fi from Scroll to Optimism. 70,000 active cards, 300,000 accounts, and $200 million in TVL will move to OP Stack. The announcement came on the same day that Base announced its desire to leave after a while. The announcement came a day after the FUD warning.

This does not look like a random series of events. It is obvious that Base's departure was known in advance and the news about @ether_fi move is not a coincidence, but an attempt at rehabilitation. The price of the $OP token speaks for itself. I wonder how long Base desire to leave has been known? From Base's point of view, it's understandable: they give 15% of their profits to the Optimism Collective, currently being almost monopolists in replenishing this treasury. They will create their own stack for Base Chain, announce a similar commission for projects, and open their doors to them. It's all about money, nothing personal. Business and nothing more!

But what is Optimism left with? Why are there no comments for investors and token holders, and how does Optimism intend to move forward now? What about the approved buyback, which directs 50% of the revenue from Superchain sequencers to regular purchases of OP tokens... Based on last year's annual revenue, that would be approximately $8 million. But after Base's departure, how much will that be, given the statistics for January 2026? Crumbs? It's obvious that most of the annual revenue is lost with these inputs.

At the same time, I would like to remind you that investors and major contributors still have monthly unlocking at the level of $32 million OP. That's $4.5 million per month! The project's capitalization today is $599 million. Obviously, even a buyout of $8 or $20 million per year would not be a lifeline for the OP token price. But now, such project revenues are not expected either.

How do you @jinglejamOP intend to escape the bondage of dependence on the income of a single project that is already asking to leave? Tell us, tell me, an OP token holder, what you intend to do in light of the current situation? A major player is leaving the Superchain concept, and it is impossible not to comment on this, as if Swell had asked to leave.

[VR_001 @VR__001]

I'm contributing on @PerleLabs, where verified human feedback powers real AI data.
Join me here: https://t.co/03iXRtDwFr

[VR_001 @VR__001]

personal news: i got life sentence

moving into @Jaileddotfun soon

[ drop your mugshot here👇]

[Optimism @Optimism]

Optimism ecosystem landscape map courtesy of @MessariCrypto. Find this and much more on the Messari x Optimism portal.

[VR_001 @VR__001]

@portalbridge_ @wormhole 🫡💪

[VR_001 @VR__001]

@NexusLabs 🫡

[VR_001 @VR__001]

@NexusLabs 🫡

[Coin Metrika @coinmetrika]

🪂 MONAD AIRDROP WITHOUT PRELUDES. WHO IS A MONAD USER?

1) The project published the airdrop criteria on its blog, shocking the crypto community, especially its own. Only 5,500 wallets are eligible! That's 0.74% of @monad Discord users. At the same time, the project is distributing airdrops to 225,000 addresses outside its community, to users who are probably not even aware of Monad and will not be able to complete the claim by the November 3 deadline.

How does this align with the word “community” in principle? Did @keoneHD, @intern and @mikeinweb originally organize such fun contests to laugh at and humiliate their users? IMHO, it looks pathetic!

According to Monad's own criteria, any third-party crypto enthusiast is more valuable to them than a member of their community. This is absurd!

Sybil's razor — it's all clear, no one argues that it should be and is legitimate. But please note that @LineaBuild threw out a lot of wallets from the distribution, while still distributing to 749,662 eligible addresses. Compare this figure with the 5,500 eligible addresses of Monad users. As they say, the numbers speak for themselves!

[VR_001 @VR__001]

@NexusLabs There is a limit to everything..🙂

[VR_001 @VR__001]

@NexusLabs @StarkWareLtd 💪

[VR_001 @VR__001]

@linera_io gmicrochains

[Wormhole @wormhole]

🟣 🟣 Wormhole is announcing the next major chapter for the $W token with the release of upgraded W 2.0 Tokenomics, including:

- The Wormhole Reserve
- 4% Base Yield on W
- Unlock Optimization

Read more ⤵️

[Coin Metrika @coinmetrika]

💪 NEW STANDARD FOR LINEA L2 CHAIN TOKEN

1) The token governance paradigm has long been useless. I wrote about this back on October 26, 2024
https://t.co/6W3TrbeidO

Let me remind you in broad strokes that at that time I recommended @LineaBuild to focus on the utility of the $LINEA token, rather than rushing to launch a voting token. Among the proposals was the following:

L2 tokens need a utility! Another voting token won't work... Instead of rushing to release the token, the team would be better off focusing on the utility of the token. One voting function is not enough! All of L2 needs $ETH and can easily do without the native network token, it simply has no utility. That's a problem... It is possible to go further and improve the idea by thinking through the combustion mechanisms. Which would make the token deflationary in the long run...

Today, the LINEA token is already trading on exchanges. And the project team, represented by @ethereumJoseph and @DeclanFox14, has changed the rules of the game in the L2 chain segment. Respect to them for that, it was high time someone did it and led this movement. I think @VitalikButerin will also appreciate these efforts when the next L2 came not to take away from Ethereum, but also to give. This design makes the network “Ethereum-aligned”: every activity on L2 directly supports the ETH shortage on L1. And I think it's right, as with the minimum Stage threshold (I talked about the difference between Stage 0-2 in the video https://t.co/X34EH2jdug), to introduce rules for L2 to spend part of the revenue received on repurchasing and burning ETH.

While tokens from chains such as Optimism, @arbitrum, Starknet and zkSync perform a governance function, the LINEA token does not. Bingo, it's done! I am sincerely happy about this! The value of the token created by @Consensys is tied to the network's revenue through buyback&burn. Gas in Linea is paid in ETH, and LINEA itself is not a gas token, unlike $STRK or paymasters support for ERC-20 from zkSync Era.

20% of net revenue in ETH (after deducting costs for publishing data on L1 via EIP-4844 blobs, proof verification, etc.) is burned in ETH, and 80% of net revenue is used to buy back and burn $LINEA. This makes the scarcity of both assets a function of the actual network load.

[VR_001 @VR__001]

@opensea gm🌊

[Nexus @NexusLabs]

1/
The Nexus network continues to show its strength as a high-performance, verifiable computation layer.

This report highlights key indicators of network health and why they matter for long-term growth.

https://t.co/n0oZai5j11

[Nexus @NexusLabs]

1/ Merit Badge Challenge: Graduate Badge

A fitting send off to Camp Nexus.

How to earn 3,000 NEX Testnet III Points:
- Repost this post
- visit https://t.co/4tytEdA71i
- Find 'Goodbye Camp Nexus'
- Claim the quest

[VR_001 @VR__001]

@opensea 👀

[OpenSea @opensea]

Today we're introducing:

- OS Mobile: a beautiful trading experience powered by AI
- Flagship Collection: honoring web3's cultural heritage
- Final Rewards Phase: 50% of platform fees funding millions in token & NFT prizes
- $SEA Update: details in early October

Learn more ⬇️

[DAO AI Network @daoai_network]

Redefining Governance Reputation on @0G_labs

A new governance primitive that makes reputation onchain, immutable, and AI-powered.

A New Era for Governance has arrived.

Here’s why this matters 👇

https://t.co/0SNIkZBrAB

[VR_001 @VR__001]

I'm taking a stand for privacy.

Privacy is the missing key that will unlock new dimensions, expand opportunities, and finally bring the world onchain.

View my @aztecnetwork privacy glyph & create your own: https://t.co/25gV2MOd8l