Base replaces Optimism's OP Stack with unified base/base stack, removes Optimism from Base Security Council — OP falls up to 20%
first published 2026-02-20T13:32:47Z
Base is replacing Optimism's OP Stack with a unified Base-operated codebase (base/base), swapping Optimism's optimistic proofs for Base-specific TEE/ZK proofs and removing Optimism from the Base Security Council. Two hard forks are planned (Base V1 soon, V3 with Ethereum's Glamsterdam upgrade). Base says end users won't be disrupted but node operators must migrate. The announcement sent OP down as much as 20%; Base controls ~$3.85B TVL and historically generated >90% of Superchain revenue, and the change is widely seen as positioning Base for a potential BASE token and greater economic control.
AI Analysis
Base formally replaces Optimism's OP Stack with base/base, replaces optimistic proofs with Base-specific TEE/ZK proofs, removes Optimism from the Base Security Council, requires node operator migration, and the news sent OP down as much as 20%. Base controls ~$3.85B TVL and historically generated >90% of Superchain revenue; the move is linked to positioning Base for a potential BASE token.
Expected Investor Sentiment: Bearish
Potential Market Impact: Significant
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