Optimism Superchain Ecosystem Undervalued

➥ Every Major Chain Built on the Superchain I think the market still underestimates what Optimism is building. The Superchain is no longer just OP Mainnet plus several smaller L2s. It now includes 25 live chains, securing around $2.8B and processing roughly 75 UOPS. Five networks already secure more than $100M each. The key chains I’m watching: [1] @Optimism The core settlement and governance hub. It remains the largest Superchain network with around $1.5B secured and is one of only three chains in the ecosystem at Stage 1. [2] @world_chain_ The consumer distribution play. It already secures more than $400M and processes around 16.5 UOPS. World gives the Superchain access to a large verified-user base, which most L2 ecosystems cannot replicate through incentives alone. [3] @inkonchain Kraken’s onchain financial layer. Ink has reached roughly $163M in TVS and Stage 1. I see the main catalyst as direct exchange distribution: Kraken can move users, assets and financial products onchain without relying on external acquisition channels. [4] @unichain The liquidity and execution layer for Uniswap. Unichain already processes more than 10 UOPS, despite securing less capital than the larger general-purpose chains. That matters because its value is driven by trading activity and liquidity routing, not only passive TVL. [5] @DeriveXYZ The specialized derivatives chain. Derive is smaller by activity, but it secures around $70M. I include it because app-specific chains are an important part of the Superchain thesis: one shared stack can support consumer, exchange, trading and institutional use cases. The L2 market is shifting from isolated chains toward eco built around shared infra, standards and interoperability. Optimism’s advantage is distribution. The next question is whether this activity creates enough economic value for $OP, rather than only benefiting the individual chains.