Group 1 - Base will integrate key components of its operating network into a self-managed unified codebase, increasing upgrade frequency from 3 to 6 times a year and transitioning from optimistic proofs to TEE/ZK proofs while maintaining Stage 1 Rollup status [1] - Moonwell is exploring recovery options for users affected by the cbETH Core Market incident, proposing partial repayments and compensation in stkWELL tokens [2] - ether.fi plans to migrate its crypto debit card product Cash to the Optimism network, involving over 70,000 active cards and a total value locked (TVL) exceeding $160 million [2] Group 2 - Jupiter DAO has initiated a vote to decide whether to cancel the 2026 Jupuary airdrop to achieve net-zero emissions and alleviate token dilution pressure [3] - xStocks has surpassed a cumulative trading volume of $25 billion since its launch in June 2025, ranking among the top 10 tokenized stocks in 24-hour trading volume [3] - Uniswap has launched a proposal to expand protocol fees across all remaining v3 liquidity pools and enable fees on new chains for both v2 and v3 [4] Group 3 - Hyperliquid reported a last twelve months (LTM) revenue of $832.9 million, with a market cap of $7 billion and a price-to-sales (P/S) ratio of 8.4x, compared to Robinhood and Coinbase [5] - x402's early seller retention rate for the first month is 55.7%, but retention for new sellers entering after the initial surge has dropped to nearly zero by the second month [5] - ZeroLend announced it will gradually cease operations after three years due to declining liquidity and challenges in achieving sustainable revenue [6] Group 4 - Polynomial has ceased operations and will close its chain and trading products, with a forced liquidation scheduled and plans to cancel its upcoming token generation event (TGE) [6]

Coinbase may be moving away from the OP Stack and building its own tech with ZK proofs. The long term direction could be a transition toward L1 instead of relying fully on Optimism. #Coinbase #Layer1 #Crypto #IvanClips https://t.co/h6f4okgVNX ...

LATEST: ⚡ Base will transition away from the OP Stack and the Optimism Superchain ecosystem over to its own unified stack over the next few months. https://t.co/aGmnlVrPFA ...

Base plans to consolidate key network components into its own unified codebase, with node operators required to follow Base’s release versions. Over the coming months, Base will gradually move away from the OP Stack, while continuing to work with Optimism as an OP Enterprise customer. Base said the shift will increase its upgrade cadence from three to six times per year and advance a transition from optimistic proofs toward TEE/ZK-based proofs in future hard forks. As the highest-revenue L2 in the OP Stack ...

🚨JUST IN: OPTIMISM'S $OP FALLS 9% IN 24 HOURS AFTER BASE ANNOUNCES SHIFT AWAY FROM OPSTACKIn a blog post, Base gave a TL;DR: "To accelerate innovation, scaling and security, Base is evolving its foundational software by moving to a unified, Base-operated stack. Once we complete this transition, node operators will need to follow releases from ⁠base/base instead of Optimism’s releases."When Base originally went live, the Optimism and Base teams shared that Base could earn up to approximately 118 million OP t ...

🚨 NEW: Base is transitioning off the OP Stack to its own unified stack, but will continue working with Optimism for mission-critical support during the transition. https://t.co/FNEqyCJFcc ...

RT Optimism (@Optimism)One of the world’s largest exchanges, @okx, has migrated @XLayerOfficial to the OP Stack, adopting a modular, high-performance framework to operate its own independent L2.Built for security, throughput, resilience, and consistent uptime, the OP Stack powers ~70% of all Ethereum L2 activity and is openly available for anyone to build with. ...

🚨 BREAKING: #Optimism 🤝 Flashbots!A new alliance to supercharge OP Stack — faster, fairer & more customizable tx sequencing for Ethereum L2 users! ⚡Will this reshape the #Layer2 race? 👀 ...