🧵 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:
▫️The OP Stack was a shared infrastructure generating network value through the adoption of multiple chains.
▫️The Base is among the largest sources of activity and liquidity within the ecosystem.
▫️ Any separation reduces the “network effect” that fuels the Superchain narrative.
🔴 The 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 rather than technical promises.
⚠️ Today's message for developers and investors:
Do not bet on a token value for code you do not own
In decentralized infrastructure, control over the code means control over the value pathway.