Average price 0.315, accumulated nearly 800,000 OP. I've actually been thinking about this target for quite a while.
To be honest, before seeing the OP official announcement that 50% of revenue will be used for buybacks, I had put the entire L2 sector on the back burner. But some recent changes have made me reevaluate this position.
Why decide to build a position now? A few core reasons:
**Fundamental shift in token attributes**. OP's current revenue volume isn't actually large, and relying on that small income to drive the price up isn't realistic. But the key isn't the current numbers; it's the implication of this mechanism being activated—OP is saying goodbye to its purely governance token identity and starting to tie into the actual economic activities of the Superchain. Finance has never been just mathematical models.
**Relatively friendly unlock schedule**. Based on the current pace, it will be fully unlocked by around May this year. This is much less pressure than the endless tug-of-war with ARB, where I wouldn't dare to hold a heavy position. Plus, L2 tokens have been neglected by the market for two years, and the current price level is indeed acceptable.
**Superchain dividend attribute**. This is the real highlight. Buying OP isn't just about the prospects of the Optimism main chain; it's about a basket of top L2s' dividend rights—Base, Unichain, World Chain, Ink, all of which have to pay 15% of revenue or 2.5% of profits (taking the higher value). The background is solid. This means that even if Optimism itself performs only moderately, as long as other ecosystem members develop well, OP's value can be supported. The risk is somewhat diversified, similar to an ETF.
So I decided to enter the market and plan to hold long-term.
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GateUser-76f60b7f
· 01-11 17:24
Hold on tight, we're about to take off 🛫
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ProveMyZK
· 01-11 16:52
0.315 is really quite attractive, much better than the nightmare of unlimited unlocking with ARB.
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MEVSandwichMaker
· 01-11 16:51
0.315 is really quite aggressive, directly wiping out the bottom. I also only realized the logic behind this Superchain dividend after the fact.
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ForkYouPayMe
· 01-11 16:35
0.315 to reach 800,000, this bet is quite aggressive. The Superchain dividend rights are indeed a masterstroke, essentially like buying a dividend note for an L2 basket.
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SoliditySurvivor
· 01-11 16:27
Wow, I really didn't think about the Superchain dividend rights from this perspective. It's like buying a basket of L2 funds.
Average price 0.315, accumulated nearly 800,000 OP. I've actually been thinking about this target for quite a while.
To be honest, before seeing the OP official announcement that 50% of revenue will be used for buybacks, I had put the entire L2 sector on the back burner. But some recent changes have made me reevaluate this position.
Why decide to build a position now? A few core reasons:
**Fundamental shift in token attributes**. OP's current revenue volume isn't actually large, and relying on that small income to drive the price up isn't realistic. But the key isn't the current numbers; it's the implication of this mechanism being activated—OP is saying goodbye to its purely governance token identity and starting to tie into the actual economic activities of the Superchain. Finance has never been just mathematical models.
**Relatively friendly unlock schedule**. Based on the current pace, it will be fully unlocked by around May this year. This is much less pressure than the endless tug-of-war with ARB, where I wouldn't dare to hold a heavy position. Plus, L2 tokens have been neglected by the market for two years, and the current price level is indeed acceptable.
**Superchain dividend attribute**. This is the real highlight. Buying OP isn't just about the prospects of the Optimism main chain; it's about a basket of top L2s' dividend rights—Base, Unichain, World Chain, Ink, all of which have to pay 15% of revenue or 2.5% of profits (taking the higher value). The background is solid. This means that even if Optimism itself performs only moderately, as long as other ecosystem members develop well, OP's value can be supported. The risk is somewhat diversified, similar to an ETF.
So I decided to enter the market and plan to hold long-term.