Ponyo(Four Pillars) wrote "The Case for Selling $OP Before $BASE" back in 2025. The thesis: Base generates 91% of Superchain gas fees, making the economic dependency unsustainable. Yesterday, Base announced its own stack.

> The data was clear. Base averaged 91% of all Superchain ETH gas fees since Aug 2025, rising to 98% by Feb 2026. 24 other chains combined never crossed 9%.

> Base's departure from the Superchain was a matter of when, not if. The fee share data told the whole story.