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.
Recent Content
Stablecoin market hit ~$300B. USDT + USDC still dominate at 86.7%, down slightly from 90.2% a year a
Apr 10, 2026
G published a 140 pages research paper on Hyperliquid, covering technical architecture, fee economic
Apr 6, 2026
Crypto payment cards processed $607M onchain in March 2026, up 224% YoY. Cumulative volume reached ~
Apr 3, 2026