Base: Coinbase Vertical Onchain Stack — Distribution L2$4.5B Base TVL. $4.7B stablecoin Mcap. 62% global onchain stablecoin tx + 90% agentic. Coinbase vertical: 120M+ verified users → Smart Wallet → USDC native → Base. Franklin Templeton FOBXX live. Seque…cache256·May 22·26 min readOP StackUSDCOptimismCoinbase Prime custodian-state analysis
Tools, Not DeclarationsZero-knowledge proofs are the only technical primitive that expresses the third position of Sum in machine: proving without being declared. Cache256 maps the four families (scaling, privacy, identity,…cache256·May 22·23 min readSum.Polygon zkEVMStarknetThe Substrate Problem
Optimism: The Host That Base Ate — Superchain 2026Optimism built the Superchain. Base moved in, captured 97% of Q1 2026 OP Stack sequencer revenue. OP MC $270M (~97% from ATH), OP Mainnet TVS $1.47B, 26 live chains. Buybacks active since March 2026 (…cache256·Jan 12·28 min readBaseArbitrumPolygon zkEVMdedicated Base analysis
Arbitrum: Battle-Tested L2 — Orbit, Stylus, BoLD$15.5B Arbitrum One TVS. $1.51B DeFi TVL. ARB MC $655M (~95% from ATH). 50+ Orbit chains, Stylus multi-language smart contracts live, BoLD permissionless validation (Stage 1). DAO STEP tokenized Treas…cache256·Nov 5·27 min readEthereum L1 securityBase distributionPolygon zkEVMStarknet
