Guaranteed 35x with this GEM?💎

Sleeping giant you need in your portfolio!💰

Token I’ll talk about today is $OP.

My estimate is that OP could be worth 54,34$ in peak bull.📊

Please read till the end to understand why OP will be one of the best performers in the next bull. 🚀

Even big accounts are admitting it.🤫

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Table of contents:

• 1️⃣Bull Thesis

• 2️⃣Price estimation

• 3️⃣Top OP ecosystem projects

Let’s dive in together👇

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1️⃣Bull thesis

It all started with Superchain.

Optimism released OP stack, which can be used to launch and customize its own L2.

Using OP stack, all L2 are connected and share security, communication, and much more...

Great explanation by @wacy_time1 👇

Big companies and VCs started to notice it.👀

First of all was Coinbase, launching its own L2 - BASE.🚀

And here is the catch - projects that use OP stack share % of revenue with Optimism treasury.💸

Now other rich guys started to build with OP stack.

Just look at that list👇

The DeFi Investor made a great point on how much OP will benefit from Base success ALONE. 👀

OP also surpassed ARB in terms of:

• Fees

• Revenue

• Daily active addresses

several times.🔁

To stay up-to-date with OP ecosystem updates, you need to follow Subli 👈

He sends updates & researches about OP eco weekly📰

Subscribe below👇

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2️⃣Price estimation

Based on my conservative views, I calculated that price of OP at the peak of the bull, in mid-2025, could reach $54,34.📈

That’s 35x from this price.💰

I took into consideration inflation and past data to determine the market cap of projects in the last bull.👇

For this part please check my detailed thread 👇

*This is my own calculation/opinion, I might be wrong so DYOR*

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3️⃣Top OP ecosystem projects

Filtering by TVL I decided to pick 4 projects from the top 10.

1. VELO

2. SNX

3. SONNE

4. EXTRA

1.VELO

VELODROME is the best investment in my opinion.

Small market cap of $16M with $220M TVL.

It’s the main DEX on Optimism with no competition.

A recent upgrade to v2(concentrated liquidity) improved fees and revenue.

All these fees are redirected to $veVELO holders.

It is in the top DEXs by holders’ revenue💰

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2. SNX

Synthetix is a powerhouse of OP.

Sitting at $784M MktCap it acts as a liquidity hub for:

• Perpetuals - KWENTA

• Options - LYRA

You can stake SNX to get paid in sUSD(real yield)

You can see that alongside VELO, SNX (and KWENTA) are main revenue sources for OP 👇

SNX is also one of the few projects that already use CCIP by chainlink.

CCIP is new innovative cross-chain protocol for interoperability.

Go with it if you want minimal risk.

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3. SONNE

What is DeFi without lending & borrowing project:)

People are obsessed with borrowing money.💰

And SONNE is native OP projects that generates most volume & fees.💸

Notice Exactly has more TVL, but SONNE does more revenue.

Sitting at < $7M MktCap and improving(green) stats, it’s must have if you want to have exposure to OP upside potential.🚀

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4. EXTRA

Extra is leveraged yield project.

You can use your LP tokens(positions) from VELO and use leverage on EXTRA to get higher yield.

Let’s say you farm VELO/USDC LP position.

You can deposit this token to EXTRA and take 2-4x leverage on it.

Thus earning more yield and fees.

However be careful with leverage as you can get liquidated as well.

Tokenomics are quite cool as well.

You have to lock EXTRA to access boosted leverage up to 7x.

Great thread on EXTRA here 👈

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If you would like to see what Smart Whales are buying click the button below👇

Use discount code “CryptoGideon“ to get 30% off👌

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Be aware that OP projects might not directly benefit from Superchain success.⚠️

While OP token will.

As every L2s using OP stack will need OP token to govern Superchain.

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Quote of the day:

"While investors need to focus great attention on the fundamentals, they must simultaneously answer the question: What's your edge?

You cannot have an edge doing what everyone else is doing—to add value you must stand apart from the crowd."

— Seth Klarman

Find your edge in crypto.

On-chain analysis, connections, psychology, FA, TA… Whatever, just find it.

And then use it to your advantage🧠

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Disclaimer: The information provided in this post is for informational and educational purposes only. It is not intended as investment advice. Always conduct your own research and consider your financial circumstances before making any investment decisions.

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Thank you for reading Crypto Stoics.🙏

Feel free to share it & help others find this unique community.👇

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If you have any questions, feel free to ask them in the comments below✍️

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See you on Twitter - @CryptoGideon_ 👈