Optimism

What Optimism does

Optimism operates an Ethereum Layer 2 blockchain infrastructure platform built around the open-source, MIT-licensed OP Stack. OP Labs, the wholly-owned operating subsidiary, develops and maintains the stack, which powers 50+ production chains (including Coinbase/Base until February 2026, Kraken's Ink, OKX's X Layer, Sony's Soneium, World Chain, Unichain, and Bitpanda's Vision Chain) that share an audited codebase and form the "Superchain" network. The company monetizes through (1) OP Enterprise, a managed-chain service launched in January 2026 with three tiers (OP Mainnet free, Self Managed, Fully Managed) plus Mission-Critical Support offering 99.9-99.95% uptime SLAs; (2) Superchain revenue share, historically capturing 2.5% of revenue (or 15% of net fees) from member chains under the OP Stack license, with 50% directed to monthly OP token buybacks starting February 2026; and (3) the Actions SDK, a developer tool integrating Uniswap, Aave, Morpho, and Velodrome DeFi primitives. The Optimism Foundation, a Cayman Islands foundation company, stewards governance via the bicameral Optimism Collective (token holders plus Citizens' House), RetroPGF public goods funding ($850M+ OP committed), and a $2M Immunefi bug bounty.

Optimism's core technology centers on the OP Stack's modular architecture: an execution layer (op-geth/op-erigon), sequencer, batcher/proposer, fault proof system (Cannon MIPS.sol, Stage 1), and the Rust-powered Kona-Node supporting 20Mgas/sec throughput scaling toward 100Mgas/sec. Differentiated features include Flashblocks (200ms preconfirmations with sub-250ms finality), programmable compliance at the sequencer level (TRM/Blockaid/Forta/Chainalysis integration for OFAC and sanctions screening before block inclusion), reserved blockspace for guaranteed enterprise throughput, and 99.99% historical uptime on OP Mainnet. The platform charges sub-cent fees ($0.00001 median on OP Mainnet) and supports 200ms, 1s, or 2s blocktimes. Customers include five of the largest centralized exchanges (Coinbase departed February 2026; Kraken, OKX, Upbit, Bitpanda active), fintechs (ether.fi migrated $220M TVL across 70,000+ active cards in three days with zero downtime), DeFi protocols (Morpho $640M loan origination on Base; Velodrome $300B+ all-time volume), and regulated financial institutions (Mitsui's Zipangcoin, the first Japanese-regulated onchain commodity). The company raised a $150M Series B at a $1.65B valuation in March 2022 led by Andreessen Horowitz and Paradigm; OP Labs laid off approximately 20 employees (~19.6% of workforce) in March 2026 amid the Base departure.

Name

Optimism

Legal name

Optimism Foundation

Website

https://optimism.io

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

51–100 employees

Short description

Optimism builds the open-source OP Stack, an Ethereum Layer 2 framework powering 50+ production chains and serving centralized exchanges (Kraken, OKX, Upbit, Bitpanda), fintechs (ether.fi), DeFi protocols, and regulated financial institutions via managed OP Enterprise services and Superchain revenue sharing.

Ownership category

akta.pro rank

Product category

Blockchain Infrastructure

NAICS

Securities and Commodity Exchanges (52321)

SIC

Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

MEV, Sequencing & Transaction Supply Chain (builders, searchers, PBS, auctions) (FSAPAAAG)

akta.pro secondary industry

Compliance, Risk & RegTech for Tokenized Assets (KYC/AML, sanctions, travel rule, reporting) (FSAPAIAH)

Keywords

• Layer 2 blockchain
• Ethereum scaling
• Optimistic rollup
• Blockchain infrastructure
• Smart contract platform

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. OP Enterprise Managed Service: Recurring managed-service fees for operating customer-owned chains on Optimism infrastructure under OP Enterprise (Fully Managed, Self Managed, Mission-Critical tiers). Pricing is quote-based with launch timelines of 6-12 weeks and 99.9%-99.95% uptime SLAs; OP Mainnet deployment is free.
2. Sequencer Revenue & Superchain Revenue Share: Transaction-fee revenue captured by chain operators on OP Stack chains; under the OP Stack license, Superchain members historically share 2.5% of revenue (or 15% of net fees) back to the Optimism Collective. Base's February 2026 departure from the OP Stack cut off over $16M in shared revenue.
3. OP Token Buyback (12-month program): Tokenholder-approved 12-month program that uses Superchain revenue to buy and burn OP tokens, with 50% of Superchain revenue directed to monthly OP buybacks starting February 2026. Represents a value-accrual rather than direct cash revenue stream for tokenholders.
4. Application-Layer Fee Capture: Operators of dedicated OP Stack chains (Coinbase/Base, Kraken/Ink, OKX, Upbit, Bitpanda) capture 100% of sequencer fees plus internalize application-layer revenue from DeFi and consumer products running on their chains; a Messari OP Stack Report estimate cited on the Optimism blog suggests roughly $1 in processing fees can translate to ~$10 in application revenue.

Pricing tiers

Go-to-market motion5 records

Distribution channels5 records

Marketing channels12 records

Core offering

Optimism provides Ethereum Layer 2 blockchain infrastructure via the open-source OP Stack framework, enabling enterprises, centralized exchanges, fintechs, and financial institutions to deploy production-grade blockchain chains. The core offerings include OP Mainnet (flagship Ethereum L2), OP Enterprise (managed chain deployment service with SLAs), and the Actions SDK (developer tool for DeFi integration). Revenue is generated through managed-service subscriptions and sequencer transaction-fee share from the Superchain network of 50+ chains.

Product overview

Optimism is a blockchain infrastructure platform, not a single product. Its core asset is the open-source, MIT-licensed OP Stack framework that powers 50+ production chains, with OP Mainnet (chain ID 10) as the flagship Ethereum L2 deployment. On top of this, Optimism sells OP Enterprise, a managed-infrastructure service offered in three tiers (OP Mainnet, Self Managed, Fully Managed) with an optional Mission-Critical Support add-on, targeted at fintechs, centralized exchanges, and financial institutions. For developers, the Actions SDK (@eth-optimism/actions-sdk) wraps DeFi integrations with Uniswap, Aave, Morpho, and Velodrome into a single dependency, while the Optimism Gateway Interface provides the user-facing bridge front-end. The Optimist NFT Service and AttestationStation round out the offering as on-chain identity/attestation primitives. Governance of the ecosystem is handled through the Optimism Collective, with the Optimism Foundation stewarding protocol upgrades, Retro Funding, and the OP token buyback program funded by Superchain revenue.

Differentiator

Problem solved

Functional benefit

Brands

• OP Stack: Optimism's open-source, MIT-licensed software stack for deploying next-generation onchain products and Layer-2 chains; powers 50+ chains.
• OP Mainnet
• OP Enterprise
• Actions SDK
• Optimism Collective
• Superchain
• OP Labs

Products and services

• OP Mainnet Optimism's flagship Ethereum Layer-2 rollup built on the OP Stack (chain ID: 10). Provides neutral blockspace, sub-250ms finality via Flashblocks, $0.00001 median fees, 99.99% uptime, and 20Mgas/sec throughput scaling toward 100Mgas/sec. Functions as the starting point for institutions before graduating to a dedicated OP Stack chain.
• OP Stack Optimism's open-source, MIT-licensed software for deploying next-generation onchain products. Modular, customizable design powers 50+ production chains including Base, Unichain, Ink, World Chain, Soneium, Zora, and others. Supports 200ms/1s/2s blocktimes, configurable fee structures, and sequencer sovereignty.
• OP Enterprise Managed blockchain infrastructure service from the team behind the OP Stack. Three deployment tiers (OP Mainnet, Self Managed, Fully Managed) plus a Mission-Critical Support add-on, with launch timelines of days to 8-12 weeks. Includes 30+ pre-vetted integrations for wallets, custody, oracles, indexers, RPC, and compliance; SLA-backed uptime up to 99.95%; programmable compliance at the sequencer level (OFAC/sanctions screening, private transactions with oversight, permissioned chain access); and 24/7 on-call incident response with as little as 15-minute SEV 1 response.
• Actions SDK JavaScript/TypeScript SDK (npm package @eth-optimism/actions-sdk) that lets developers integrate DeFi features (lend, borrow, swap) into their applications with one dependency instead of dozens. Connects to leading wallets and protocols including Uniswap, Aave, Morpho, and Velodrome; supports configurable custody, allowlists/blocklists, and first-class audited protocol integrations with combined $20B+ TVL.
• Optimism Gateway Interface A website-hosted user interface (Bridge Front-End) that enables users to connect a compatible non-custodial Web3 wallet and initiate messages to OP Mainnet and bridge digital assets between Ethereum and OP Mainnet, and between OP Mainnet and other public blockchains. Available at app.optimism.io/bridge/deposit.
• Optimist NFTs and AttestationStation A service enabling eligible users to mint non-fungible Optimist NFTs with customized PFPs on OP Mainnet and interact with the AttestationStation on-chain attestation smart contract. PFP images are dedicated to the public domain under Creative Commons Zero (CC0).

Quantifiable outcome

• $18 trillion settled onchain across OP Stack chains in 2025
• +9 more outcomes

Named customers14 records

Segments7 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration20 records

AI capability1 record

Feature13 records

Partnerships

24 partnerships are on record, tiered major and flagship.

• Ronin (Sky Mavis)majorStrategic or Co-development Partner · 12 May 2026Completed migration from an independent Ethereum sidechain to a full Ethereum Layer 2 on the OP Stack (May 12, 2026), joining the OP Stack ecosystem alongside Conduit, Boundless, and EigenDA. Migration includes an 89% reduction in annual RON token emissions.
• Upbit (GIWA Chain)flagshipStrategic or Co-development Partner · 4 May 2026Korea's largest cryptocurrency exchange signed an MOU with the Optimism Foundation in May 2026 to build GIWA Chain on the OP Stack for Korean and SEA exchange-native use cases, including a programmable sequencer policy engine from day one.
• Mitsui & Co. Digital Commodities (MDC / Zipangcoin)majorStrategic or Co-development Partner · 17 April 2026Mitsui subsidiary MDC launched Zipangcoin on OP Mainnet in April 2026 - the first onchain commodity-backed crypto asset in Japan, representing a basket of physical gold, silver, and platinum under Japanese regulatory oversight.
• BitpandaflagshipStrategic or Co-development Partner · 25 March 2026First fully managed OP Enterprise client and first MiCA-compliant exchange chain in Europe. Vision Chain uses a euro-pegged stablecoin as gas; built in partnership with Optimism and the Vision Web3 Foundation to tokenize regulated real-world assets for European banks and fintechs. Bitpanda reported €371M in adjusted 2025 revenue and is targeting a €4-5B Frankfurt IPO in H1 2026.
• Vision Web3 FoundationmajorStrategic or Co-development Partner · 25 March 2026Co-built Bitpanda's Vision Chain with Optimism, providing the Vision Token (VSN) and a regulated, interoperable environment for tokenized assets under MiCA-compliant Euro stablecoins.
• ether.fiflagshipTechnology or Integration · 19 February 2026Migrated $220M TVL, 70,000+ active cards, and 300,000 accounts from Scroll to OP Mainnet in three days with zero downtime (April 15, 2026). Optimism helped coordinate Pyth oracle feeds and Etherscan asset metadata; ether.fi also selected to deploy a liquid staking treasury on OP Mainnet in December 2025.
• SuccinctmajorTechnology or Integration · 12 February 2026Succinct announced as Optimism's first preferred provider to accelerate ZK Proving on the Superchain (February 12, 2026).
• Unichain / CelomajorStrategic or Co-development Partner · 29 January 2026First customers under OP Enterprise Mission-Critical Support at the launch of OP Enterprise (January 29, 2026).
• OKX (X Layer)flagshipStrategic or Co-development Partner · 9 December 2025OKX migrated its X Layer chain from a competing infrastructure stack to the OP Stack in December 2025. ICE (NYSE parent) invested $200M in OKX at a $25B valuation with a partnership to bring NYSE-listed tokenized equities to OKX users in H2 2026.
• Velodrome and AerodromeflagshipTechnology or Integration · 28 August 2025World's largest MetaDEXs, #1 ETH and #1 BTC pools onchain in past year; $300B+ all-time volume across the Optimism ecosystem; $450M+ all-time rewards distributed to voters. Scale to 10+ OP Stack chains using the OP Stack.
• MorphoflagshipTechnology or Integration · 22 August 2025Decentralized lending protocol powering the largest 'DeFi mullet' on Base (OP Stack), generating $640M in loan origination volume at 6% average borrow rate; ~80% of Morpho's USDC supply comes from Spark (another Optimism partner).
• FlashbotsmajorTechnology or Integration · 21 August 2025Optimism partnered with Flashbots to accelerate sequencing for every OP Stack chain (August 21, 2025).
• Kraken (Ink chain)flagshipStrategic or Co-development Partner · 24 October 2024Kraken built Ink on the OP Stack as a vertically integrated revenue chain. Ink carries $480M+ TVL (3,800%+ growth since launch), $17B monthly perps volume by January 2026, and powers Tydro (white-label Aave V3 lending) and the Nado perps platform. 99% of Ink's one million users had no prior Kraken onchain history.
• World Chain (Tools for Humanity)flagshipStrategic or Co-development Partner · 10 October 2024Built on the OP Stack and integrated with the World protocol, World Chain supports 14M verified unique humans, 600M+ all-time transactions, 5.17M monthly active wallets, and 30M+ World App users.
• Unichain (Uniswap)flagshipStrategic or Co-development Partner · 10 October 2024Uniswap's OP Stack chain; one of the first customers under OP Enterprise Mission-Critical Support. Unichain achieved $0.0002 transaction costs in July 2025 and is the initial target for native Superchain interoperability with OP Mainnet.
• AvailmajorTechnology or Integration · 1 January 2024Strategic data-availability partnership: Avail forged partnerships with five major Ethereum rollups including Optimism in 2024 as part of its Full Danksharding mainnet launch.
• Sony (Soneium)flagshipStrategic or Co-development Partner · 1 January 2024Sony's consumer-grade OP Stack chain; featured as a customer case study on the Optimism homepage alongside Coinbase/Base, Kraken/Ink, OKX, Upbit, and Bitpanda.
• Coinbase (Base)flagshipStrategic or Co-development Partner · 23 August 2023Base was built on the OP Stack and launched in August 2023 as Optimism's flagship exchange chain partner. Base holds ~$4.5B DeFi TVL (~51% of all L2 DeFi). Note: Base announced departure from the OP Stack in February 2026 to a proprietary codebase.
• CelomajorStrategic or Co-development PartnerMobile payments network for sending digital dollars worldwide, transitioning to the OP Stack as part of the Superchain.
• Aave V3majorTechnology or IntegrationDay-one deployment across 50+ OP Stack chains; provides the underlying lending primitive for white-label deployments like Kraken's Tydro on Ink and Coinbase's Morpho integration on Base.
• Pyth NetworkmajorTechnology or IntegrationOracle provider for OP Mainnet; Optimism coordinated with Pyth directly to bring EURC/USD, ETHFI/USD, and eUSD/USD price feeds live on OP Mainnet before ether.fi's migration.
• ChainlinkmajorTechnology or IntegrationDay-one oracle partner on OP Stack chains; serves as fallback oracle on OP Mainnet alongside Pyth.
• SparkmajorTechnology or IntegrationProvides ~80% of USDC supply on Base (OP Stack) - showcases how DeFi protocols integrate across the Superchain ecosystem.
• UniswapmajorTechnology or IntegrationFirst-class integration in the Actions SDK alongside Aave, Morpho, and Velodrome; ~$20B+ combined TVL of integrated protocols.

Scale indicators18 records

Recent moves3 records

Expansion highlights6 records

Direct peers

• Arbitrum (Offchain Labs): Arbitrum is the largest Ethereum optimistic rollup by total value locked, with ~45% L2 market share vs. Optimism's ~25%. It directly competes with Optimism in the same optimistic-rollup technology category, serving similar DeFi, exchange, and institutional customers with a comparable EVM-equivalent architecture.
• Starknet (StarkWare): Starknet is a leading ZK-rollup L2 on Ethereum that competes directly with Optimism for the same exchange, fintech, and DeFi customers. It offers a different technical approach (validity proofs vs. optimistic fraud proofs) and represents the principal technological alternative to optimistic rollups.
• zkSync (Matter Labs): zkSync is a ZK-rollup L2 that competes with Optimism for enterprise and developer mindshare, with a stated focus on payments and consumer-scale applications. It is part of the ~15% combined zk-rollup market share competing against Optimism's ~25%.
• Scroll: Scroll is a ZK-rollup L2 that competes directly with Optimism for DeFi and exchange customers, including having lost ether.fi as a customer to Optimism in 2026. It is part of the zk-rollup category challenging Optimism's optimistic-rollup approach.
• Linea (Consensys): Linea is Consensys' ZK-rollup L2 that competes with Optimism for enterprise and developer adoption. It benefits from MetaMask integration and similar institutional positioning, representing a credible alternative to OP Enterprise.
• Mantle: Mantle is an Ethereum L2 originally built on the OP Stack that has since evolved its stack. It directly competes with Optimism for DeFi liquidity and enterprise customers, and demonstrates both the flexibility of OP Stack adoption and the risk of customer differentiation.

Broad incumbents

• Polygon Labs: Polygon operates a broad portfolio of Ethereum scaling solutions including Polygon PoS, Polygon zkEVM, and the Polygon CDK. It overlaps with Optimism as an L2 infrastructure provider but spans a wider range of technical approaches and go-to-market motions.

Emerging players

• Base (Coinbase): Base was previously Optimism's flagship exchange chain (~$4.5B DeFi TVL, ~51% of all L2 DeFi) but announced in February 2026 it would migrate to a proprietary unified codebase. It remains a direct L2 competitor and a key reference point for what 'graduating' from OP Stack looks like.

Others

• Conduit: Conduit is a leading Rollup-as-a-Service (RaaS) provider that hosts the OP Stack on behalf of customers. While it is an Optimism channel partner, RaaS providers increasingly compete for the chain-deployment value capture that OP Enterprise is targeting.
• Celestia: Celestia is a modular data-availability (DA) layer that competes with Ethereum's blob data for rollup settlement. It represents a category of modular-blockchain infrastructure that could disintermediate Optimism's L1-settlement-based value proposition over time.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/optimismPBC
• GitHubgithub.com/ethereum-optimism
• YouTubeyoutube.com/@optimismcollective
• LinkedInlinkedin.com/company/optimism-pbc

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds4 records

Investors11 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments7 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Optimism