我其实一直想谈这个话题。 事实是……Optimism 做得太多，却专注得太少。我们在没有清晰战略的情况下疯狂扩招，而代币价格已经跌到谷底。 我们长期沉迷于战术操作，抱着过去的成功不放——像 Base、Ink、Unichain、Worldchain、Soneium 的上线——却没有构建出能让这些成功在当下截然不同的市场继续延续的运营机器。 孙子兵法说：“战术无战略，败前之噪。” 很长一段时间里，我把我们的困难合理化为监管不确定性、市场噪音，或者无法协调三家以上独立组织的客观现实。但到了今天，这些都不重要了。 如今的世界，与 Optimism 刚创立时完全不同。所以我们一直在为这个新世界升级 Optimism。我们与许多非常有才华的团队成员分道扬镳，将执行重新统一到一个实体下，并重建了我们的工程团队和企业销售团队。 我们的目标很简单： * 构建最具可扩展性的金融基础设施 * 将企业与其资产引入链上 * 最大化这些资产的生产力 企业合作如今已经是竞争激烈的领域。我们与企业交谈时，会看到 Solana、Tempo、Arbitrum、Avalanche 等等都在努力帮助企业上链。 但我相信 OP Stack 会最终胜出。 为什么？ 因为 OP Stack 是唯一一个已经成功把多个企业带上链并实现规模化的技术栈。我们知道什么有效、什么无效。而这些认知是用——坦白讲——“花了很多钱”换来的。我们见过每一种企业链落地失败模式，因为我们做这件事的时间比所有人都久。 企业最终会选择 OP Stack 的原因在于：他们对规模与可靠性的期待远远高于 Web3 习惯的水平，而 OP Stack 是最接近满足这些企业需求的。这不是偶然——我们与 Web3 增长速度最快的企业 Base 一起共同开发了这一基础设施。 说到底，企业想要掌控自己的经济体系。他们不会愿意在 Stripe 的链上做佃农。 OP Stack 的愿景会赢：统一标准 + 链的自主性。 起跑枪已经打响。赛场见。 I’ve been wanting to talk about this for a while. The truth is… Optimism did too much and focused too little. We massively over-hired without a clear strategy. And token price is in the gutter. We’ve been bathing in tactics for a long time, clinging to previous successes like launching Base, Ink, Unichain, Worldchain, Soneium… without building the operating machinery to continue that momentum into a market that’s dramatically different today. Sun Tzu says: “Tactics without strategy is the noise before defeat.” For a long time, I rationalized our difficulties as due to regulatory uncertainty, market noise, and the impossibility of coordinating 3+ independent organizations. But at this point, doesn’t matter. The world today is vastly different than when Optimism started. So we’ve been upgrading Optimism for this new world. We’ve parted ways with many talented teammates, re-unified execution under a single entity, and re-built our engineering and enterprise sales orgs. The goal is simple: 1. Build the most scalable financial infrastructure 2. Bring enterprises and their assets onchain 3. Maximize the productivity of those assets Enterprise deals are now a competitive space. When we talk to these enterprises, we see Solana, Tempo, Arbitrum, Avalanche, all trying to help enterprises come onchain. But I’m confident OP Stack is going to beat them all. Why? The OP Stack is the only stack that has successfully brought & scaled multiple enterprises onchain. We’ve seen what works & what doesn’t work. We’ve earned this knowledge by—honestly—wasting a lot of money. We’ve seen every single enterprise blockchain failure mode because we’ve been doing this longer than anyone else. Here’s why enterprises consistently end up choosing OP Stack: enterprises’ expectations on scale and reliability are far beyond what Web3 is used to, and the OP Stack is the closest to what enterprises need. That’s not a coincidence - we’ve co-developed this infrastructure alongside the fastest growing enterprise in web3: Base. At the end of the day, enterprises want to control their own economics. They aren't gonna be sharecroppers on Stripe's blockchain. The OP Stack vision will win. Shared standards balanced with chain autonomy. The starting gun is now. See you in the ring.