Yesterday, an article about ARB and OP was popular in the market, so I will also share how I view these two.

In the past, our understanding of the two major markets of arb and op was mainly based on their application ecology, looking at the potential of L1 and L2. I think there is no problem in looking at it from an ecological perspective. This direction is Yes.

However, OP has expanded its "ecosystem" from the perspective of the super chain. The reason for the quotation marks is that this ecology is actually an indirect relationship with OP, and whether this indirect relationship can truly empower the OP Foundation in the future is still to be determined.

However, judging from the current price, the market has already acquiesced that it will have a greater relationship with OP in the future. The base chain and worldcoin are equivalent to filling the OP's ecology in disguise.

Give an inappropriate example:

Compare arb and op to two listed companies. Both companies have their own unique patents. The difference is that through this patent, arb has already created many products that have been accepted by the market earlier (such as last year and the first half of this year).

Because of the economic downturn, although the products are good, the purchase volume in the market continues to decline, which gives arb, a listed company, a headache.

The company OP also has a patent. As a result, this patent has not produced many products recognized by the market in its own company (its own ecology has no bright spots), but this patent has been eagerly purchased by many peers.

As a result, the market believes that although OP's own products are mediocre, its patents are in great demand by peers, and the market assumes that this will also bring more revenue to OP in disguise (although this is still uncertain). So the news has been priced into the shares of this listed company.

This example is more concrete.

Generally speaking, OP and ARB are both important players in the current L2 market, but their strategies and market positioning are different. From my perspective, I know how to lay out everything.