1 · Superchain income
QuietIncome to Optimism fell about 90% after Base stopped paying.
Data
| Period | Value |
|---|---|
| Jun 2025 | 1,358 ETH |
| Sep 2025 | 1,019 ETH |
| Dec 2025 | 937 ETH |
| Mar 2026 | 952 ETH |
| Jun 2026 | 72.6 ETH |
| Sep 2026 | 90.7 ETH |
No single dated event in the next 90 days.
No minting, but Foundation grants keep adding coins.
OP is the token of Optimism: 2.30B coins circulate, about 54% of all OP. No new OP is minted; new coins come from the Foundation's reserve.
Sell pressure. Foundation grants put 33.96M OP on the market in 90 days. Next, about 14.95M early-team coins should unlock too, and the Foundation still holds about 1.75B OP.
Buy pressure. Half of the chains' fees buy OP back: 4.94M OP on Oct 1 2026, held off the market.
Net. Net, supply grows about 1.26% in 90 days and about 1.90% next.
No OP was minted in these 90 days: all 4.29B OP were created in 2022 and the supply only fell by a quarter of one coin. The token can still mint up to 2% a year, and that window opens again on Oct 28 2026, but the policy is 0% unless a governance vote changes it.
Investors are fully unlocked (735.86M OP, their last slice came in May 2026). Early-team coins sat at 686.92M OP all window. The Foundation's Year 5 plan still expects 35.22M more team OP by Apr 30 2027, which is about 14.95M in the next 90 days.
The Foundation's wallets paid out 33.96M OP in grants this window, most of it in September (23.28M). What it still holds: 1,294.04M OP in its reserve Safe, 318.48M in its treasury, 113.36M in a new Safe it funded on Aug 7 2026, 21.39M in a grants Safe and 7.49M in its payout wallet. In Aug 2026 governance also turned the unused 546.9M OP airdrop pool into a fund for deals, and about 123.41M early-team OP is not yet out.
No estate, trustee or long lock is paying OP out.
Half of the fees the Optimism chains send in buy OP back. One purchase landed in this window: 4.94M OP on Oct 1 2026. The coins are held in the buyback wallet (14.39M OP now), not burned, and the Foundation takes them out of its circulating count. At today's price the same spend buys about 5.20M OP in the next 90 days.
Gas on the Optimism chains is paid in ETH, so no OP is burned by use. Holders burned about a quarter of one OP by hand.
Apart from the buyback above, no Foundation or treasury purchase of OP was seen this window.
OP has no staking and no new lock program, so nothing new was locked away.
Two sides: how much people want OP right now, and how much buying could come later.
This part is based on social media. It shows how hot OP is right now. A better rank means more people are talking about it.
Today, people are talking about OP for two reasons:
Unichain's test network moved to OP Enterprise on Oct 13 2026, and the main network is planned to follow on Oct 29 2026. Optimism will now run the chain's daily operations, while Uniswap apps, balances and contracts stay the same. People ask how much money this brings to Optimism, and if more big apps will follow.
On Oct 13 2026 OP rose about 18%, and it is up about 66% in four weeks while Bitcoin rose about 9%. Still, only about 2.3 billion of the 4.29 billion OP tokens are out today. People ask if new tokens coming out will slow the rise.
Checked Oct 14 2026
By the law of supply and demand, Optimism's long-run signal is negative (Oct 15 2026, score 3/10). New supply: +1.90% in the next 90 days. Demand: very weak (1.5/5). Optimism's price drivers: 1 ▲ price up, 1 ▼ price down.
Mostly income. Superchain income to Optimism fell about 90% after Base stopped paying, so the token lost most of what it earned. On top of that, OP adds +1.90% new supply in 90 days, and demand reads very weak (1.5/5) on Oct 10 2026. For Optimism, the supply-and-demand signal is negative right now.
No. OP Mainnet DeFi money more than doubled since Mar 31 2026, so people still use the chain. The token is the weaker side: it scores 3/10 on Oct 10 2026, with very weak demand (1.5/5) and only 2.30B of 4.29B OP out so far. For Optimism, the supply-and-demand signal is negative right now.
At $100, Optimism would be worth about $230B in total — about 813 times its $283M market cap today (Oct 15 2026, about 12.3 cents a coin). Optimism's supply also grows +7.14% in the next year, so every extra coin needs buyers too. Our supply-and-demand read for Optimism stays negative.
Optimism's signal is negative for now. Optimism's signal would turn if new supply keeps arriving (+1.90% in 90 days), or demand falls from very weak, or Superchain income keeps pointing down.
Optimism sits at 3/10 today (Oct 15 2026): supply 1.5/5, demand 1.5/5. One more year adds +7.14% to Optimism's supply. Long-run signal: negative.
By the law of supply and demand, the better time to add Optimism is when its new supply is low, demand is high and its price drivers point up. Optimism today: +1.90% new supply in 90 days (heavy), demand very weak (1.5/5), drivers 1 ▲ / 1 ▼.
Right now 2 things drive Optimism's price (1 ▲, 1 ▼). ▼ Superchain income: Income to Optimism fell about 90% after Base stopped paying. ▲ OP Mainnet money: OP Mainnet DeFi money more than doubled since Mar 31 2026.
Side by side on Oct 15 2026: Optimism at 3/10 with a negative signal, Bitcoin at 8.5/10 with a positive signal. By supply and demand, Optimism is the weaker of the two.
Every answer here applies basic economic theory — the law of supply and demand — to this coin's data. It is not financial advice. How we read every coin →
We look at two things, half each: supply and demand. Fewer new coins mean less selling pressure. A meme coin scores 1.5 at most on supply: its team got its coins for free, so no new supply does not make it safe. We also show each coin's age, with a warning when it is younger than 1 year. Demand looks at how much people want the coin now and how much buying could come later. Price Drivers (Beta) are the 2 or 3 things that can move one coin's price that supply and demand miss; they have no score. OP supply grows +1.90% in the next 90 days, so it shows in red: more OP reaches the market than is removed. Zero or falling supply is always green, any growth is red.
One email before each big supply event, and the day our verdict changes. Nothing else. You can watch 2 coins for free.
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