Welcome to the Superchain Monthly Recap, a snapshot of the key updates and network-level progress across the Superchain over the past month.
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February reflected continued growth across the Superchain, with transaction activity, stablecoin adoption, and partner network expansion all trending in the right direction. Infrastructure matured, economic mechanisms deepened, and individual chains began posting numbers that signal real adoption.
This activity was visible in network-level data.
A full breakdown of Superchain activity is available at stats.optimism.io.
Celo recorded 804K daily active addresses, the most of any L2 according to growthepie.eth, up 2% over 30 days and 565% over the past year. That kind of sustained, compounding growth points to real user retention rather than event-driven spikes. Ink is also accelerating fast, with active addresses growing from 102,950 in December to 259,660 in January and 508,439 in February, two consecutive months of near-doubling expansion as the network finds its footing.
Startale Group and SBI Holdings unveiled JPYSC, a Japanese yen stablecoin issued by Shinsei Trust and Banking under Japan's regulatory framework. It's the first trust bank-backed JPY stablecoin, structured as a Type III Electronic Payment Instrument with institutional-grade compliance, high-volume settlement capabilities, and cross-border interoperability across both traditional financial systems and blockchain networks. The official launch is on track for Q2 2026, pending regulatory approval.
SBI VC Trade will serve as the primary distribution partner, while Startale leads technical development. The stablecoin has already attracted significant interest from leading financial institutions and corporate partners, signaling strong appetite for adoption across operational, treasury, and cross-border use cases. It's designed to work seamlessly across digital ecosystems while remaining fully compliant with Japanese financial law.
For the Superchain, JPYSC is a meaningful data point. Regulated, institutional-grade stablecoins are increasingly finding a home on OP Stack infrastructure, and the backing of one of Japan's largest financial groups suggests this is about long-term commitment, not experimentation. A trusted digital yen running on the Superchain opens doors that weren't open before.
Ether.fi is moving its full Cash product to OP Mainnet under a long-term OP Enterprise partnership. The migration brings roughly 70,000 active cards, 300,000 accounts, and millions in user TVL to Optimism, making ether.fi the largest non-custodial crypto credit card to join the Superchain. The product already processes 2,000 internal swaps and 28,000 spend transactions daily, averaging $2M in spend volume, with those numbers doubling approximately every two months since launch.
The decision to choose OP Mainnet came down to infrastructure and alignment. ether.fi needed a long-term partner deeply rooted in Ethereum that could support payments at global scale. Through OP Enterprise, they get established DeFi liquidity from day one, enterprise-grade technical support, and shared infrastructure across the broader Superchain ecosystem. For end users, the transition will be seamless.
For Optimism, this is more than a migration. ether.fi represents exactly the kind of real-world financial product the Superchain was built to support: non-custodial, globally accessible, and scaling fast.
Base announced a move to a unified, Base-operated stack, consolidating all dependencies into a single repository called base/base, built on open-sourced components including Reth. The reasoning is practical: managing software across multiple external teams added coordination overhead and slowed things down. With a unified stack, Base is targeting six hard forks per year, up from three, shipping smaller and more focused upgrades rather than batching risk into infrequent large ones.
The Base Stack shares 99% of its code with the OP Stack, and Base will remain an OP Enterprise customer through the transition. Existing RPCs and integrations stay fully supported in the near term, and node operators will have plenty of notice before needing to migrate to the Base client. Base also committed to keeping everything open source, continuing contributions to shared ecosystem tooling like Foundry and Wagmi, and actively encouraging alternative client implementations.
The longer-term ambition is a faster decentralization roadmap, including a transition from optimistic to ZK proofs, a more robust multi-proof system for faster withdrawals, and Base-specific governance. The move reflects Base growing into its own operating model while staying rooted in the broader Ethereum and Superchain ecosystem.
Optimism formally partnered with Succinct Labs to make OP Succinct a preferred ZK proving solution across the Superchain. OP Mainnet, which holds $2B in TVL, will integrate OP Succinct in the coming months, making it one of the largest rollups to adopt ZK validity proofs. Celo and Mantle have already completed the transition, and with OP Mainnet next in line, the direction is becoming hard to ignore.
The practical benefits are significant. OP Succinct reduces withdrawal finality from the standard seven-day challenge window to minutes, lowers proving costs through the Succinct Prover Network, and upgrades OP Stack chains to full ZK validity proofs without requiring teams to build or maintain their own proving infrastructure. What used to require deep cryptography expertise and long development cycles can now be integrated directly into any OP Stack chain.
With this partnership, Succinct now covers ZK proving for 90% of the rollup market by total value secured. The fragmentation that defined the ZK landscape for years is consolidating, and the Superchain is sitting at the center of that shift. The optimistic era of L2s is giving way to something more permanent.
Celo is becoming one of the more interesting places to build onchain AI agents right now. After running its first agentic hackathon in February, the ecosystem immediately followed up with a second, "Build Agents for the Real World," running March 2 through 18 with an $8.5K prize pool sponsored by CeloPG. Two focused hackathons in two months is a signal that this is a deliberate direction, not a one-off.
The infrastructure case for Celo is straightforward. Fast, low-cost transactions, 700K+ daily active users, and deep native stablecoin support make it a practical environment for agents that need to actually move money and interact with real systems. The ecosystem has also been building the technical layer to match, with a dedicated agent-skills repository covering ERC-8004 agent identity protocols, x402 micropayment support for pay-per-use APIs, and tooling compatible with Claude Code, Cursor, and other agent frameworks.
Most agent projects today are still demos. What Celo is quietly assembling is the infrastructure for agents that operate at real scale, with real economic activity running underneath them. The hackathons are just the most visible part of that build.
February showed the Superchain maturing on multiple fronts at once. Institutional finance is arriving through regulated stablecoins and enterprise migrations. The technical foundation is getting stronger with ZK proving becoming the new standard. Individual chains are finding their lanes and growing fast. And entirely new use cases, like onchain AI agents, are picking the Superchain as their home. The numbers are moving in the right direction, and the stories behind them suggest that momentum is built to last.
