Crypto Scenario Insights
What happened
Kraken-backed Layer-2 network Ink has partnered with Optimism to migrate its mainnet infrastructure to OP Enterprise Fully Managed.
What we think
The most likely outcome is a neutral-to-positive structural consolidation for Optimism with a 60% probability, as the enterprise upgrade is a long-term play targeting technical milestones through 2026.
Read the analysis
Kraken's Ink Migrates to OP Enterprise Fully Managed — Does Infrastructure Outsourcing Accrue Value to OP?
We explain what happened and what could follow. We do not forecast prices.