Optimism 在周四宣布推出 OP Enterprise，这是一个生产级区块链基础设施套件，通过三种部署模型在 8-12 周内上线，使企业能够直接掌控其链上的经济活动与收入。基于 OP Stack，支撑超过 50 条在役企业链，总锁定价值达到 $6.1 billion，OP Enterprise 面向金融科技公司、中心化交易所、支付公司和寻求企业级基础设施、但不愿由第三方运营与抽取收入的金融机构。OP Enterprise 提供三个部署层级：完全托管基础设施，Optimism 对链路进行端到端运营，提供 24/7 监控和 99.99% 的 uptime SLO；自主管理选项，向企业提供直接协议支持；以及一个 OP Mainnet 部署，允许团队在公开网络上验证模型后再毕业到专用链。三种层级均包含托管的 L1 桥合约、每月多达 5 billion 次请求的公共 RPC 端点，具备多提供商冗余，以及通过专用通道的 15 分钟 P1 事件响应。
基础设施的基线吞吐量为每秒 10 Mgas，面向高容量应用可扩展至 100+ Mgas/秒，区块时间低于 200 ms，峰值可达 20,000 requests-per-second 的突发容量，且具备 Stage 1 安全状态与无需许可的容错证明。企业在第一年可获得 160 小时的定制工程支持、以及安全评估，并在钱包、索引器、预言机与合规工具等方面获得事先谈妥的供应商折扣，这些通常会使上市时间延迟 6-12 个月。Unichain 与 Celo 成为该平台在 Mission-Critical Support 下运行的首批客户。其推出旨在解决将价值从企业区块链部署中抽取的错配型平台经济。
“Young Most blockchain platforms don’t care if you’re successful,” Floersch said. “You launch your stablecoin into an environment that competes with everyone else’s stablecoin and hemorrhage capital to onboard your users onto a blockchain you have zero control over.” 该平台通过允许 DeFi 协议在企业级轨道上部署，将基础设施从成本中心转变为创收资产，在这里经济活动归属于链运营方而非平台提供方。除了提升收入留存，OP Enterprise 还通过提供已预整合、已签约、即可部署的一线合作伙伴来解决供应商入驻瓶颈。 “We’ve onboarded tier-one partners across 50+ production chains,” Floersch said. “We negotiate standard terms, manage costs down, and fast-track partnerships that would otherwise delay your launch by 6-12 months.”
The timing capitalizes on regulatory momentum as MiCA goes live across Europe and U.S. policy stabilizes following years of uncertainty. “The window for enterprise blockchain has shifted from ‘if’ to ‘how fast,’” Floersch said. “Enterprises that spent 2023-2024 in exploratory mode are now greenlighting production builds.” Notably, the enterprise push comes one day after Optimism DAO approved a 12-month buyback program directing 50% of Superchain revenue toward monthly OP token purchases, transforming the governance token into one directly tied to sequencer fees generated across Base, Unichain, Ink, World Chain, Soneium, and OP Mainnet. Based on 5,868 ETH collected over the past twelve months, the initiative will deploy approximately 2,700 ETH, roughly $8 million at current prices, into open-market purchases beginning in February.
Circle’s aggressive 2026 Arc blockchain roadmap reflects the broader institutional momentum toward production-grade blockchain infrastructure. Arc’s testnet attracted over 100 institutional participants, including BlackRock, Goldman Sachs, and Visa, during its first 90 days while processing more than 150 million transactions with average settlement times around 0.5 seconds. The blockchain uses USDC as its native gas token and aims to become an “Economic Operating System” for global finance as Circle battles Tether’s dominance across the $311 billion stablecoin market. Circle advances Arc blockchain for enterprise settlement with major institutional partners as competition with Tether intensifies.
Binance accelerated institutional infrastructure through GOPAX in South Korea after securing $90.52 million for GOFi victim compensation and regulatory approval for its controlling stake. The exchange is exploring partnerships with licensed Korean payment providers to allow inbound crypto transactions from overseas visitors while building treasury-management infrastructure for Korean firms preparing balance sheet allocations. A Coinbase Institutional and Glassnode survey found 70% of institutions view Bitcoin as undervalued, with 62% maintaining or increasing net long exposure since October’s deleveraging event. “We believe that crypto markets are entering 2026 in a healthier state, with excess leverage having been flushed from the system in Q4,” said David Duong, Coinbase’s Global Head of Research.
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