Optimism tokens by fundamentals
The 3 Optimism tokens carrying a full 25-variable score, ranked against the whole 251-token universe.
3 of 251 rated tokens (1%). Scoring pass 11 Jun 2026.
What this group has in common
These are the 3 tokens issued on Optimism that carry a full 25-variable score, 1% of the rated universe. Grouping by chain surfaces something a single token page cannot: tokens sharing a settlement layer tend to share its constraints, its regulatory treatment and its liquidity conditions, so the variables where this group collectively wins or loses say as much about Optimism as they do about any individual token on it. The median composite here is 121 of 250, against a range of 108 to 123.
Collectively strongest on
- Developer Activity6.33
- Regulatory Safety6
- Team Execution6
Collectively weakest on
- Buyback and Burn3.67
- Supply Inflation3.67
- BTC Alpha Potential4
Figures are the mean 1-to-10 score across all 3 members of the group, so they describe the group as a whole rather than any single token.
Ranked members
Ordered by composite score. The rank column is the position across the whole 251-token universe, not within this group, so it shows where each member stands against everything else that was rated.
| Rank | Token | Score | Verdict | Market cap | Dilution | Summary |
|---|---|---|---|---|---|---|
| 56 | OP Optimism | 123 | CAUTIOUS HOLD | $198.9M | 1.88x | Ethereum L2 with Superchain vision and OP Stack powering Coinbase Base. Real sequencer revenue but massive token vesting schedule is the key headwind. |
| 63 | VELO Velodrome Finance | 121 | CAUTIOUS HOLD | $22.9M | 2.02x | Optimism's native DEX being cannibalized by Aerodrome on Base; V3 migration is make-or-break inflection |
| 100 | PERP Perpetual Protocol | 108 | WATCH | $2.9M | 1x | Decentralized perp DEX on Optimism with vAMM model. |
Dilution is eventual supply divided by circulating supply, derived from supply counts rather than from a fully diluted valuation, so it does not move with price. A 1x reading means the float is already complete.
Keep reading
Market caps from CoinGecko, fetched 6 Aug 2026. Scores come from the research pass dated 11 Jun 2026. Research and analysis, not investment advice. Early Thunder scores are one framework applied consistently across 251 tokens, not a prediction of price.