2026-01-06 10:21:42

Interesting phenomenon: ZK's recent rally has clearly gained strength, likely supported by substantial positive fundamentals. In contrast, OP and ARB, although both are star layer-2 solutions within the Ethereum ecosystem, have shown somewhat sluggish price movements during this period.

Why does such a divergence occur? The key still lies in the pressure from token supply. OP and ARB have long faced unresolved unlocking issues, and the continuous release of tokens creates selling pressure that can eat into much of their upward potential. ZK, in this regard, has performed relatively better, making it easier for funds to flow into it when market sentiment improves.

From the overall performance of the layer-2 ecosystem, there seems to be a trend — not all layer-2 solutions benefit equally. The project's own tokenomics design often determines how far it can run in a bull market. Projects with less unlocking pressure and higher market participation naturally attract more capital.

ZK1,93%

OP3,41%

ARB1,44%

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ForkTongue

· 01-08 01:32

Unlocking this thing is really a cancer, OP and ARB are now being dragged down by it. ZK this wave is indeed comfortable, with fewer retail investors dumping their positions.

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StakoorNeverSleeps

· 01-07 11:20

Unlocking trends have always been a curse. OP and ARB have really been at a disadvantage, just thinking about the continuous selling pressure gives me a headache.

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RektRecorder

· 01-07 07:58

Unlocking this thing is really a devil, OP and ARB are being drained by it to the point of losing their temper. That's why I find ZK more appealing now than those two; the difference in tokenomics design is right there. OP and ARB need to come up with a solution, or they will truly be marginalized.

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SmartContractRebel

· 01-07 05:54

This wave of ZK performance is indeed outstanding, while OP and ARB are a bit disappointing. The unlocking wave is really an invisible shackle; no wonder funds are flowing into ZK. Token models determine the cap; frankly, it still depends on design. If OP and ARB don't adjust their supply soon, they might really be marginalized. Is ZK really about to take off this time? It feels like the trend has shifted.

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SerumSquirter

· 01-06 10:51

The tokenomics of zk are indeed much cleaner than those of OP and ARB. That's the gap.

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ApeWithNoChain

· 01-06 10:49

Haha, unlocking the trend, OP and ARB really didn't fill this pit well, no wonder they were overtaken by ZK.

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DaisyUnicorn

· 01-06 10:45

Oh no, this is a typical case of "flowers can bloom, but also wither"... The ZK flower indeed blooms happily, but OP and ARB feel like they've been uprooted. Unlocking the tide with this sickle is really fierce.

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BlockchainArchaeologist

· 01-06 10:41

Haha, OP and ARB really can't be pushed up this time; it's still that unlocking wave causing bloodshed. What makes ZK able to run? Ultimately, it's because too many people haven't figured out the tokenomics. We should have paid more attention to the supply pressure early on, don't just look at how good the technology is. That's why some projects are inherently less competitive than others. The unlocking wave is truly an invisible hand; no matter how good the narrative is, it can't suppress it.

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LightningSentry

· 01-06 10:36

Haha, just say it, ZK has benefited from the supply dividend this round. OP and ARB have unlocks hanging over their heads, who dares to chase? Tokenomics really determines the fate, no wonder funds are flowing into ZK.

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JustAnotherWallet

· 01-06 10:36

Haha, ZK has really taken off this time. Why did OP and ARB fall behind? Unlocking trends are spot on; OP's token pressure is indeed significant. Tokenomics is the key; making money in the crypto world still depends on choosing the right projects. That's why I always emphasize token supply—it really can determine the price increase. ZK can hold up this time, but it depends on whether there will be further positive news to follow. OP and ARB shouldn't be too far behind; their ecosystems are still there. Honestly, it's just that the release volume was too aggressive, no wonder funds are fleeing. Layer 2 projects are each doing their own thing; didn't expect such big differences.

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