Base is leaving the OP Stack. Is L2 fragmentation inevitable?

Base just announced they're moving off Optimism's shared OP Stack to run their own codebase. OP dumped 7%.

The whole point of the Superchain thesis was L2s scaling together. Shared sequencers, native interop, composability across rollups. Base walking away to "move faster" is a pretty clear signal that thesis isn't holding.

And they're not alone. Zora literally just migrated to Solana. More L2s are choosing sovereignty over coordination.

The irony? Every chain optimizing for itself recreates the exact fragmentation problem L2s were supposed to solve. More bridges. More wrapped assets. More friction.

This is probably bullish for solver networks and intent-based architectures. Someone has to abstract away the mess. Curious what others think. Is shared L2 infrastructure dead, or just early?