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nickwh8te
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Fraud proofs are just invalidity proofs, innit?
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nickwh8te
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Crypto needs its ChatGPT moment, where overnight it will go from esoteric niche nerdy tech to mainstream consumer application that people immediately grasp the value of. It feels like we're close. Someone just needs to crack the puzzle.
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Shower thought: the CLOB wars will be fought and won on Celestia CLOBs are crypto's first killer app and Hyperliquid's success is just the start. There's a stampede of projects building competing CLOBs. Several top CLOB teams are already building on Celestia ( @hibachi_xyz, @nitro_dex on @rise_chain, [redacted]) bc the best way to build a CLOB is as a rollup: → extremely low latency ( @bulletxyz_ doing 3.95ms) → custom sequencing (cancel order prioritization, etc) → high throughput (CLOBs require a LOT of DA, I've heard estimates Hyperliquid does ~20MB/s ??!) It's not a stretch to imagine 30+MB/s of high quality DA demand as these chains go live over the next couple years, which would solve the revenue question for Celestia with high-volume, high-value demand. Some back of the napkin math... 30MB/s at 100 bytes/tx and $0.0001 per tx == $1B in annual revenue TL;DR - CLOBs on blobs
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Thanks to zkTLS crypto no longer has to build out entirely new apps and user bases from scratch We can simply layer on crypto features and incentives to apps with existing user bases It solves one of the hardest problems for crypto adoption
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It's too early to value assets by REV in an immature, high-growth industry like crypto. Don't get me wrong, revenue is very much the ultimate goal for many crypto protocols, but just bc a protocol has high REV today doesn't mean it will have high REV in a few years. Similarly just bc a protocol has low REV today doesn't mean it will have low REV in a few years. Just look at Ethereum and Solana. A complete flip in REV dominance in the last 2 years. Do you think that can't happen again? I bet it will. So how do you invest in early stage technology where things are constantly changing? There happens to be an investing discipline dedicated to this, it's called venture investing. In venture investing today's revenue isn't what matters, it's about projecting where revenue will be in 5-10 years based on the quality of the team, technical trends, and growth metrics. More art than science. In 5-10 years when the crypto industry has matured and consolidated then perhaps REV and value investing frameworks will make sense. But for now, I think they will probably only lead people astray.
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Specialization + scale + sovereignty = Celestia
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