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