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nickwh8te
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Specialization + scale + sovereignty =
Celestia
#TIA
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nickwh8te
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Why Celestia will win as DA for CLOBs: → enough DA throughput to support CLOBs and consistently ships scaling upgrades on schedule (21.33MB/s on mamo-1 testnet) → the most secure with ~$1B slashable stake, data availability sampling support, and blobstream for bridging (there will be a lot of funds at risk) → the most reliable/battle tested alt-DA with the most users in prod (any downtime would be devastating for a CLOB) → the best brand, best DevEx, most integrations, and strongest ecosystem support out there ... and the competition is not even close CLOBs are coming for Celestia's blobs 🦣
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Celestia looking good here
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No one wants more rollups, they want more apps. But it just so happens that rollups are the most powerful way to build apps.
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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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