đ„§ Scaling DA revenue is a volume game - Price is part of the equation but the amount sold is the part of the equation that can scale the most right now.
DA volume sources
đč It's all about Apps - more things to do onchain
đž Blob parameter forks (incoming tomorrow)
đč Existing Layer 2s expanding their user base and usage per user
đž New high-throughput Layer 2s, especially on ALT DA will have a "Mega" impact, causing DA volume to "Rise"
My take into Ethereum blob vs Celestia vs EigenDA pricing: Why do they undercut themselves on the blob costs by 3-4X vs ETH blob cost.
When Ethereum blobs were costing almost $47/MB in Jan, @celestia was still at $0.10, and @eigen_da at $0.05.
Then blobs dropped to $10.93 in April but Celestia was at $0.06, Eigen = $0.02
And today blobs are at $0.17, Celestia = $0.04, Eigen = $0.05
So basically, even when blob pricing was insanely high,
projects were still charging cents.
Which honestly makes me think:
How do you expect to build real revenue when your nearest competitor is 3â4x more expensive(today) and youâre still racing to be cheaper?
If you look at the pricing difference in Jan:
Celestia undercut by ~470Ă
Jan revenue generated: $38K
Potential at 1/3 ETH blob price: ~$5.9M
EigenDA Undercut by ~940Ă
Jan revenue generated: $1.8K
Potential at 1/3 ETH blob price: ~$570k
Why are these projects undercutting themselves on the costs?
Can't they be more competitive with the ETH blob costs and try to make more $$$?
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