jakiro
Author: haotian, independent researcher Source: X,@tMel0211
How to understand @celestiaorg’s threat to Ethereum, will it really be Ethereum Killer?In my opinion, Celestia’s invasion will continue to start in the field of Layer2. However, the result of this war is not that you die and I will reach a “win -win” situation.
In essence, this is the inevitability of the high modularization of the Layer2 market.Why?Next, talk about it.
We disassembled the Ethereum blockchain system, and there were two cores:
1) Data avaliability, data availability; 2) Interoperability, interactive.As for other EVM execution layers, the POS consensus layer, although it is also important, when talking about rollup layer2, we value more on DA and Interoperability
DA corresponds to the validation ability of Validators in Ethereum. If Ethereum participates in DA, Layer2 is submitted to the state transition process, the main network Validators has the ability to check to ensure safety.The block becomes the state change of the state of Layer2. The validity is determined by the consensus of third -party DA. Even if it is submitted to the main network is a premeditated “bad debt”, the main network cannot make judgments and intervention.
Interoperability corresponds to the communication ability of Ethereum and other chains, mainly involving the security of asset settlement communication between chains and effective solutions for common liquidity.At present, there are the RestAKing projects such as @eigenlayer and some Middle Layer projects that do liquidity management.
In addition to the status of the asset settlement layer of Ethereum, such liquidity management solutions can not only release the consensus of Ethereum overload to the multi -chain environment. The key is to output the security consensus capabilities of Ethereum Validators to other chains.It is the foundation of the Ethereum DEFI brand to open up a new territory.
One of the originators of Celestia, one of the founding ancestors of the public chain. It is reasonable to say that the COSMOS IBC involves the public chain as its main target. After all, most of the chains based on the COSMOS IBC are mostly minor. The DA layer selection is a perfect fit based on CELESTIA.
However, CELESTIA does not follow the usual way, and launch Blobstream, which faces Ethereum ecosystem as “external troubles”, constantly penetrates into Ethereum, and combines the one -click hair chain “internal disaster” set off by Layer2 OP STACK Layer2 OP STACK.The siege is slightly invasion of the territory of Ethereum Layer2.
As a Layer2 developer, it is nothing more than the TRDEOFF of DA’s orthodox and hair chain cost.
DA orthodoxy is relatively passive in the commercial market. It is suitable for some comprehensive Layer2 projects that are more concerned about security consensus, with certain branding and market foundation.Chain, you will try your best to squeeze the cost to minimize.
Therefore, third -party DAs such as Celesitia are naturally a better choice.Although EIGENDA also provides the Ethereum DA service problem, it cannot reduce the actual cost of the project party development Layer2.
For developers who choose to go to Layer2, the cost will inevitably be the first consideration factor. The biggest cost of Layer2 is the cost of the DA of Taifang. Choosing a third -party DA low cost of the market revenue of the early operation of the previous operation may beIt is the preference for most small tail developers.
Therefore, the key to whether Celestia will danger is the future development situation of Ethereum Layer2.If Layer2 will gradually narrow the comprehensive Layer2 headed by the four heavenly kings, then the orthodoxity of the DA is the main theme. If Layer2 will sprung up to various layer2 solutions after the rain, the cost consideration is always the last word.
Although there is also a variable upgraded variable, the trend of Ethereum Layer2 is already obvious. There will be a large number of Layer2 solutions come out. The reason is not difficult to understand:
Arbitrum, Optimism, Optimism, Starkent, ZKSYNC and other four heavenly kings are not as good as expected, sequence decentralization, 7 days of challenge the problem, the problem of hardware acceleration of the Prover system, EVM Competiable equivalent problem, asset cross -chain escape compartment, token economyModels cannot empower the problem of governance tokens, the problem of strenuous development of native DEFI and so on.
It is no exaggeration to say that Layer2 has left a large basket of problems so far. Any problem can be equipped with the Stack framework and Celestia DA.
I also said in the previous article that Layer2’s chaotic warfare after the upgrade of Cancun will really kick off, and the Layer2 market will move towards “diversified” prosperity.Moreover, OP Stack and ZK Stack are still building a more open and more inclusive Layer3 application chain. By then, the framework of traditional Ethereum Layer2 will be more vague. Three -party DAs such as CELESTIA will become a modular DA layer and become just needed.
This is the inevitable expansion of the Layer2 track, and it is also the fundamental reason why CELESTIA’s Ethereum Layer2 ecosystem is “immortal”.
However, this pair of Ethereum is not just a threat. When more and more Layer2 adopts a third -party DA solution such as Celestia, the Celestia market position is prominent, and it will also promote Ethereum Layer2 to produce changes:
1) The comprehensive Layer2 platform will become the foundation. Circus, user quantity, application ecology, etc. will occupy the brand system. DA orthodox can become core differences to ensure their solid position;
2) Personalized New Ruizi Layer2 platform will become extension, innovation, diverse gameplay, market expectations, etc. will attract a batch of people to adventure the Nuggets. Flexible and freedom is their ace.
Based on this idea, the core layer2 of Ethereum will become more stable, and the location of Ethereum DA will not shake, and some flexible Layer2 or Layer3, although DA is not in Ethereum, don’t forget, as long as they are built based on the Stack stack in the built in the Stack stack in the builtOn Ethereum, interoperablic can be difficult to escape from the control of interactive operations.
At that time, Ethereum is used as the asset settlement layer and the source of liquidity, and these flexible Layer2 will form a softer liquidity control.
If you don’t understand the meaning I said, look at the price of a little poor transaction running on Celestia, which is stated on the sky, and the Celestia will gradually lose the attributes of the “comprehensive chain” while invading Ethereum.(Nor was it), but a modular DA layer in Ethereum ecosystem.What about so many Ethereum Layer2 use CELESTIA DA? As long as the frameworks of Stack and Rollup remain unchanged, these Layer2 must continue to “pay taxes” from Ethereum.
Compared with the loser DA orthodox nature, the diverse prosperity Layer2 and Layer3 markets have risen, Ethereum will always be the biggest beneficiaries.
