jakiro
Author: haotian, encrypted researcher Source: X,@TMEL0211
How to think of the latest airdrops’ modular project @availproject?What is its technical architecture and components?Will it cause direct competition threats to @celestiaorg?What potential effects will it have on Ethereum?In any case, this should be regarded as the final narrative of the modular public chain.Then, talk about my views:
1) Avail is positioned as a unified layer for the Unification Layer, which is facing the web3 industry, and integrates multiple core module components such as modular DA, interactive operational, and unified management safety layer, which is intended to become a new Web3 project unified entrance.
In other words, Avail’s goal must be a web3 “general hub”. The goal must unify the various DA layers of the market. At the same time, use a set of interactive operating communication standards to allow all chains to achieve secure interaction. In the end, users can directly via Avail to via Avail.Touch the full -chain web3 environment;
2) The core architecture of Avail consists of three parts: Avail Da, Avail Nexus, and Avail Fusion:
As a modular data availability layer, the DA layer can provide DA capabilities for different blockchain networks. Like CELESTIA, it is a unified DA layer for the must -have package for blockchain projects.This means that the appearance of Avail, Ethereum’s DA capabilities will be pulled away again, and the Rollup Layer2 chain has another DA supplier to choose from; at the same time, Celestia is equivalent to an additional competitors, and it will definitely give it to it.Business expansion has a certain competitive impact;
Nexus is an interactable operating layer for its Interoperability. It is a standardized cross -chain message transmission protocol, which is equivalent to COSMOS’s IBC. It provides interactive operations such as asset transfer and contract calls between various cross -chain.You can quickly interact with other different chains, while reducing cross -chain asset frictions, and unify the flow of the whole chain.This is this Nexus that makes Celestia trembling, because Celestia only provides DA module capabilities, and the goal is to allow the back -end DA capabilities to serve other chains. Avail’s ambition is to do the traffic entrance of the front desk.Can give each chain guide.
FUSION introduces POS consensus with multi -asset pledged pledges. The target level of the entire AVAIL network provides security consensus guarantee. Not only does the $ Avail tokens have a direct application scenarioHidden dangers.How to understand?Originally, a single asset -called was only the independent chain consensus. Multi -asset pledge can allow the Ethereum with strong consensus chain Validator to participate in the consensus construction to help them quickly establish and settle asset settlement.It should be said that the existence of the Fusion layer will have direct help for its DA and Nexus layers, which is also the key to its higher dimensions and not afraid of its competitors.
In short, Avail shed the three core components of the most modularized module to a unified architecture. The goal is to make a unified web3 unified entrance layer.
3) POLYGON has the name of industry narrative master, and its new project Avail’s landing is better than blue than blue.Because when everyone is starting to fight for war and ringing chain abstraction and interactive operations, Polygon directly raises one level to “enter” war.It can be said that the Endgame narrative of the modular public chain is.
For Ethereum, the invasion of Celestia DA has affected its core DA business. Avail’s strong chaos is bound to divert a part of the Rollup Layer2 public chain ecology.In the end, Ethereum seems to have only a full -chain interactive operation and uniform Settlement settlement layer. A story has a competitive barrier.Because Rollup Layer2 can choose a variety of DAs such as Celesita, Avail, Near, but its strong consensus and security settlement layers cannot be shaken.
How to understand?At first glance, Avail and other DA markets that snatched the Ethereum in Ethereum will inevitably mean that the center of gravity of Ethereum will be weak?In fact, Ethereum DA capabilities are differentiated by the unstoppable reality, but Ethereum can consolidate its safety settlement layer ability to strengthen its status.After all, the more chains want to build a fast trust and connection. Ethereum is a good settlement anchor layer.
For example, Avail Da can be independent of Ethereum, but Nexus must do final settlement and arbitration based on Ethereum on cross -chain interaction issues.trust.Therefore, I think Ethereum will not be truly threatened, but instead accelerate the stimulation and consolidation of the unified unified settlement layer.
In summary, the strong entry of Avail made me see the official opening of the modular public chain war, because anyone can call the slogan of the Web3 unified entrance layer. In the end, who can really capture a lotDeveloper ecology, who can really operate the ecology of the chain front desk and attract a large number of C -end users, everything is unknown.
