🥧 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
🔹 It's all about Apps - more things to do onchain
🔸 Blob parameter forks (incoming tomorrow)
🔹 Existing Layer 2s expanding their user base and usage per user
🔸 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 3–4x more expensive(today) and you’re still racing to be cheaper?
If you look at the pricing difference in Jan:
Celestia undercut by ~470×
Jan revenue generated: $38K
Potential at 1/3 ETH blob price: ~$5.9M
EigenDA Undercut by ~940×
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 $$$?
1,953
8
本頁面內容由第三方提供。除非另有說明，OKX 不是所引用文章的作者，也不對此類材料主張任何版權。該內容僅供參考，並不代表 OKX 觀點，不作為任何形式的認可，也不應被視為投資建議或購買或出售數字資產的招攬。在使用生成式人工智能提供摘要或其他信息的情況下，此類人工智能生成的內容可能不準確或不一致。請閱讀鏈接文章，瞭解更多詳情和信息。OKX 不對第三方網站上的內容負責。包含穩定幣、NFTs 等在內的數字資產涉及較高程度的風險，其價值可能會產生較大波動。請根據自身財務狀況，仔細考慮交易或持有數字資產是否適合您。