2025-12-30 15:26:33

Once the Ethereum Dencun upgrade is implemented, Proto-Danksharding has brought astonishing changes to Layer2 — data storage costs are directly cut by over 80%. This wave of benefits has directly ignited competition in the Data Availability layer.

Celestia, leveraging its early mover advantage, has already integrated with over 40 chains, holding the largest market share at around 65%. But new competitors are not idle. EigenDA, with the help of EigenLayer's re-staking ecosystem, has attracted a TVL commitment of $2.5 billion within two months, with an astonishing growth rate. Avail is taking a different approach, closely following the Polygon ecosystem trend, and has already secured partnerships with 30 projects, showing ambitious plans.

Industry insiders generally believe that this market will soon form a tripartite competition. However, focusing solely on storage costs is no longer meaningful; the next phase of competition will shift to cross-chain interoperability and security verification mechanisms—these hardcore technical metrics. Whoever can master these dimensions will be able to establish a true competitive advantage before the end of 2024.

ETH0,04%

TIA-1,14%

EIGEN-2,17%

AVAIL-1,27%

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WalletDetective

· 2025-12-30 15:45

Cutting 80% of the costs, this Dencun move is really aggressive, but I think Celestia's 65% share is just so-so. EigenDA bringing in 2.5 billion TVL commitments over the past two months feels a bit hollow. Can staking be stable?

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FalseProfitProphet

· 2025-12-30 15:38

Wow, Celestia's 65% share might not be stable anymore. EigenDA's growth over the past two months is truly outrageous. --- The competition at the DA layer has heated up. It feels like the underlying technological competition has just begun. --- Honestly, reducing storage costs by 20% is no longer a differentiator. It really depends on who has stronger technology. --- Is Polygon's Avail about to take off? Let's wait and see. The concept of staking again is still too new. --- So Dencun is just sending a signal to the DAs, everyone, it's time to get serious. --- Tripartite dominance? I bet five bucks that a dark horse will appear next year. Don't jump to conclusions too early.

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ShitcoinArbitrageur

· 2025-12-30 15:26

Hey, Celestia's 65% share seems hard to hold onto. EigenDA's TVL has skyrocketed to 2.5 billion in just two months. Staking again is indeed a tough move.

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