@dynamic1
The modular blockchain wars pit Celestia, EigenDA, and Avail against each other in the race for data availability (DA) dominance. Celestia, the first modular DA layer, boasts a $2B market cap and low-cost scalability via Data Availability Sampling, targeting a broad TAM of rollups and app chains. EigenDA, leveraging Ethereum’s security and EigenLayer’s restaking, integrates with major L2s like Mantle, showing $1.3B TVL and 10M+ monthly transactions, with a TAM focused on Ethereum-centric markets. Avail, spun off from Polygon, offers chain-agnostic DA with Polkadot SDK consensus, aiming for flexibility and sovereign rollups, though it’s early-stage. Celestia leads in adoption, EigenDA in Ethereum alignment, and Avail in potential versatility. TAM hinges on rollup growth, with Celestia’s first-mover edge competing against EigenDA’s security and Avail’s adaptability.
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