this is wrong imho.
all respect to nick and celestia team, but no, the competition is not all times low.
apart from ethereum's roadmap, there are 3 major companies building in DA.
- Avail
- eigenDA
- celestia
no one has moved on. there were handful of us to begin with. Near and some other teams have other stuff to focus on as well.
at the same time, avail is also solving interop via Avail Nexus. this is going to be live very soon in prod.
the beauty of DA hate being at all time highs is that competition is at all time lows
all the fast followers like Near have moved on
even Ethereum is pivoting to focus on L1 execution
the opportunity to be the security and interoperability layer of web3 is wide open
Celestia
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