Will TIA reach $180? Why is there such a possibility? Read carefully… The core of what we call the revenue model is actually on the DA side. The data processing aspect. Celestia’s current 8 MB blocks look completely empty because: The modular chain vision is still in its early stages, Rollups are mostly using their own DA layers or Ethereum blobs right now. The rollup ecosystem that wants to use DA is currently very small, there is no demand! However, this demand will explode in 2026. And the blob fee market has not yet formed in Celestia. Celestia moves to a block size of 128 MB without even filling 1% of 8 MB. (With Matcha) Why is that? Because if demand suddenly starts to form, even 128 MB may not be enough. Celestia: "Very forward-looking capacity" but there is no demand. Let's look at its biggest competitor… Ethereum DA: "Low capacity, very high cost" but usage is very intense (all L2s are there). "Demand = Number of Rollups × (data per block) × (user/trade volume)"...
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