Starting to believe the modular thesis is primed for a massive comeback.
Despite sentiment being at all-time lows, the Celestia ecosystem is finally hitting its stride, with activity already accelerating ahead of:
1) it’s first wave of high profile project launches in the coming months (Astria, Initia, Eclipse, etc)
2) ZK accounts going live before year end, enabling trust-minimized bridging between Celestia and its rollups (modular money + restaking)
3) Continued adoption by Ethereum L2s as well as early experiments within the Bitcoin L2 ecosystem using Celestia for DA.
To add further fuel to the fire, in the coming months Solana will see its first generation of L2s (co-processors and rollapps) launch, further validating the modular thesis.
It’s been a rough few months for the modular thesis since TIA’s peak — the initial hype rally is always the most fragile.
But if you tuned out since then, thinking Celestia was nothing more than a giant airdrop farm, you may be surprised by what comes next.
Despite sentiment being at all-time lows, the Celestia ecosystem is finally hitting its stride, with activity already accelerating ahead of:
1) it’s first wave of high profile project launches in the coming months (Astria, Initia, Eclipse, etc)
2) ZK accounts going live before year end, enabling trust-minimized bridging between Celestia and its rollups (modular money + restaking)
3) Continued adoption by Ethereum L2s as well as early experiments within the Bitcoin L2 ecosystem using Celestia for DA.
To add further fuel to the fire, in the coming months Solana will see its first generation of L2s (co-processors and rollapps) launch, further validating the modular thesis.
It’s been a rough few months for the modular thesis since TIA’s peak — the initial hype rally is always the most fragile.
But if you tuned out since then, thinking Celestia was nothing more than a giant airdrop farm, you may be surprised by what comes next.
Couple reference links for those who want to dig into some of the more esoteric points above on Celestia ZK accounts and Solana L2s
blog.superteam.fun/p/solana-need-…
blog.superteam.fun/p/solana-need-…
https://twitter.com/marginxsafety/status/1795138067545629031
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