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211 - Is DA a Good Business Model? - Neel Somani & Jon Charbonneau
Podcast |
Bankless
Publisher |
Bankless
Media Type |
audio
Categories Via RSS |
News
Tech News
Technology
Publication Date |
Feb 26, 2024
Episode Duration |
01:32:51

What’s Data Availability (DA) and what’s its Business Model?

In this episode we’re welcomed by Jon Charbonneau, researcher-investor at DBA and Neel Somani, CEO of Eclipse.

We unpack everything Data Availability from what it unlocks to its economics. We also get into the DA Market covering participants like Celestia and EigenDA.

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------ TIMESTAMPS

00:00 Intro 7:27 What is DA? 16:45 Is DA a Commodity? 23:40 DA Costs 30:23 What DA Unlocks 37:41 The DA Market 1:01:40 Network Effects 1:07:56 DA Economics 1:14:50 DA Value Capture 1:20:23 Celestia Monetary Premium 1:29:10 What’s Next for DA 1:34:29 Solana DA 1:36:01 Closing Thoughts

------ RESOURCES

Jon Charbonneau https://twitter.com/jon_charb 

Neel Somani https://twitter.com/neelsalami 

Celestia https://celestia.org/  

EigenDA https://docs.eigenlayer.xyz/eigenda/overview 

------ Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here: https://www.bankless.com/disclosures 

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