Podcast

211 - Is DA a Good Business Model? - Neel Somani & Jon Charbonneau

Everything you need to know about data availability

Feb 23, 2024 • 1 min read

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.

TIMESTAMPS

00:00 Intro

4:49 What is DA?

14:07 Is DA a Commodity?

21:02 DA Costs

27:45 What DA Unlocks

35:04 The DA Market

56:07 Network Effects

1:02:24 DA Economics

1:09:17 DA Value Capture

1:14:50 Celestia Monetary Premium

1:23:38 What’s Next for DA

1:28:57 Solana DA

1:30:29 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 newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This newsletter 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.

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