211 - Is DA a Good Business Model? - Neel Somani & Jon Charbonneau
Bankless26 Feb 2024

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

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


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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

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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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