How do you view Avail: Could it be the endgame narrative for modular public c...

Kabir903

Avail aims to be a web3 "central hub," unifying the diverse data availability (DA) layers of the market while enabling secure interactions among all chains through a set of interactive communication standards. Ultimately, users will be able to access the entire web3 environment directly through Avail. The core architecture of Avail consists of three parts: Avail DA, Avail Nexus, and Avail Fusion.

The DA layer serves as a modular data availability layer, providing DA capabilities for different blockchain networks. With Avail, Ethereum's DA capabilities will once again be detached, providing another DA provider option for Rollup layer2 chains. Additionally, Celestia gains a formidable competitor, which is likely to have a significant impact on its business expansion.

Nexus serves as the interoperability layer, offering a standardized cross-chain messaging protocol similar to Cosmos' IBC. It facilitates asset transfers and contract calls across different chains, enabling users to interact quickly with various chains while reducing cross-chain asset friction and unifying liquidity across the entire chain.

Fusion introduces a multi-asset staking POS consensus, aiming to provide secure consensus for the entire Avail network. This not only gives Avail tokens direct utility but also mitigates governance security risks associated with single-asset staking models. The existence of Fusion directly benefits both its DA and Nexus layers and is crucial for Avail to compete effectively on a higher level.

As the competition for DA intensifies and the war for chain abstraction and interoperability begins, Polygon elevates the stakes by initiating a "gateway" war, revealing the ultimate goal of modular public chains. This could be seen as the endgame narrative for modular public chains. For Ethereum, the intrusion of Celestia DA has already affected its core DA business, and Avail's strong entry is likely to divert some of the Rollup layer2 blockchain ecosystem.

The fragmentation of Ethereum's DA capabilities is an unstoppable reality. However, Ethereum can strengthen its position by consolidating its secure settlement layer capabilities. After all, Ethereum serves as an excellent settlement anchor for many chains seeking to establish fast trust and connections. Therefore, I believe Ethereum is not truly threatened but rather stimulated and strengthened in its efforts to become a universal settlement layer.

Jafar224

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Indra55

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Yamini003

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