The Ethereum narrative is losing momentum, and DA takes over midway.

Jiten171

Modularity is a prerequisite for DA (Data Availability). Ethereum's horizontal modularity involves sharding, while vertical modularity includes layering. Rollups handle transactions, and the mainnet is responsible for DA and consensus. The popularity of DA indicates that the concept of layering has become a consensus, and the Rollup battle has concluded, with subsequent efforts focused on adjustments.

The mainnet's upgrade plans have become routine, with limited confidence-boosting impact on the overall market. Against this backdrop, the narrative rhythm cannot unfold from the top layer of Rollup to the bottom layer of the mainnet. DA, capable of coordinating both, becomes the optimal choice.

Let's first complete the expression of DA. Data availability, narrowly referring to light nodes like wallets, addresses the efficient verification of full node data. There are two premises here.

First premise: Light nodes do not download or cannot download complete full node data, especially when prioritizing user experience.
Second premise: Full node data may have the possibility of forgery, with no admission mechanism, presenting a risk of malicious nodes in both PoS and PoW.

On single-chain networks like Bitcoin, this is not a problem because the block header already contains rich verifiable information, and the PoW mechanism ensures that a 51% attack exists only in theory. However, when it comes to modular chains, the issue becomes complex. Transaction execution, settlement, consensus, and DA may not be on different layers but might even be on different blockchains.

It's important to note, following Vitalik's statement, that data availability ≠ data retrieval ≠ data storage. It is equivalent to data being published under the premise of not being tampered with. As for storage and retrieval after publication, these are not the focal points for DA. The distinction lies in:

Data publication: On Ethereum, light nodes do not possess complete data but can directly prove transaction validity.
Data recovery: For Ethereum, using it for DA eliminates concerns about security. Thus, the term "publication" covers it. However, for projects like Celestia, they need to prove that the data in their possession is equivalent to that stored on Ethereum, leading to the existence of retrieval or recovery mechanisms.

Indra55

Theoretical learning suggests that there will be no losses for sure.

Jiger955

Wallets generally do choose those they can trust.