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

Bankless

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Valuing Celestia: Market Dynamics and Future Projections

This chapter explores the valuation of Celestia and its position in the crypto market, highlighting its fully diluted market cap of $18 billion. The discussion contrasts short-term market enthusiasm with long-term valuation fundamentals, emphasizing the challenges of predicting the performance of decentralized applications. Additionally, it analyzes the dynamics of data availability models and the potential impacts on asset evaluation within the blockchain ecosystem.

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