David(@EffortCapital):There’s a very real chance that Celestia’s design decisions ultimately end up being correct in a fully agentic onchain economy where all that agents care about is speed and cost. Some basic math concludes that at full block saturation and current DA costs, 3 TB/s equates to ~$2B in annualized revenue. I’m of the opinion that DA costs are still too high and will drop another order of magnitude over time, but 10+ TB/s is where it starts getting *very* interesting. L1s are commoditized, yes. Apps rule. We get it. But making a very small amount of money at a gargantuan scale is still ALOT of money. I’m watching this space closely.

2026.10.02 02:41

There’s a very real chance that Celestia’s design decisions ultimately end up being correct in a fully agentic onchain economy where all that agents care about is speed and cost. Some basic math concludes that at full block saturation and current DA costs, 3 TB/s equates to ~$2B in annualized revenue. I’m of the opinion that DA costs are still too high and will drop another order of magnitude over time, but 10+ TB/s is where it starts getting *very* interesting. L1s are commoditized, yes. Apps rule. We get it. But making a very small amount of money at a gargantuan scale is still ALOT of money. I’m watching this space closely.

Celestia@celestia

2026.10.01 19:29

A prospective customer with extreme throughput requirements asked how much capacity Fibre can really deliver. So we ran an end-to-end benchmark across 120 validators. It sustained 3.07 Tb/s of throughput, enough data for nearly 2 billion transactions per second. Every transaction Visa processed in 2025 would fit in just over two minutes. Full breakdown: