Shower thought: the CLOB wars will be fought and won on Celestia
CLOBs are crypto's first killer app and Hyperliquid's success is just the start. There's a stampede of projects building competing CLOBs.
Several top CLOB teams are already building on Celestia (
@hibachi_xyz,
@nitro_dex on
@risechain, [redacted]) bc the best way to build a CLOB is as a rollup:
β extremely low latency (
@bulletxyz doing 3.95ms)
β custom sequencing (cancel order prioritization, etc)
β high throughput (CLOBs require a LOT of DA, I've heard estimates Hyperliquid does ~20MB/s ??!)
It's not a stretch to imagine 30 MB/s of high quality DA demand as these chains go live over the next couple years, which would solve the revenue question for Celestia with high-volume, high-value demand.
Some back of the napkin math... 30MB/s at 100 bytes/tx and $0.0001 per tx == $1B in annual revenue
TL;DR - CLOBs on blobs