The real new narrative that comes into view after Cancun is DA War (Data Availability War).
In the first half of the year, Ethereum completed the Cancun upgrade—meaning it has moved through the prototype phase from a monolithic chain to a modular chain, where execution, settlement, consensus, and data availability each take on their own roles.
Next, whoever can make the DA layer both cheaper and safer will seize the chokehold of the modular era.
This isn’t just a technical iteration; it’s an opportunity for a new batch of infrastructure to redraw the market—and split the “cake” again.
In the first half of the year, Ethereum completed the Cancun upgrade—meaning it has moved through the prototype phase from a monolithic chain to a modular chain, where execution, settlement, consensus, and data availability each take on their own roles.
Next, whoever can make the DA layer both cheaper and safer will seize the chokehold of the modular era.
This isn’t just a technical iteration; it’s an opportunity for a new batch of infrastructure to redraw the market—and split the “cake” again.