#Celestia涨16%创2026年新高

TIA hits a new high in 2026—are modular blockchains set for a full-blown recovery? Not so fast.

This is a solid price rebound and a recovery in sentiment, but a “full-blown recovery” is still a long way off.

🔥Key risks:

- Actual fee revenue is extremely low (daily fees are often just tens to a little over a hundred dollars), leaving valuation badly disconnected from usage. The rally is driven more by sentiment and leverage.

- Competition from EigenDA, Ethereum blobs, Avail, and others

- Token unlocks and supply pressure remain; technological progress doesn’t mean immediate commercialization.

The long-term case for modular blockchains remains intact, but the current move looks more like a sentiment rebound than a fundamental turning point. Don’t rush to chase the rally—keep a close eye on actual usage and fee trends instead.

#celestia #TIA🔥🔥🔥 #模块化公链 #DataFi
$TIA