Ethereum Foundation AMA: DA projects such as Celestia cannot compete with the Ethereum mainnet in terms of security

Davide Crapis, a core researcher at the Ethereum Foundation, responded to the question "If blobs fail to reach the target average (3), should the target be lowered to ensure fee price discovery?" during the Ethereum Foundation's 12th AMA: "No. The mechanism prices congestion, so it's OK for prices to remain low if there is no congestion. However, the current demand is far below the target, which affects price discovery in the case of congestion. Price discovery is important, and we should make the mechanism more efficient. In the short term, changes such as raising the (still very low) minimum fee or changing the update speed will help." Dankrad Feist, another core researcher, said in response to the question: "Ethereum is currently creating a new market for rollups - the data availability (DA) market. Many alternative solutions want to take market share from Ethereum - Celestia, Eigenlayer, Avail, etc. They can't compete on security, so they want to compete on price. Revenue from 3 blobs per block will never have an impact on Ethereum's protocol revenue. I think in the next few years, we should strive to scale as much as possible. Either way, I don't think blobs will be a big deal. Fees will become the best value capture mechanism for Ethereum.”