data availability

What’s Data Availability (DA) and what’s its Business Model?

In this episode we’re welcomed by Jon Charbonneau, researcher-investor at DBA and Neel Somani, CEO of Eclipse.

We unpack everything Data Availability from what it unlocks to its economics. We also get into the DA Market covering participants like Celestia and EigenDA.

------
📣SUI | Register for Sui Basecamp
https://bankless.cc/sui-basecamp 

------
🎧 Listen On Your Favorite Podcast Player: 
https://bankless.cc/Podcast 

------
BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2    ⁠ 

🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo   

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku   

🛞MANTLE | MODULAR LAYER 2 NETWORK
https://bankless.cc/Mantle   

⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum  

💸 CRYPTO TAX CALCULATOR | USE CODE BANK30
https://bankless.cc/CTC 

------
TIMESTAMPS

00:00 Intro
7:27 What is DA?
16:45 Is DA a Commodity?
23:40 DA Costs
30:23 What DA Unlocks
37:41 The DA Market
1:01:40 Network Effects
1:07:56 DA Economics
1:14:50 DA Value Capture
1:20:23 Celestia Monetary Premium
1:29:10 What’s Next for DA
1:34:29 Solana DA
1:36:01 Closing Thoughts

------
RESOURCES

Jon Charbonneau
https://twitter.com/jon_charb 

Neel Somani
https://twitter.com/neelsalami 

Celestia
https://celestia.org/  

EigenDA
https://docs.eigenlayer.xyz/eigenda/overview 

------
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets.

See our investment disclosures here:
https://www.bankless.com/disclosures 

Ethereum validators are earning yield for nearly a million wallets but what happens if you can restake that ETH for even more yields? Eigen Layer is one of the most ambitious projects in crypto and crossed a billion dollars in deposits while recording this episode.

Joining us today is special technical co-host Mike Neuder to discuss all things Eigen Layer with Sreeram and Teddy from the team.

-----

🏹 Airdrop Hunter is HERE, join your first HUNT today
https://bankless.cc/JoinYourFirstHUNT   

-----
BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
https://k.xyz/bankless-pod-q2  ⁠

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
https://bankless.com/MetaMask 

⚖️ARBITRUM | SCALING ETHEREUM
https://bankless.com/Arbitrum  ⁠

🔗CELO | CEL2 COMING SOON
https://bankless.com/Celo 

🗣️TOKU | CRYPTO EMPLOYMENT SOLUTION
https://bankless.cc/toku 

🌐 Layer Zero V2 Launch
https://bankless.cc/LayerZeroLabs 

------

Timestamps 

00:00:00 Intro
00:00:26 Episode Overview
00:09:20 Current State of Eigen Layer
00:12:01 Cap Limits and Accepted Tokens
00:19:42 Economic Security
00:25:51 Eigen Incentive Structures
00:34:12 What Is Eigen DA?
00:40:29 Benefits From Eigen DA
00:45:28 Why Eigen DA?
00:55:31 Throughput and Slashing
01:05:58 Finality Layer
01:10:51 ABS Aggregation
01:16:53 The Veto Committee
01:21:04 Neutrality
01:24:40 Networks in 2024
01:28:27 When Mainnet

------

Resources

Mike
https://twitter.com/mikeneuder 

Sreeram
https://twitter.com/sreeramkannan 

Teddy
https://twitter.com/TedBreyer 

------
Not financial or tax advice. See our investment disclosures here:
https://bankless.com/disclosures 

Bankless Weekly Rollup
Last Week of Nov. 2023

-----
🌐 Near's Cost Effective Data Availability
https://bankless.cc/near  

------
BANKLESS SPONSOR TOOLS:

🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE
⁠https://k.xyz/bankless-pod-q2   ⁠ 

🦊METAMASK PORTFOLIO | MANAGE YOUR WEB3 EVERYTHING
⁠https://bankless.cc/MetaMask  

⚖️ARBITRUM | SCALING ETHEREUM
⁠https://bankless.cc/Arbitrum  ⁠ 

👾GMX | V2 IS NOW LIVE 
https://bankless.cc/GMX 

🔗CELO | CEL2 COMING SOON
https://bankless.cc/Celo  

🦄UNISWAP | ON-CHAIN MARKETPLACE
⁠https://bankless.cc/uniswap 

------
TIMESTAMPS & RESOURCES

0:00 Intro

3:50 Markets
https://twitter.com/camillionaire_m/status/1729850195012456518 
https://x.com/saylor/status/1730222828270612851 
https://x.com/WClementeIII/status/1730250345291375043 
https://twitter.com/jseyff/status/1728087271084028346 
https://twitter.com/datarade/status/1729416261149340002 

18:32 Jito Launching Governance Token JTO
https://twitter.com/jito_sol/status/1729172532971065626 
https://www.bankless.com/airdrop-hunter 

21:00 Cosmos enters its “Blocksize Wars” era 
https://twitter.com/DefiIgnas/status/1729155760850981130 
https://twitter.com/DefiIgnas/status/1729155760850981130/photo/3 
https://twitter.com/lurkaroundfind/status/1728805585313767528  

29:29 What does Paradigm think about Blast? 
https://dune.com/alec/blast-the-new-eth-l2 
https://x.com/danrobinson/status/1728817674543862023 

39:03 Ethereum blockchain Shenanigans
https://twitter.com/nero_eth/status/1728680630773575956
https://arxiv.org/pdf/2305.09032.pdf 

45:11 KyberSwap Dex aggregator hacked for $54.7M
https://twitter.com/KyberNetwork/status/1728115858889929021
https://x.com/TheDEFIac/status/1730196414154608785?s=20 

48:40 Move-based L2 arrives on the scene
https://twitter.com/movementlabsxyz/status/1727385496953958571?s=20 
Sei Network gets an upgrade
https://twitter.com/jayendra_jog/status/1729865516175798536 

50:47 NFTs
https://twitter.com/coolcats/status/1729281454792929561 

51:35 Regulation
https://www.theblock.co/post/264702/the-sec-is-having-trouble-serving-hex-founder-richard-heart-with-its-lawsuit 
https://blockworks.co/news/binance-changpeng-zhao-us 

53:39 Meme of The Week
https://twitter.com/yugacohler/status/1728892556304625708  

54:44 Closing & Disclosures

-----
Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosuresBankless 

This Week in Startups is brought to you by…

Brave. If you’re building AI and search-based applications, train your models with the Brave Search API. Get started for free at brave.com/jason

Arising Ventures is a holding company that acquires tech startups facing setbacks. Arising Ventures knows what founders care about because they aren’t bankers, they are tech founders themselves! Go to ⁠http://www.arisingventures.com/TWIST

LinkedIn Jobs. A business is only as strong as its people, and every hire matters. Go to http://www.LinkedIn.com/TWIST to post your first job for free. Terms and conditions apply.

Today’s show:

Adept Co-Founder and CEO David Luan joins Jason to discuss his experience at OpenAI (2:45), demo Adept's AI-powered workflow builder (13:47), what facets of AI he is most excited about, what keeps him motivated (32:33), and more!

*

Timestamps:

(0:00) Adept founder and CEO David Luan joins Jason.

(2:45) David's experience at OpenAI and the evolution of deep learning

(5:22) DALL-E origins and its "a-ha moment"

(9:24) The next great well of AI training data

(11:21) Brave - Try the Brave Search API at http://www.brave.com/jason

(12:35) Adept's Northstar since day one

(13:47) Demos: showcasing the power of Adept AI

(15:52) The next battlefield for AI

(18:34) A look into Adept AI Experiments – a sandbox for AI enthusiasts

(20:46) Arising Ventures - head to ⁠http://www.arisingventures.com/TWIST to learn more and connect with the team

(21:51) How Adept aims to streamline job processes

(24:54) Strategies to outperform large competitors

(31:13) LinkedIn Jobs - Post your first job for free at http://www.LinkedIn.com/TWIST

(32:33) What excites David about the future and motivates his daily efforts?

(36:29) The present and expected advancements in AI

*

Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp

*

Check out Adept AI:  https://www.adept.ai

Check out Adept AI Experiments: https://www.adept.ai/blog/experiments

*

Follow David: https://twitter.com/jluan

https://www.linkedin.com/in/jluan

*

Follow Jason:

Twitter: https://twitter.com/jason

Instagram: https://www.instagram.com/jason

LinkedIn: https://www.linkedin.com/in/jasoncalacanis

*

Thanks to our partners:

(11:21) Brave - Try the Brave Search API at http://brave.com/jason

(20:46)  Arising Ventures - head to http://www.arisingventures.com/TWIST to learn more and connect with the team

(31:13) LinkedIn Jobs - Post your first job for free at http://www.LinkedIn.com/TWIST

*

Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

*

Check out Jason’s suite of newsletters: https://substack.com/@calacanis

*

Follow TWiST:

Substack: https://twistartups.substack.com

Twitter: https://twitter.com/TWiStartups

YouTube: https://www.youtube.com/thisweekin

*

Subscribe to the Founder University Podcast: https://www.founder.university/podcast

This might be the dankest livestream we’ve done to date. Vitalik Buterin, Dankrad Feist, and Protolambda join Tim Beiko to discuss all things Danksharding and Proto-Danksharding.

Sharding what? Don't worry. By the end of this conversation, you’ll know how sharding has evolved over time, why danksharding is possible, how proto-danksharding will get deployed, and so much more.

------
📣 ALCHEMIX | Get a self-repaying loan today!
https://bankless.cc/Alchemix 

------
🚀 SUBSCRIBE TO NEWSLETTER: https://newsletter.banklesshq.com/ 
🎙️ SUBSCRIBE TO PODCAST: http://podcast.banklesshq.com/ 

------
BANKLESS SPONSOR TOOLS:

⚖️ ARBITRUM | SCALED ETHEREUM
https://bankless.cc/Arbitrum 

❎ ACROSS | BRIDGE TO LAYER 2
https://bankless.cc/Across 

🏦 ALTO IRA | TAX-FREE CRYPTO
https://bankless.cc/AltoIRA 

👻 AAVE V3 | LEND & BORROW CRYPTO
https://bankless.cc/aave 

⚡️ LIDO | LIQUID ETH STAKING
https://bankless.cc/lido 

🔐 LEDGER | NANO S PLUS WALLET
https://bankless.cc/Ledger 

------
Topics Covered:

0:00 Intro & Danksharding Explained
7:00 Panelist’s Backgrounds
8:34 How Sharding Has Evolved
15:56 Why Danksharding is Possible
23:40 Proto-Danksharding
27:15 Data Availability
35:40 Data Availability Sampling
48:00 Cryptography for Noncryptographers
56:10 How Does All of This Get Deployed
1:00:05 The Big Open Questions in Sharding Land
1:05:30 Closing Thoughts

------
Resources:

Vitalik
https://twitter.com/VitalikButerin 

Dankrad
https://twitter.com/dankrad 

Protolambda
https://twitter.com/protolambda 

Tim Beiko
https://twitter.com/TimBeiko 

Proto-Danksharding
https://www.eip4844.com/ 

-----
Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures