Ethereum Foundation AMA: Celestia and other DA projects cannot compete with the Ethereum mainnet in terms of security
On September 5th, Davide Crapis, a core researcher of the Ethereum Foundation, responded to the question "If the blob fails to reach the target average (3), should the target be lowered to ensure fee price discovery?" when conducting the 12th AMA of the Ethereum Foundation: "No. The mechanism prices congestion, so if there is no congestion, it is OK to keep the price low. However, current demand is much lower than the target value will affect price discovery in congestion situations. Price discovery is important, and we should make the mechanism more effective. In the short term, changes such as increasing (but still very low) minimum fees or changing update speed will help."
Another core researcher, Dankrad Feist, said of the issue: "Ethereum is currently creating a new market for rollup - the Data Availability (DA) market. Many alternative solutions are looking to take market share away 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 we should try to scale as much as possible in the coming years. Either way, I don't think blob fees will be the best value capture mechanism for Ethereum."