How do you view the latest airdropped modular project @AvailProject? What are its technical architecture and components? Will it pose a direct competitive threat to @CelestiaOrg? What potential impact will it have on Ethereum? Regardless, this should be considered the final narrative of modular public chains. Next, let me share my thoughts:

1) Avail is positioned as a Unification layer for the web3 industry, integrating modular DA, interactive operability, unified governance security layer, and other core modular components, aiming to become a new unified entry point for web3 projects.

In other words, Avail aims to be a "central hub" for web3, intending to unify the diverse DA layers in the market, while using a set of interactive operability communication standards to enable secure interaction among all chains, ultimately allowing users to access the entire web3 environment directly through Avail.

2) Avail's core architecture mainly consists of Avail DA, Avail Nexus, and Avail Fusion:

The DA layer serves as a modular data availability layer, providing DA capabilities for different blockchain networks, similar to Celestia's goal of becoming a unified DA layer that is essential for blockchain projects. This means that with the emergence of Avail, Ethereum's DA capabilities will once again be separated, and the Rollup layer2 chain will have another DA supplier to choose from. At the same time, Celestia will face a strong competitor, which is likely to have a certain competitive impact on its business expansion.

Nexus, as its Interoperability operability layer, is a standardized cross-chain messaging protocol, similar to Cosmos' IBC, providing various cross-chain asset transfers, contract calls, and other interactive operations, allowing users to interact quickly with different chains based on a single chain entry point, while reducing cross-chain asset friction and unifying overall chain liquidity. What makes Celestia tremble is this Nexus, because Celestia only provides DA module capabilities, aiming to serve other chains with its backend DA capabilities, while Avail's ambition is to be the front-end traffic entry, not only providing DA services but also directing traffic to various chains.

Fusion introduces a POS consensus with multi-asset staking, aiming to provide security consensus for the entire Avail network, not only giving $Avail tokens a direct application scenario, but also reducing the governance security risks of single-asset staking through a multi-asset staking model. How to understand this? Originally, single-asset staking only involved independent chain consensus, while multi-asset staking allows Ethereum-like strong consensus chain validators to participate in consensus building, helping with rapid consensus establishment and asset settlement. It should be noted that the existence of the Fusion layer will directly benefit both its DA and Nexus layers, and is also the key to its fearless competition with its competitors from a higher dimension.

In summary, Avail has integrated the three core modular components into a unified architecture, aiming to be the entry layer for web3, which makes a lot of sense.

3) Polygon is known as a master of industry narrative manipulation, and its new project Avail's landing is truly a case of surpassing the predecessor. Because, just as everyone is waging the DA competition war and sounding the chain abstraction and interoperability war, Polygon has directly raised the stakes to enter the "entry" war, revealing the ultimate goal of the narrative of modular public chains, which can be said to be the Endgame narrative of modular public chains.

For Ethereum, the invasion of Celestia's DA has already had an impact on its core DA business, and the strong entry of Avail is bound to divert a portion of the Rollup layer2 public chain ecosystem. It seems that Ethereum only has a competitive barrier in the form of a unified Settlement layer for the entire chain. Because rollup layer2 can choose from various DAs such as Celestia, Avail, Near, etc., but its powerful consensus and secure settlement layer cannot be shaken.

How should this be understood? At first glance, the competition for Ethereum's DA market by Avail and others inevitably means that Ethereum's focus will be weakened? In fact, the fragmentation of Ethereum's DA capabilities is an unstoppable reality, but Ethereum can consolidate its secure settlement layer capabilities to strengthen its position. After all, the more chains want to establish fast trust and connections, Ethereum is a good settlement anchor layer.

For example, Avail's DA can be independent of Ethereum, but Nexus still needs to be settled and arbitrated based on Ethereum for cross-chain interactions, otherwise, as a relay chain, it will be difficult to gain market trust based on its independent consensus. Therefore, I believe that Ethereum will not be truly threatened, but rather stimulated and strengthened in its efforts to become a universal unified settlement layer.

In conclusion, Avail's strong entry has shown me the official start of the modular public chain war, because anyone can claim the slogan of the web3 unified entry layer, but in the end, who can truly capture a large number of developers in the DA and interactive operability chain ecosystem on the B side, and who can truly operate the front-end application ecosystem of the chain and attract a large number of C-end users, everything is still unknown.

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