The airdrop rules of Avail are clear-cut, only distributing to contributors within the Ethereum ecosystem and L2 users, but not to stakers in the Cosmos ecosystem and modular ecosystems.

Although Avail claims to be modular, it is a competitor to Celesita and Dymension, rather than an ally.

In the previous cycle, the Ethereum community competed by promoting L2 and EVM-compatible Alt L1s. In this cycle, facing the challenge from high-performance public chains like Solana, Sui, and modular public chains like Celesita and Dymension, the Ethereum community is promoting Avail and Eigenlayer to compete with them.

Compared to Celesita, Avail integrates more modules for modular services, not only providing DA services, but also offering validation sets, economic security, and aggregated ZKP generation and verification services, and so on.

In terms of valuation, aligning Avail's FDV with Celesita would be sufficient. However, considering the recent phenomenon of new coins experiencing "peak performance at the opening," new coins have instead become a debuff, so let's discount its valuation by 20%.

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