DA and External Dependency Risks: EigenDA plays a crucial role in MegaETH's throughput goals. However, if the DA is incomplete or the certificate verification path is weak, users may find it difficult to reconstruct the L2 state or safely exit.
MegaETH’s key evaluation depends on whether the actual public mainnet usage and verification structure keep up with the performance goals. Since there is insufficient continuous mainnet long-term data for MegaETH from 2024 to 2026, this phase is evaluated as a “three-year milestone-based time series”.
Investment View
The narrative risk of MegaETH is not depletion, but “performance verification delay”.