CelestiaはモジュラーDAとblobspace需要を狙うが、実行収益の捕捉は限定的で手数料型安全性は初期段階だ。
Investment View
投資家はrollup blob投稿量、PFB手数料、Blobstream採用、validator報酬に対する手数料比率を追跡すべきだ。
YouTube paid members only
This report slide deck is available only to paid members of the BCELAB YouTube channel. Join the channel on YouTube, then verify your membership here to view the slides.
Report Type
Crypto Economy Analysis
Version
v1
Analysis Date
2026年6月17日
Language
ja
Disclaimer: This report is generated through AI-powered analysis and market data. This is not investment advice. All investment decisions should be made at your own risk.