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ETH Foundation AMA: Projects like Celestia cannot compete with the security of the Ethereum mainnet, and Blob will never affect the income of Ethereum.
BlockBeats news, on September 5th, Davide Crapis, core researcher of the Ethereum Foundation, responded to the question of whether the target should be dropped to ensure price discovery if the blob fails to reach the target average (3) during the 12th AMA of the Ethereum Foundation. He said, 'No, it shouldn't. The mechanism prices congestion, so it's okay for the price to stay low if there is no congestion. However, the current demand well below the target value will affect price discovery during congestion. Price discovery is important, and we should make the mechanism more effective. In the short term, changes such as increasing the (but still very low) minimum fee or changing the update speed will help.' Dankrad Feist, another core researcher, commented on the issue, 'ETH is currently creating a new market for rollups - the Data Availability (DA) market. Many alternative solutions hope to take market share from ETH - Celestia, Eigenlayer, Avail, etc. They cannot compete on security, so they hope to compete on price. The revenue from each block's 3 blobs will never affect ETH's protocol revenue. I think in the next few years, we should strive to scale as much as possible. Either way, I don't think the cost of blobs will be the best value capture mechanism for ETH.'