Analyzing Rollups-as-a-Service Business Models, Economics, and Adoption | Analyst Round Table
In today's analyst roundtable Dan, Sam, and Ren dive into the data and metrics behind the rise of rollups-as-a-service. They analyze recent modular blockchain rollup launches on Celestia from providers like Caldera and Conduit, review adoption in terms of users and transaction data, explore concerns around long-term sustainability of fee revenue, and debate tokenomics incentives and business models. They also touch on competition from other data availability solutions like EigenDA, the strong growth of Sui, and discusses scalability considerations around block building for validators. Dive…
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