Weekly DeFi Watch: Perps Competition Intensifies, Established DeFi Projects Join InIn the past week, after the Fusaka upgrade, I personally am bearish on third-party DA, observed changes in Aave, broke up with Sky, formed a new partnership with Maple, the Perps trend continues, and HyENA.
1. One of the significant data changes after the Fusaka upgrade is the obvious increase in blob base fee. The detailed analysis post is here 👉
It’s particularly worth mentioning the competitive landscape with third-party DA.
$ETH 1( Firstly, in terms of price competition
Compared to third-party DA, especially solutions like Celestia, Ethereum's native blob is definitely more expensive, which is determined by the underlying blockchain consensus and economic security. The core issue here is the trade-off between security and cost.
So the future ecosystem landscape will be: professional L2s, enterprise-level L2s, or projects with relatively strong financial backing and sufficient budgets will choose blobs. For small teams and proj
PANews·1m ago