Celestia captures the data availability market

Celestia commands over 90% of the data posting market share. In November 2023, Ethereum held 72% of the market while Celestia held 27%, but these figures flipped. Celestia now averages 26 GB of data posted per day, surpassing Ethereum’s 2.5 GB. Since the mainnet launch, the network has processed over 160 GB of rollup data. Costs for posting one mebibyte dropped from $0.30 in November 2024 to $0.07 today. While Ethereum L2s struggle with fee spikes of up to 300%, Celestia provides more predictable pricing for rollups that post blobs, which helps prevent the unpredictable priority gas auctions that plague the Ethereum blob market during demand surges. This 75% price reduction makes Celestia 64% cheaper than Ethereum blobs. Ethereum rollups pay $20.56 per MB, whereas Celestia rollups pay $7.31 per MB.

Rollups drive network throughput

The ecosystem includes 26 rollups that use Celestia for data availability. Eclipse, a Solana Virtual Machine rollup with $41.59M TVL, published over 83 GB of data. The use of the Solana Virtual Machine allows Eclipse to achieve higher throughput than the Ethereum Virtual Machine. Derive maintains a TVL of nearly $90M and collected $6M in fees. Aevo processed over $58B in volume and holds $43M in TVL. Users, you should note that these rollups rely on Celestia to keep transaction data accessible. The implementation of SuperBlobs by Conduit and Celestia allows rollups to post batches with up to 1.8 MB of data. This capability reduces the cost to settle 1 MB of data to just $0.81.

Eclipse paid $0.07 for one megabyte on Celestia, whereas Ethereum L2s paid $3.83 for the same amount. Manta Pacific, an OP Stack rollup focused on ZK applications, has posted over 7 GB of data. Plume Network uses Celestia for tokenized asset transaction data. The maximum transaction size on all networks is 8 MiB, which includes the PFB, all blobs, and overhead. The maximum block size on Mocha and Mainnet Beta is 256 shares per side. However, the modular design creates technical complexity in system design and coordination between multiple layers. Will the transition to 1 GB blocks provide enough incentive for more developers to switch from Ethereum?

Tokenomics and the scale roadmap

Blob fee revenue grew 10x since late 2024, rising from $225 per day to over $2,000 per day. This revenue peaked at $3.8k two weeks ago. The Matcha upgrade in January 2026 introduced Proof-of-Governance, which slashed annual token issuance from 5% to 0.25%. This change reduces sell pressure from inflation. The network targets 1 GB blocks to move from the broadband era to the fiber optic era. The team implemented the Lotus upgrade in July 2025, which released the V4 mainnet. The roadmap includes consensus optimization and data availability improvements to allow more devices to run light nodes. The global 8 MiB transaction size limit remains the binding constraint on blob capacity per transaction. TIA powers the network by paying for data availability services, fueling decentralized applications, and rewarding stakers. Stakers who lock TIA in the network earn rewards, though they face a 21-day unbonding period when they unstake. In 2025, the Celestia Foundation announced a $62.5 million TIA buyback program. Effective January 2026, the maximum validator commission increased from 10% to 20% to address rising operational expenses. The Matcha upgrade also enabled 128 MB blocks through improved propagation mechanics.