In this episode of Level Up, David and Sean are joined by Nick White, COO and founding team member of Celestia. Nick shares how Celestia is building a modular blockchain architecture that separates execution, settlement, and data availability to scale Web3 applications. The discussion explores Celestia’s growth strategy, competitive positioning, and the evolving data availability landscape – including insights on throughput, token economics, revenue, and adoption trends.
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Key Points From This Episode:
[00:00:00] Intro
[00:01:25] Introduction to Celestia and its market position
[00:02:19] Monolithic vs. modular blockchain architecture
[00:05:19] Ethereum fee evolution and Celestia’s comparative model
[00:07:51] Revenue sources and early usage metrics for Celestia
[00:09:22] Supply-side challenges and unlock schedule implications
[00:11:28] Market comps and the state of data availability competitors
[00:14:10] Investment thesis for data availability expansion
[00:16:04] Introduction to Nick White and his background
[00:18:32] The modular thesis and architectural vision
[00:20:55] Celestia as AWS for blockchains
[00:23:40] Transaction flow in Celestia vs. traditional blockchains
[00:27:21] Landscape of DA providers and Celestia’s position
[00:31:33] Use cases where Celestia outperforms Ethereum
[00:35:19] Celestia’s pricing strategy and block space cost structure
[00:39:24] Key performance indicators and growth tracking
[00:43:44] Current customers and usage pipeline
[00:47:42] Revenue potential at 1 million TPS
[00:50:04] Tokenomics: TIA’s role in staking and future fee capture
[00:54:38] Addressing the DA-as-commodity argument
[01:02:37] Timeline and governance for future pricing power
[01:06:59] Celestia Labs and Foundation roles
[01:07:53] Institutional backers and unlock schedule
[01:12:41] Validator incentives under new inflation models
[01:14:04] Risks and adoption catalysts moving forward
[01:18:56] Final reflections on Celestia’s vision and crypto’s future
Links:
The Medici Network:https://www.medici.network/
Podcast Site:https://levelup.medici.network/
Interested in being a Guest? Connect with Elmira on X:https://x.com/elmira_yilham
Co-Hosts
David Grider, Finality Capital: https://x.com/David_Grid
Sean Farrell, Fundstrat Global Advisors:https://x.com/SeanMFarrell
Guests
Nick White, Celestia:
LinkedIn: https://www.linkedin.com/in/nickwh8te
Production and editing by The Podcast Consultant -https://thepodcastconsultant.com/
