To borrow @0xalpo's words: New L1s succeed by exploiting the dogma of incumbents Ethereum succeeded by exploiting Bitcoin's resistance to programmability Solana succeeded by exploiting Ethereum's devotion to home stakers Hyperliquid is succeeding by exploiting Solana's unwillingness to specialize Celestia, in turn, exploits at least three important dogmas held by incumbents: 1. The validating bridge is the fundamental component of a rollup 2. There are no competitive tensions between scaling the L1 and scaling blobs 3. The app is not good for the L1 unless it maximises L1 REV When viewed from this lens (the lens of ecoystem 🧠🪱s :), Celestia has a clear path to success (and this success is not zero sum but complementary to existing designs in the L1 tradeoff space)