Shared sequencer and aggregation layers are hard to build they take a year to reach market. until then the existing bridge improve by 10x and will provide a single chain experience.
The User facing applications will capture more value (Execution layer, DApps & Appchains) then the infra layer.
if I may ask,
why DA space is already oligopoly ? (does it require a lot of liquidity/security ?)
Shared sequencer and aggregation layers are hard to build they take a year to reach market. until then the existing bridge improve by 10x and will provide a single chain experience.
The User facing applications will capture more value (Execution layer, DApps & Appchains) then the infra layer.