Market briefET-2026-0425
Blob pricing found a floor and stopped being interesting
Supply exceeded demand for most of the year, which is the point.
0.9▲ +0.2average blobs per block
5 minEthereum & Layer-2
Data availability capacity has run comfortably ahead of use, holding prices at the minimum for extended periods. That is the intended state and it removes a cost variable rollups previously had to hedge.
The question is what happens at the first sustained period of full blocks, which has not occurred.