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>>Hírek

>>Avalanche (AVAX) and Celestia (TIA): After New Subnet and Modular Rollup Partnerships, Will AVAX and TIA Lead a Modular Trade or Fall Behind Ethereum L2s?

Avalanche (AVAX) and Celestia (TIA): After New Subnet and Modular Rollup Partnerships, Will AVAX and TIA Lead a Modular Trade or Fall Behind Ethereum L2s?

crypthub

about 6 hours ago

Modular Landscape Overview

The blockchain market in 2026 centers on a modular future, with Ethereum L2s and Solana leading liquidity. Avalanche and Celestia are positioning as core infrastructure for this model. Both aim to shift from narrative support to recognized leadership in the scaling ecosystem.

Avalanche's Position

Avalanche remains a strong L1 thanks to its mature subnet architecture and EVM compatibility, enabling easy Solidity migrations. Live subnets serve gaming, DeFi, and enterprise, letting projects manage gas tokens and performance. However, new DeFi projects still gravitate to Ethereum L2s for deeper liquidity. For a re‑rating, AVAX must sustain its 200‑day moving average and demonstrate lasting user stickiness beyond incentives.

Celestia's Role and Outlook

Celestia specializes in data availability, providing the layer where rollups post data without executing transactions. It offers lower costs than Ethereum mainnet, becoming a preferred option for emerging rollup frameworks. User focus stays on the rollups, leaving Celestia’s contribution less visible. Market participants await consistent fee growth and moving‑average breakthroughs to confirm durable value capture.