1/ Celestia’s next major upgrade, Matcha (v6), just hit Mocha testnet (Oct 3). Key parts: CIP-38 boosts block size to 128 MB, CIP-41 cuts issuance to 2.5%, and it sets a 10% validator commission floor. Mainnet date pending. 2/ Lotus v4 shipped earlier this year. It slashed inflation 33% (via CIP-29), reworked reward logic (CIPs 30/31), and launched native TIA interop via Hyperlane. Mainnet beta went live July 28. 3/ Blobstream + Succinct SP1 introduced ZK proofs so EVM chains can verify Celestia data roots onchain critical plumbing for DA centric rollups. 4/ Celestia is increasingly acting as the data availability layer for app specific L2 / rollups (sovereign rollups): execution layers use Celestia to store and verify data, freeing them from building their own DA infrastructure. 5/ Blink toward Bullet: Solana’s Bullet (formerly Zeta) is building a Celestia powered L2, meaning every trade on that L2 will rely on Celestia’s DA. That gives TIA direct utility and aligns incentives. 6/ Eclipse detailed its DA proofs and a ZK DA bridge leveraging Blobstream, combining modular execution (e.g. SVM) with Celestia settlement. 7/ Modular DA competition is heating up: Avail’s mainnet live, EigenDA pushing throughput growth, and Polygon’s AggLayer/CDK expanding multistack integrations. 8/ Keep an eye on Matcha’s mainnet release, Lazybridging testnets (native ZK interop), and how DA pricing/performance stacks up across Celestia, Avail, and EigenDA.