1/ $TIA has been trading almost in lockstep with $EIGEN lately.
Both tell a similar story:
- Big raises
- Slow progress
- Weak revenue so far
- Large unlocks, and inflation 🧵👇
2/ $TIA = leader in Data Availability.
$EIGEN = leader in restaking.
If you believe DA + restaking are core primitives for chains, it makes zero sense to think the market will fade both forever.
$EIGEN already proved it with a rally, $TIA could follow.
3/ One of the biggest catalysts for $TIA is now here: the Matcha upgrade just went live on Arabica testnet.
- Halves inflation from 5% to 2.5%
- Increases DA capacity 16x
- At higher volumes, issuance could reach net-zero
- Representing a 30–50x jump from current usage and fees
4/ Once Matcha hits Mainnet, you will be able to bridge any token to and from Celestia, not just TIA.
This opens liquidity pipelines for Celestia rollups across the whole crypto stack.
5/ Another major catalyst for $TIA is the PoG (Proof of Governance) economic model.
It could remove staking and burn all of the chain’s REV, effectively killing the “stake-for-yield” treadmill and directly aligning token supply with network usage.
6/ When you’re the market leader in a piece of core infra like DA.
You don’t stay suppressed forever.
It’s just a matter of time before fundamentals catch up with price.
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