If you compare the Ethereum mainnet with the upgraded Layer2, one is like an old auction house with exorbitant fees and overwhelming traffic, and the other is like a Wall Street exchange filled with fiber optic cables. As of the end of 2025, we've long moved past the era of spending tens of dollars in fees just to transfer funds.

How should we understand the Blob storage space brought by EIP-4844? It's like laying a dedicated freight tunnel beneath the city center during peak hours—suddenly reducing data storage costs by two orders of magnitude. This change isn't a minor tweak but a fundamental reversal of cost structure, directly opening new possibilities for AI-driven trading protocols like Falcon.

Think of Falcon as a high-speed computing engine embedded on the blockchain. Previously, constrained by the expensive data availability costs of Layer2, even the smartest algorithms had to be frugal like penny-pinching accountants, reducing transaction frequency and sacrificing strategic complexity to save on gas fees. But when the cost of a single Layer2 transaction drops to a cent or less, protocols like Falcon, which rely on high-frequency feedback and complex calculations, finally enter a true explosion period.

From a technical perspective, Falcon's killer feature lies in the extreme optimization of on-chain intent computation. Recent on-chain data shows that Layer2 networks like Base and Arbitrum, thanks to the stable release of Blob capacity, can maintain a high TPS level regularly. What does this mean? It means that complex trading strategies previously hindered by cost constraints can now be implemented. High frequency, low cost, high throughput—the combination is just about two years away from turning from a dream into reality.