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the-ethereum-roadmap-merge-surge-verge
Blog

Full Danksharding and the End of Execution Shards

A technical autopsy of Ethereum's strategic pivot from complex execution sharding to a rollup-centric, data-availability-focused future via Full Danksharding.

introduction
THE STRATEGIC SHIFT

Introduction: The Pivot That Saved Ethereum Scaling

Ethereum abandoned execution sharding for a rollup-centric roadmap, a decision that defined modern L2 scaling.

The rollup-centric roadmap replaced the original plan for execution shards. The core insight was that specialized L2s like Arbitrum and Optimism could scale execution more efficiently than a fragmented L1, allowing Ethereum to focus on its core competency: secure data availability.

Full Danksharding is the data layer. This upgrade transforms Ethereum into a high-throughput data availability engine for rollups. It provides the blob-carrying capacity that rollups need to post cheap, verifiable proofs, making L2s like zkSync and Base the primary user-facing execution environments.

The pivot validated modular architecture. By separating data availability (Ethereum) from execution (L2s) and settlement (some L2s), the design unlocked specialized scaling. This is the foundational principle behind Celestia and EigenDA, which compete directly with Ethereum's data layer.

Evidence: Post-EIP-4844, average L2 transaction fees on Arbitrum and Optimism dropped by over 90%, proving the demand for cheap blobs. The network now processes over 100 rollup blobs per day, a precursor to Full Danksharding's multi-blob capacity.

thesis-statement
THE ARCHITECTURAL PIVOT

Core Thesis: Execution Shards Were a Complexity Trap

Ethereum's abandonment of execution shards for a monolithic rollup-centric roadmap reveals the inherent complexity of cross-shard composability.

Ethereum's original sharding roadmap fragmented execution, creating a cross-shard communication nightmare. This introduced latency and complexity that broke atomic composability, the core value proposition of a unified L1.

Full Danksharding pivots to data availability, treating rollups like Arbitrum and Optimism as the native execution layer. The L1 provides a secure, high-throughput data layer, offloading execution complexity to specialized environments.

The complexity trap was economic. Building secure, synchronous bridges between dozens of execution shards demanded more engineering effort than scaling via a modular data layer. This validated the rollup-centric thesis proposed years earlier.

Evidence: Ethereum's core developers formally deprecated execution sharding in 2022. The roadmap now focuses entirely on Proto-Danksharding (EIP-4844) and full Danksharding to scale data for rollups.

ETHEREUM'S ROADMAP

Sharding Paradigms: Execution vs. Data (Danksharding)

A comparison of the abandoned execution sharding model and the current data sharding (Danksharding) path, highlighting the architectural pivot that defines Ethereum's scaling future.

Architectural FeatureExecution Sharding (Abandoned)Proto-Danksharding (EIP-4844)Full Danksharding (The Goal)

Core Unit of Scaling

Chain (Execution Environment)

Blob (Data Block)

Blob (Data Block)

Shard Count Target

64 Execution Shards

1 Beacon Chain + Data Blobs

1 Beacon Chain + 64 Data Shards

Throughput Scaling Vector

Parallel Execution

Data Availability for L2s

Data Availability for L2s

Consensus & Finality Complexity

High (Cross-shard messaging)

Low (Single Beacon Chain)

Low (Single Beacon Chain)

Developer Experience

Fragmented (Shard-aware apps)

Unified (Build on L2s)

Unified (Build on L2s)

Data Availability Sampling (DAS)

Not Required

Enabled for Blobs

Required for 64 Shards

Primary Beneficiary

L1 Applications

Rollups (Arbitrum, Optimism, zkSync)

Rollups (Arbitrum, Optimism, zkSync)

State Bloat Risk

High (64x execution states)

Contained (Blobs expire)

Contained (Blobs expire)

deep-dive
THE DATA AVAILABILITY ENGINE

Deep Dive: The Technical Anatomy of Full Danksharding

Full Danksharding replaces execution shards with a unified data availability layer, scaling Ethereum by decoupling data publishing from block validation.

Full Danksharding eliminates execution shards. The original sharding roadmap proposed multiple parallel chains. The Danksharding model, pioneered by Proto-Danksharding (EIP-4844), pivots to a single high-throughput execution layer fed by blob-carrying transactions.

The core innovation is data availability sampling (DAS). Light clients and nodes verify data availability by randomly sampling small chunks of the blob data. This cryptographic trick enables secure scaling without downloading the entire dataset, a principle also used by Celestia and Avail.

Validators are not responsible for blob execution. They only attest to the availability of the data. This separation creates a specialized data layer where rollups like Arbitrum and Optimism post their compressed transaction data, paying fees in blob gas.

The system scales to ~1.3 MB per slot. With 64 blobs of ~128 KB each, the data bandwidth increases by ~60x versus EIP-4844's initial ~0.75 MB target. This capacity supports hundreds of rollups operating concurrently.

counter-argument
THE ARCHITECTURAL BET

Counter-Argument: Was Abandoning Execution Shards a Mistake?

Ethereum's pivot to a rollup-centric roadmap via Danksharding is a high-stakes gamble on modular specialization over generalized scaling.

Abandoning execution shards was a strategic retreat from a flawed design. The original sharding plan required complex cross-shard communication and consensus, creating a coordination nightmare for developers and users. This complexity directly benefits competing L1s like Solana and Avalanche, which offer simpler, monolithic scaling.

Danksharding's data availability focus is a bet on modular specialization. It outsources execution to rollups like Arbitrum and Optimism, which innovate faster. This creates a competitive execution layer market, but fragments liquidity and user experience across dozens of chains.

The monolithic counter-argument is valid. A single, globally synchronous state, as championed by Solana and Monad, offers superior composability and atomicity. Ethereum's rollup-centric model introduces bridging risks and latency, making complex DeFi interactions across Arbitrum and Base cumbersome.

Evidence: The developer mindshare metric is the ultimate test. While Ethereum's L2 ecosystem thrives, the sustained growth of Solana's developer activity and user retention post-FTX shows the monolithic model's enduring appeal for certain applications.

takeaways
THE POST-SHARDING LANDSCAPE

TL;DR: Key Takeaways for Builders and Investors

Full Danksharding re-architects Ethereum scaling, making execution shards obsolete and creating new primitives for data-intensive applications.

01

The Problem: Data Availability is the Real Bottleneck

Execution shards were a complex solution to the wrong problem. The real scaling limit is data availability (DA), not raw compute. Layer 2s like Arbitrum and Optimism already handle execution; they just need cheap, abundant data to post back to L1.\n- Shifts focus from parallel EVMs to a global data layer.\n- Enables true hyperscaling for rollups without fragmented liquidity.

~128 KB
Per Blob Target
64x
More Data/Slot
02

The Solution: Blobs as a Universal Commodity

Full Danksharding introduces blob-carrying transactions—a dedicated, cheap data channel separate from calldata. This creates a spot market for data where rollups bid for space.\n- Decouples L2 transaction costs from mainnet gas auctions.\n- Enables new data types: on-chain gaming, high-frequency DEX orders, cheap ZK-proof verification.

-99%
vs. Calldata Cost
~$0.01
Target Cost/Tx
03

The Consequence: Rollups Become the Only Scaling Game

With execution shards canceled, the L2-centric roadmap is absolute. Monolithic L1s and app-chains now compete directly against super-scaled rollup ecosystems like Base and zkSync.\n- Invest in rollup stacks (OP Stack, Arbitrum Orbit, Polygon CDK).\n- Build for portability across rollups using intents and bridges like Across and LayerZero.

100k+
Target TPS
$50B+
L2 TVL
04

The New Battleground: Proving & Data Sampling

Security shifts from consensus to cryptography. Data Availability Sampling (DAS) and ZK-proof systems are the new critical infrastructure. Projects like EigenDA and Celestia compete to be the canonical DA layer.\n- Opportunity in light clients and trust-minimized bridges.\n- Risk of centralization in proof generation (e.g., Risc0, Succinct).

1 MB/s
Node Req.
~1s
Proof Time
05

The Architecture: Proto-Danksharding (EIP-4844) is the Bridge

EIP-4844 is not the end state; it's the production testnet for Full Danksharding. It introduces blobs with a 30 TB/year initial capacity, allowing ecosystems to adapt.\n- Test now on Goerli. Integrate blob transactions.\n- Plan for the eventual removal of the blob count limit and full DAS.

30 TB
Annual Data
~18 Days
Blob Lifetime
06

The Investment Thesis: Vertical Integration Wins

The winning stack controls the full pipeline: execution environment, DA, sequencing, and proving. Watch for L2s launching their own DA layers (e.g., zkSync's ZK Porter) and modular stacks merging (e.g., Polygon's Avail).\n- Avoid standalone execution layers without a DA strategy.\n- Bet on teams solving cross-rollup UX (intents, shared sequencing).

3-5
Dominant Stacks
10x
Modular Valuation
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Full Danksharding: Why Ethereum Killed Execution Shards | ChainScore Blog