Financial sustainability for a pure DA system is likely to be a challenge unless there are significant network effects between multiple applications sharing one DA layer. Otherwise DA becomes a pure race to the bottom in terms of costs.

Staking derivatives offer the possibility of a pure DA system achieving money like properties.

Restaking enables the token get explore to valuable services like Oracles and resquencers further up the stack.

The ability of a new token like TIA to capture opportunities in the application layer is theoertical at best.

Settlement is one of functions that had the most narrative built around it but seems to potentially be actually very low value because of the potential for multiple settlement systems to coexist.