Agree. Currently, a lot of on-chain NFT projects such as Cyberbrokers, Nouns, Moonbirds, Artblocks already paid $10,000 per MB for the images on-chain (quick calculation: 1MB / 32 (sstore bytes) * 20000 (gas per sstore) * 10e9 (gas price) * 1500 (ETH price) ~ 10,000). I will foresee if the price goes to $100 or $10 per MB, there will be much more demand from NFT projects (e.g., BAYC) to upload and store the data on-chain. Further, with the reduced cost, there is also a possibility that we can upload the decentralized website contents (e.g., Uniswap/ENS frontend) or social media (mirror.xyz articles) on-chain (see an experiment we done with Vitalik’s blog https://www.reddit.com/r/ethereum/comments/107ok8e/upload_40mb_vitaliks_blog_to_a_smart_contract_on/). One noticeable feature of this type of applications is that they are not time-sensitive - they can watch and wait until the data_gasprice drops to a level and submit the tx with BLOBs, thus potentially reducing the volatility of the price.
One key thing as @dankrad mentioned is that EIP-4844/Danksharding does not persist the data permanently. This can be addressed by the proper token (ETH) storage incentive model with the on-chain discounted cash flow model (like Arweave) and proof of storage system (using L1 to verify). See EthStorage: Scaling Ethereum Storage via L2 and DA for more discussion.