QT ends on Dec 1. Ethereum’s Fusaka upgrade activates on Dec 3. Two major events back to back, and the timing alone makes this upgrade impossible to ignore. Last Major Upgrade Pectra sent $ETH 50% in one Week. Let’s break it down 🧵👇

Ethereum has one big problem today: scaling the data layer. Rollups like Base, Arbitrum, OP, zkSync all depend on Ethereum for publishing their transaction data. But Ethereum nodes must download huge blob datasets to verify it. This slows everything down and makes rollups more expensive. Fusaka directly targets this bottleneck.

Fusaka increases block capacity from 45M → 150M gas. That alone gives Ethereum far more room for transactions, smart contracts, and rollup data. But increasing the gas limit is only safe because of the new systems Fusaka introduces. And those systems are the real game changers.

The first big feature is PeerDAS. Today, every node must download entire blob files to ensure data availability. As rollups grow, this becomes too heavy. PeerDAS changes the whole process. Nodes no longer download full blobs, they only verify small random samples.

Why PeerDAS matters Sampling reduces bandwidth massively. Nodes stay lightweight. Rollups get cheaper posting costs. Ethereum handles far more data without forcing anyone to upgrade hardware. This is how Ethereum scales without becoming centralized.

The second major feature is Verkle Trees. Verkle Trees compress Ethereum’s state proofs into smaller pieces. This reduces storage needs speeds up verification makes it easier for new nodes to sync. It’s a long-term upgrade for Ethereum’s entire data structure.

Together, PeerDAS + Verkle Trees solve Ethereum’s biggest pain point. Rollups can push more data. Nodes don’t get overloaded. Fees don’t spike uncontrollably. The network stays secure and decentralized. This is the deepest scaling upgrade Ethereum has attempted since The Merge.

So what does Fusaka actually change for users? • Faster confirmations • More stable gas fees • Cheaper L2 transactions • Smoother DeFi and NFT activity • Less congestion during peak hours Things simply feel faster without users needing to do anything.

And for Layer-2 ecosystems? This is where the impact is huge. Rollups depend on blob data. Fusaka increases blob capacity. PeerDAS lowers blob verification costs. So L2s like Base, Arbitrum, OP, zkSync can scale far more aggressively.

More rollup activity → more ETH being used. Every L2 transaction ultimately settles on Ethereum. Cheaper data → more activity → more settlement fees → more ETH burned. Fusaka improves Ethereum’s economic engine, not just its speed. This is how ETH benefits even if L2s grow faster than L1.

The timing with macro makes the narrative even stronger. QT ends on December 1st. Liquidity starts returning to the system. Risk assets usually respond quickly. Then, two days later, Ethereum unlocks its biggest scalability upgrade in years. Macro + tech catalysts → rare overlap.

History tells us upgrades matter for ETH price. When Pectra launched earlier this year, ETH rallied 50% in one week. And Pectra was mainly about staking flexibility and account abstraction. Fusaka expands capacity by 3x and upgrades Ethereum’s entire data availability model. This upgrade is objectively larger.

Fusaka is also built for long term growth It includes: • History expiry support • MODEXP gas cost fixes • A 16,777,216 gas cap per transaction • A 10 MiB block size limit for safe propagation • Preparations for higher future gas limits These are not hype features, they’re structural improvements.

Validators also get important changes • Lower bandwidth requirements • More predictable block proposer lookahead • Safer gas calculations • Cleaner DoS protection • More efficient data propagation Fusaka makes validating smoother instead of heavier.

The bigger picture: Ethereum is preparing for the next cycle of growth More users = more rollups More rollups = more data More data = more costs Without Fusaka, Ethereum would eventually hit a scaling wall. This upgrade pushes that wall far into the future.

The Merge made Ethereum energy efficient. Dencun made rollups cheaper. Pectra improved wallets and staking. Now Fusaka makes Ethereum economically and structurally scalable. Bigger capacity. Cheaper rollups. Lighter nodes. More activity. More ETH burned. And it arrives just two days after QT ends. The timing couldn’t be better.