Bitget
CoinDesk
DL News
Yahoo Finance
1) Fusaka Upgrade — Fully Live (December 3, 2025)
Status: Successfully activated on the Ethereum mainnet in early December 2025. (DL News)
Key Technical Changes:
PeerDAS (Peer Data Availability Sampling):
Validators can verify only samples of data instead of full blob payloads, significantly reducing storage and bandwidth needs and acting as the first practical step toward scalable sharding. (MEXC)Higher Blob Capacity:
Increased the amount of Layer-2 “blob” data that can be processed (roughly 8× expansion), lowering fees and boosting throughput for rollups like Arbitrum and Optimism. (DL News)Improved Throughput:
Base layer “block gas” limits have been increased (e.g., toward ~60M units), enabling more transactions per block and better performance. (CCN.com)
Why It Matters:
This is one of Ethereum’s most significant scaling milestones post-Merge, aimed at making Layer-2 rollups more efficient and cheaper while beginning the long-anticipated move toward real sharding. (MEXC)
Market Reaction:
Price and network activity showed positive responses around the upgrade’s rollout, although long-term sustainability of price impact is debated by analysts. (Bitget)
2) Short-Term & Mid-Term Roadmap
Next Up: “Glamsterdam” (early 2026)
Scheduled to follow Fusaka with additional performance and gas-efficiency improvements in the first half of 2026. (CoinDesk)
Further Ahead: “Hegota” (late 2026)
Targeted as a more substantial follow-on upgrade later in 2026 to address additional scalability and efficiency challenges. (Meyka)
These upgrades reflect Ethereum’s shift toward a predictable twice-a-year improvement cadence, allowing more incremental and tested deployments rather than large monolithic hard forks. (Meyka)
3) Market and Ecosystem Response
Analyst Views:
Some analysts have noted that while Fusaka reduces fees and improves rollup capacity, sustained network activity and economic growth remain key questions. (Bitget)
Layer-2 and Competition:
Activity on Layer-2 solutions and other blockchains (e.g., Solana) continues to shape how much core Ethereum upgrades influence broader usage trends. (Bitget)
4) What This Means for Users & Developers
For Transactions/Users:
Lower Layer-2 fees and improved throughput.
Better user experience as rollups handle more transactions cost-efficiently. (CCN.com)
For Developers/Validators:
New protocol features such as PeerDAS change how validators operate, improving scalability and node resource requirements over time. (MEXC)
For Investors:
Upgrades have historically impacted market sentiment around Ethereum but are not guaranteed drivers of sustained price rallies — fundamentals still matter. (Bitget)
Summary
Latest Upgrade: Fusaka is live (Dec 2025), boosting scalability and data capacity. (DL News)
Upcoming Upgrades: Glamsterdam expected first half of 2026, Hegota late 2026. (CoinDesk)
Market Reaction: Mixed — fees down, capacity up, but long-term impact still under debate. (Bitget)
If you’d like, I can provide a concise timeline of past and upcoming Ethereum upgrades or explain the key technical elements (like PeerDAS and blob expansion) in non-technical language.
