And most people still don’t understand how big this is for $ETH
The last major upgrade (Pectra) pushed ETH up 50% in one week and Fusaka is a much bigger upgrade than Pectra.
Ethereum has one major problem right now: L2 data congestion.
Rollups like Base, Arbitrum, OP and zkSync all push their data back to Ethereum, but today every node must download the entire blob file to verify it.
This slows the network, increases bandwidth use, and keeps L2 fees higher than they should be.
Fusaka fixes this in a very simple way.
First, block capacity increases from 45M → 150M gas.
This instantly gives Ethereum almost 3× more room for transactions, smart contracts, and rollup data. More room means more activity, and more activity means more ETH burned.
Second, Fusaka adds PeerDAS. Instead of downloading full blob files, nodes now check small random pieces.
This reduces load on nodes, lowers costs for rollups, and makes Ethereum handle far more data without slowing down.
Third, Fusaka adds Verkle Trees, which make Ethereum’s state smaller and easier to verify.
This means nodes sync faster, storage becomes lighter, and Ethereum becomes easier to operate long-term.
What does this mean for everyday users?
Faster confirmations. More stable gas fees. Cheaper L2 transactions. Less congestion during busy hours. Everything simply feels smoother without users changing anything.
For L2s, the impact is even larger. Rollups depend on blob space.
Fusaka increases that space and reduces verification costs at the same time.
This lets L2s scale far faster, which means more transactions, more activity, and more ETH being used.
And every L2 transaction eventually settles on Ethereum, which burns ETH.
More rollup activity → more settlement → more burn → stronger ETH economics.
This is why Fusaka is not just a performance upgrade.
It directly strengthens Ethereum’s demand, usage, and fee burn model.
And the price part matters too. When Pectra launched, ETH pumped 50% in a week, even though Pectra was smaller and focused on wallets and staking.
Fusaka increases capacity, reduces costs, improves data handling, and boosts the burn rate. It is a deeper, more meaningful upgrade.
Ethereum becomes faster, cheaper, lighter, and more scalable starting today and the market still hasn’t priced in how big this is for ETH.
In 2025, it quietly split into two completely separate games. Different rules. Different players. Different winners.
And almost no one noticed.
GAME ONE: INSTITUTIONAL CRYPTO
Bitcoin. Ethereum. ETF assets. Quarterly cycles. Pension funds and advisors setting prices. Volatility crushed from 84% to 43%. Time horizon: months.
GAME TWO: ATTENTION CRYPTO
37 million tokens. 36,000 new ones launching daily. 98.6% collapse below $1,000 liquidity. 75% dead within 24 hours. Survival rate: 1.4%. Time horizon: hours.
Here is what should terrify you:
Major altcoin/BTC ratios have returned to December 2020 levels.
Five years of building. Partnerships. Ecosystems. Narratives.
Zero progress against Bitcoin.
The transparency paradox destroyed everything. When every wallet, every transaction, every accumulation is visible instantly, information edge vanishes. Only speed remains. Milliseconds, not conviction. Algorithms, not analysis.
Capital no longer rotates from Bitcoin to alts.
It flows directly to whichever game the mandate specifies.
Traditional altseason probability: 10 to 15 percent.
Not because speculation died.
Because the unified market that altseason required has been structurally dismantled.
Your only choices now:
Play Institutional Crypto with patience and macro awareness.
Or play Attention Crypto with speed and infrastructure.
The middle ground, holding altcoins on thesis for months, is now the worst possible strategy.
You are not early to altseason.
You are waiting for a market structure that no longer exists. $BTC
#apro$AT Binance Alpha launches APRO (AT) on Oct 24, 2025, with a 220-point airdrop entry. Funded by YZi Labs. The APRO (AT) listing commences 6:00 PM Beijing time (3: 30 PM IST) on October 24. This follows the recent initiative by Binance of moving towards gamification through Alpha points and therefore, the event was a trading launch and a reward-based campaign. The qualification criteria of the airdrop is the possession of 220 Alpha points, and qualified users can earn 200 AT tokens every time. The individual claims cost 15 Alpha points, and the airdrop works on a first come first serve basis.
Mechanics and Eligibility of Airdrop The airdrop will be received by the Binance Alpha activity page by eligible users as soon as trading starts. It is urgent — the participants are to take fast action, as they need to spend allocations before thresholds fall or token pools run out. Even though Binance has not revealed the overall amount of AT airdrop, the first-come system implies a high demand and quick distribution.
APRO (AT): Project Overview APRO is a decentralized oracle network that is concerned with AI-enhanced data validation of prediction markets and real-world asset (RWA) tokenization. The concept of multi-chain integration by APRO is congruent with the approach by Binance Alpha which focuses on hosting early-stage Web3 protocols. An additional aspect that made the project visible was the support of its naming campaign by the former Binance CEO CZ who interpreted the APRO as A PRO – a branding strategy that contributed to its increased membership.
Market Environment and Customer Strategy At the time of publication, APRO (AT) trading has not commenced yet. Should the users not be able to get their eligibility in less than four hours, the event will not begin. Candidates with a score below the 220-point line have the benefit of the rule of hourly reduction that reduces the barrier to entry as the event progresses. According to market observers, the Alpha listing might raise the visibility of APRO to a great extent. The earlier launches Binance Alpha (MantaX, and Arkham Beta) averaged 180-250 percentage point volume increases during the first 48 hours.
Since the Binance Wallet integration on December 1, Ondo Global Markets' tokenized stock market cap on BSC has surged from under $1M to nearly $20M—a nearly 20x increase.
Ondo GM now holds close to $350M in total tokenized stock AUM across Ethereum and BSC, commanding over 60% of the mainstream tokenized-stock market.
Kalshi becomes CNN's official partner, integrating prediction market data into programming.
Kalshi announced today that it has become CNN’s official prediction markets partner. Kalshi data will be integrated across CNN programming, and will be used by its newsroom, data and production team. Prediction markets platform Kalshi announced today that it is becoming CNN's official prediction markets partner.
In an announcement, Kalshi said its prediction market data will be used as a "powerful complement" to CNN's reporting, where its newsroom, data and production team will be given access to Kalshi's information about real-time probabilities of future cultural and political events.
Led by CNN Chief Data Analyst Harry Enten, Kalshi data will be integrated across CNN programming, the announcement said. A new Kalshi-powered real-time news ticker will also run during segments featuring the platform's data.
"[Kalshi] has become the definitive source for staying informed about the future and is used by reporters, politicians, pundits, Wall Street, and Main Street," the platform said.
Rivaling platform Polymarket's CEO Shayne Coplan said in a recent interview with 60 Minutes on CBS News that prediction markets are currently "the most accurate thing we have as mankind" when it comes to predicting future event outcomes.
The two leading prediction market platforms have gained significant amounts of traction this year, with their combined cumulative volume exceeding $45 billion. Google Finance, Yahoo Finance, Robinhood, Intercontinental Exchange and other major players have partnered with these platforms, signifying their growing mainstream acceptance.
However, the prediction market sector still faces criticism that it is closer to sports betting. Kalshi was recently hit with a nationwide class action lawsuit, which accuses the platform of operating an unlicensed sports betting service while falsely advertising better odds than traditional sportsbooks. $POL
Alice Liu, Head of Research at CoinMarketCap, says February and March 2026 are set to turn bullish, driven by a combination of macro indicators.
Speaking at Binance Blockchain Week in Dubai, Liu highlighted:
- CMC’s Fear & Greed Index recently hit 10 (Extreme Fear) before a strong V-shaped rebound. - Upcoming U.S. rate cuts — with odds above 90%. - Stablecoin market cap at all-time highs, signaling massive capital on the sidelines. - Growing global adoption, clearer regulations, and the end of U.S. QT.
Q1 2026 could be the next major turning point for crypto.
NEWS: Solana treasury company #Solmate has signed a non-binding agreement to buy #RockawayX , creating an institutional crypto giant with over $2B in combined AUM and third-party stake. RockawayX’s infra, liquidity, and asset-management units will move under Solmate.
Whether or not an altcoin season will occur in 2026 depends on these conditions : MUST READ!!! The latest wave of crypto ETF activity is shaking up the market and signaling a clear shift in institutional behavior. Capital that once flowed almost exclusively into Bitcoin is now spreading toward Ethereum and a growing range of altcoins, fueling speculation that a new altcoin season may be forming. But according to analyst Shanaka Anslem Perera, a true altcoin cycle will only emerge if several critical conditions are met. Perera explains that institutional inflows historically favored Bitcoin, leaving altcoins struggling for attention. That dynamic began to change once billions of dollars concentrated around BTC-related ETF products. As investors warmed up to Ethereum and smaller assets, the narrative of an upcoming altcoin cycle gained traction. The momentum accelerated in 2025 with dozens of altcoin ETF filings and more than 30 approvals drawing nearly 6 billion dollars in institutional capital. Bitcoin dominance also dropped sharply from above 65 percent in June to around 58 percent by November, reinforcing the idea that institutions are reallocating into altcoins. Even so, Perera warns that supply remains the biggest threat. More than 3 billion dollars worth of token unlocks are expected every month, and historically tokens lose about 18 percent after major unlock events. Altcoins can recover only if market demand absorbs new supply faster than it enters circulation. Perera believes two metrics will determine whether an altcoin season can form in 2026: weekly inflows into altcoin ETFs must exceed 1 billion dollars, and total altcoin ETF inflows must reach at least 50 billion dollars by Q4 2026. At the same time, monthly unlock volume must stay under 5 billion dollars. If these conditions are met, altcoin dominance could stabilize between 15 and 25 percent. If not, dominance may fall below 10 percent and Bitcoin and Ethereum will remain the only major institutional plays. #altcoins
U.S. treasury just injected $12.5 billion into the system, biggest ever in history.
FED rate cut is coming next week.
New Bullish FED chair is announced.
US and japan stimulus checks confirmed.
It doesn’t get more bullish than this.
$BTC
Shery_yr 07
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BREAKING: 🇺🇸
🇺🇸 U.S. Treasury has just bought back $12.5 BILLION of its own debt, This is the largest buyback ever in U.S. history.
Debt buybacks = liquidity support Liquidity support = risk assets pump
They are flooding the system with liquidity to support the bond market.
You combine this with QE and rate cuts = a massive amount of fresh liquidity entering the market.
So if you look at all the data points, it all suggests that Q1 - Q2 2026 should be bullish.
Only one fear factor is if the Bank of Japan raises interest rates on 19th December, but remember they also announced a $185 billion stimulus plan as well. $TRUMP {spot}(TRUMPUSDT)
100% the fact that you can buy fully backed, dividend-paying STOCKS ONCHAIN with just an internet connection is still massively UNDERAPPRECIATED by the market.
Over $3.71B in tokenized commodities and stocks already live onchain. Growing fast. And over 91% of it is on Ethereum.
This is arguably THE most significant structural shift since 2022.
And that is the coordinated injection of liquidity via monetary policy and institutional rails.
This is the end of the systematic removal of money and the start of passive, compliant capital adoption.
Monetary Pivot Confirmed
The Fed's decision to formally end Quantitative Tightening (QT) on December 1 halts the primary structural headwind for risk assets.
Simultaneously, Vanguard, managing $11T, has opened its brokerage platform to regulated Bitcoin and multi-asset ETFs.
The confluence of stabilizing the money supply and normalizing access for the most conservative institutional capital creates a new floor for asset valuation, accelerating the system's design to onboard trillions of dollars in passive capital.