Ethereum’s next big network upgrade, Fusaka, could reshape how users are experiencing blockchain by lowering costs and increasing efficiency, according to Asset Manager Vaneck.
In his Crypto Market concept, Vaneck’s research team said that Fusaka, who is expected to go live in December, is designed to tackle one of Ethereum’s biggest obstacles: data availability for Rollups, scaling solutions that bundle many transactions together before setting them at Ethereum.
Why fusaka matters
The centerpiece of the upgrade is a technique called peer data availability sampling (peerdas). Instead of requiring any Ethereum -Validator to download all transaction data, Peerdas allows them to verify blocks by trying smaller pieces.
Vaneck explained that this reduces bandwidth and storage requirements, which allows the ethereum’s “Klod” – the data seats used by Rollups – without loading the network.
This matters because Ethereum developers have already doubled clock limits once this year and demand continues to rise.
Coinbases Base and Worldcoin’s world chain now accounts for approx. 60% of all submitted merger data noted Vaneck, showing how central L2s have become for the network’s growth. By further expanding capacity, Fusaka is expected to reduce the cost of Rollups, which should be translated into cheaper transactions for end users.
Implications for ETH
Vaneck claimed that the upgrade emphasizes Ethereum’s shifts away from being driven by base layers.
As several activities move to Rollups, the main fees have decreased, but the company emphasized that this does not reduce ETH’s significance. Instead, Ethereum’s security role increases in the settlement of Rollup transactions, which strengthens ETH’s position as a monetary asset rather than just a fee deaving.
Vaneck analysts also warned that non-governmental ETH holders are facing dilution risk as institutional actors-from exchange-traded products to crypto-tax companies-continuing to accumulate ETH positions to be subjected to dividends.
In this context, they enhance that Fusaka strengthens Ethereum’s appeal by lowering the L2 costs and strengthening its centrality in a scaling ecosystem that is expected to attract more institutional adoption.
Vaneck concluded that although technical challenges are back, Fusaka marks a central step in Ethereum’s Rollup-centric timetable with “significant consequences” for both users and long-term holders.
