

"While everyone watched Bitcoin break resistance, Ethereum quietly shipped Fusaka — a live upgrade that radically improves scalability and protects ETH’s economics.
Guy breaks down what Fusaka really means, why staking ETFs could turn ETH into a yield-producing “digital bond,” and whether the ETH/BTC bottom signals a violent rotation in 2026 — or if Solana will take the crown.
Has the narrative finally flipped, or is ETH still too slow to win?"
~ Coin Bureau
The video discusses the Ethereum "Fusaka" upgrade, which was quietly executed on December 3rd and fundamentally changes the network's economics and scaling capabilities. The key feature is "peer DAS" (peer data availability sampling), which effectively implements sharding by reducing the data validators need to process by about 87.5%, enabling layer 2 networks to handle massive amounts of data without clogging the main chain. This is expected to drastically cut layer 2 fees, potentially by 40% to 95%, making transactions sub-cent. To prevent ETH from becoming inflationary due to lower gas fees, the upgrade also includes a mechanism (EIP-7918) that establishes a minimum price for data blobs, ensuring Ethereum captures value from layer 2 activity.
Furthermore, institutional interest is shown by Ethereum futures volume on the CME flipping Bitcoin's, and the anticipation of staking ETFs, which would allow institutions to earn a native yield on ETH, positioning it as a productive "digital real estate" asset. Despite ongoing competition from Solana and macroeconomic and regulatory risks, the video concludes that the upgraded technology and institutional positioning suggest Ethereum is a sleeping giant poised for significant price appreciation, with some analysts setting very high price targets for the coming years.
00:00 — Intro: Why Fusaka Matters
02:45 — What Fusaka Actually Changes
05:30 — Impact on Fees & Layer-2 Scaling
08:10 — Market Reaction & Price Potential
11:40 — Risks & Final Take
Source - Coin Bureau YouTube: https://www.youtube.com/watch?v=rYEgr3YN-qI
Disclaimer: This video is provided for informational purposes only, and not offered or intended to be used as legal, tax, investment, financial, or any other advice.