Happy Thanksgiving! Ethereum is heading into one of its biggest upgrades of the year. In this week’s Weekly Rollup, Ryan and Anthony Sassano break down the Fusaka hard fork, what it ships for L2 scaling and gas limits, and why Justin Drake’s real-time ZK proving demo could reshape Ethereum sooner than expected. They revisit the four-year cycle debate, unpack Tom Lee’s “supercycle” conviction, and catch up on Monad’s mainnet launch, the CFTC clearing Polymarket for U.S. users, and growing concern about Bitcoin’s quantum risk.
Anthony Sassano & The Daily Gwei
https://x.com/sassal0x
https://x.com/thedailygwei
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TIMESTAMPS & RESOURCES
0:00 Intro
2:49 Markets
https://x.com/SERdotxyz/status/1992978303817490589
https://x.com/fundstrat/status/1990082437116780901
https://x.com/SAMALTCOIN_ETH/status/1993316804303687813
https://ethval.com/
https://x.com/TaikiMaeda2/status/1991911063034757578
https://x.com/hosseeb/status/1992297969383854575
https://x.com/cryptomanran/status/1991823369453351261
https://app2.msci.com/webapp/index_ann/DocGet
https://x.com/matthew_sigel/status/1991616596419191285
https://x.com/saylor/status/1991875241107222701
21:40 Ethereum's Fusaka is coming next week!
https://x.com/sassal0x/status/1992755722980032889
https://x.com/ripeth/status/1993405655076778302
https://forkcast.org/upgrade/fusaka
https://x.com/sassal0x/status/1993415381978169577
https://x.com/sassal0x/status/1993517759528157580
https://forkcast.org/upgrade/glamsterdam
https://x.com/nero_eth/status/1991947238042431859
https://x.com/sassal0x/status/1993097491844415657
https://x.com/drakefjustin/status/1991836045076263380
https://x.com/no89thkey/status/1992561927298359752
https://x.com/sassal0x/status/1993058178096152881
https://x.com/jchaskin22/status/1993355808285831474
https://x.com/ripeth/status/1990793070842163669
https://x.com/Aayush_gupta_ji/status/1991128951347896337
https://x.com/donnoh_eth/status/1991471292655235148
https://x.com/RyanSAdams/status/1993418143977373974
https://x.com/sassal0x/status/1991167063784849550
https://x.com/sassal0x/status/1992335400271257768
51:54 Monad mainnet is live!
https://x.com/monad/status/1992956417263935947
https://youtu.be/op2-a-sO6Y0
https://x.com/RyanSAdams/status/1991896909955604816
https://x.com/coinbase/status/1992544829515898937
https://www.coingecko.com/en/coins/monad
57:00 Polymarkets can now be integrated into brokerages! (First crypto app?)
https://x.com/shayne_coplan/status/1993405727785075151
1:00:01 Nic Carter - Quantum and Bitcoin…as early as 2030.
https://x.com/RyanSAdams/status/1993727697852432684
https://murmurationstwo.substack.com/p/bitcoin-and-the-quantum-problem-part-47f
https://x.com/nic_carter/status/1993754323252031644
https://www.youtube.com/watch?v=5DRDjeMmOPw
1:08:08 Daily Gwei comes back in regular cadence
https://x.com/sassal0x/status/1993418606714266072
1:09:23 Closing & Disclaimers
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