Market context and cycle debate

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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