Bankless

ROLLUP: Ethereum’s Big Week | Supercycle Debate | Monad Mainnet | Bitcoin’s Quantum Problem

134 snips
Nov 27, 2025
Guest
Anthony Sassano
Anthony Sassano, a crypto writer focused on Ethereum, shares insights on the upcoming Fusaka upgrade, highlighting its impact on L2 scaling and gas limits. He discusses the debate surrounding Tom Lee's 'supercycle' theory and Monad's mainnet launch. The conversation dives into the quantum threat to Bitcoin, with Sassano emphasizing Ethereum's agility in upgrading to address such risks. Listeners gain valuable perspectives on ZK scaling advancements and the evolving landscape of decentralized finance.
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INSIGHT

Four-Year Cycle Is Losing Its Grip

  • The traditional four-year crypto cycle is breaking due to new buyer profiles and different price behavior.
  • Anthony Sassano sees liquidity and institutional flows as more important drivers than fixed calendar cycles.
INSIGHT

PeerDAS Unlocks Blob Scale Carefully

  • Fusaka's PeerDAS lets nodes sample blob data so not every node stores every blob, massively increasing L2 data capacity.
  • The upgrade is phased: blobs rise from 6→10 on Dec 9 and 10→14 on Jan 7 to avoid overloading the network.
ADVICE

Treat Blob Increases As Gradual Tests

  • Expect gradual parameter-only forks after Fusaka and monitor network health before further increases.
  • Do not assume instant full-scale increases; operators should observe stability after each step.
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