[INSIGHT] Fusaka Hard Fork Impact Analysis - December 2025

Activation: December 3, 2025 at epoch 13,164,544 (21:49 UTC)

Technical Highlights

• PeerDAS (EIP-7594): 87.5% storage reduction via 1+1D DA sampling
• Gas Limit: 30M → 60M (+100%)
• Blob Capacity: 384 KiB → 3 MiB (ramping to 128 blobs)
• L2 Throughput: 100k+ TPS aggregate (8x Dencun)

Economic Impact

• L2 fee compression: 40-95%
• Example: Base swap $0.30 → $0.01
• Projected annual burn: $500M+ ETH
• ETH supply contraction: -18% by EOY 2026

Decentralization Gains

• Node storage: -75%
• Bandwidth: -60%
• Staker diversity: +30% projected

Risk Vectors

• Verkle Trees deferred to Glamsterdam Q3 2026
• MEV centralization (SUAVE deferred)
• Blob demand dependency

Files

• twitter_feed/fusaka_impact_analysis_dec2025.md
• twitter_feed/ct_mindshare_analysis_dec2025.md