TLDR
Fusaka on Ethereum (ETH) increased Layer 2 (L2) data capacity and laid the groundwork for cheaper, faster rollups through PeerDAS and scheduled blob expansions.
- PeerDAS lets nodes sample blob data, enabling up to 8 more blobs and lowering L2 costs (Ethereum post).
- A Blob Parameter Only schedule raises blob capacity in December and January, boosting throughput on rollups (Ethereum post).
- It enables based rollups, which could redirect L2 sequencing and MEV value toward ETH validators if adopted (Nansen analysis summary).
Deep Dive
1. PeerDAS and Fees
PeerDAS (EIP?7594) changes how L2 blob data is handled: validators sample pieces instead of downloading full blobs, lifting throughput without demanding bigger machines. This unlocks roughly 8 more blobs and is paired with fee tuning to price L2 data more fairly, helping reduce congestion and costs over time (Ethereum post; Cointelegraph overview).
L2s can post more data at lower per?user cost, improving speed and predictability while keeping home?staker decentralization intact.
2. Capacity Roadmap
Blob capacity increases are staged via Blob Parameter Only forks: from a 6?blob target (max 9) to 10%%CKPROTECTED3%% (max 15%%CKPROTECTED5%%) in December and 14%%CKPROTECTED7%% (max 21%%CKPROTECTED9%%) in January, allowing rollups to post significantly more data per L1 slot. The plan scales conservatively to keep the network safe while widening L2 throughput as parameters rise (Ethereum post; Tokenpost activation report).
Expect step?wise throughput gains for rollups through year?end and early next year, with room for fee improvements as capacity expands.
3. Value Capture and Sequencing
Fusaka enables a path to based rollups, where Ethereum validators sequence L2 transactions. If L2s adopt it, more of L2 economic value (MEV, sequencing revenue, pre?confirmations) could accrue to ETH stakers, increasing fee burn and aligning incentives with L1. This shift is optional and depends on L2 teams changing their model (Nansen analysis summary).
Over time, L2s might move closer to Ethereums validator set, potentially improving security, economics for ETH, and reducing reliance on proprietary sequencers.
Conclusion
Fusaka made L2s more scalable by raising data capacity (PeerDAS) and scheduling blob increases, which should lower fees and improve throughput on rollups. Longer term, if L2s embrace based rollups, more value could flow to ETH validators, strengthening the alignment between L1 and L2. The near?term watch items are blob capacity milestones and observed changes in L2 fee behavior.
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