Which L2s benefit from Fusaka?

TLDR

All Ethereum rollups that post their data to Ethereum should benefit, notably Arbitrum (ARB), Optimism (OP) and OP Stack chains like Base, plus zkSync Era, as data costs and capacity improve.

1. Arbitrum, Optimism and Base are cited as direct beneficiaries of lower L2 data costs and sustained low fees as capacity rises. See the explanation in a recent report. defiant report

1. zkSync Era is explicitly mentioned among L2s expected to see lower fees as the upgrade rolls out over months. CCN overview

1. Larger L2s with established blob pipelines may adapt fastest; smaller L2s could feel near?term blob cost pressure before optimizations. X post on blob fees

Deep Dive

1. Core Beneficiaries

The clearest beneficiaries are high?throughput Ethereum rollups that regularly post blob data to L1.

1. Arbitrum, Optimism and Base are highlighted as already fast and set to keep fees low as data capacity expands under the new regime. The piece notes concrete latency figures and sustained low fees as a design goal. defiant report

1. OP Stack chains beyond Base, such as Soneium, are included in ecosystem calls that coordinated the changes for more blob space and lower L2 costs. OP update

1. zkSync Era is listed among rollups where users should see lower fees as the new data model takes hold over time. CCN overview

2. Why They Benefit

The upgrade changes the economics and mechanics of L2 data publishing on Ethereum.

1. PeerDAS lets nodes sample rollup blobs instead of downloading them in full, enabling more blobs per slot and relieving validator hardware pressure. The rollout plan raises blob targets in December and January, expanding L2 headroom. Ethereum update

1. A minimum blob base fee is introduced to stabilize costs and strengthen ETH burn as more activity moves to rollups. This ties L2 usage more reliably to Ethereums value capture. industry note

1. Commentaries emphasize that L2 fees should trend down as the new model is adopted and operators adjust infrastructure over the next several months. CCN overview

3. Near?Term Dynamics

The transition may be uneven as L2s adapt.

1. Observers noted a sharp initial jump in blob fees after activation, implying larger, mature L2s could optimize faster while smaller ones face temporary cost pressure. X post on blob fees

1. The staged capacity increases via Blob Parameter Only upgrades this month and next should relieve congestion and help fees normalize as operators tune their pipelines. Ethereum update

1. Multiple market and industry write?ups expect the benefits to materialize progressively rather than instantly, as client teams, sequencers and wallets integrate changes. defiant report

Conclusion

Any Ethereum L2 that posts blobs to mainnet stands to gain, with Arbitrum, Optimism and Base, and zkSync Era among the most directly cited beneficiaries. Mechanisms such as PeerDAS, a blob fee floor and staged blob capacity increases support lower, steadier L2 fees and more throughput, though the improvements arrive gradually as operators optimize.