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

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Tech News, News, Technology

4.8 • 1.1K Ratings

🗓️ 27 November 2025

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

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Summary

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 ------ 📣REYA | ETHEREUM FOR TRADERS https://bankless.cc/reya ------ BANKLESS SPONSOR TOOLS: 🔵COINBASE | ETH & BTC BACKED LOANS https://bankless.cc/coinbase-borrow 🪙FRAXNET | MINT, REDEEM, EARN https://bankless.cc/fraxnet 🦄UNISWAP | SWAP ON UNICHAIN https://bankless.cc/unichain 🛞MANTLE | MODULAR L2 NETWORK https://bankless.cc/Mantle 💤EIGHT SLEEP | IMPROVE YOUR SLEEP https://bankless.cc/eight-sleep ------ 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 ------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures

Transcript

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0:00.0	Bankless Nation is time for the Bankless Weekly Rollup,
0:07.1	giving you this a day earlier because it is Thanksgiving week,
0:10.7	at least for our U.S. listeners.
0:12.5	And today I am thankful to be joined by Anthony Sassano.
0:16.9	He is fresh back from DevConnect.
0:19.2	I'm pretty sure he woke up bullish because it is morning time in Australia time. Anthony, how you doing, man? Good, good. And yeah, you're correct. I did wake up bullish today for sure. It's about 8 a.m. my time. So I'm very excited. I mean, especially seeing Eath back over 3K, that's been, that was nice. That's bullish? You feeling okay about that? I was going to ask you, how are you feeling about these markets overall?
0:39.9	Yeah, I mean, obviously there's a lot of kind of uncertainty in the kind of markets, maybe not just crypto, but also the wider markets. Everyone's kind of discussing this AI bubble, like, is it going to pop, you know, what's going on here? But for me, you know, I tend to just focus on, you know,
0:55.0	Ethereum most of the time and what, what ETH is doing. And honestly, I think Ethereum is really
0:59.5	well positioned right now to have a great 2026. We're firing on all cylinders.
1:04.2	Oh my God. Okay. So since Anthony is here, we got to spend a lot of time talking about
1:08.3	Ethereum today, including next week is the next Ethereum
1:11.7	Hard Fork upgrade. It's called Fusaka. What's getting shipped? We'll talk about that. Also,
1:16.8	what's the upgrade after the next upgrade? I want to hear Anthony's take on that too. And Justin Drake
1:21.8	demonstrated Ethereum ZKifying, and this is all happening sooner than we think.
1:29.1	Also, a few other things.
1:33.0	Tom Lee seems simply unbothered by these markets.
1:34.8	He says we're still in a super cycle.
1:35.8	I got a clip I want to play.
1:37.6	Also, Monad goes mainnet.
1:40.4	The CFTC clears polymarket for U.S. users.
1:46.1	And it kind of seems like Bitcoiners are waking up to the quantum threat to their network.
1:51.5	There's a Nick Carter episode article, I should say. I want to get into. That's worth discussing.
	...

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