What could affect the price of ETH?

Ethereum’s price is caught between promising upgrades and some challenges in the market.

1. Fusaka Upgrade (Mixed Effects) – Improves scalability but may increase risks of staking centralization
2. Regulatory Developments (Positive Outlook) – Possible approval of ETH ETFs but with some delays
3. Staking Trends (Negative Impact) – Solo validators leaving could reduce network decentralization

In-Depth Look

1. Protocol Upgrades & Network Changes (Mixed Effects)

Summary: The Fusaka hard fork, scheduled for December, introduces PeerDAS technology that increases Ethereum’s data capacity by 10 times (Bitcoinist). This upgrade will help Layer 2 solutions like Arbitrum handle over 12,000 transactions per second by 2026. However, a new rule (EIP-7825) limits the gas per transaction to 16.78 million, requiring developers to change how they batch transactions, which may cause some short-term issues.

What this means: Fusaka could strengthen Ethereum’s position as a leader in scalable smart contracts. But, simulations show that solo stakers might see their rewards drop from 0.6% to zero, which could push more validators to join larger pools, increasing centralization risks (EthResear.ch).

2. Regulatory & Institutional Interest (Positive Outlook)

Summary: The U.S. Securities and Exchange Commission (SEC) has upcoming deadlines for decisions on ETH staking ETFs (October 23) and spot ETFs (November 13). The recent $6 billion crypto ETF filing by T. Rowe Price shows strong institutional interest (TokenPost). On June 11, ETH ETFs saw inflows of $240 million, the highest since March.

What this means: If approved, these ETFs could unlock over $23 billion in inactive ETH assets held in trusts. However, ongoing delays, partly due to U.S. government shutdowns, might continue to weigh on Ethereum’s price, which has dropped 8.5% over the past 30 days (Binance News).

3. Staking Supply Changes (Negative Impact)

Summary: Research models predict a 22.4% decrease in staked ETH if staking rewards fall. This would particularly hurt solo validators, who could lose all profitability, while larger staking pools might benefit (EthResear.ch).

What this means: Even though whales have recently staked $661 million more ETH (X), the share of solo validators has dropped to just 2.7%. This trend toward centralization could reduce Ethereum’s security advantages over time.

Conclusion

Ethereum’s future depends on successfully delivering on Fusaka’s scaling improvements while managing risks from staking centralization and regulatory delays. Keep an eye on the fork scheduled between November 5-12 and the ETF decision on October 23. A positive outcome on either front could help Ethereum regain its strong yearly gains of 46%. The big question remains: Can Ethereum keep its DeFi leadership if Lido controls more than half of all staked ETH by 2026?

What are people saying about ETH?

Talk around Ethereum (ETH) is swinging between hopes for a big price jump and worries about a pullback. Here’s the latest:

1. Big investors buying ETH – Over $500 million in purchases show strong confidence
2. Price targets near $5,000 – Experts see bullish signs despite some caution from momentum indicators
3. ETF inflows vs. leverage risks – Institutions are investing heavily while risky derivatives activity heats up

In-Depth Look

1. @CryptoMobese: ETH Could Break $5,500 🚀 Bullish

"Ethereum is moving within a rising channel, showing a strong upward trend... Targets: $4,900 → $5,500"
– @CryptoMobese (23.4K followers · 189K impressions · Sept 8, 2025)
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What this means: Technical analysts see Ethereum following an upward path, bouncing off support near $3,950. If ETH can stay above $4,900, it might push toward $5,500. But if it falls below, it could test $4,300 again.

2. @mkbijaksana: Warning Signs from Momentum Indicators 🚨 Bearish

"Bearish divergence in price and RSI is a red flag... be cautious with ETH right now"
– @mkbijaksana (88K followers · 2.1M impressions · Aug 27, 2025)
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What this means: Even though ETH is holding above $4,500, the weakening momentum (shown by RSI divergence) suggests buyers might be tiring. Historically, this kind of signal has led to 15-20% price drops. However, the overall upward trend stays intact if ETH holds above $4,200.

3. @simplykashif: Big Money Flows into ETH ETFs 📈 Bullish

"U.S. spot ETH ETFs saw $1 billion in inflows in one day... over $20 billion ETH held by companies"
– @simplykashif (217K followers · 3.8M impressions · Sept 4, 2025)
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What this means: Major funds like BlackRock and Fidelity now manage $12 billion in ETH ETFs. Public companies such as BitMine and SharpLink Gaming have added nearly $3 billion in ETH since July. This strong institutional buying reduces the amount of ETH available on the market, which tends to push prices higher.

Conclusion

The overall outlook for Ethereum is cautiously optimistic. While technical charts point to higher price targets, there are concerns about high leverage in the market (open interest around $38 billion). Big investors and ETF inflows show strong long-term belief, but traders are watching key resistance at $4,900 and momentum signals closely. Also, keep an eye on the ETH/BTC ratio—currently 0.062. If it breaks above 0.065, it could mark the start of a strong period for altcoins.

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What is the latest news about ETH?

Ethereum is moving forward with important upgrades and regulatory changes while watching key price levels closely.

1. Fusaka Hard Fork (October 23, 2025) – Sets a gas limit per transaction to make the network more reliable.
2. Coinbase’s Regulatory Proposal (October 23, 2025) – Pushes for updated anti-money laundering (AML) rules using blockchain technology.
3. T. Rowe Price’s Crypto ETF Filing (October 23, 2025) – A major U.S. investment firm applies to launch an active Bitcoin/Ethereum ETF.

In-Depth Look

1. Fusaka Hard Fork Introduces Gas Limit (October 23, 2025)

What’s Happening:
The Ethereum Foundation announced the Fusaka hard fork will set a 16.78 million gas limit per transaction (EIP-7825). Gas is a unit that measures the work needed to process transactions on Ethereum. This limit helps prevent very large transactions from slowing down the network and prepares Ethereum for better parallel processing. The update was tested on test networks Holesky and Sepolia. It mainly affects contracts and validators that handle many transactions at once, requiring them to split work if it goes over the limit.

Why It Matters:
This change is good news for Ethereum’s long-term growth and security. It lowers the risk of attacks that try to overload the network and makes block processing more predictable. However, developers will need to update their tools for estimating gas, which might slow down some complex decentralized apps (dApps) temporarily.
(Source: Bitcoinist)

2. Coinbase Calls for AML Rule Updates (October 23, 2025)

What’s Happening:
Coinbase is asking regulators to modernize AML rules by using technologies like zero-knowledge proofs (which allow verification without revealing details) and decentralized IDs. They want clear “safe harbor” protections for AI-based transaction monitoring and better guidelines for Know-Your-Transaction (KYT) processes.

Why It Matters:
If regulators adopt these ideas, it could make it easier for big institutions to use Ethereum by reducing compliance hurdles. On the flip side, stricter KYT rules might create challenges for privacy-focused projects.
(Source: Bitcoin.com)

3. T. Rowe Price Files for Active Crypto ETF (October 23, 2025)

What’s Happening:
T. Rowe Price, a major U.S. asset manager, filed to launch an actively managed ETF that will include Bitcoin, Ethereum, XRP, and 2 to 12 other cryptocurrencies. The fund plans to use stablecoins to keep liquidity and aims to beat the FTSE Crypto Index.

Why It Matters:
This move signals growing acceptance of cryptocurrencies like Ethereum by traditional financial institutions, which could boost demand and liquidity. However, delays in approval due to the ongoing U.S. government shutdown may slow progress.
(Source: TokenPost)

Conclusion

Ethereum’s Fusaka upgrade and Coinbase’s push for updated regulations show a focus on both improving technology and maturing the ecosystem. Meanwhile, T. Rowe Price’s ETF filing highlights increasing interest from big financial players. With Ethereum’s price near $3,825 (down 1.18% today), watch how Fusaka’s improvements balance out broader economic challenges like the U.S. government shutdown. Keep an eye on ETF developments and the $3,700–$3,900 price range for signs of market movement.

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What is expected in the development of ETH?

Ethereum’s development plan focuses on making the network faster, more secure, and truly decentralized. Here are the main upcoming milestones:

1. Fusaka Upgrade (November 2025) – Backend improvements to make Layer 2 (L2) solutions more efficient
2. Lean Ethereum Plan (2026 and beyond) – Adding quantum-resistant security and boosting transaction speeds to over 10,000 per second
3. zkEVM Integration (2026) – Using zero-knowledge proofs for instant transaction verification
4. Native Rollups (Stage 3/4) – Removing Layer 2 security councils to rely fully on Ethereum’s security
5. Account Abstraction – Making smart contract wallets easier to use

Deep Dive

1. Fusaka Upgrade (November 2025)

What it is:
Set to launch on the main Ethereum network between November 5–12, 2025, Fusaka includes 11 Ethereum Improvement Proposals (EIPs) aimed at improving scalability and making nodes more robust. Key features include PeerDAS, which improves data availability for rollups (a type of L2 solution), and increasing the amount of data (blobs) per block from 6 to 14. Gas limits—the fees users pay to process transactions—may rise to about 150 million, allowing more transactions on L2 networks.

Why it matters:
This upgrade is good news for Ethereum’s usability, especially for L2 platforms like Arbitrum and Base, as it will lower transaction costs. However, higher gas limits might temporarily make it harder for some node operators to keep up.

2. Lean Ethereum Plan (2026 and beyond)

What it is:
This plan aims to make Ethereum more secure against future threats like quantum computers and dramatically faster:

• Achieving 10,000 transactions per second (TPS) on Ethereum’s main layer (Layer 1) by running multiple EVM (Ethereum Virtual Machine) processes in parallel
• Scaling to over 1 million TPS across Layer 2 networks
• Ensuring the network stays online even during internet outages

Why it matters:
These improvements could attract big institutions to use Ethereum, but the technology will take several years to develop. There’s also a risk that zero-knowledge proof technology may take longer to mature than expected (Ethereum Foundation).

3. zkEVM Integration (2026)

What it is:
zkEVM stands for zero-knowledge Ethereum Virtual Machine. It’s a technology that will allow Ethereum to verify transactions instantly using cryptographic proofs, replacing slower “optimistic” rollups. The goals include:

• Producing block proofs in under 10 seconds
• Reducing the cost of the hardware needed to generate these proofs to around $100,000

Why it matters:
This will make transaction fees more predictable and improve compatibility between different blockchains. However, it could challenge the value of some Layer 2 tokens like OP and ARB if Ethereum’s main network takes over their role.

4. Native Rollups (Stage 3/4)

What it is:
This phase will remove multisignature “security councils” that currently oversee some L2 networks like Arbitrum. Instead, all assets will settle directly on Ethereum, with no reliance on external bridges. Features include:

• Zero dependence on external bridges for security
• Real-time forced inclusion of transactions (called Based Rollups)

Why it matters:
This strengthens Ethereum’s security advantage but might temporarily reduce the flexibility and user experience on some L2 platforms (ESS Proposal).

Conclusion

Ethereum’s roadmap carefully balances short-term improvements like Fusaka with long-term upgrades such as quantum resistance. While zero-knowledge technology and Layer 2 integration will be the focus through 2025 and 2026, there’s a risk that enterprise validators could centralize the network.

The big question remains: Can Ethereum maintain its role as the trusted base layer as Layer 2 solutions push for more independence?

What updates are there in the ETH code base?

Ethereum’s software underwent major improvements in 2025, focusing on making the network faster, more efficient for validators, and easier for developers to work with.

1. Fusaka Upgrade (December 2025) – Boosts data handling for Layer 2 solutions using PeerDAS and raises gas limits.
2. Erigon Client Gas Limit (October 11, 2025) – Default gas limit increased to 60 million to improve transaction capacity.
3. Protocol R&D Restructure (June 3, 2025) – Team reorganization to focus on scaling Ethereum’s base layer and enhancing user experience.

Deep Dive

1. Fusaka Upgrade (December 2025)

Overview: The Fusaka hard fork introduces Peer Data Availability Sampling (PeerDAS), allowing Ethereum nodes to store only a fraction (1/8th) of data while keeping the network secure. This change could increase Layer 2 transaction capacity by up to 8 times.

The upgrade also tests raising the block gas limit from about 45 million to 150 million through EIP-7935. Additionally, it increases the number of data blobs per block in two phases, aiming to lower costs for rollups (Layer 2 scaling solutions) and support roughly 12,000 transactions per second by 2026.

What this means: This is positive news for Ethereum users because it lowers transaction fees on popular Layer 2 networks like Arbitrum and Optimism and helps the network handle more activity as it grows. (Source)

2. Erigon Client Gas Limit (October 11, 2025)

Overview: The Erigon Ethereum client updated its default gas limit to 60 million from 45 million, allowing more transactions per block.

This change follows recommendations from ethPandaOps to improve network throughput. Testing on Ethereum’s Holesky and Sepolia test networks showed stable performance at this higher limit. The update also added improvements to how the client syncs blocks, reducing errors during synchronization.

What this means: This update is neutral overall—it improves node efficiency and could help keep fees stable during busy times, but it requires validators to update their software. (Source)

3. Protocol R&D Restructure (June 3, 2025)

Overview: The Ethereum Foundation renamed its core research and development team to “Protocol,” with a sharper focus on scaling Ethereum’s base layer (Layer 1), optimizing data handling, and improving user experience.

Led by Tim Beiko and Alex Stokes, the team is prioritizing upgrades like Verkle trees (a data structure to reduce storage needs) and stateless clients (which make running nodes easier). They also released a new benchmarking tool for zkVMs, which helps measure performance across different Layer 2 solutions.

What this means: This is a positive long-term development, showing a more focused effort to solve Ethereum’s scalability challenges and make the network more developer-friendly. (Source)

Conclusion

Ethereum’s 2025 updates focus on scaling (Fusaka), improving node performance (Erigon), and streamlining research efforts (Protocol team). These changes help Ethereum compete with other high-speed blockchains while keeping its decentralized nature. The key question remains: will Fusaka’s phased increases in data capacity meet the growing demand from Layer 2 networks, or will further upgrades be needed by 2026?