💎 $ETH: Fu-saka Laka Moon?

In partnership with

63+ Cheat Sheets | Advertise | SuperAI x Crypto | Free One-Shot Guides

The green candles just won't quit 💚.

$BTC.X ( ▲ 0.14% ) is getting comfy at $93k, recovering 2% market-wide. Because "bad news" is bullish again. A shock drop in US jobs just squeezed the Fed-rate cut odds for Dec 10 just hit 89%. Liquidity is loading. 🌊

Plus, a massive green light from CoinMarketCap’s Research Head just now: “February and March will be a bull market again.” Q1 2026 is the target. 🎯 Are you ready now?

Here’s what we got for you today:

• 👀 Is the Bull Run Cancelled or Just Delayed?

• ⭐ Fusaka is live: The "Infinite Scaling" Hack

• ⭐ Why Wall St’s buying isn’t actually bullish

• 🔥 Burning hot takes for the road

The Fed officially ended Quantitative Tightening (QT) on Dec 1st. Everyone expected a pump... and got nothing. But history says this is normal. In 2019, it took BTC 375 days after QT ended to form a real trend.

We broke down the exact timeline you can expect this time, plus why old-school giants like $BCH.X ( ▼ 3.87% ) might be about to pull a massive "Zcash-style" breakout.

📍NOTE: This is a Premium Analysis. Our traders poured hours into this analysis to map out the exact path forward, so we keep it exclusive for the inner circle.

But you’re in luck. 🍀 You can still unlock this report (and our entire library) at our shocking Cyber Week price. Don't wait until we hit capacity. Upgrade your PRO now to get the full insights: trend alerts, cycle signals, and our 1-1 private trading chat.

💎 ETH JUST GOT ITS BIGGEST UPGRADE EVER (AND NOBODY NOTICED)

While the market was obsessing over price charts, $ETH.X ( ▲ 2.56% ) quietly completed one of its most critical evolutions in history.

The Fusaka Upgrade is officially live.

It activated successfully at epoch 411392 and was finalized in just 15 minutes. Most people think this is just another tech update. They are wrong!! This is a foundational shift that could do for ETH what the "Pectra" upgrade did last time (pump it 50% in a week).

Here is why Fusaka is a bigger deal than the market realizes.

1. The Secret Weapon: PeerDAS

Ethereum’s biggest bottleneck has always been data congestion. Every time a Layer-2 (like Arbitrum or Base) posts data, every single node has to download the entire blob file. It’s slow, expensive, and heavy.

Fusaka fixes this with PeerDAS (Peer Data Availability Sampling).

• Before: Nodes had to read the whole book to verify it.

• Now: Nodes just check random pages. If the samples match, the data is verified.

→ This unlocks 8x more data throughput for rollups without overloading the network. It’s the infinite scaling hack we’ve been waiting for.

2. The Gas Capacity Explosion

Fusaka also expands the block gas limit from 45M → 150M. This instantly gives $ETH.X ( ▲ 2.56% ) 3x more room for transactions, smart contracts, and rollup data.

• For Users: Faster confirmations, fewer gas spikes, and cheaper L2 fees.

• For ETH Holders: More room = more activity. More activity = More ETH Burned. 🔥

What I think from this:

The Market is Sleeping on This. When the smaller Pectra upgrade launched, ETH rallied 50%. Fusaka is objectively larger. It fixes the core scalability issue, reduces costs for L2s, and structurally increases the burn rate.

Yet, the price is just starting to wake up ($3,100+). The market often treats technical upgrades as "sell the news" events, but Fusaka isn't about hype; it's about fundamentals. By making Ethereum lighter, faster, and cheaper, it cements ETH as the settlement layer for the entire decentralized economy.

The engine just got swapped for a V12. Don't be surprised when the car starts moving a lot faster 😁 

Easy setup, easy money

Making money from your content shouldn’t be complicated. With Google AdSense, it isn’t.

Automatic ad placement and optimization ensure the highest-paying, most relevant ads appear on your site. And it literally takes just seconds to set up.

That’s why WikiHow, the world’s most popular how-to site, keeps it simple with Google AdSense: “All you do is drop a little code on your website and Google AdSense immediately starts working.”

The TL;DR? You focus on creating. Google AdSense handles the rest.

Start earning the easy way with AdSense.

Earn with Google AdSense

🔎 THE UGLY TRUTH: ETF INFLOWS AREN'T BULLISH 

If you look at the billions flowing into MicroStrategy ($MSTR ( ▼ 1.26% ) ) and BlackRock’s Bitcoin ETF ($IBIT.X ( 0.0% ) ) this year, you probably see a massive signal of institutional adoption.

But I’m here to burst that bubble. 🎈

The real reason Wall Street’s buying is not because they believe in digital gold. The analysis separates institutions into two camps:

• Missionaries: True believers who want to HODL for the long term.

• Mercenaries: Traders who just want to farm yields and dump.

1. The $MSTR Trap: They Aren't Buying the Stock

Jane Street and Susquehanna aren't buying MicroStrategy stock because they love Michael Saylor. They are playing a game called Convertible Arbitrage. They buy MSTR's convertible bonds (which pay interest) and simultaneously short the stock or BTC to hedge.

→ They earn risk-free yield from the bond spread. They don't care if BTC goes to $1M or $0. They aren't bullish; they are just farming volatility.

2. The IBIT Trap: The Basis Trade

What about BlackRock's ETF? Surely Goldman Sachs buying $IBIT.X ( 0.0% ) is bullish? Wrong again. They are executing the Basis Trade: Buy the Spot ETF ($IBIT) → Short Bitcoin Futures (CME).

→ They pocket the spread between the spot price and the futures price (earning ~10-15% APY).

Again, this is market-neutral. They are not betting on BTC going up. They are just extracting yield from the inefficiency.

Is This a Hidden Liquidity Bomb?

This matters because roughly 6% of the entire Bitcoin supply is now locked inside MSTR and ETFs.

If that supply was held by Missionaries, it would be safe. But it's held by Mercenaries. If the funding rates drop, or the bond arbitrage stops being profitable, these funds don't just hold. They unwind.

This creates a hidden liquidity bomb. The 2024 rally wasn't driven by global adoption; it was driven by Wall Street farming a yield spread. When the farm stops yielding, the farmers leave — and they take their billions with them.

So, yeah… Don't confuse volume with conviction. Watch the funding rates closely. If spreads collapse, the fake demand evaporates instantly.

Know what works before you spend.

Discover what drives conversions for your competitors with Gethookd. Access 38M+ proven Facebook ads and use AI to create high-performing campaigns in minutes — not days.

Start your free trial

🔥 BURNING HOT TAKES FOR THE ROAD

Polymarket is officially back in the US! Prediction markets are about to get a massive liquidity injection from the States. Read more

CZ just teased Predict.Fun, a new BNB Chain-native prediction market to challenge Polymarket. Looks like Binance is finally entering the betting game. Read more

Solana Mobile confirmed its native token $SKR.X ( 0.0% ) launches in January with a 10B supply. Seeker phone users are set for a massive 30% airdrop allocation. Read more

Binance just launched "Binance Junior," a parent-supervised crypto app for kids aged 6-17. Is this the next generation hooked... or educated? Read more

The UK just passed a historic bill officially recognizing crypto as personal property. You now have full legal protection against theft and fraud in court. Read more

🤡 SPICY MEME

💌 SHOUTOUT FROM OUR FIRESTARTER

We read your emails, comments, and poll replies daily

Hit reply and say Hello, we'd love to hear from you!

And if you’ve got a friend deep in crypto (or just getting started), feel free to forward this to them. They can sign up here. Cheers!

⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.