Latest Ethereum (ETH) News Update

By CMC AI
25 September 2025 12:15AM (UTC+0)

What is the latest news on ETH?

TLDR

Ethereum navigates ETF momentum and regulatory shifts while prepping for key upgrades.

  1. SEC Streamlines Ethereum ETF Listings (23 September 2025) – New SEC rules simplify ETF approvals, boosting institutional access.

  2. Fusaka Upgrade Set for December (23 September 2025) – Network improvements aim to cut costs and boost scalability.

  3. $1.8B Liquidation Sparks Volatility (22 September 2025) – ETH dipped to $4,151 amid leveraged market shakeout.


Deep Dive

1. SEC Fast-Tracks Ethereum ETFs (23 September 2025)

Overview: The SEC approved a rule allowing Grayscale’s Ethereum Trust and Mini Trust ETFs to list under a standardized framework (Rule 8.201-E), eliminating case-by-case reviews. This follows similar streamlined approvals for XRP and Dogecoin ETFs.
What this means: This reduces administrative delays for future ETH-based products, potentially accelerating institutional adoption. However, uneven scrutiny remains—Cardano’s ETF is still under review. (Bitget)

2. Fusaka Upgrade Targets Scalability (23 September 2025)

Overview: Ethereum’s Fusaka hard fork is scheduled for December 3, focusing on increasing data capacity for Layer 2 rollups and reducing transaction costs. Validator exit queues hit a record 45 days post-upgrade due to a Solana-related security breach.
What this means: While bullish for long-term efficiency, short-term network congestion risks persist. Vitalik Buterin acknowledged design flaws but emphasized low-risk DeFi integration. (Independent Reserve)

3. Liquidation Storm Tests Support (22 September 2025)

Overview: A $1.8B long liquidation event triggered ETH’s drop to $4,151, its lowest since mid-August. Analysts noted excessive altcoin leverage amplified the sell-off, with ETH funding rates turning negative.
What this means: Bearish derivatives activity contrasts with bullish spot withdrawals (200k ETH moved off exchanges). Traders now watch the $4,150 support; a break could test $4,000. (Bitget)


Conclusion

Ethereum balances regulatory tailwinds, technical upgrades, and volatile markets. While ETF accessibility and Fusaka’s promise bolster its case, leverage-driven volatility underscores lingering risks. Will ETF inflows offset validator congestion post-upgrade?

What are people saying about ETH?

TLDR

Ethereum chatter swirls around technical breakouts and ETF momentum – but euphoria risks a cooldown. Here’s what’s trending:

  1. Breakout bets – Analysts eye $4,500+ if ETH holds $4,300 support

  2. ETF euphoria – $1B daily inflows fuel bullish narratives

  3. Sentiment split – Social dominance hits "extreme" levels, raising correction fears

Deep Dive

1. @CryptoMobese: Bullish megaphone pattern targets $5,500 🚀

"ETH testing ascending channel resistance at $4,900. Breakout opens path to $5,500 by October"
– @CryptoMobese (189K followers · 2.1M impressions · 8 Sep 2025 02:43 UTC)
View original post
What this means: Bullish for ETH as the pattern suggests accelerating upside if $4,900 breaks. Technical traders watch the 20-week EMA ($3,950) as critical support.


2. @Eliteonchain: Spot/derivatives alignment signals breakout 📈

"ETF inflows + exchange outflows + long positioning = cleanest ETH setup since March"
– @Eliteonchain (312K followers · 4.8M impressions · 17 Sep 2025 15:55 UTC)
View original post
What this means: Bullish for ETH as institutions and retail flow alignment reduces sell pressure. Key metric: Sustained ETF inflows above $150M/day.


3. Santiment: Social dominance hits "extreme" zone 🚨

"ETH social mentions spiked to 9.06% – highest since May. Historically precedes 8-12% pullbacks"
– Santiment report (26 Jul 2025 06:08 UTC)
View original post
What this means: Bearish short-term signal. Retail FOMO at current levels ($4,150-$4,300) could trap buyers if ETF momentum stalls.

Conclusion

The consensus on Ethereum is cautiously bullish, balancing technical breakout potential against overheated sentiment. While ETF inflows and ascending channels suggest $4,500-5,500 is achievable, the Fear & Greed Index (39) and Santiment’s social dominance warnings advise monitoring the $4,200 support. Watch today’s ETH ETF flow data – sustained institutional buying could override retail profit-taking.

What is the latest update in ETH’s codebase?

TLDR

Ethereum’s codebase saw major upgrades in 2025, focusing on scalability, node efficiency, and validator flexibility.

  1. Gas Limit Increase (30 June 2025) – Validators now default to 45M gas limit, boosting network throughput.

  2. History Pruning (9 July 2025) – Nodes reduced disk usage by 300-500 GB via pre-merge data cleanup.

  3. Fusaka Upgrade (3 December 2025) – PeerDAS and 12 EIPs aim to double Layer-2 scalability.

Deep Dive

1. Gas Limit Increase (30 June 2025)

Overview: Ethereum clients like Geth v1.16.0 and Nethermind 1.32.0 now default to a 45 million gas limit, up from ~30 million. This allows more transactions per block.
The change followed ethPandaOps’ recommendation to improve network throughput without compromising stability. Validators can process ~10-15% more transactions per block, easing congestion during peak demand.

What this means: This is bullish for ETH because higher throughput supports increased DeFi and NFT activity while keeping fees competitive. (Source)

2. History Pruning (9 July 2025)

Overview: All Ethereum clients now support automatic deletion of pre-Merge (pre-Sept 2022) blockchain history, reducing node storage needs by 300-500 GB.
This simplifies node operation for validators and RPC providers, lowering hardware costs. The change is backward-compatible, requiring no manual intervention.

What this means: This is neutral for ETH but improves network health by encouraging more participants to run nodes, enhancing decentralization. (Source)

3. Fusaka Upgrade (3 December 2025)

Overview: Ethereum’s next hard fork, Fusaka, will activate on mainnet after testnet deployments (Holešky: 1 Oct, Sepolia: 14 Oct). It introduces PeerDAS for decentralized data sampling and increases blob capacity from 6 to 14 per block.
The upgrade targets 12,000+ TPS across Layer 2s by 2026. Two “BPO forks” post-activation will incrementally raise blob limits.

What this means: This is bullish for ETH as expanded data capacity could drive Layer-2 adoption, reducing fees and attracting more dApps. (Source)

Conclusion

Ethereum’s 2025 upgrades prioritize scalability and node efficiency, with Fusaka poised to amplify Layer-2 performance. While immediate price impacts are unclear, these changes strengthen ETH’s foundation for mass adoption. How will Fusaka’s data blobs reshape the rollup ecosystem by 2026?

What is next on ETH’s roadmap?

TLDR

Ethereum’s roadmap focuses on scalability, security, and decentralization with these key milestones:

  1. Fusaka Upgrade (3 Dec 2025) – Doubles Layer 2 data capacity via PeerDAS.

  2. Account Abstraction (Q4 2025) – Native support for smart contract wallets.

  3. Stateless Clients (2026) – Reduces node storage requirements by 90%+.

  4. Quantum Resistance (2026+) – Prepares encryption for future threats.


Deep Dive

1. Fusaka Upgrade (3 Dec 2025)

Overview: The Fusaka hard fork will activate PeerDAS (Peer Data Availability Sampling), increasing Ethereum’s blob capacity from 6 to 14 per block. This enables Layer 2 rollups like Arbitrum and Base to process ~12,000 transactions per second (CryptoGucci).

What this means: Bullish for ETH’s utility as L2 fees could drop by 40–60%, driving adoption of DeFi and dApps. Risks include potential delays in testnet rollouts (Holešky on 1 Oct, Sepolia on 14 Oct).


2. Account Abstraction (Q4 2025)

Overview: EIP-7702 enables regular wallets to temporarily act as smart contracts, allowing gas-free transactions, batch operations, and recovery features without middleware (Ethereum.org).

What this means: Neutral-to-bullish shift. While improving user experience for 98M+ wallets, adoption depends on exchanges/apps integrating the standard.


3. Stateless Clients (2026)

Overview: Stateless clients will verify blocks without storing full historical data, cutting node storage needs from ~20TB to <2TB. This lowers barriers for validators and enhances decentralization (Ethresear.ch).

What this means: Bullish long-term, as more participants can run nodes. However, implementation relies on advanced zero-knowledge proofs still in testing.


4. Quantum Resistance (2026+)

Overview: The “Ethereum Lean Plan” aims to replace ECDSA signatures with quantum-safe alternatives like STARKs, ensuring the network withstands attacks from future quantum computers (CoinMarketCap).

What this means: Neutral short-term but critical for institutional confidence. Risks include potential compatibility issues with existing smart contracts.


Conclusion

Ethereum’s roadmap balances immediate scalability (Fusaka, account abstraction) with foundational upgrades (stateless clients, quantum defenses). The focus on Layer 2 efficiency and validator decentralization could solidify ETH’s role as the backbone of Web3.

How will Ethereum’s evolving security model impact its competition with Solana and Bitcoin in institutional portfolios?

CMC AI can make mistakes. Not financial advice.