Why Ethereum might lead next rally: Matt Hougan points to a catalyst investors are ignoring

cryptonews

11/24

Bitwise CIO Matt Hougan believes Ethereum could lead the next crypto rally, pointing to an upgrade catalyst that investors are overlooking. Summary Bitwise CIO Matt Hougan says Ethereum could ...

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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Ethereum might lead next rally: Matt Hougan points to a catalyst investors are ignoring\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">cryptonews</strong><span class=\"h-time small\">2025-11-24 01:45</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>Bitwise CIO Matt Hougan believes Ethereum could lead the next crypto rally, pointing to an upgrade catalyst that investors are overlooking.\n\n\nSummary\n\n\n\nBitwise CIO Matt Hougan says Ethereum could ...</p>\n\n<a href=\"https://crypto.news/why-ethereum-might-lead-next-rally/\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://crypto.news/why-ethereum-might-lead-next-rally/\">cryptonews</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"FETH","symbol_name":"以太幣ETF-Fidelity","start_time":0,"source_url":"https://crypto.news/why-ethereum-might-lead-next-rally/","article_id":"2585948273","we_media_id":null,"thumbnails":[],"rights":{"source":"crypto_news_highlight","url":"https://crypto.news/why-ethereum-might-lead-next-rally/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2585948273","pubTimestamp":1763919900,"columns":[],"sourceInfo":{"source_id":"crypto_news_highlight","name":"Crypto News"},"weMediaInfo":null,"summary":"Bitwise CIO Matt Hougan believes Ethereum could lead the next crypto rally, pointing to an upgrade catalyst that investors are overlooking.Bitwise CIO Matt Hougan says Ethereum could lead next crypto rally with Fusaka upgrade.The December 3 Fusaka upgrade introduces minimum Layer 2 data fee for revenue capture.Hougan sees tokens shifting to value capture with Uniswap proposing fee switch model.Hougan argues the market is missing a broader trend: major tokens are quickly shifting toward better value capture. Uniswap  is moving toward a fee switch that would burn roughly 16% of trading fees, while the XRP  community explores staking options.6/ I suspect the market will start to orient around the positive impacts of Fusaka soon, particularly if its delivered Dec. 3 as expected. It’s an under-appreciated catalyst and one reason ETH could lead the crypto rebound.— Matt Hougan  November 22, 2025. 「I suspect the market will start to orient around the positive impacts of Fusaka soon, particula","collect":0,"end_time":0,"defaultTopTitle":"crypto.news","property":[],"viewcount":null,"language":"en","relate_stocks":{"FETH":"以太币ETF-Fidelity","03179":"嘉实以太币","CETH":"以太坊ETF-21Shares","EZET":"以太坊ETF-Franklin","03046":"华夏以太币","UNI.AU":"UNIVERSAL STORE HOLDINGS LTD","BK4601":"加密货币现货ETF","QETH":"以太坊ETF-Invesco Galaxy","09179":"嘉实以太币-U","XRP":"Bitwise XRP ETF","09046":"华夏以太币-U","BK1611":"加密货币现货ETF","ETHV":"以太坊ETF-VanEck","09009":"博时以太币-U","ETH":"低成本以太坊ETF-Grayscale","03009":"博时以太币","BK7021":"服装零售"},"translate_title":"为什么以太币可能引领下一次反弹：马特·霍根指出投资者忽视的催化剂","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"09046":1.5,"FETH":1.5,"UNI.AU":1,"XRP":1,"09009":1.5,"09179":1.5,"ETHV":1.5,"03179":0.9,"QETH":1.5,"ETH":1,"METHmain":1.5,"CETH":1.5,"EZET":1.5,"03046":0.9,"03009":0.9},"content_text":"Bitwise CIO Matt Hougan believes Ethereum could lead the next crypto rally, pointing to an upgrade catalyst that investors are overlooking.\n\n\nSummary\n\n\n\nBitwise CIO Matt Hougan says Ethereum could lead next crypto rally with Fusaka upgrade.\nThe December 3 Fusaka upgrade introduces minimum Layer 2 data fee for revenue capture.\nHougan sees tokens shifting to value capture with Uniswap proposing fee switch model.\n\n\n\nThe Fusaka upgrade scheduled for December 3 may increase Ethereum’s revenue capture by 5 to 10 times through a minimum Layer 2 data fee.\nHougan argues the market is missing a broader trend: major tokens are quickly shifting toward better value capture. Uniswap (UNI) is moving toward a fee switch that would burn roughly 16% of trading fees, while the XRP (XRP) community explores staking options.\nNew regulations are pushing tokens away from vague governance models toward direct economic benefits for holders.\nFusaka upgrade targets Layer 2 efficiency\nThe Fusaka hard fork will activate on December 3, 2025, at 21:49:11 UTC on Ethereum (ETH) mainnet block 13,164,544. Core developers finalized the timeline after successful tests on Holesky, Sepolia, and Hoodi testnets.\nFusaka introduces Peer Data Availability Sampling (PeerDAS), which allows validators to confirm transaction data availability by sampling small pieces rather than downloading complete data blobs.\n\n6/ I suspect the market will start to orient around the positive impacts of Fusaka soon, particularly if its delivered Dec. 3 as expected. It’s an under-appreciated catalyst and one reason ETH could lead the crypto rebound.— Matt Hougan (@Matt_Hougan) November 22, 2025\n\nThe technology makes Layer 2 rollup operations faster, cheaper, and more efficient while reducing bandwidth requirements.\nThe upgrade increases the block gas limit from 45 million to as high as 150 million. Each block will accommodate more transactions, smart contracts, and data-intensive applications.\nHougan wrote on X that Fusaka introduces 「a minimum fee for recording data from Layer 2s」 that could multiply revenue capture five to ten times.\n「I suspect the market will start to orient around the positive impacts of Fusaka soon, particularly if it’s delivered Dec. 3 as expected,」 he stated.\n\n\n\n\n\n                You might also like:\n            \n\n                Ethereum ETFs break 8-day outflow streak, but ETH price fails to reclaim $2,800            \n\nTokens pivot from governance to economic value\nUniswap’s proposed fee switch would burn approximately 16% of trading fees if the vote passes. 「I suspect this will push UNI toward being a top 10 token by market cap over time,」 Hougan wrote.\nThe change would shift UNI from a pure governance token to one with direct economic benefits.\nThe XRP community is evaluating staking mechanisms that would change token holder economics. Hougan sees this as part of a pattern where tokens are implementing value capture features.\nThe Bitwise CIO predicts this shift will become apparent in 2026. 「The level of value capture in digital assets is up only from here. I think people look at token value capture as static. It’s not,」 he wrote.\nHougan described the Fusaka upgrade as 「an under-appreciated catalyst and one reason ETH could lead the crypto rebound.」","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}