Expectations – Earlybirds Invest https://earlybirdsinvest.com Latest Crypto News Sun, 01 Jun 2025 00:42:56 +0000 en-US hourly 1 https://wordpress.org/?v=6.9.8 https://i0.wp.com/earlybirdsinvest.com/wp-content/uploads/2024/12/cropped-New-Project-2024-12-17T235703.455.png?fit=32%2C32&ssl=1 Expectations – Earlybirds Invest https://earlybirdsinvest.com 32 32 240146708 Ethereum’s Pectra update meets expectations, edges closer to Fusaka https://earlybirdsinvest.com/ethereums-pectra-update-meets-expectations-edges-closer-to-fusaka/ https://earlybirdsinvest.com/ethereums-pectra-update-meets-expectations-edges-closer-to-fusaka/#respond Sun, 01 Jun 2025 00:42:56 +0000 https://earlybirdsinvest.com/ethereums-pectra-update-meets-expectations-edges-closer-to-fusaka/

Ethereum Pectra hard fork’s blob capacity enhancement is operating within the thresholds analysts forecast, ethPandaOps said in a May 30 report

The update, which was initiated via the Ethereum Improvement Proposal 7691 (EIP-7691) on May 7, doubled the default blob count from three to six and lifted the ceiling from six to nine. Blobs are data pieces included in Ethereum blocks.

The report instrumented 123 Beacon-chain nodes across 27 countries, 29 in controlled data centers, and 94 in residential settings to track the “New Head” event. This is a timestamp recorded when a client declares a block and its blobs the new chain tip. 

The benchmark requires 66% of peers to reach New Head within four seconds, or the block risks being orphaned.

Working as expected for home users

Charts covering 50,025 slots through May 28 show home-user nodes accepted locally built solo-staker blocks in under four seconds 99.5% of the time, with only a handful of outliers. 

Regression across block size and arrival time projects that home nodes could tolerate up to 14 blobs before brushing the deadline, well above the nine-blob cap. 

The report concluded that “home users were able to support nine blobs,” validating pre-fork modeling that assumed bandwidth sensitivity at the network edge.

The report then stress-tested the model against a 60 million-gas worst-case block size, reflecting the upper bound under Pectra. 

The same regression trimmed safe capacity to 10 blobs, leaving a narrow margin but still clearing the live 6/9 envelope. 

The report noted that a higher gas cap would further tighten the window, reinforcing community calls to halt future gas limit increases until peer-to-peer data availability sampling (PeerDAS) ships in the subsequent Fusaka release.

Manageable relay timing

About 91% of main-chain blocks route through MEV-Boost relays, which insert a bid-acceptance round-trip between proposers and builders. 

Relay-sourced blocks reached New Head marginally slower, with home nodes registering 97.1% inside four seconds versus 99.5% for locally built blocks. 

A distribution plot attributes the tail to relays that delay header broadcasts as part of competitive timing strategies. Worst-case 60 million-gas simulations indicated a safe relay capacity of five blobs, but ethPandaOps expects relays to adjust once the competitive landscape penalizes late delivery.

Additionally, developers plan to shift from proposer-side blob propagation to PeerDAS under the Fusaka hard fork. 

EthPandaOps stated that the team is “heads-down” in integrating PeerDAS, which should reduce per-block bandwidth and open up room for higher gas limits and larger blob counts once deployed.

The report concluded that the telemetry from the first week of Pectra shows the 6/9 blob schedule functions as designed, giving client teams room to focus on Fusaka’s data-availability upgrades without immediate pressure to revisit bandwidth ceilings.

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Trader Predicts Crypto Rallies Amid Expectations of Fed Monetary Policy Shift – But There’s a Catch https://earlybirdsinvest.com/trader-predicts-crypto-rallies-amid-expectations-of-fed-monetary-policy-shift-but-theres-a-catch/ https://earlybirdsinvest.com/trader-predicts-crypto-rallies-amid-expectations-of-fed-monetary-policy-shift-but-theres-a-catch/#respond Tue, 18 Mar 2025 04:18:26 +0000 https://earlybirdsinvest.com/trader-predicts-crypto-rallies-amid-expectations-of-fed-monetary-policy-shift-but-theres-a-catch/

A widely followed crypto analyst is predicting higher prices for crypto assets as he expects the Federal Reserve to end its anti-inflation monetary policies.

In a new thread, the pseudonymous crypto analyst Pentoshi tells his 861,300 followers on the social media platform X that we are close to seeing the end of quantitative tightening (QT), which are policies that reduce the Fed’s balance sheet and lowers the supply of money in circulation.

The trader cites data from the decentralized prediction platform Polymarket, which shows that 100% of users believe that the Fed will end QT by May of this year.

The cessation of QT is typically seen as bullish for risk assets like Bitcoin (BTC) and altcoins as the move signals the end of tight monetary conditions.

However, Pentoshi warns investors to be “cautiously optimistic” as both the S&P 500 and top crypto assets have seen growth over the last few years that appears unsustainable.

“I think we are getting close to [the] end of QT with Polymarket now pricing in odds as a sure thing whereas before they were much lower odds. As previously stated, it does seem Trump would end up forcing it. I don’t think QT automatically means it’s easy mode.

I think that mode is clearly gone overall in the way people think about it (2017/2021). While prices are much lower, I think it’s best to be cautiously optimistic. Many things are down significantly and there hopefully will be some decent mean reversion. Markets in general have rallied hard. And assets were likely a bit overvalued before.

SPX going 25% back to back years was going to have low growth or negative this year as it wasn’t a sustainable pace. BTC went from $16,000 to $108,000, SOL [from] $8 to $300. Cautiously optimistic. [Be] patient for any time capitulation, as often, following big trends, we eventually get longer sideways periods and less volatility as the market finds balance.”

While Pentoshi is flipping tactically bullish on stocks and crypto, he warns investors that any rally will likely be short-lived.

“I think any up currently will be a lower high. People underestimate the time aspect.”

At time of writing, Bitcoin is trading for $83,248.

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