Overview
- At Consensus Hong Kong 2026, Joe Lubin and Joseph Chalom presented digital asset treasuries as a distinct institutional strategy rather than simple price exposure.
- Sharplink has staked nearly all of its ether, targets roughly 3% staking yield, and plans to continue accumulating the asset.
- Chalom contrasted permanent capital with daily‑liquidity ETFs, stressing the priority of making ether productive through on‑chain deployments.
- He pointed to stablecoin growth and tokenization as key tailwinds, citing Larry Fink’s $14 trillion tokenization forecast with over 65% occurring on Ethereum.
- SBET shares jumped after the firm’s May 2025 ether treasury move then fell with sector volatility, which executives describe as macro de‑risking rather than a shift in long‑term fundamentals.