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Institutions are moving into Ethereum As stablecoins, tokenized funds, and high-quality DeFi gain traction, they increasingly want direct exposure to ETH and its yield That’s why public, yield-enabled wrappers matter 🗣️: Joseph Chalom on the Milk Road podcast

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SharpLink (SBET)

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19,685 görüntüleme • 8 ay önce •via X (Twitter)

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THE $250k $ETH THESIS "There’s 100x in it." Vivek of Etherealize says Ethereum is better money than Bitcoin. Gold-like, but with staking yield. A call option on money itself. A monetary asset plus the settlement layer for tokenized finance, stablecoins, DeFi, institutions and trillions in RWAs. Gold has no yield. Bitcoin has no native yield. ETH secures the network and earns staking yield. Institutions on $ETH vs $SOL: "To be completely frank, Solana never comes up"
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THE $250k $ETH THESIS "There’s 100x in it." Vivek of Etherealize says Ethereum is better money than Bitcoin. Gold-like, but with staking yield. A call option on money itself. A monetary asset plus the settlement layer for tokenized finance, stablecoins, DeFi, institutions and trillions in RWAs. Gold has no yield. Bitcoin has no native yield. ETH secures the network and earns staking yield. Institutions on $ETH vs $SOL: "To be completely frank, Solana never comes up"

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"Solana has been fast and cheap, but it has not been secure." Sharplink CEO Joseph Chalom says that institutions prioritize security, liquidity, and reliability, which is why high-value activity like stablecoins and tokenized assets are concentrating on Ethereum.
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"Solana has been fast and cheap, but it has not been secure." Sharplink CEO Joseph Chalom says that institutions prioritize security, liquidity, and reliability, which is why high-value activity like stablecoins and tokenized assets are concentrating on Ethereum.

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$ETH floodgates are about to open. "If you could see what we’re seeing from the inside, you would be wildly bullish." Ex-BlackRock Joe Chalom and Ethereum co-founder Joe Lubin on why Ethereum’s biggest move is still ahead. For years, $ETH has traded like a Bitcoin beta. But institutions are treating Ethereum like financial infrastructure. Stablecoins were the first real proof point of tokenization, and over 50% is happening on Ethereum. Solana has less than 1/10th of Ethereum’s stablecoin TVL and transaction volume. Tokenized assets? - BlackRock launched on $ETH - Robinhood is launching on $ETH - Governments are choosing $ETH - JPMorgan is tokenizing assets and deposits on $ETH DeFi pioneered on Ethereum. Now AI agents, x402, ERC-8004, and machine-to-machine payments could create a tidal wave of transaction volume. As Chalom puts it: "it’ll be very good at sucking up blockspace." Lubin on $ETH's endgame: Once DeFi feels safe enough, institutions and retail will realize they can "earn significant yield" in an appreciating currency instead of settling for lower yields in a debasing one. The $ETH supercycle is coming.

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CoinDesk's Public Keys at the NYSE 🏛 takes you back to the highlights from #Consensus2026 → Miami in Miami. Anthony Pompliano 🌪 says "75% of crypto companies aren't going to be here in 5 years," State Street's Angus Fletcher on tokenized fund service launching from Luxembourg by end of 2026, and Sharplink's CEO Joseph Chalom on why ETH's risk/reward "has never been better." With Jenn Sanasie. 00:00 Welcome to Public Keys at NYSE 00:14 Pomp on 75% of Crypto Being "Dead and Never Coming Back" 02:30 The Four Survivors: Bitcoin, Infrastructure, Stablecoins, Tokenization 04:30 Ghost Chains and Why Crypto Needs to Grow Up 05:30 BlackRock Is Now a Bitcoin Company 09:00 Pomp on Prediction Markets and ETFs as "Biggest New Category" 12:30 State Street's Angus Fletcher Joins 14:30 Why Traditional and Digital Will Run Together 17:00 Regulatory Clarity as a Stamp of Approval 18:30 State Street Picks Luxembourg for Tokenized Funds 20:30 SharpLink CEO Joseph Chalom on Ethereum as Infrastructure 23:30 Permanent ETH Capital and Institutional Standards 26:30 Why Stablecoins Will Outpace Bitcoin Payments 31:00 Chalom: ETH Risk/Reward "Never Been Better"

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BREAKING: $14,000,000,000,000 just chose Ethereum as its home. BlackRock is launching tokenized money market funds. On Ethereum. This is not a pilot. Not a test. Not a sandbox. This is BlackRock. The world's largest asset manager. Putting $14,000,000,000,000 in client assets on-chain. - UBS. Repo markets on Ethereum. - Franklin Templeton. ETFs on Ethereum. - Europe. Digital Euro on Ethereum. - Now BlackRock. Money market funds on Ethereum. Institutions don't choose Ethereum because it's fast. They choose it because it's trusted. $14,000,000,000,000 just confirmed that. And ETH is still 60% below its all-time high.
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BREAKING: $14,000,000,000,000 just chose Ethereum as its home. BlackRock is launching tokenized money market funds. On Ethereum. This is not a pilot. Not a test. Not a sandbox. This is BlackRock. The world's largest asset manager. Putting $14,000,000,000,000 in client assets on-chain. - UBS. Repo markets on Ethereum. - Franklin Templeton. ETFs on Ethereum. - Europe. Digital Euro on Ethereum. - Now BlackRock. Money market funds on Ethereum. Institutions don't choose Ethereum because it's fast. They choose it because it's trusted. $14,000,000,000,000 just confirmed that. And ETH is still 60% below its all-time high.

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🚨 BEAST INDUSTRIES CEO ON BITMINE On CNBC, JEFF HOUSENBOLD explained why BITMINE is involved and what matters. 🔹 Bitmine invested 🔹 Ethereum underpins stablecoins 🔹 Stablecoins lower cost of capital 🔹 DeFi expands access and global capital movement 🔹 Beast Industries reaches ~1.45B users and is moving into financial services The structure is clear: Education → accounts → credit → assets Stablecoins as the settlement layer Ethereum as the base infrastructure Bitmine positioned via Ethereum staking This isn’t a product launch. It’s a distribution engine adding money rails. That’s why BITMINE matters. $BMNR $ETH Thomas (Tom) Lee (not drummer) FundstratDirect.com

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My two largest positions are Bitcoin and Ethereum, and together they capture almost 90% of the entire crypto market. Beyond that, I’ve built strategies to generate yield on top of my holdings, just like dividends or bond interest. That’s why I consider BTC and ETH the true gold standards of crypto.
2:03

My two largest positions are Bitcoin and Ethereum, and together they capture almost 90% of the entire crypto market. Beyond that, I’ve built strategies to generate yield on top of my holdings, just like dividends or bond interest. That’s why I consider BTC and ETH the true gold standards of crypto.

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🎙️ New The Edge Podcast 🤑 A Beginner’s Guide To ETH Treasury Companies 0:00 - Intro 6:49 - Kyle, Impact3, and The Milk Road 12:00 - Why Kyle’s team is so long ETH 18:17 - DAT or ETH treasury company? 19:23 - mNAV vs how the premium trades 23:54 - How stocks pivot to ETH DATs 29:11 - Importance of share count 32:36 - How DATs raise money to buy ETH 39:02 - ETH staking + DeFi yield for public markets 43:50 - Picking winners among ETH DATs 49:20 - ETH price leading sentiment 56:21 - ETH purchase / issuance ratio 1:01:05 - Takeaways from talks with Joe Lubin 1:05:17 - BTCS standout operator 1:11:28 - Ethereum DeFi 2.0 comes next 1:17:20 - Risks 1:27:06 - Recent OTC ETH buy from EF 1:29:52 - When will the market top out? 1:31:03 - Closing 🙏 Thanks to Milk Road Co-Owner and Impact3 Marketing Founder Kyle Reidhead | Milk Road for joining us!
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🎙️ New The Edge Podcast 🤑 A Beginner’s Guide To ETH Treasury Companies 0:00 - Intro 6:49 - Kyle, Impact3, and The Milk Road 12:00 - Why Kyle’s team is so long ETH 18:17 - DAT or ETH treasury company? 19:23 - mNAV vs how the premium trades 23:54 - How stocks pivot to ETH DATs 29:11 - Importance of share count 32:36 - How DATs raise money to buy ETH 39:02 - ETH staking + DeFi yield for public markets 43:50 - Picking winners among ETH DATs 49:20 - ETH price leading sentiment 56:21 - ETH purchase / issuance ratio 1:01:05 - Takeaways from talks with Joe Lubin 1:05:17 - BTCS standout operator 1:11:28 - Ethereum DeFi 2.0 comes next 1:17:20 - Risks 1:27:06 - Recent OTC ETH buy from EF 1:29:52 - When will the market top out? 1:31:03 - Closing 🙏 Thanks to Milk Road Co-Owner and Impact3 Marketing Founder Kyle Reidhead | Milk Road for joining us!

DeFi Dad ⟠ defidad.eth

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Tom Lee: Wall Street Is Choosing Ethereum as the Underlying Layer In an interview with The Master Investor Podcast with Wilfred Frost on January 20, Bitmine Chairman Tom Lee said that despite long-term pressure on the ETH/BTC ratio, the tokenization trend is prompting Wall Street to deploy stablecoins, money market funds, and credit assets on Ethereum. As institutions such as JPMorgan and BlackRock begin using it in practice, Ethereum is emerging as a key infrastructure for traditional finance’s entry into blockchain. Source:
1:32

Tom Lee: Wall Street Is Choosing Ethereum as the Underlying Layer In an interview with The Master Investor Podcast with Wilfred Frost on January 20, Bitmine Chairman Tom Lee said that despite long-term pressure on the ETH/BTC ratio, the tokenization trend is prompting Wall Street to deploy stablecoins, money market funds, and credit assets on Ethereum. As institutions such as JPMorgan and BlackRock begin using it in practice, Ethereum is emerging as a key infrastructure for traditional finance’s entry into blockchain. Source:

Wu Blockchain

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Joseph Chalom explains why the ETH burn thesis isn't broken: "Mainnet is being built for the volume coming from tokenization, stablecoins, and agentic. 3x throughput increases. Reduced gas fees." "If it grows incrementally, you won't trigger the burn in a way that drives ETH up. We believe the step-function increases are coming." "10x, 20x, 50x transactions on Ethereum and L2s, you end up needing ETH as trustware to secure them. That is the thesis."
1:59

Joseph Chalom explains why the ETH burn thesis isn't broken: "Mainnet is being built for the volume coming from tokenization, stablecoins, and agentic. 3x throughput increases. Reduced gas fees." "If it grows incrementally, you won't trigger the burn in a way that drives ETH up. We believe the step-function increases are coming." "10x, 20x, 50x transactions on Ethereum and L2s, you end up needing ETH as trustware to secure them. That is the thesis."

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ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.
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ETH TREASURIES ARE NOT BITCOIN TREASURIES SharpLink CFO says it holds 875,000 $ETH, but the real point is bigger than the number. Bitcoin can sit still as digital gold. Ethereum is different. ETH can be staked, used on chain, secure the network and generate yield. That is why this treasury model matters. 🔹 Stablecoins are the first step 🔹 Tokenization is the next wave 🔹 Productive ETH sits underneath it This is not just holding ETH. It is putting ETH to work.

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In the latest XDC MENA Podcast, Rebecah Dausen (RED) sits down with Li Maor, who leads XDC Network initiatives in Switzerland, and shares how Swiss banks and financial institutions are moving from passive exposure to active participation in blockchain networks. Key insights from the episode: • Why Swiss institutions are exploring staking and validator roles • How regulated ETPs on SIX Swiss Exchange and Euronext unlocked institutional access • The impact of FINMA’s regulatory clarity • Tokenization, trade finance, and yield-generating infrastructure • Why XDC is increasingly viewed as institutional-grade infrastructure This episode offers a rare, on-the-ground perspective into how traditional finance is integrating blockchain, compliantly and at scale. Watch the full conversation here 👇
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In the latest XDC MENA Podcast, Rebecah Dausen (RED) sits down with Li Maor, who leads XDC Network initiatives in Switzerland, and shares how Swiss banks and financial institutions are moving from passive exposure to active participation in blockchain networks. Key insights from the episode: • Why Swiss institutions are exploring staking and validator roles • How regulated ETPs on SIX Swiss Exchange and Euronext unlocked institutional access • The impact of FINMA’s regulatory clarity • Tokenization, trade finance, and yield-generating infrastructure • Why XDC is increasingly viewed as institutional-grade infrastructure This episode offers a rare, on-the-ground perspective into how traditional finance is integrating blockchain, compliantly and at scale. Watch the full conversation here 👇

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🚨2026 Messari Theses Podcast Drop (4/5) In this episode, Messari Research Analysts Sam and Stablecoin Intern are joined by Messari alumni MONK and Kunal G to unpack 2025’s biggest DeFi themes. They dive into: • Hyperliquid’s rapid rise • The inflection point for equity perps • Prediction markets • Political markets • Yield & Stablecoins

Messari

12,235 görüntüleme • 7 ay önce

Joseph Chalom explains why BlackRock launched BUIDL on Ethereum “I’m not a spokesman for Larry Fink, but he really evolved his thinking on Bitcoin, and I give him a lot of credit because there’s very few people in their 60s or 70s who have the humility to continue to be a student of the market and a student of technology. And he learned that it’s an incredible store of value and has a role in a portfolio.” “I think BlackRock and others believe even more strongly that tokenization will essentially lead to the democratization and digitization of all of finance. Crypto is a $2.4 trillion market. Total financial assets are over $700 trillion. Our clients wanted to know where we were going, and we led them along.” “We launched a token called BUIDL, which was a yield-bearing security on mainnet Ethereum that was interchangeable 24/7 with stablecoins and could be used as collateral in on-chain transactions. That became the largest tokenized fund in history — not because it was BlackRock, but because we provided real utility. The industry was missing real examples and use cases of utility, and we wanted our first foray into tokenization to be something that would break barriers and give clients more utility than what they had, which was that stablecoins were not earning yield.” BUIDL has grown to $2.5 billion, and BlackRock has since filed to launch two new tokenized money market funds on Ethereum. BSTBL brings the nearly $7 billion Select Treasury Liquidity Fund on-chain, with BNY Melon keeping the official shareholder registry on Ethereum in ERC-20 tokens. BRSRV is a new fund built for stablecoin reserves and the GENIUS Act-driven institutional demand for tokenized Treasury yield. Source: Thinking Crypto Podcast (Mar 2026)
1:27

Joseph Chalom explains why BlackRock launched BUIDL on Ethereum “I’m not a spokesman for Larry Fink, but he really evolved his thinking on Bitcoin, and I give him a lot of credit because there’s very few people in their 60s or 70s who have the humility to continue to be a student of the market and a student of technology. And he learned that it’s an incredible store of value and has a role in a portfolio.” “I think BlackRock and others believe even more strongly that tokenization will essentially lead to the democratization and digitization of all of finance. Crypto is a $2.4 trillion market. Total financial assets are over $700 trillion. Our clients wanted to know where we were going, and we led them along.” “We launched a token called BUIDL, which was a yield-bearing security on mainnet Ethereum that was interchangeable 24/7 with stablecoins and could be used as collateral in on-chain transactions. That became the largest tokenized fund in history — not because it was BlackRock, but because we provided real utility. The industry was missing real examples and use cases of utility, and we wanted our first foray into tokenization to be something that would break barriers and give clients more utility than what they had, which was that stablecoins were not earning yield.” BUIDL has grown to $2.5 billion, and BlackRock has since filed to launch two new tokenized money market funds on Ethereum. BSTBL brings the nearly $7 billion Select Treasury Liquidity Fund on-chain, with BNY Melon keeping the official shareholder registry on Ethereum in ERC-20 tokens. BRSRV is a new fund built for stablecoin reserves and the GENIUS Act-driven institutional demand for tokenized Treasury yield. Source: Thinking Crypto Podcast (Mar 2026)

Etherealize

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Confidentiality will continue to unlock new institutional capital onchain. This is just the start. $13 million has already been deposited into the Morpho 🦋 vault accepting confidential USDC (cUSDC) as the deposit asset. Public blockchains expose every position, every trade, every strategy. For institutions managing real capital, that's a non-starter. cUSDC changes the equation. Institutions can now earn yield from leading DeFi credit strategies on Morpho 🦋, curated by Steakhouse Financial, while keeping balances, allocations, and strategy confidential onchain. No exposure to competitors. No exposure to counterparties. No leaving DeFi. Zama is building utility for confidential assets. Yield on Morpho 🦋 is just the first use case. More to come on the Zama Protocol.
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Confidentiality will continue to unlock new institutional capital onchain. This is just the start. $13 million has already been deposited into the Morpho 🦋 vault accepting confidential USDC (cUSDC) as the deposit asset. Public blockchains expose every position, every trade, every strategy. For institutions managing real capital, that's a non-starter. cUSDC changes the equation. Institutions can now earn yield from leading DeFi credit strategies on Morpho 🦋, curated by Steakhouse Financial, while keeping balances, allocations, and strategy confidential onchain. No exposure to competitors. No exposure to counterparties. No leaving DeFi. Zama is building utility for confidential assets. Yield on Morpho 🦋 is just the first use case. More to come on the Zama Protocol.

Zama

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LIVE NOW - From BlackRock to Ethereum: Why Joseph Chalom is Betting It All on ETH What does BlackRock ’s former crypto lead see in Ethereum that others still miss? Joseph Chalom joins Bankless to take us inside the IBIT/ETHA ramp, why BUIDL launched on Ethereum mainnet, and the simple—but powerful—framework he uses to value ETH as “high-octane money.” We break down staking inside ETFs, the tokenization roadmap from stablecoins to the S&P in your wallet, and the real mechanics of ETH treasury companies—mNAV premiums, ATMs, converts, and the transparency metrics that matter. Less hype, more architecture: if security, liquidity, and 24/7 settlement are the future, this is the bridge. -------------- TIMESTAMPS 0:00 Intro 3:53 Larry Fink’s arc: skeptic to champion 9:15 Joseph’s crypto journey 18:09 Aladdin × Coinbase 🛡️ Prime 20:55 Building IBIT 24:28 ETHA & ETH ETF staking approval 36:04 Tokenization roadmap & magnitude 44:48 ’s ETH bet 50:13 Ether as “high-octane money” 58:54 Beyond ‘buy and hold’ 1:03:11 ETH vs BTC treasuries 1:06:09 Radical transparency 1:10:31 mNAV, ATMs & buybacks 1:19:10 Where’s the price impact? 1:25:32 How many treasuries win? 1:29:25 Closing thoughts
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LIVE NOW - From BlackRock to Ethereum: Why Joseph Chalom is Betting It All on ETH What does BlackRock ’s former crypto lead see in Ethereum that others still miss? Joseph Chalom joins Bankless to take us inside the IBIT/ETHA ramp, why BUIDL launched on Ethereum mainnet, and the simple—but powerful—framework he uses to value ETH as “high-octane money.” We break down staking inside ETFs, the tokenization roadmap from stablecoins to the S&P in your wallet, and the real mechanics of ETH treasury companies—mNAV premiums, ATMs, converts, and the transparency metrics that matter. Less hype, more architecture: if security, liquidity, and 24/7 settlement are the future, this is the bridge. -------------- TIMESTAMPS 0:00 Intro 3:53 Larry Fink’s arc: skeptic to champion 9:15 Joseph’s crypto journey 18:09 Aladdin × Coinbase 🛡️ Prime 20:55 Building IBIT 24:28 ETHA & ETH ETF staking approval 36:04 Tokenization roadmap & magnitude 44:48 ’s ETH bet 50:13 Ether as “high-octane money” 58:54 Beyond ‘buy and hold’ 1:03:11 ETH vs BTC treasuries 1:06:09 Radical transparency 1:10:31 mNAV, ATMs & buybacks 1:19:10 Where’s the price impact? 1:25:32 How many treasuries win? 1:29:25 Closing thoughts

Bankless

184,221 görüntüleme • 10 ay önce