After 20 years at BlackRock and helping to lead its digital asset strategy, I’m beginning a new chapter: I’ve joined @SharpLinkGaming as Co-CEO. Here’s why. At BlackRock, I helped launch: - IBIT — world’s largest Bitcoin ETP - ETHA — world’s largest Ethereum ETP - BUIDL — world’s largest tokenized fund (built on Ethereum) We didn’t just talk about digital assets, we bridged TradFi and crypto. Now, I’m joining @SharpLinkGaming, a company led by @ethereumJoseph and built on a clear belief: That Ethereum is becoming the foundation of global finance. And I couldn’t agree more. Stablecoins, tokenized assets, AI agents, are all moving onchain. And it’s happening on Ethereum. That’s where the future is being built. SharpLink is already one of the largest corporate holders of $ETH. Our goal is not just to hold $ETH, but to activate it, using native staking, restaking, and Ethereum-based yield strategies. All to increase the value of our treasury and create long-term shareholder value. We’re building a bridge between institutional capital and Ethereum-native yield, packaged in a single public equity. The asset is $ETH, the ticker is $SBET.

Agreed! $ETH

I'm afraid my co-host @TrustlessState's end of year call of $7k ETH is not bullish enough. But I think it's also representative of ETH ptsd we all have - it's hard to remember what an ETH pump feels like. So $7k feels bullish. I'm not saying David is wrong btw - maybe he's right - but i want to give another scenario for you to ponder. A scenario that seems crazy but I actually think is almost as probable as David's. $15k ETH by end of year. $30k ETH or more this cycle. From 2018 to 2020 ETH was range bound from $180 to $300. A limp run to $330 in July 2019 couldn't be sustained and we traded sideways for what felt like eternity while other assets surged - including bitcoin. "ETH is just a gas token" was the narrative. For the first time in summer of 2020 ETH broke $400. A milestone but still a meager pump. ETH wasn't dead, but it was still considered silly to hold compared to alternatives. Bitcoin hit all time highs later in 2020 and DeFi assets raged up for the first time. "Hold bitcoin and DeFi - forget ETH" the btc/defi barbell was the new narrative. You could capture all crypto upside with those two assets, no need for ETH. Meanwhile ETH continued to range sideways. It wasn't until late in November/December 2020 we started to early signs of strength. Then the explosion. By February 2021 ETH hit new all time highs above $1,500. In May of that year ETH was over $4k. From high $300's to $4k in 6 months - 13x up. I'm saying there's a non zero chance ETH performs similarly this cycle. I'm saying that the $300s of 2020 seem like the $3000s of 2025. Right now we're range bound, below all-time-highs, meager moves up despite incredible news. Coiling like a spring. It's possible for ETH to 5-10x over a 6-9 month period of time if the conditions are right. We've already seen ETH do this. We've just seen BTC do this. Yes, the numbers are larger this time. But so is the capital entering crypto. This is the institutional cycle - wall street is here - and if ETH gets an institutional bid it could do what BTC has already done and more. ETH ETFs are crushing it. Billions in ETH treasury buys every week. 5x is $18k ETH 10x is $37k ETH That's still a lower multiple vs last cycle. Don't bank on this. Don't mortgage your home on this future. Don't expect it immediately. This is nowhere near a certainty. But also, don't count it out as a possibility. Be clear eyed - shake off the ptsd. $30k ETH could really happen this cycle. Range bound for eternity then the explosion up.

ETH ETF Flows July 2024 - June 2025: $4.2 billion July 2025: $4.4 billion 👀

Novogratz says $ETH will likely outperform $BTC next 3-6 months. Galaxy $GLXY is already positioned: ✔️ Bitmine $BMNR (Tom Lee) ✔️ SharpLink $SBET (Joe Lubin) ✔️ Staking infra + custody + yield

LIVE NOW - Why I Ditched Bitcoin Mining for Ethereum The race for ETH supremacy among public companies is heating up—and @BitDigital_BTBT is charging hard. CEO @SamirTabar joins us to share why they’re going all-in on Ether, how they're copying @saylor's playbook (but for ETH), and what sets BitDigital apart from the rest of the pack. We talk staking strategies, ETH yields, competitive dynamics, and the explosive rise of ETH treasury companies. This is the next phase of institutional Ethereum adoption—don’t miss it. -------------- TIMESTAMPS 0:00 Intro 0:57 Why ETH? 10:49 Ethereum TAM 12:11 Bit Digital 14:18 ETH Treasury Competition 19:07 Is This a Bubble? 21:30 Risks Involved 24:15 Financial Engineering 28:31 ETH Staking Yields 32:15 Ditching Bitcoin Mining 38:02 How Big is This? 40:09 Why Bit Digital? 41:37 Closing & Disclaimers

LOOK OUT: $ETHA just hit $10b in one year flat, the 3rd fastest ETF to hit that mark in history after (you guessed it) two bitcoin ETFs $IBIT & $FBTC. Amazingly it went from $5b to $10b in just 10 days (ETF asset equiv of a God candle). Is in Top 5 in flows 1M, 1W. Sister Hazel!

The Ethereum Demand Shock A thread on why ETH's price is rising and why it will continue to rise in the months ahead. 🧵

JUST IN: 🇺🇸 SEC Chair Paul Atkins says $ETH "is not a security."

We are The Ether Machine. Today we launch the largest public vehicle ever built to own and manage ETH with over $1.5B in committed capital. This is Ethereum’s institutional chapter. Not passive. Not synthetic. Not outsourced. ⬇️