Sharplink Chairman Joe Lubin and CEO Joseph Chalom discussed the evolving strategy of digital asset treasuries (DATs) during a panel at the Hong Kong Consensus 2026. According to Odaily, Lubin highlighted that ETH is a productive asset, generating approximately 3% yield through staking. Sharplink has staked nearly all its holdings and plans to continue purchasing and staking ETH. Chalom stated that Sharplink's strategy focuses on deploying permanent capital to seek risk-adjusted returns through 'good institutional DeFi,' rather than pursuing venture capital-style returns. He mentioned that BlackRock plans to tokenize its $14 trillion assets, with over 65% occurring on Ethereum.
Lubin predicted that in the future, every company will become a blockchain company and hold tokens on their balance sheets.