binanceaitrading

Hi guys, today I’m sharing an important update from Consensus Hong Kong 2026 where Sharplink Gaming (SBET) Chairman Joe Lubin and CEO Joseph Chalom explained their vision about Ether Digital Asset Treasuries (DATs). And yes they shared this while the market is going down and prices are plunging.
So let’s break it down in easy words…
What’s happening?
As institutions are entering crypto more seriously, a new strategy is growing:
✅ Ether is not only an “investment” now
It’s being treated like productive financial infrastructure (something that can generate returns and support real finance use-cases).
But the market is still very volatile. SharpLink’s stock once pumped hard last May after they adopted an ETH treasury strategy, and later it dumped heavily —just like many other digital asset treasury companies.
That’s the reality: crypto still has turbulence.
Chalom’s main point: Ethereum tailwinds are strong
Chalom said something very clear:
Ethereum’s macro situation has never been better in its 10+ year historyHe highlighted growth in:stablecoinstokenization
He also referenced big institutional talk, saying even major finance leaders are openly speaking about tokenizing huge amounts of assets and a big portion is already happening on Ethereum.
In simple terms:
📌 Institutions are not leaving Ethereum — they’re slowly preparing to use it more.
“Price drop and ETF flows” what they think
Chalom explained that recent ETH price weakness and ETF flow concerns are part of bigger macro behavior.
He said during volatility, big money usually de-risks from liquid assets fast, and BTC + ETH are easy assets to sell quickly.
But he still believes the biggest institutions are basically saying:
✅ “We are coming to ether.”
Why their strategy is different from ETFs
Chalom made a key comparison:
ETF = good passive exposure, but it needs daily liquiditySharpLink = they have permanent capital (long-term strategy)
And then he said the most important stage is:
🔥 Make your ETH productive
Meaning: don’t just hold ETH, use it in a smart way.
Lubin’s biggest point: ETH gives yield
Lubin said ETH is powerful because:
✅ It yields
✅ It’s a productive asset
✅ It can generate returns through staking
He mentioned staking returns around 3% and said SharpLink has staked nearly all their ETH holdings.
And their plan is simple:
keep buying ETHkeep staking ETHkeep adding yield
“Good institutional DeFi” (not gambling)
Chalom also talked about what he called good institutional DeFi.
Not chasing crazy 10x VC style bets, but focusing on:
best risk-adjusted yieldlong-term locked capitalraising the quality standards of DeFi
In simple words:
They want safer, smarter DeFi returns not hype plays.
Lubin’s prediction: every company will become “blockchain company”
Lubin compared it to the early internet days:
Before: there were “internet companies”
Now: every company uses the internet
He believes the same will happen with blockchain:
✅ Soon, every company will become a blockchain company
✅ Companies will hold tokens on balance sheets
✅ They will need serious onchain treasury tools
Even while the market is dumping, these guys are pushing a long-term institutional idea:
Hold ETH + stake ETH + use ETH as financial infrastructure.
That’s what DAT strategy is becoming.
If you want more updates like this in easy words, follow Bullclub 🚀

#CPIWatch #BinanceAITrading #USNFPBlowout #TrumpCanadaTariffsOverturned