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During a panel discussion at Consensus Hong Kong 2026, Sharplink Gaming Chairman Joe Lubin and CEO Joseph Chalom discussed the transformation of digital asset treasuries into a unique institutional strategy.
Sharplink CEO Joseph Chalom and Consensys CEO Joe Lubin speaking at Consensus Hong Kong 2026 (CoinDesk)
Key points:
- As the institutional embrace of digital assets progresses, a new corporate framework is arising: viewing ether not merely as an investment, but as efficient financial infrastructure.
- During a panel at Consensus Hong Kong 2026 with Sharplink Gaming (SBET) Chairman Joe Lubin and CEO Joseph Chalom, the two leaders discussed the development of DATs into a unique institutional approach.
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As the institutional embrace of digital assets progresses, a new corporate framework is arising: viewing ether not merely as an investment, but as efficient financial infrastructure.
This transition occurs against a backdrop of significant market volatility. SharpLink Gaming (SBET) — which experienced a stock increase last May after implementing an ether treasury strategy — has since seen a decline (similar to other rapidly established digital asset treasury firms from 2025). This serves as a reminder of the ongoing instability that characterizes this asset class.
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During a panel discussion at Consensus Hong Kong 2026 featuring Sharplink Chairman Joe Lubin and CEO Joseph Chalom, the two leaders discussed the evolution of DATs into a unique institutional strategy.
“I’ve never witnessed such a moment of distinction where the macro tailwinds for Ethereum have never been more favorable in its 10-and-a-half-year history,” stated Chalom, highlighting the expansion of stablecoins and tokenization. “Listen to Larry Fink at Davos, when he mentions that $14 trillion of BlackRock assets will be tokenized, with over 65% of that occurring on Ethereum to date.”
While the recent movements in ether’s price and ETF inflows have raised some alarms, Chalom framed these as part of a broader macro de-risking strategy. “Bitcoin and ether were very easy to de-risk,” he remarked, noting that movements away from liquid assets are common during times of volatility. “The largest players in institutional finance are publicly stating — they’re turning to ether.”
SharpLink’s approach is distinct, he argued, as it employs permanent capital. “An ETF is an effective vehicle for passive exposure but requires daily liquidity…We possess permanent capital,” he explained. “The third phase — which is truly the most crucial — is making your ETH productive.”
Lubin underscored ether’s unique quality: yield.
“Ether is a far superior asset… because it is a productive asset. It generates yield. It has a risk-free rate,” he noted, referring to staking returns of approximately 3%. SharpLink has staked nearly all its holdings and intends to keep adding to its position. “We will continue purchasing ether. We will keep staking ether and generating new yield from it.”
Beyond staking, Chalom described what he termed “good institutional DeFi,” utilizing long-term locked capital to achieve risk-adjusted returns instead of pursuing venture-style gains. “We’re not aiming for convex VC 10x outcomes — we seek the best risk-adjusted yield for our investors. And we believe that by doing so, we will enhance the DeFi ecosystem by elevating its standards.”
For Lubin, this transition mirrors the early days of the internet. “Long ago… there were internet companies. Now every company is an internet company. Soon, every company is going to be a blockchain company,” he remarked, forecasting that businesses will increasingly hold tokens on their balance sheets and necessitate advanced on-chain treasury solutions.
Read more: Ethereum treasury firm SharpLink stakes $170M ETH on Linea network
