Catenaa, Tuesday, July 22, 2025-Ethereum co-founder Joseph Lubin said Ether is set to outpace Bitcoin as the go-to asset for corporate treasuries, citing its yield-generating features and regulatory tailwinds.
Lubin, now chair of SharpLink Gaming, claimed that the sports tech firm had pivoted into an “Ether treasury company,” accumulating 280,000 Ether and staking all holdings for yield.
Speaking to TheStreet, Lubin compared the move to Michael Saylor’s Bitcoin strategy but argued Ether offers a superior proposition as a “productive and yielding asset.”
SharpLink converts every new equity dollar into Ether, staking the tokens the same day.
Investors, Lubin said, benefit from “Ether concentration,” gaining exposure to staked yield and token appreciation through shares in SBET.
The Minneapolis-based firm is advised by Galaxy Digital and ParaFi Capital, employing strategies aimed at outperforming future Ether ETFs.
Lubin said US regulatory sentiment has shifted dramatically, calling past efforts to suppress Ethereum “fortunately behind us.”
He credited the “new SEC and new administration” for enabling wider token adoption and predicted an enterprise wave in decentralized finance and on-chain assets.
Layer-2 networks like Linea, backed by Consensys, are expected to amplify Ether’s usage, driving up volume and burn rates.
However Lubin refrained from offering a price prediction but said Ether’s supply constraints, paired with growing demand across treasuries, apps and staking, point to higher valuations.
