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SharpLink & Lido: Why $200M Just Went Into ETH Staking (Here's Why)
Description
Joseph Chalom and Kean Gilbert break down why SharpLink staked $200 million in ETH through Lido, making the case that unlike Bitcoin, Ethereum is a natively productive asset that treasury companies have a duty to put to work. They unpack why a proposal to cut Ethereum's staking issuance would undermine the risk-free rate anchoring DeFi lending and push institutions toward competitors like Solana, and explain why native yield is becoming the standard institutional playbook for ETH exposure.
Joseph Chalom is the CEO of SharpLink, one of the largest corporate treasury holders of Ethereum. Kean Gilbert is the Head of Institutional Relations at Lido, the largest liquid staking protocol on Ethereum.
The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.
Timestamps:
00:00 Intro
05:41 Making ETH Fully Productive
08:39 Ethereum's Issuance Reduction Proposal
11:00 Why A Third Of ETH Stays Onchain
14:01 Rise Of Institutional Staking Products
19:19 Revenue And Token Value
23:50 Fidelity Adds Ethereum Staking
28:41 Permanent Capital Beats Trumps All
Guest Socials:
Joseph Chalom X: https://x.com/joechalom
Sharplink X: https://x.com/Sharplink
Sharplink Website: https://www.sharplink.com/
Kean Gilbert X: https://x.com/Kean_Gilbert
Lido X: https://x.com/LidoFinance
Lido Website: https://lido.fi/
Partners:
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Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data.
More here: https://www.spaceandtime.io/
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Relay is the fastest and most reliable way to swap any token on any chain. More here: https://relay.link/bridge
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Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.
More here: https://www.zama.org/
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