SharpLink & Lido: Why $200M Just Went Into ETH Staking (Here's Why)

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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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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