The post Ethereum is Entering an Institutional Super Cycle, Expert Reveals—Here’s What it Means ⋆ ZyCrypto appeared on BitcoinEthereumNews.com. Advertisement &nbsp &nbsp Ethereum is entering what experts describe as its first institutional supercycle, a shift driven by yield, transparency, and the accelerating movement of real-world assets onto the network. Joe Shalom, co-CEO of SharpLink (SBET) and former BlackRock managing director, outlined the transition during a new episode of the Milk Road podcast, arguing that Ethereum’s long-term fundamentals “have never been stronger.” Shalom said the turning point is visible in SharpLink’s own Q3 earnings; its first full quarter operating as a digital asset treasury. The company generated more than $10 million from staking rewards and booked over $100 million in net income thanks to ETH’s appreciation. Moreover, SharpLink’s key metric, ETH concentration per share, doubled from June to September as institutional ownership climbed to 33%. Filings now show major firms, including Fidelity and BlackRock, accumulating SBET as a proxy for staked ETH exposure. According to the co-CEO of SharpLink, institutions are finding it easier to buy SBET than to custody spot crypto directly. ETH ETFs also leave yield on the table, while DATs like SBET stake nearly 100% of their holdings and restake through partnerships with EtherFi, EigenLayer, and ConsenSys’ Linnea. Advertisement &nbsp That said, all activity is handled through regulated custody providers such as Anchorage, a requirement for large funds seeking risk-managed exposure to DeFi. Shalom noted that Wall Street’s view of Ethereum has changed sharply from earlier cycles, when Bitcoin dominated institutional conversations. Ethereum is now seen as a programmable, sometimes deflationary settlement layer for global finance, with stablecoins, tokenized funds, and RWAs increasingly gravitating toward its infrastructure. The former BlackRock managing director argues that avoiding digital assets has become a “career risk” for analysts and managers competing for forward-looking mandates. Much of the bullishness centers on tokenization. The market for tokenized assets sits at around… The post Ethereum is Entering an Institutional Super Cycle, Expert Reveals—Here’s What it Means ⋆ ZyCrypto appeared on BitcoinEthereumNews.com. Advertisement &nbsp &nbsp Ethereum is entering what experts describe as its first institutional supercycle, a shift driven by yield, transparency, and the accelerating movement of real-world assets onto the network. Joe Shalom, co-CEO of SharpLink (SBET) and former BlackRock managing director, outlined the transition during a new episode of the Milk Road podcast, arguing that Ethereum’s long-term fundamentals “have never been stronger.” Shalom said the turning point is visible in SharpLink’s own Q3 earnings; its first full quarter operating as a digital asset treasury. The company generated more than $10 million from staking rewards and booked over $100 million in net income thanks to ETH’s appreciation. Moreover, SharpLink’s key metric, ETH concentration per share, doubled from June to September as institutional ownership climbed to 33%. Filings now show major firms, including Fidelity and BlackRock, accumulating SBET as a proxy for staked ETH exposure. According to the co-CEO of SharpLink, institutions are finding it easier to buy SBET than to custody spot crypto directly. ETH ETFs also leave yield on the table, while DATs like SBET stake nearly 100% of their holdings and restake through partnerships with EtherFi, EigenLayer, and ConsenSys’ Linnea. Advertisement &nbsp That said, all activity is handled through regulated custody providers such as Anchorage, a requirement for large funds seeking risk-managed exposure to DeFi. Shalom noted that Wall Street’s view of Ethereum has changed sharply from earlier cycles, when Bitcoin dominated institutional conversations. Ethereum is now seen as a programmable, sometimes deflationary settlement layer for global finance, with stablecoins, tokenized funds, and RWAs increasingly gravitating toward its infrastructure. The former BlackRock managing director argues that avoiding digital assets has become a “career risk” for analysts and managers competing for forward-looking mandates. Much of the bullishness centers on tokenization. The market for tokenized assets sits at around…

Ethereum is Entering an Institutional Super Cycle, Expert Reveals—Here’s What it Means ⋆ ZyCrypto

For feedback or concerns regarding this content, please contact us at crypto.news@mexc.com
Advertisement

Ethereum is entering what experts describe as its first institutional supercycle, a shift driven by yield, transparency, and the accelerating movement of real-world assets onto the network.

Joe Shalom, co-CEO of SharpLink (SBET) and former BlackRock managing director, outlined the transition during a new episode of the Milk Road podcast, arguing that Ethereum’s long-term fundamentals “have never been stronger.”

Shalom said the turning point is visible in SharpLink’s own Q3 earnings; its first full quarter operating as a digital asset treasury. The company generated more than $10 million from staking rewards and booked over $100 million in net income thanks to ETH’s appreciation.

Moreover, SharpLink’s key metric, ETH concentration per share, doubled from June to September as institutional ownership climbed to 33%. Filings now show major firms, including Fidelity and BlackRock, accumulating SBET as a proxy for staked ETH exposure.

According to the co-CEO of SharpLink, institutions are finding it easier to buy SBET than to custody spot crypto directly. ETH ETFs also leave yield on the table, while DATs like SBET stake nearly 100% of their holdings and restake through partnerships with EtherFi, EigenLayer, and ConsenSys’ Linnea.

Advertisement

 

That said, all activity is handled through regulated custody providers such as Anchorage, a requirement for large funds seeking risk-managed exposure to DeFi.

Shalom noted that Wall Street’s view of Ethereum has changed sharply from earlier cycles, when Bitcoin dominated institutional conversations. Ethereum is now seen as a programmable, sometimes deflationary settlement layer for global finance, with stablecoins, tokenized funds, and RWAs increasingly gravitating toward its infrastructure.

The former BlackRock managing director argues that avoiding digital assets has become a “career risk” for analysts and managers competing for forward-looking mandates.

Much of the bullishness centers on tokenization. The market for tokenized assets sits at around $30 billion today. Still, it is expected to scale into the trillions, with Shalom calling Ethereum the only chain that combines liquidity, uptime, and regulatory familiarity.

Source: https://zycrypto.com/ethereum-is-entering-an-institutional-super-cycle-expert-reveals-heres-what-it-means/

Market Opportunity
RealLink Logo
RealLink Price(REAL)
$0.06116
$0.06116$0.06116
+1.78%
USD
RealLink (REAL) Live Price Chart
Disclaimer: The articles reposted on this site are sourced from public platforms and are provided for informational purposes only. They do not necessarily reflect the views of MEXC. All rights remain with the original authors. If you believe any content infringes on third-party rights, please contact crypto.news@mexc.com for removal. MEXC makes no guarantees regarding the accuracy, completeness, or timeliness of the content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be considered a recommendation or endorsement by MEXC.

You May Also Like

Circle Expands USDC Into Africa Through Sasai Deal, Targeting Cross-Border Payments Boom

Circle Expands USDC Into Africa Through Sasai Deal, Targeting Cross-Border Payments Boom

USDC integration into Sasai signals rising stablecoin demand for cross-border trade and FX stability in Africa. Circle Internet Group agreed to a landmark partnership
Share
LiveBitcoinNews2026/03/25 06:39
Hoskinson to Attend Senate Roundtable on Crypto Regulation

Hoskinson to Attend Senate Roundtable on Crypto Regulation

The post Hoskinson to Attend Senate Roundtable on Crypto Regulation appeared on BitcoinEthereumNews.com. Hoskinson confirmed for Senate roundtable on U.S. crypto regulation and market structure. Key topics include SEC vs CFTC oversight split, DeFi regulation, and securities rules. Critics call the roundtable slow, citing Trump’s 2025 executive order as faster. Cardano founder Charles Hoskinson has confirmed that he will attend the Senate Banking Committee roundtable on crypto market structure legislation.  Hoskinson left a hint about his attendance on X while highlighting Journalist Eleanor Terrett’s latest post about the event. Crypto insiders will meet with government officials Terrett shared information gathered from some invitees to the event, noting that a group of leaders from several major cryptocurrency establishments would attend the event. According to Terrett, the group will meet with the Senate Banking Committee leadership in a roundtable to continue talks on market structure regulation. Meanwhile, Terrett noted that the meeting will be held on Thursday, September 18, following an industry review of the committee’s latest approach to distinguishing securities from commodities, DeFi treatment, and other key issues, which has lasted over one week.  Related: Senate Draft Bill Gains Experts’ Praise for Strongest Developer Protections in Crypto Law Notably, the upcoming roundtable between US legislators and crypto industry leaders is a continuation of the process of regularising cryptocurrency regulation in the United States. It is part of the Donald Trump administration’s efforts to provide clarity in the US cryptocurrency ecosystem, which many crypto supporters consider a necessity for the digital asset industry. Despite the ongoing process, some crypto users are unsatisfied with how the US government is handling the issue, particularly the level of bureaucracy involved in creating a lasting cryptocurrency regulatory framework. One such user criticized the process, describing it as a “masterclass in bureaucratic foot-dragging.” According to the critic, America is losing ground to nations already leading in blockchain innovation. He cited…
Share
BitcoinEthereumNews2025/09/18 06:37
USDC Treasury mints 250 million new USDC on Solana

USDC Treasury mints 250 million new USDC on Solana

PANews reported on September 17 that according to Whale Alert , at 23:48 Beijing time, USDC Treasury minted 250 million new USDC (approximately US$250 million) on the Solana blockchain .
Share
PANews2025/09/17 23:51