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)
$0.0606
$0.0606$0.0606
+0.84%
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

American Bitcoin’s $5B Nasdaq Debut Puts Trump-Backed Miner in Crypto Spotlight

American Bitcoin’s $5B Nasdaq Debut Puts Trump-Backed Miner in Crypto Spotlight

The post American Bitcoin’s $5B Nasdaq Debut Puts Trump-Backed Miner in Crypto Spotlight appeared on BitcoinEthereumNews.com. Key Takeaways: American Bitcoin (ABTC) surged nearly 85% on its Nasdaq debut, briefly reaching a $5B valuation. The Trump family, alongside Hut 8 Mining, controls 98% of the newly merged crypto-mining entity. Eric Trump called Bitcoin “modern-day gold,” predicting it could reach $1 million per coin. American Bitcoin, a fast-rising crypto mining firm with strong political and institutional backing, has officially entered Wall Street. After merging with Gryphon Digital Mining, the company made its Nasdaq debut under the ticker ABTC, instantly drawing global attention to both its stock performance and its bold vision for Bitcoin’s future. Read More: Trump-Backed Crypto Firm Eyes Asia for Bold Bitcoin Expansion Nasdaq Debut: An Explosive First Day ABTC’s first day of trading proved as dramatic as expected. Shares surged almost 85% at the open, touching a peak of $14 before settling at lower levels by the close. That initial spike valued the company around $5 billion, positioning it as one of 2025’s most-watched listings. At the last session, ABTC has been trading at $7.28 per share, which is a small positive 2.97% per day. Although the price has decelerated since opening highs, analysts note that the company has been off to a strong start and early investor activity is a hard-to-find feat in a newly-launched crypto mining business. According to market watchers, the listing comes at a time of new momentum in the digital asset markets. With Bitcoin trading above $110,000 this quarter, American Bitcoin’s entry comes at a time when both institutional investors and retail traders are showing heightened interest in exposure to Bitcoin-linked equities. Ownership Structure: Trump Family and Hut 8 at the Helm Its management and ownership set up has increased the visibility of the company. The Trump family and the Canadian mining giant Hut 8 Mining jointly own 98 percent…
Share
BitcoinEthereumNews2025/09/18 01:33
Tether Engages Big Four for First Full Audit – Crypto News Bitcoin News

Tether Engages Big Four for First Full Audit – Crypto News Bitcoin News

The post Tether Engages Big Four for First Full Audit – Crypto News Bitcoin News appeared on BitcoinEthereumNews.com. New Transparency Push for Tether With Major
Share
BitcoinEthereumNews2026/03/25 04:39
Fed Decides On Interest Rates Today—Here’s What To Watch For

Fed Decides On Interest Rates Today—Here’s What To Watch For

The post Fed Decides On Interest Rates Today—Here’s What To Watch For appeared on BitcoinEthereumNews.com. Topline The Federal Reserve on Wednesday will conclude a two-day policymaking meeting and release a decision on whether to lower interest rates—following months of pressure and criticism from President Donald Trump—and potentially signal whether additional cuts are on the way. President Donald Trump has urged the central bank to “CUT INTEREST RATES, NOW, AND BIGGER” than they might plan to. Getty Images Key Facts The central bank is poised to cut interest rates by at least a quarter-point, down from the 4.25% to 4.5% range where they have been held since December to between 4% and 4.25%, as Wall Street has placed 100% odds of a rate cut, according to CME’s FedWatch, with higher odds (94%) on a quarter-point cut than a half-point (6%) reduction. Fed governors Christopher Waller and Michelle Bowman, both Trump appointees, voted in July for a quarter-point reduction to rates, and they may dissent again in favor of a large cut alongside Stephen Miran, Trump’s Council of Economic Advisers’ chair, who was sworn in at the meeting’s start on Tuesday. It’s unclear whether other policymakers, including Kansas City Fed President Jeffrey Schmid and St. Louis Fed President Alberto Musalem, will favor larger cuts or opt for no reduction. Fed Chair Jerome Powell said in his Jackson Hole, Wyoming, address last month the central bank would likely consider a looser monetary policy, noting the “shifting balance of risks” on the U.S. economy “may warrant adjusting our policy stance.” David Mericle, an economist for Goldman Sachs, wrote in a note the “key question” for the Fed’s meeting is whether policymakers signal “this is likely the first in a series of consecutive cuts” as the central bank is anticipated to “acknowledge the softening in the labor market,” though they may not “nod to an October cut.” Mericle said he…
Share
BitcoinEthereumNews2025/09/18 00:23