CIO @sheffieldreport discussed Sharplink and the overall DAT landscape at the @Official_Cantor Convergence conference. Sharplink continues to put ETH to work across the growing digital economy. ETH, deployed. Conviction, held.

CION Ares Diversified Credit Fund (CADC, ~$7.1B managed assets) closes its quarterly redemption window today at 4 p.m. ET. The interval fund offers to buy back 5% of shares and may add up to 2% more. Payment is expected by Oct. 13.

Our CIO and Chief U.S. Equity Strategist Mike Wilson examines signs that the current market correction could be nearing an end. Tune into the latest Thoughts on the Market:

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses why quality stocks, strong earnings and price momentum support his view that the bull market remains intact. Tune into the latest Thoughts on the Market:

Our CIO, @YuriKhodjam, outlines the investment case for the Tema Photonics & Optical ETF $LAZR, which offers pure-play exposure to companies at the leading edge of a critical pathway in the AI infrastructure buildout.

Research|Optics: CIOE Takeaway - 2026 Orders Extend into 2027, Supply Determines Who Delivers First The clearest takeaway from this year’s CIOE is that 1.6T orders and production schedules now extend into 2027. Demand is growing rapidly, and the availability of DSPs, lasers and PCBs will determine the pace of deliveries and vendor market share. Zhongji InnoLight (InnoLight), Eoptolink, Coherent and Lumentum have all entered volume production of 1.6T products, supported by the strongest customer bases and most secure supply chains. For second-tier vendors such as Cambridge Industries Group (CIG), Linktel and Source Photonics, growth will come first from higher 800G shipments, followed by the introduction of 1.6T products. Adoption of near-packaged optics (NPO) is broadening, creating additional demand for high-power light sources, fiber arrays and connectors. Demand is also taking shape for 2028: Rubin Ultra, TPU v9 and Chinese supernodes already incorporate optical interconnects into their designs. Held in Shenzhen on 9–11 September, the show recorded nearly 190,000 visits over three days, up 32% year on year and a record for CIOE. The halls were packed, visitors queued to see samples at popular booths, and many exhibitors posted recruitment notices. One exhibitor said that, having booked late, it could secure only a small booth. Detailed Report

Our CIO and Chief U.S. Equity Strategist Mike Wilson breaks down how the market is transitioning to a mid-cycle environment, with leadership shifting toward higher-quality, asset-light companies with durable earnings. Tune into the latest Thoughts on the Market:

SharpLink CIO @sheffieldreport explains corporate digital asset treasuries (DATs): DATs put crypto on a public balance sheet. @Sharplink was early to ETH, raising $425M then $3B, and now holds about 890,000 ETH, deployed for yield.