“We’ve been the largest institutional player in DeFi… what we do differently is we do it with a qualified custodian.” I discussed our first of-its-kind deployment with @Anchorage and how we’re setting new standards for onchain finance on @CryptoAmerica_

Last week I had the pleasure of sharing the stage with @ethereumjoseph at our Ethereum Ecosystem Summit alongside @token2049. The topic was “Ethereum’s Next Decade: The Cryptographic World Computer,” moderated by @mcamarda0. Over the past two weeks at KBW and Token2049, we’ve focused on what’s happening now: the convergence of stablecoins, tokenized assets, onchain finance and AI agents. There is a clear acceleration of institutional adoption. Individually, each of these elements is transformational. Together, they form the catalyst for a financial revolution that will lead to a new era of economic growth and financial autonomy for investors and consumers around the world. But what will Ethereum look like by 2035? On our panel, we had the opportunity to take a step back and think big. Vitalik recently shared that the Ethereum ecosystem will transition from a traditional blockchain into a high-capacity “cryptographic world computer.” But what does this mean in practice? Ethereum’s foundation of trust and security rests on participants’ ability to independently verify transactions and their outcomes. Its continued evolution builds on that strength, expanding its capacity to support the global financial system. Ethereum’s coming architecture will be leaner and more modular, using ZK proofs and virtual machines to verify results more quickly and cheaply. These advances will support stronger privacy alongside better performance, while further upgrades will strengthen the network against emerging quantum threats. As that foundation becomes faster, more scalable, more private and more secure, we can begin to envision how much further Ethereum can go. Here’s what this means in practice. Tokenization will bring the world's value onchain, but this is just the on-ramp. Onchain finance at near zero cost will be the utility layer. Zero-knowledge proofs will be the engineering that allows neutral trust at a global scale. We will live in a world where any asset can be traded 24/7 with deep liquidity and can settle in an instant. Tokenized assets will be the preferred form of collateral not just in DeFi but across traditional execution venues. Programmable assets and money that run on blockchain rails will allow billions of AI agents to sift through millions of data points and scenarios to make the best decisions for consumers. Billions of AI agents will leverage machine intelligence, financial literacy and unlimited attention. They will provide retail investors with the same capabilities and outcomes as the largest Wall Street institutions. To fully realize this vision, Ethereum’s core principles and advantages will become even more important. The words credibly neutral, decentralized, and censorship resistant mean different things to different audiences. In practice, they will underpin the foundation of the new digital and agentic economy. Indulge me to explain why I believe these principles are so critical: Credibly neutral means a network where the core rules, transaction ordering, validation, and settlement are applied consistently without favoring any specific person, company, or agenda. When the world’s largest financial institutions move their infrastructure onchain, they require one that will remain stable and resilient over decades because market participants know the rules of the game will not suddenly be rewritten to benefit insiders. This is equally important because the billions of agents that are coming onchain will rely programmatically on Ethereum for the essential architectural backbone of a machine-to-machine economy. Decentralization means a network where no single company, bank, or government controls the ledger or makes the rules. Decentralization will create a new type of trust that relies on self-executing smart contracts without the need to rely on human or corporate trust. This automated trust, combined with instant settlement of transactions, will lead to a massive reduction in financial market risk. Equally important, it will ensure the AI agents can seamlessly interact with different decentralized protocols. They can lend on one platform, borrow on another, and hedge derivatives, without always needing API keys or permission from corporate gatekeepers. Censorship resistant means a technical and structural guarantee that anyone with an internet connection can create an account or broadcast a transaction without applying for permission from a centralized authority. In practice, it means that Ethereum applies the exact same mathematical rules to everyone. This is not a political slogan, but rather a prerequisite for the future onchain and agent economy. No one can be unbanked and no AI agent can be excluded from the new machine-to-machine economy. We envision a future where the Ethereum ecosystem will form the global, decentralized settlement infrastructure for the movement of assets and transactions, a new internet of value. This design will make it more difficult for highly-placed intermediaries to exploit a lack of attention to collect rents. It will make it easier for billions of AI agents with unlimited financial attention to deliver value for investors and consumers around the world. At Sharplink, we have more conviction than ever that Ethereum is best-positioned to deliver this future, a value proposition that is hard to overstate. ETH, held. Conviction, held.

AI agents are creating a new financial universe. They will rewire $4 trillion of finance fees by 2035 according to a new estimate from @Sharplink. The biggest winners will be consumers. 🧵

When platforms like Revolut bring Euro-backed stablecoins to Ethereum, they are choosing the network with the deepest liquidity, the most battle-tested security, and the most composable infrastructure. The world’s institutions are choosing Ethereum. The choice is clear. Congrats to @Revolut and @stablecoin.

60% institutional ownership. This is much more than a stat. This is a testament to the strategy and team we’ve built. Looking forward to seeing even more institutions and retail investors join us on this journey.

I'll be joining @ethereumjoseph, @itsbhaji, and Cathy Clay, CEO of @SPDJIndices on stage at @rwasummit. We will be discussing the future of money and investing over the next five years, from tokenization to the convergence of traditional and onchain finance.

Making our ETH productive has been a central focus for Sharplink since day one. Native and liquid staking are the bedrocks of our treasury strategy. Lido's composability allows us to layer additional yield sources on top of our ETH exposure and staking returns. Even more productive ETH. Same long-term conviction.

In Q2, Sharplink doubled down in activating our treasury and ushering in a new Ethereum era. From ETH productivity partnerships to investing in companies driving institutional adoption, this was a positive quarter of building momentum and helping accelerate the institutional adoption supercycle. A snapshot: → $11.5M in quarterly revenue as of June 30 → 888,938 ETH holdings as of August 3 → 24,755 in cumulative staking rewards as of August 3

Conventional banking wasn't built for the speed of machine-to-machine commerce. Stablecoins and smart contracts are. They let AI agents send payments and settle transactions automatically, with no human in the loop. @joechalom joins @tanayamacheel of @CNBC to explain why the agentic revolution has to run on blockchains like #Ethereum#.

Always a pleasure to sit down with @AlexNwaka. BlackRock's announcement yesterday tokenizing existing money market funds with billions of AUM is a step-function signal for Ethereum and the institutional adoption supercycle. We are going from tens of billions, to hundreds of billions, to trillions of tokenized assets, and they are going to launch on Ethereum.

Ethereum's blockspace is one of its most valuable commodities. Sharplink supports innovation in this area as the institutional supercycle unlocks step-function growth for the ecosystem. That's why we're investing in @BlockSpace_ETH and their all-star team.