SharpLink Ethereum Treasury Adds $265 Million in ETH

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ETH holdings have increased to 506,750 tokens, representing approximately 0.24% of the total ETH supply (210 million ETH), cementing SharpLink’s position as one of the leading listed companies accumulating digital assets, second only to Strategy with Bitcoin. The new investment, which has a current portfolio value of approximately $1.95 billion, represents more than 13% of SharpLink’s market capitalization—worth approximately $14-15 billion—and reflects a strong financial strategy led by Joseph Lubin, co-founder of Ethereum and Chairman of the Board of Directors.

This increases the value of the assets and supports SharpLink’s staking strategy; Over 90% of ETH has been staked into the network to earn an annual yield of around 4-5%, which is expected to yield $78-98 million in profits by 2025. Additionally, this move increases SharpLink's reputation as an institutional "Ethereum treasury" and attracts institutional and individual investors in a volatile market.

Long-term reserve orientation

The Ethereum market rally, with ETH price rising from $3,200 in July 2025 to $3,850, reflects institutional confidence following the signing of the GENIUS Act and the SEC’s announcement of “Project Crypto” on August 1, 2025. The EIP-4844 upgrade reducing gas fees and Ethereum ETF inflows reaching $5.6 billion since April 2025 have helped SharpLink accumulate.

SharpLink’s financial strategy, leveraging capital from its $500 million Series B Preferred Stock offering in July 2025, has supported this point. SharpLink has allocated 53 percent of its new capital to ETH purchases with participation from Joseph Chalom, a former BlackRock executive. This demonstrates confidence in Ethereum’s long-term potential as a strategic reserve asset, especially as the TVL on Ethereum reaches $72.8 billion.

Conclusion and evaluation

For SharpLink, the addition of 68,750 ETH will increase the portfolio. Some analysts predict that staking and mark-to-market returns will increase if the ETH value reaches $4,200 by the end of 2025. This could bring the portfolio value to $2.13 billion, supporting cash flows to projects such as artificial intelligence and the metaverse ecosystem. Shareholder confidence is bolstered by the professional leadership of Lubin and Chalom.

Disclaimer: The information presented in this article is the author's personal opinion on the cryptocurrency field. It is not intended to be financial or investment advice. Any investment decision should be based on careful consideration of your personal portfolio and risk tolerance. The views expressed in the article do not represent the official position of the platform. We recommend that readers conduct their own research and consult with a professional before making any investment decisions.