Why Ethereum’s New Era Is More Bullish Than Ever

Summary

Ethereum co-founder Joe Lubin and Sharplink CEO Joe Shalom discuss why they believe Ethereum is entering a massive institutional supercycle. They highlight new organizations ETHLabs and Ethereum Institutional, Ethereum's dominant market share across stablecoins, tokenization, DeFi, and AI agents, and the Glamsterdam upgrade. Both express high conviction that Ether is deeply undervalued, and present Sharplink (SBET) as an attractive institutional-grade vehicle for the Ethereum thesis.

• Joe Shalom explains Sharplink's resumption of ETH purchases and buybacks as accretive capital allocation at depressed prices.
• Joe Lubin describes behind-the-scenes institutional excitement and argues Ether is the world's highest-powered money.
• Both speakers detail Ethereum's over-50% market share in stablecoins, tokenized assets, DeFi, and the coming agentic economy.
• The launch of ETHLabs and Ethereum Institutional is framed as a complementary evolution to accelerate adoption.
• The Glamsterdam upgrade is highlighted for scalability and enshrined proposer-builder separation, reinforcing security.
• Sharplink (SBET) is positioned as a disciplined vehicle that aims to increase ETH per share through accretive treasury management.
• The conversation pushes back against narratives of Ethereum malaise, arguing the ecosystem is winning across metrics and demand is imminent.