▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
Ethereum has long been compared to Bitcoin — but according to Sharplink CEO and former BlackRock digital assets leader Joseph Chalom, that narrative is breaking down.
In this conversation at ETHDenver, Chalom explains why Ethereum is entering a new phase driven by institutional capital, tokenization, and the rise of Ethereum treasury companies. With Sharplink holding roughly $1.7B in ETH, Chalom shares why he believes Ethereum is fundamentally misunderstood — and why the next cycle may be defined by intrinsic value, not comparisons to Bitcoin.
We discuss the rise of Ethereum treasuries, how institutional DeFi is evolving, why “permanent capital” matters, and how geopolitics and stablecoins are accelerating global adoption. Chalom also lays out his boldest thesis yet: that the AI agent economy could drive a 10,000x increase in Ethereum transaction volume.
If you want to understand where institutional crypto is headed — and why some of the largest ETH buyers are still bullish — this is a must-watch conversation.
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00:00 Joseph Chalom joins Coinage at ETHDenver
00:45 “We’re in version 1.5”: What ETH treasuries are really about
02:45 The North Star metric: “ETH concentration per share”
03:40 Institutional DeFi + reducing ops risk (custody wrapper)
10:05 Stablecoins & geopolitics: “This is becoming a geopolitical race”
12:25 “We need to stop being the little brother of Bitcoin”
17:35 The “AI agent economy” and why ETH could 10,000x throughput
▶ Coinbase Website: Coinbase.com
▶ CEX Website: cex.io
Youtube version
