忽然间，美股最吸引眼球的似乎不再是 AI，而是一堆濒临退市的垃圾公司。过去数月，美国资本市场正以前所未有的速度大规模发生金额越来越大的反 向收购案。 上市公司彻底抛弃原有的主营业务，将加密货币变成自己的基本面，股价在短时间内飙升数倍乃至数十倍。现在，美股已然成了币圈大搞金融实验的游乐 场。这一次，币圈 VC 真的把故事讲到了华尔街的耳朵里。 美股市场，"点炮人"在放 DAT 烟花 三个月之前投资 Sharplink 时，Primitive Ventures 完全没想到，这个美股市场里的加密新赛道会在如此短的时间里，变得如此拥挤。"那时候没有太多人在 讨论这些投资案例，跟现在的市场热度根本没法儿比，但其实也就一两个月的时间"，Primitive 合伙人 Yetta 说道。 今年 6 月，Sharplink Gaming 宣布完成 4.25 亿美元融资，成为美股首家以太坊储备公司，消息公布后，公司股价飙升，一度涨超 10 倍。Primitive 作为中 文圈唯一参与该投资案例的基金，在圈内引起关注。 "因为我们发现加密市场的流动性并不好，然而机构这边的购买力却非常强大，比特币 ETF 量一直很好，CME 上比特币 ...

RT SharpLink (SBET) (@SharpLinkGaming)Linea is the first Layer 2 designed to push value back to EthereumAs a result, this will grow value for SharpLink investorsWe are proud to join the @LineaBuild Consortium alongside @Consensys, @eigenlayer, @ensdomains and other organizations at the forefront of Ethereum innovationWe all share the vision for a fully Ethereum-aligned L2 that meets the evolving needs of institutions and advances onchain capital market infrastructure ...

Group 1 - Bitcoin-related stocks and Ethereum holdings experienced a general decline on Tuesday, with SharpLink Gaming (SBET.US) dropping over 6.5% [2] - GameSquare (GAME.US) saw a significant decrease of over 9.8% [2] - BTCS Inc (BTCS.US) fell by over 0.8%, while Strategy (MSTR.US) decreased by 0.49% [2] - Mara Holdings (MARA.US) also reported a decline of 0.76% [2] - In contrast, Circle (CRCL.US) experienced an increase of 1% [2]

Group 1 - Bitcoin-related stocks and Ethereum holdings experienced a decline on Tuesday, with SharpLink Gaming (SBET.US) dropping over 6.5% [1] - GameSquare (GAME.US) saw a significant decrease of over 9.8% [1] - BTCS Inc (BTCS.US) fell by over 0.8% [1] - MicroStrategy (MSTR.US) decreased by 0.49% [1] - Marathon Holdings (MARA.US) declined by 0.76% [1] - Circle (CRCL.US) was the only stock to rise, increasing by 1% [1]

The “Ethereum version of MicroStrategy,” SharpLink (SBET), has officially announced that it now holds approximately 438,190 ETH. Between July 21 and 27, SharpLink purchased around 77,210 ETH for a total of roughly $290 million, at an average price of $3,756 per ETH.https://t.co/kMwYkylJ1A ...

Core Insights - SharpLink Gaming, Inc. has significantly increased its Ether (ETH) holdings and staking rewards, reflecting its commitment to Ethereum adoption and digital asset investment [2][6]. Weekly ETH and Capital Summary - As of July 27, 2025, SharpLink's ETH holdings rose to 438,190, an increase of 21% from the previous week [6]. - The company acquired 77,209.58 ETH during the week, maintaining an aggressive acquisition strategy [6]. - The average purchase price for ETH during the week was $3,756 [6]. - Cumulative staking rewards reached 722 ETH since the launch of the treasury strategy on June 2, 2025 [6]. - The ETH concentration metric increased to 3.40, up 70% since the launch of the treasury strategy [6]. Leadership Changes - Joseph Chalom, a former BlackRock digital asset pioneer, joined SharpLink as Co-Chief Executive Officer on July 24, 2025 [4][5]. - Chalom expressed enthusiasm for shaping the future of financial infrastructure and decentralized finance through SharpLink's alignment with the Ethereum ecosystem [5]. Capital Raising Activities - SharpLink raised $279.2 million in net proceeds through its At-the-Market (ATM) facility during the week ending July 25, 2025 [6]. - The company issued 10.8 million shares through the ATM facility during the same period [6].

Core Insights - SharpLink Gaming, Inc. has significantly increased its Ether (ETH) holdings and capital raised through its At-the-Market (ATM) facility, reflecting a strong commitment to Ethereum adoption and digital assets [2][7]. Weekly ETH and Capital Summary - As of July 27, 2025, SharpLink's ETH holdings rose to 438,190, an increase of 21% from the previous week [7]. - The company acquired 77.2 ETH during the week, with an average purchase price of $3,756 [7]. - Cumulative staking rewards reached 722 ETH since the launch of the treasury strategy on June 2, 2025 [7]. - The ETH concentration metric increased to 3.40, up 70% since the treasury strategy's launch [7]. Leadership Changes - Joseph Chalom, a former BlackRock digital asset pioneer, joined SharpLink as Co-Chief Executive Officer on July 24, 2025, emphasizing the company's strategic alignment with the Ethereum ecosystem [4][5]. Company Overview - SharpLink Gaming, Inc. is one of the largest publicly traded companies adopting Ether as its primary treasury reserve asset, providing investors with direct exposure to Ethereum [6]. - The company aims to innovate in online gaming by developing scalable, secure, and transparent solutions [8].

ETH Holdings - Sharplink (SBET) holds $1670 million (16.7 亿) worth of ETH, approximately 430,000 ETH [1] - Sharplink Gaming's ETH holdings increased to $1700 million (17 亿) after acquiring an additional $295 million (2.95 亿) of ETH [1] Valuation - Sharplink's market cap is $2090 million (20.9 亿), indicating a trading value of approximately 1.25x NAV (Net Asset Value) [1] - The 1.25x NAV is considered a low point for Sharplink recently [1] Market Speculation - There is speculation about whether SBET will become the "MSTR of ETH," implying a comparison to MicroStrategy's strategy of holding Bitcoin [2] - The current market cap figure may not account for newly issued shares [1]

$15,000 ETHEREUM now that BlackRock is here.SharpLink (SBET) (@SharpLinkGaming):NEW: Joseph Chalom, former Head of Digital Assets Strategy @BlackRock, joins SharpLink as Co-CEOAfter two decades at BlackRock, where he helped launch IBIT ($87B+ AUM), ETHA ($10B+ AUM), and BUIDL (the first tokenized Treasury fund on Ethereum), @joechalom is now joining https://t.co/utOa76AhwE ...

Core Insights - SharpLink Gaming, Inc. has appointed Joseph Chalom, a former senior executive at BlackRock, as its new Co-CEO, effective July 24, 2025, bringing significant experience in digital finance and institutional adoption of digital assets [3][4][5] - Chalom's leadership is expected to enhance SharpLink's strategy in aligning with the Ethereum ecosystem, which is seen as a transformative opportunity for the company's future [6][10] Company Overview - SharpLink Gaming, Inc. is recognized as one of the largest corporate holders of Ether (ETH) and is a prominent advocate for Ethereum adoption [3][10] - The company has adopted Ether as its primary treasury reserve asset, providing investors with direct exposure to Ethereum, the second-largest digital asset [10][11] - SharpLink is focused on innovating the online gaming industry by developing scalable, secure, and transparent solutions [11] Leadership Transition - Rob Phythian, the current CEO, will transition to the role of President and remain on the Board of Directors [4] - Joseph Chalom has a distinguished 20-year career at BlackRock, where he held multiple senior leadership roles and was instrumental in the firm's entry into digital assets [7][8] Strategic Vision - Chalom's appointment is viewed as a validation of SharpLink's ETH treasury strategy and its vision for Ethereum's role in the digital economy [5][6] - The company aims to leverage Ethereum's unique value proposition to drive innovation in financial technologies [6]