ChainCatcher 消息，据 The Block 报道，Sharplink 首席执行官 Joseph Chalom 表示，纽约证券交易所和 Nasdaq 推进 7 × 24 小时交易、美国存管信托及清算公司正推进代币化抵押品，叠加 Bullish 收购 Equiniti，显示公共股权上链进程或快于市场预期。
与此同时，多家以太坊储备公司股价较 2025 年夏季高点大幅回落，市值与净资产价值比率明显收缩。Chalom 称，部分公司因过早发行优先股或可转债承压；Sharplink 更侧重股权融资与质押收益，并尽量保持资产负债表简单。
他还表示，过去一年半，比特币和以太坊更像风险资产，但随着稳定币、代币化资产、DeFi 和 AI 应用在以太坊扩展，以太坊长期或将与比特币进一步分化。
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