Interpretation: Why the ETH version of MicroStrategy chose SharpLink and what its importance is.

Source: Eric Conner, encryption KOL; Translated by AIMan@Golden Finance

Ethereum co-founder and ConsenSys founder Joe Lubin has just launched ETH version of MicroStrategy.

He launched the first ETH treasury management company listed on NASDAQ by making a $425 million PIPE investment in the small company SharpLink Gaming with NASDAQ code SBET(. Saylor's strategy is now running on Ethereum.

Why Choose SharpLink?

SharpLink's pre-transaction valuation is approximately $10 million, with almost no trading on NASDAQ. It issued 69 million new shares at a price of $6.15 per share, transferring over 90% of control to the ETH organization, without the need for SPAC, without an IPO roadshow, and with real-time quotes.

Capital Scale and Allocation

$425 million to purchase approximately 120,000 ETH at a price of $3,500.

The plan may be to stake the majority of ETH and turn $SBET into a high beta, profitable ETH leverage.

ETH Version of MicroStrategy Flywheel

  1. Low-cost financing;

  2. Buy + Stake ETH;

  3. If the stock trading price is higher than the price per share of ETH, raise more cash;

  4. Refinancing. ETH version of MicroStrategy.

Importance

  • Provide public ETH proxy for funds that cannot hold encryption tokens.
  • 120,000 ETH may exit the market and enter long-term staking.
  • A Simple Wall Street Story: ETH as Digital Reserve Collateral

Observation Indicators

  • Premium vs. ETH NAV (MSTR trading price is approximately 1.7 times the BTC net asset value per share)
  • If there is a premium, the price will be increased subsequently.
  • Other microcaps will follow this model.

Important Notice

This is not the long-rumored ConsenSys IPO. This is just a quick reverse merger aimed at testing market demand before a larger-scale listing for ConsenSys.

Benefits for ETH Holders

Supply compression, new narrative fuel, potential leverage through equity packaging.

ETH moves towards a positive milestone for mainstream asset balance sheets.

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The content is for reference only, not a solicitation or offer. No investment, tax, or legal advice provided. See Disclaimer for more risks disclosure.
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