SharpLink (SBET) Investor presentation summary

Mission and strategy

• Focus on maximizing ETH per share growth through disciplined accumulation and risk-managed yield strategies.

• Operates one of the largest ETH treasuries among public companies, holding 866,262 ETH as of January 27, 2026.

• Leverages best-in-class leadership, including the co-founder of Ethereum and architect of BlackRock's digital asset strategy.

• Employs an alpha-seeking strategy to capture price appreciation, staking yield, and returns from active treasury management.

• Maintains a highly liquid Nasdaq-listed equity with over $70 million in average daily trading volume.

Leadership and partnerships

• Leadership includes Joe Lubin, co-founder of Ethereum and founder of Consensys, and Joseph Chalom, former BlackRock executive.

• Strategic partnership with Consensys, a leading Ethereum development company.

• Leadership has deep experience in scaling fintech platforms and executing digital asset strategies.

Ethereum macro opportunity

• Ethereum is emerging as the global financial ledger, with major institutions launching products and services on its network.

• Stablecoins and tokenized assets have seen explosive growth, with over 65% secured and transacted on Ethereum.

• ETH market capitalization is strongly correlated with the total value of assets secured on Ethereum (r² = 0.78).

• Stablecoin circulation grew from $5B in 2020 to $300B, with 60% on Ethereum and its Layer 2s.

• Tokenized real-world assets (RWAs) reached ~$13B, with 83% on Ethereum rails.