Ethereum and Consensys co-founder Joe Lubin said companies adopting ETH treasury strategies will play a critical role in communicating the second-largest digital asset’s value to Wall Street, as major financial institutions ramp up blockchain use and process around 24 million transactions daily.

Lubin made the statement during an interview with CNBC on July 8 in response to queries about the rising trend of Ethereum treasury adoption.

According to Lubin:

“It’s about telling the Ethereum story. What does Wall Street pay attention to? It pays attention to being able to make money.”

He contrasted Bitcoin’s strong narrative with Ethereum’s future-focused positioning, explaining that while Bitcoin has a value proposition people “can understand and get behind,” Ethereum has spent the last decade building scalable infrastructure in anticipation that internet activity will shift to Web3.

Lubin described Web3 as the natural decentralization of the web and said that Ethereum is now scalable, affordable, and legally usable in the US.

However, he added that regulatory hurdles under former SEC Chair Gary Gensler made it unattractive for projects to build and issue tokens, delaying broader consumer and enterprise adoption.

‘The biggest splash’

Lubin said that treasury strategies are emerging as a solution to address Ethereum’s current supply-demand imbalance. He added that holding ETH in treasuries is a strong business model and will be critical to stabilizing market conditions as more applications are built on Ethereum.

He pointed to SharpLink Gaming as an example, describing it as the largest ETH treasury company so far, with holdings exceeding 200,000 ETH. While other firms like Bitmain have also adopted similar strategies, Lubin said SharpLink has made “the biggest splash.”

According to Lubin:

“Because decentralization is the direction of travel for the world. We believe that we’re going to see Ether and Bitcoin continue to rise over the next years and decades as we paradigm shift to more and more decentralization.”

He added that his team is acquiring tens of millions of dollars in Ethereum daily through multiple channels and plans to “stay the course.”

Lubin concluded that these treasury strategies will play a key role in cementing Ethereum’s relevance in traditional finance as the blockchain shifts from infrastructure building to mass application deployment.

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Semler Scientific, the second public company in the United States, has adopted Bitcoin as its main Treasury protection asset, appointed Joe Burnett as director of Bitcoin Strategy, and announced plans to accumulate Bitcoin. Healthcare Technology Company holds 10,000 Bitcoins by the end of 2025, 42,000 by 2026 and 105,000 by 2027.

This announcement comes as Semler continues to expand Bitcoin Holdings. The company recently acquired 185 Bitcoin for $20 million between May 23 and June 3, bringing total holdings to 4,449 BTC, worth around $446.2 million at its current price.

“We look forward to Joe joining the Bitcoin Strategy Team and driving his three-year plan to own 105,000 Bitcoin,” said Eric Semler, chairman of Semler Scientific. “Joe is an analytical thought leader in Bitcoin and Bitcoin finance companies. His expertise contributes as he pursues Bitcoin financial strategies and aims to provide long-term value to shareholders.”

Since adopting the Bitcoin standard in May 2024, Semler “has achieved a BTC yield of approximately 287% and a BTC $177 million by June 3, 2025,” Semler said. The company currently reports a BTC yield from the start of the year of 26.7%.

As former market research director for Unchained, Burnett helped support the adoption of Bitcoin on the system by providing joint custody solutions. He previously served as head analyst for Blockware Solutions, helping to launch one of the largest Bitcoin mining platforms in the United States.

“We are witnessing global monetization as a great form of money in Bitcoin,” Burnett said. “The trend to adopt Bitcoin as part of the Corporate Treasury has clearly accelerated. SemlerScientific is at the forefront of the movement as the second public US company to adopt the Bitcoin standard.”

Semler’s Bitcoin strategy includes using revenue from equity and debt financing and operational cash flows. Since launching its market offering program in April 2025, the company has raised approximately $136.2 million through stock sales.

The company acquired 4,449 Bitcoin for $40 million with an average price of $92,158 per Bitcoin. “We continue to use our operating cash flow to increase Bitcoin Arsenal, increasing revenue from debt and equity funding,” Semler said.

Strategy co-founder Michael Saylor has publicly expressed interest in discussing Bitcoin on the world’s most-listened-to podcast, The Joe Rogan Experience.

“Hey @joerogan, let’s talk about Bitcoin,” Saylor said in a May 31 X post in response to a Joe Rogan fan account asking, “Who’s one guest you’d love to see Joe Rogan interview that he hasn’t had on yet?”

Saylor’s post triggered excitement among the Bitcoin community 

Saylor’s post prompted speculation within the Bitcoin (BTC) community. Popular Bitcoiner, The Bitcoin Therapist, said, “This interview will shatter the internet.”

Crypto analyst Kook told their 164,200 X followers that “Saylor is going to Bitcoin pill Joe Rogan.” Meanwhile, crypto commentator Brandon MacDougal said, “For the first time ever, I’ll be watching a Joe Rogan podcast if Saylor is there.” 

Rogan has frequently discussed crypto and Bitcoin on his podcast and has made several pro-Bitcoin comments over the years. In an October 2023 episode with OpenAI co-founder Sam Altman, Rogan said that Bitcoin fascinates him the most of all cryptocurrencies.

“The real fascinating crypto is Bitcoin. That’s the one that I think has the most likely possibility of becoming a universal viable currency. It’s limited in the amount that it can be,” Rogan said.

“I love the fact that it’s been implemented,” he added.

Although Rogan has yet to respond to Saylor’s post, featuring a guest from the Bitcoin industry wouldn’t be unfamiliar territory. Even in Bitcoin’s early days, Rogan gave the topic airtime on his podcast.

Between 2014 and 2016, Bitcoin entrepreneur Andreas Antonopoulos made several appearances on Rogan’s podcast when Bitcoin was still trading below $1,000.

Related: Ethereum’s ‘own Saylor’ SharpLink Gaming plans $1B ETH purchase

Saylor’s firm Strategy, holds 580,250 Bitcoin, worth $60.47 billion, according to Saylor Tracker. 

Saylor recently speculated why Bitcoin’s price is not yet $150,000. He said holders without a long-term outlook have been selling off while a new cohort of investors are beginning to enter the market.

“I think we’re going through a rotation right now,” Saylor said on the Coin Stories podcast with Natalie Brunell on May 9.

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