Earlier in January 2026, SharpLink Gaming revealed it had deployed US$170,000,000 of treasury assets into an institutional-grade DeFi restaking strategy using ConsenSys, Linea, EtherFi and EigenLayer, while maintaining asset security with qualified custodian Anchorage.
The company is also staking part of its Ethereum holdings on the Linea layer-2 network, positioning itself as an early public-company adopter of on-chain treasury management focused on digital asset yield and risk controls.
Next, we’ll examine how SharpLink Gaming’s decision to allocate corporate treasury into restaking and staking could reshape its investment narrative.
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To own SharpLink Gaming today, you need to believe in its pivot from a small-cap gaming technology story toward an institutional-grade Ethereum treasury and on-chain asset management platform. The recent decision to place US$170,000,000 of treasury assets into a custodied DeFi restaking strategy, plus staking Ethereum on Linea, directly affects the near term narrative: short term catalysts now hinge less on traditional revenue milestones and more on how effectively the new CEO, Joseph Chalom, and his fresh team manage smart contract risk, counterparty exposure and regulatory scrutiny around digital asset yields. With the stock already volatile and the business still unprofitable, this move could be material for both perceived upside and downside, especially given the company’s history of shareholder dilution and prior going concern flags.
However, this new treasury direction also introduces an additional layer of risk that investors should understand. SharpLink Gaming’s shares have been on the rise but are still potentially undervalued by 28%. Find out what it’s worth.
SBET 1-Year Stock Price Chart
Eighteen Simply Wall St Community fair value estimates span from cents to a very large figure, underlining just how far apart private views are on SharpLink’s upside. Against that backdrop, the new DeFi heavy treasury strategy and unseasoned leadership team give you plenty of moving parts to weigh before deciding how comfortable you are with the company’s evolving risk profile.
Explore 18 other fair value estimates on SharpLink Gaming – why the stock might be worth less than half the current price!
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include SBET.
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