Lido exec warns Ether treasuries must innovate to stay competitive against ETFs

Lido exec warns Ether treasuries must innovate to stay competitive against ETFs

Ether treasury firms could tap into liquid staking to enhance returns, with Sharplink Gaming earning $30.8 million in rewards, highlighting the need for innovative yield strategies.

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Recent insights reveal that several Ether treasury companies are exploring liquid staking and active yield strategies to enhance returns beyond traditional staking rewards. Kean Gilbert, leading institutional relations at Lido Finance, highlighted the advantages of liquid staking at ETHCC 2026, where Ether (ETH) holders can stake their tokens while receiving a transferable token for use in decentralized finance (DeFi).

The adoption of liquid staking is seen among various Ether treasury firms, with Sharplink Gaming reporting $30.8 million in staking rewards by March, of which 33% came from liquid staking. In the U.S., notable staked ETH products include the REX-Osprey ETH + Staking ETF launched in September 2025, alongside offerings from Grayscale and BlackRock.

Despite differing staking yields across products, with Grayscale’s ETHE showing 2.26% as of early April, Jimmy Xue from Axis emphasized that Ether treasury companies don’t need to prioritize headline yields. He explained that the active management of assets allows for potentially higher returns compared to passive products, indicating a shift in investment strategies within the sector.

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