Ethereum co-founder Joe Lubin: The Ethereum treasury strategy can outperform Strategy's Bitcoin hoarding model

Bitmine Chairman Tom Lee posted a video on the X platform showing that Ethereum co-founder Joe Lubin stated in an interview that after communicating with Michael Saylor, he found that the Ethereum treasury strategy could perform better than Strategy.

Lubin pointed out that using Bitmine's model as an example, by allocating 100% of funds to ETH and participating fully in staking, compound growth can be achieved from day one. Compared to simply holding Bitcoin, Ethereum can also drive the balance sheet from a "holding" type to a "revenue + allocation" type through staking rewards and a multi-layer return mechanism within the ecosystem.