以太坊联合创始人Joe Lubin:以太坊版“Strategy模式”可更优,Bitmine为典型案例

Ethereum Co-founder Joe Lubin: Ethereum's Version of 'Strategy Mode' Could Be Better, Bitmine as a Typical Case

BroadChainBroadChain2026/04/11 17:45
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以太坊联合创始人Joe Lubin认为,以太坊可借鉴比特币财库公司Strategy的模式并做得更好。他以Bitmine为例,指出通过持续增持并质押ETH,实现100%配置与复利增长,相比单纯持有比特币,以太坊能通过质押收益及生态回报,推动资产负债表向“收益+配置型”转变。

以太坊Joe LubinBitmine质押ETHStrategy模式Tom Lee
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Summary

Ethereum co-founder Joe Lubin believes Ethereum can learn from the model of Bitcoin treasury company Strategy and do it better. Using Bitmine as an example, he pointed out that by continuously accumulating and staking ETH, achieving 100% allocation and compound growth, compared to simply holding Bitcoin, Ethereum can drive its balance sheet toward a 'yield + allocation' transformation through staking rewards and ecosystem returns.

BroadChain learned that on April 11, Bitmine Chairman Tom Lee reposted an interview video featuring Ethereum co-founder Joe Lubin.

In the video, Joe Lubin stated that after meeting and discussing with Michael Saylor, founder of the Bitcoin treasury company Strategy, he believes an "Ethereum version of the Strategy model" could be executed even better.

Using Bitmine and the Tom Lee model as examples, Joe Lubin pointed out that the core strategy involves continuously accumulating and staking ETH, allocating 100% of funds to ETH and fully participating in staking to generate yield, thereby achieving compound growth from day one.

Compared to simply holding Bitcoin, Ethereum can achieve asset appreciation and reallocation through staking rewards and multi-layered return mechanisms within its ecosystem, driving a transformation of the balance sheet from a "holding" model to a "yield + allocation" model.