AIP Stocks: The Ethereum Powerhouse Wall Street Hasn't Noticed
A public ETH asset manager with DeFi-native yield, tokenization upside, and $3B in crypto on the balance sheet.
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Each month, we highlight a public stock riding the same narratives we track in altcoins — Ethereum adoption, real-world assets, DeFi infrastructure, and next-gen treasury strategies.
These are tradable, crypto-adjacent equities with asymmetric upside — the kind that outperform when altcoins stall and institutions rotate in.
Setting the Scene
ETH isn’t just money — it’s becoming the backbone of the new internet.
Staking, restaking, rollups, tokenization… all roads lead to Ethereum infrastructure.
While most public companies are still hoarding BTC, our next pick has gone all-in on Ethereum:
861,251 ETH in treasury (Nov 2025)
Native + liquid staking allocations
$200M deployed to zkEVM Layer 2 (Linea) via ether.fi and EigenLayer
Tokenized stock onchain (SBET as ERC-20)
Partnership stack: Consensys, Anchorage, ether.fi, EigenCloud
They’re not just holding ETH — they’re compounding it.
Now let’s tell you which project we are talking about and share the full investment case with you: