The stances below are c8alpha's editorial distillation of Joseph Chalom's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Joseph Chalom is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
2025-09-08
ETH
bullish
Wealthion · video
Ethereum is the foundational settlement layer for a decades-long secular rewiring of global finance, with tokenized assets (stablecoins, stocks, bonds, real estate) projected to reach trillions in scale, and asset volume secured on the chain correlates…
“it's almost like betting on the early days of the internet. It's a network scale adoption story”
90d -26.8% · 180d -52.3%
Ex-BlackRock Exec: Why Ethereum Will Reshape Global Finance | Joseph Chalom
2025-09-08
TOKENIZED REAL-WORLD ASSETS ON ETHEREUM
bearish
Wealthion · video
Tokenization removes venue-specific and geographic constraints on securities (stocks, bonds, real estate, private equity), enabling composable atomic settlement and unlocking trillions in incremental economic value that will flow through Ethereum's rails
“there's an opportunity for tokenized assets, funds, stocks, bonds, real estate, private equity to actually be measured in the trillions”
Ex-BlackRock Exec: Why Ethereum Will Reshape Global Finance | Joseph Chalom
2025-09-08
SBET
bearish
Wealthion · video
SharpLink (SBET) offers zero-management-fee ETH exposure with native staking yield (~3%), potential MNAV premium to NAV, and a unique strategic partnership with ConsenSys that provides pre-vetted DeFi yield opportunities and smart contract due diligence…
“owning it at a public equity has been proven in the long run that you can generate excess returns beyond just holding ETH itself”
90d -29.4% · 180d -51.5%
Ex-BlackRock Exec: Why Ethereum Will Reshape Global Finance | Joseph Chalom
2025-09-08
USTS
bearish
Wealthion · video
When a DAT's MNAV falls below 1.0, the market is pricing the equity below the value of the underlying ETH holdings, which historically mean-reverts upward making sub-1 MNAV a tactical accumulation opportunity
“MNAV becomes less than one sounds like a buying opportunity in many cases”
90d +0.1% · 180d +1.5%
Ex-BlackRock Exec: Why Ethereum Will Reshape Global Finance | Joseph Chalom
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