CryptoYoshiii

Chainlink is how the world's largest institutions & governments are distributing their data across the onchain economy. ✅ U.S. Department of Commerce ✅ Intercontinental Exchange ✅ Deutsche Börse Group ✅ S&P Global Ratings ✅ FTSE Russell ✅ Tradeweb And many more to come.

RT @StaniKulechov: Aave Will Win, the most important proposal in Aave's history just passed with a landslide. Here's the master plan going…

BREAKING: President Trump says he believes he can "get a deal with Iran" by Monday and that Iran is "negotiating now." Trump also says he is considering "blowing everything up" and "taking Iranian oil" if Iran does not make a deal "fast."

Alex Cutler delivers a forceful defense of AMMs against the "order books will win" thesis. "Coinbase had a great order book. They still went onchain and integrated AMMs." "That tells you everything about where trading infrastructure is headed." "I don't think there's any competing with permissionless capital formation."

Didn’t listen to the speech. Because I don’t need a narrative

AMMs revolutionized price discovery, but self-organizing marketplaces struggle with capital discovery. Which is why Aero will launch with Predictive Allocation: capital allocation with the truth-finding power + asymmetric upside of prediction markets. aero.xyz/articles/aero-…

A Prediction Market, but for DEX fees? During EthCC @DromosLabs dropped a bombshell that they are moving away from the current epoch based voting and rewards method of @AerodromeFi and moving into real time streaming of rewards and Predictive Allocation voting with Aero AERO is

Livestream: youtube.com/live/KTLH_PqxB…

@martypartymusic You’re about to get blocked so I never see any of your bullshit analysis again 🤣

Most annoying person on this platform:

It's almost time. Brand new Labs. Staking. Claim. Buybacks. Tokenomics. Tasks. Stake & Earn. Engage & Earn. A product ready to use. 12 days. April 1st.

TODAY 🚨: The Commission issued an interpretation that clarifies the application of federal securities laws to crypto assets. This is a major step to provide greater clarity regarding the Commission’s treatment of crypto assets. Read the release here: ow.ly/XhhV50YvxvO

how crypto guys explain their job: > to parents: “i work in tech” > to friends: “i do finance stuff” > to girl: “i’m an investor” > to CT: “i’m a degen” > to mirror at 3am: “what am i doing”

Cycles are a normal part of the crypto industry, what is important is what those cycles reveal about how far the industry has progressed and what next stage/trends of adoption/value creation will go on to define the industry. So far this cycle reveals two key things for me: Firstly, there have been no large risk management failures leading to large institutional failures or widespread systemic risks. In the previous cycle you had FTX and multiple lenders cleaned out through large price drops, this time around I am pleasantly surprised to see none of that or at least none of it at any system wide scale. If the crypto industry and its systems are able to successfully weather large drawdowns in price and liquidity issues then it is a more reliable place to put both retail/client capital and institutional capital. This time has been much better managed than last time. Secondly, real world asset migration on-chain continues to accelerate regardless of Bitcoin/Cryptocurrency prices, signaling that having real world assets on-chain is not tightly coupled to crpytocurrency prices but provides its own unique value that can grow irrespective of market pricing of Bitcoin or other crypto assets. We have seen RWA issuance continue to grow and we've seen leading on-chain perp markets rival tradfi perp markets for very traditional commodities like silver, especially in periods when trading in permissioned traditional markets became harder or more risky vs trading in on-chain permissionless markets. As more and more RWA data goes on-chain to make perps work correctly for more asset types and as more on-chain value is generated as RWAs themselves, I expect these dynamics to only increase regardless of crypto prices. These are both very positive signals for the assumptions I have been making about three key trends I am expecting to work together to reshape our industry in the next stage of its growth into mainstream adoption. Firstly, on-chain perps about real world assets and tokenization of the assets on-chain has unique and durable long-term value which is growing regardless of any other dynamics. It is the value of 24/7/365 markets, on-chain collateral management and on-chain data. Secondly, institutional adoption of our industry will be driven by the fundamental/technology value it provides, accelerated by access to permissionless/always on markets in DeFi, which will grow massively as a result. Thirdly, the infrastructure that will make RWAs possible will be experiencing much more demand as more of the real world finds itself on-chain. As more RWAs have to go on-chain as perps via on-chan data or tokenization itself and as those RWAs are increasingly complex in how they need to work on-chain, more systems will need to interface with chains to enable those RWAs. The first two trends are inevitable market forces that are now accelerating regardless of cryptocurrency prices, that is the real insight I see from this part of the cycle. The third trend is where Chainlink is providing the key global standards/protocols/infrastructure that is needed for providing the data, connectivity and orchestration that accelerates the first two trends. Data is what allows most RWAs to exist on-chain at all. Market data for on-chain perps e.g. on-chain silver markets, Proof of Reserves for Stablecoins, NAV for Tokenized Funds to operate on-chain and many other examples touching every category of RWAs. Chainlink is the largest provider of data to the leading blockchains by far and is successfully servicing the vast majority of DeFi for all their data needs with 70%+ market share. Our new launches with leading institutional data providers like S&P, ICE and many others put Chainlink in a similar position in the growing institutional RWA world. Connectivity to both other chains and existing backend/accounting/risk management systems is key for liquidity. The ability to connect to the other chains as a system of record/source of liquidity and to the existing centralized systems of record/sources of liquidity are key for scaling RWA adoption globally. Chainlink is the leading provider of these capabilities to institutions and has been chosen by the leading security teams in Web3 to be their official bridging provider due to a superior reliability/security track record. Chainlink is also the only system that successfully pulls TradFi payments into on-chain transactions across multiple chains, integrating existing sources of liquidity and new sources of liquidity into one interoperability layer. Orchestration is the process of coordinating multiple systems into one workflow/transaction that defines the core value an application is providing to its users. Coordinating between multiple chains, multiple off-chain systems, multiple market data sources and now multiple AIs is a key function that some system needs to play for the more advanced RWAs to function properly. The Chainlink Runtime Environment seems to be the only environment in which you can currently run a workflow that can coordinate all of these key systems into a single application, already in use by enterprises and with advanced integrations into many key systems. Orchestration has an additional critical component of creating privacy, which there are now new and exciting solutions for being built on CRE. More to come on truly useful privacy as a key feature of CRE's orchestration. If these trends continue I believe what I have been saying for years will happen; on-chain RWAs will surpass cryptocurrency in the total value in our industry and what our industry is about will fundamentally change. This shift will also lead to cryptocurrency's growth as an asset class that benefits from more capital on-chain, but RWAs is how all of this goes mainstream. I have never been more excited about our industry's potential to become the way a better version of the global financial system works to benefit all of us.

Everyone talks about bringing real-world systems onchain. Very few actually rebuild one end to end. @AlkimiExchange did, using the Sui Stack to run live ad auctions, delivery, verification, and settlement for real advertisers. Here’s how 👇

4 year cycle undefeated I will doubt the physical existence of reality before I doubt the 4 year cycle again

Coca-Cola. Dell. Meta. PayPal. TikTok. American Express. All running ad campaigns on @AlkimiExchange, powered by the @SuiNetwork Stack. Walrus handles the data layer. Nautilus runs private execution. Seal protects privacy. Sui settles onchain. The $750B ad industry is moving to verifiable infrastructure 🦭 Why the SUI stack is a crucial infrastructure for real-world economic systems to run onchain:

It's time we fully break down how ad tech works with Sui Stack. What do you say, @AlkimiExchange?

If you rob a bank, you're called a criminal. If the bank robs you, it's called finance. If everyone robs each other, its called crypto