Han
1.8K posts

Han
@han2crypto
Deep thinker with crypto tech and economy | Not a financial advisor
Beigetreten Haziran 2025
166 Folgt174 Follower

It depends on the needs I believe
I think the calculation focus is not with the amount of money rather
How much time you can survive with that money without any income
It’s all about preference
I heard rich people can survive 10-20years without any income
Life is unpredictable I agree
So that is why rich people have own bunker😂
Own food supply
Own water supply
Own electricity
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🚨REPORT: FIVE BULLISH $LINK UPDATES YOU MAY HAVE MISSED
(1) @Grayscale launched the first spot @Chainlink ETF in the US in December. It now holds $72 million worth of $LINK.
(2) Late last month, @Coinbase began streaming its order book, perps, and futures data onchain through Chainlink's 'DataLink' service.
(3) Chainlink's official reserve has reached a total of 2.93 million $LINK tokens through regular purchases.
(4) Chainlink's oracle services now secure a staggering $29+ trillion worth of assets.
(5) The two spot Chainlink ETFs in the US have not seen a single day of net negative flows since launching late last year.
Source: @LunarCrush, @SoSoValueCrypto
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@josefabregab @chainlink 👀
Regardless it holds value pretty well with the current market sentiment
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Chainlink doesn't have a value accrual problem.
The @chainlink team said, repeatedly, the protocol generates hundreds of millions in revenue. It's not verifiable onchain, but the numbers make sense. The two problems are:
A) Consistent sell pressure
B) $LINK staking caps
Regarding A:
Investors can't verify revenue onchain, or anywhere. Every time that analytics paltforms such as @tokenterminal or @DefiLlama share revenue numbers, these numbers are frowned upon by the community. However, capital inflows and investor confidence will progressively and very likely decrease if there is no transparency.
On the other hand, the consistent sell pressure is indeed verifiable onchain. When looking at the exchanges net flows for $LINK, there's episodic but significant sell-side pressure that repeatedly hits the market, demonstrating a likely supply overhang (big periodic token inflows into exchanges, neutral behavior most of the time, and small outflows). Large token inflows into CEXs often means one thing: intent to sell.
Regarding B:
If $LINK staking caps remain low, the vast majority of investors can't access any value accrual for their holdings.
Right now, most if not all of the value accrual is coming from token buybacks, and not even staking yield. However, these buybacks represent $1M/week, or $52M/year. However, the April CEX inflows alone account for $125M in potential sell pressure (14.5M tokens @ $8.62). Even if only a portion of those inflows are sold, they can easily outweigh buyback support during key periods. This is unsustainable, and investors can see it. But, the hundreds of millions in revenue? They can't see it.
Chainlink is arguably the most promising project in crypto, regarding architecture, product market fit, and overall potential. But, for token price to reflect this, some serious changes need to be made regarding operational budget efficiency. I have many ideas regarding this specific point, and will be sharing them throughout the next following weeks.
Tl;dr: The token price disconnect is not due to lack of value, but due to how value is distributed and perceived.
Disclaimer: I am a $LINK holder, and I'm writing this post with the sole purpose of improving things so that we token holders can confidently hodl and accrue value while at it.

Remus@Remus_Lupo
@josefabregab @chainlink @aave @tokenterminal >top value driver for aave dam man. would be nice if chainlink could drive value to the token in stead of everything else
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@MoneyQuotesX Inflation is 2-4% per year
Owning crypto I got inflation 2-20% per day😂
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@han2crypto Hahaha yeah. The US will be okay at least. Just sent you a follow!
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@Bart_ProBTC The oil doesn’t go anywhere dude😂
It will pump more slowly which is a good thing to push people into renewable ones
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