@marcolazzarini @CatfishFishy @kunalgoel @chainlinklabs Staking 1.0 isn’t replaceable by $LINK reserve as Fudders keep parroting. It is a requirement for $LINK network security.
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CryptoticT
1.9K posts
CryptoticT
@CryptoticT
I just like $LINK lBlockchain enthusiast - $LINK
शामिल हुए Ağustos 2021
282 फ़ॉलोइंग155 फ़ॉलोवर्स
@marcolazzarini @CatfishFishy @kunalgoel @chainlinklabs No the original point is that LayerZero has sold equity to VCs along with $ZRO tokens.
The only exposure even internal employees get is via $LINK tokens.
I would like more transparency around staking 1.0 but it has been confirmed it’s already being worked on.
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An update on ZRO
- This is a hot topic but ZRO's unlock overhang is greatly overstated. Cumulatively, Foundation and Labs buybacks plus institutional investors have bought back ~20% of supply over the last 18 months.
- Except one single seller who has sold ~80% of their unlocked allocation, strategic investors have held ~70% of their unlocks. Monthly investor sales average 0.5% of supply.
- In any case, Zero’s unlocks are much more important than ZRO’s unlocks. Zero is built to take the two areas where crypto has PMF, stablecoins and 24/7 global markets, to the next level. The ambition is not to accelerate crypto adoption, it is to onboard global finance.
- Our Day Zero partners - ICE, DTCC, Citadel, Tether, ARK Invest, and Google, continue to work with us as we move closer to mainnet launch in Fall.
- Finally, all fees generated from LayerZero, Stargate, and Zero will directly accrue to ZRO. There is no other token and never will be.
LayerZero@LayerZero_Core
ZRO Updates More ZRO has been bought back and locked up than sold into the market. Institutions and buybacks have taken 19.77% of supply in 18 months, while 63.8% of ZRO unlocked to investors still hasn't moved. $112.7M has gone into ZRO buybacks since September 2025, one of the largest programs in crypto. ZRO is the only asset in the LayerZero ecosystem. All economic value from Zero, LayerZero, and Stargate flows back to it. Every token expresses a view. ZRO's first was that there'd be many chains, no single winner, and value would accrue to whatever connected them. Now LayerZero has moved $267B across 165 chains. The next view is bigger. Money and markets are the two largest waves finance will ever see, and both are already onchain. Zero was built for this moment. Coming this fall.
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@tca_rwa Any article repeating $QNT as ISO 20022 compatible when comparing to $LINK is a red flag.
Authors clearly fell for marketing without understanding what ISO 20022 is or how $LINK and SWIFT integration operates.
This is exactly why OGs always say DYOR.
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@Xfinancebull Yes but it’s not an entire new category. Multiple options can exist.
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@CryptoticT DTCC choosing LINK doesn't automatically invalidate what Quant is building. Multiple infrastructure providers can win if they solve different problems.
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$QNT just went from blueprint to production.
Fusion Rollup is live.
74 blockchains.
One execution environment.
Institutional demand just shifted from theoretical to operational.
Here’s the simple version.
Imagine a global asset manager holding BlackRock’s BUIDL fund.
They need to settle with a Japanese bank on $XRP Ledger, distribute yield through Stellar to European clients, and reconcile records on a private R3 Corda network.
Today, that means separate integrations, bridges, audits, compliance reviews, and weeks of coordination.
Fusion changes that.
It connects 74 networks through one unified execution environment, where the same asset can move across chains as one canonical form.
One transaction.
Settled where it needs to be.
At the same time.
Cross-network movement, settlement, and messaging are built directly into the rollup instead of relying on bridges.
Governance and compliance are embedded through Overledger and Fusion Firewalls.
This is not a Layer 2.
Not a bridge.
Not another blockchain.
It is a new category of infrastructure.
$QNT powers the system through staking, licensing, and transaction processing across 74 chains.
Fixed supply: 14.88M.
Every enterprise deployment increases the need for locked tokens.
ECB. Bank of England. BIS. HSBC. Barclays.
The institutions that already evaluated Quant now have production infrastructure to deploy on.
Demand just went from watching to using.
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Right… the point though is @chainlinklabs has never sold equity. Every company at foundation has equity. The equity though isn’t a claim to the profits of the $LINK network.
The only exposure is the $LINK token. That’s why employees incentives are only in $LINK.
mexc.com/news/840366
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@fulltimelinkie @FAGFinance You dump your Money on useless coins. He pays for a Subscriotion to Education more people.
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I am publicly apologizing to @FAGFinance who I just learned actually pays a subscription fee to sit around fudding $LINK all day. I really feel sorry for these kinds of people, I know they need real help, and I am not looking to make their lives worse. Sorry, bro. Good luck.
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@zerolore @tethergold @tether Nice, I don’t trust any asset that exposes me to LayerZero though.
Is a shame, even with your 3/3 DVN setup. If we’re tokenising gold, I need to be certain security is guaranteed across the board which modular security can’t offer.
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A year ago we took the largest tokenized gold in the world and made it move.
For thousands of years gold sat in a vault doing nothing for the person holding it. @tethergold and @tether already made it something anyone, anywhere could hold in their phones.
XAUt0 made it work on every chain it needs to reach.
One year in. We are still early.
USDT0@USDT0_to
One year ago, we made @tethergold accessible to every network. Over 1,800 gold bars in Swiss vaults backing 100% of tokens issued, now on 14 chains and counting. The world's largest tokenized gold asset, programmable for the best emerging financial products built on any chain.
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@rookie_of_Ph @chainlinklabs @LayerZero_Core Numbers don’t lie, at least when you don’t cherry pick data to fit your narrative.
Cooked by the numbers, too [redacted] to realise why.
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Fun fact:
Stargate has spent more on $ZRO buybacks ($2.8M) than CCIP $LINK has made in fees since its inception ($1.8M)
Stargate started buybacks 8 months ago
Stargate@StargateFinance
You can track all buyback data here: layerzero.foundation/zro-buybacks
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@rookie_of_Ph @chainlinklabs Poor @LayerZero_Core another competitor only able to compete on one aspect of the $LINK platform.
Value bought back from circulating supply is what impacts price. $LINK just has more value accruing services.
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@CryptoticT @chainlinklabs i meant it terms of services offered, interop
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@rookie_of_Ph @AndrewB_UK @chainlinklabs Is this treasury building by buying back from market for ants? Not so big after all
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@AndrewB_UK @CryptoticT @chainlinklabs it’s not because it’s cheap to use, Stargate just processes more volume and transactions
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@rookie_of_Ph @chainlinklabs Stargate buybacks is building treasury by buying back from market. Chainlink Reserve is building treasury by buying back from market.
You’re cooked.
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@CryptoticT @chainlinklabs stargate vs ccip is literally apples to apple tree lmao
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@Underdog_13___ @LayerZero_Core @LayerZero_Core doesn’t only sell vesting tokens to VC, they sell equity in LayerZero.
Equity holders don’t need value to flow to the token, in fact the conpanies duty is to maximise value of VC equity holders, even at the cost of retail token holders.
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While the market complains about endless VC token unlocks, @LayerZero_Core is quietly buying back $112M of $ZRO and consolidating Stargate liquidity under a single ticker - all while preparing a global bridge for trillions in TradFi capital later this year
LayerZero@LayerZero_Core
ZRO Updates More ZRO has been bought back and locked up than sold into the market. Institutions and buybacks have taken 19.77% of supply in 18 months, while 63.8% of ZRO unlocked to investors still hasn't moved. $112.7M has gone into ZRO buybacks since September 2025, one of the largest programs in crypto. ZRO is the only asset in the LayerZero ecosystem. All economic value from Zero, LayerZero, and Stargate flows back to it. Every token expresses a view. ZRO's first was that there'd be many chains, no single winner, and value would accrue to whatever connected them. Now LayerZero has moved $267B across 165 chains. The next view is bigger. Money and markets are the two largest waves finance will ever see, and both are already onchain. Zero was built for this moment. Coming this fall.
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@Underdog_13___ @PumpkinEter23 @LayerZero_Core So $ZRO needs $LINK but $LINK doesn’t need $ZRO.
Dope I’ll just buy more $LINK.
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@PumpkinEter23 @LayerZero_Core Strong analysis. The only problem is that Chainlink is literally one of the DVN networks helping secure LayerZero
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@marcolazzarini @CatfishFishy @kunalgoel ChainlinkLabs has never sold equity, especially to VC funds. Even employe incentives are in the form of the $LINK token.
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@CatfishFishy @kunalgoel Hey @CatfishFishy can you explain what Chainlink Labs equity is and what it has a claim to?
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@barani_hasan You reach that scale through VC unlocks dumping on retail.
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Funny how the loudest critics keep talking while the numbers keep growing.
700+ apps. 170+ chains. 160M+ messages. $250B+ transferred.
You don't reach that scale through marketing.
You reach it by becoming infrastructure⚡
LayerZero@LayerZero_Core
700+ apps deployed across 170+ chains. 800+ tokens issued securing $8B+ in value transferred per month. $250B+ in total value transferred in 160M+ messages. LayerZero data on @AlliumLabs starting next week.
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@The_dude__80 @FAGFinance @defi_frog @TheLinkPanda @ChainLinkGod @DrakeLinked @chainlinklabs I have been here far longer than a year. That’s cute tho. See ya in a year.
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@CryptoticT @FAGFinance @defi_frog @TheLinkPanda @ChainLinkGod @DrakeLinked @chainlinklabs I predict by this time next year you'll have woken up.
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>Revenue converts to $LINK and flows into the Reserve.
But if CLL controls it, the concern is valid: Are they unlocking now, then tapping the reserve later? Without transparency on future withdrawals, many investors will assume the worst.
@TheLinkPanda @ChainLinkGod @DrakeLinked
Farmer Bob.Fud 🌶️🫑@BobBulleken
@TTLinkie3299 @defi_frog They will sell because Sergey loves selling $link. He sells the moment the rest of his massive stack runs out in a couple of years.
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@FAGFinance @The_dude__80 @defi_frog @TheLinkPanda @ChainLinkGod @DrakeLinked @chainlinklabs Never met a noLinker that understands how ethereum:0x514910771af9ca656af840dff83e8264ecf986ca works. Funny.
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@CryptoticT @The_dude__80 @defi_frog @TheLinkPanda @ChainLinkGod @DrakeLinked @chainlinklabs Never met a link marinen in the negative, meanwhile it's 90% down. Funny.
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@The_dude__80 @FAGFinance @defi_frog @TheLinkPanda @ChainLinkGod @DrakeLinked @chainlinklabs Thanks for the advice chief. I’ll remind you why you’re poor in a couple years to repay all your efforts.
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@CryptoticT @FAGFinance @defi_frog @TheLinkPanda @ChainLinkGod @DrakeLinked @chainlinklabs This doesnt work
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