SWISH

Here’s why this is a big deal… In podcast form. The Deep Dive unpacks Chainlink’s Automated Compliance Engine (ACE) and how it unlocks over $100 Trillion of institutional capital onchain. Enjoy $LINK

@DefiIgnas @CatfishFishy You’re not missing anything lol

Boggles my mind that L0 blames Kelp for this hack when their own LayerZero Labs DVN, RPC infra, etc. was spoofed into forging a fake message. Dune reports that 47% of LayerZero OApps’ DVNs run a 1-of-1 DVN security floor. The other 45% run 2-of-2. So Kelp isn't an outlier here but most apps used 1 DVN. Maybe I'm missing something here?

Everyone dunks on chainlink till everything blows up and then they realise it’s still the best Real marines have always known that layer zero is inferior and a massive VC pushed grift

@ChainLinkGod @Puck_Figs It’s unfortunately incredibly entertaining how far ahead Chainlink is

To be clear: North Korean hackers infiltrated LayerZero Labs’ centralized infrastructure and stole $290M Rather than explain how that happened, LZ put out a statement carefully worded by lawyers to minimize their liability and threw KelpDAO under the bus for trusting them

What’s crazy is, we all know the true key to success is simply surviving. If you have one job, you might want to use the most secure product ever created. The ticker is $LINK

@UPUPSOON @chainlink What a time

BTW this isn't AI. $LINK @chainlink

Chainlink CCIP is decentralized

@Dune @spreekaway Goodness gracious…. There is no second best

Following the KelpDAO hack, we built an open analysis of DVN security configurations across every active OApp on LayerZero over the last 90 days. Of ~2,665 unique OApp contracts: 47% run a 1-of-1 DVN security floor, 45% run 2-of-2, and ~5% run 3-of-3 or higher. As we know, KelpDAO's rsETH sat in the first bucket. Open query, public methodology, feedback welcome: dune.com/dune/layerzero…

@ChainLinkGod @Dune

The LayerZero ecosystem has a major centralization problem, rsETH was not an outlier According to @Dune, of ~2,665 unique OApp contracts: • 47% run a 1-of-1 DVN security floor • 45% run 2-of-2 • ~5% run 3-of-3 or higher

@chainlink @OpenAssetsInc The standard is the standard

Digital asset infra provider @OpenAssetsInc enters a strategic partnership with Chainlink to power the issuance & distribution of institutional tokenized assets. This enables institutions to launch advanced onchain solutions, unlocking a trillion-dollar wave of tokenization.

All I’m gonna say is Securitize chose the wrong horse….

@Kalshi That Citrini report was spot on wasn’t it?

JUST IN: 30% chance S&P 500 hits 8,000 this year

@josefabregab @aave @fraxfinance @samkazemian Great eye on the play too 🫡

@josefabregab @aave @fraxfinance AAVE will win. Love to see @samkazemian finding a way to make things interesting too

frxUSD borrow rates on Aave v4 are <1%. That’s near-zero cost leverage, and there's great arbitrage opps for it across DeFi. The idea: Borrow <1%, deploy into higher-yielding strategies or basis trades. If you’re holding idle wBTC or cbBTC, you might want to look into @aave.

@TheFlowHorse Prob more like 97 and 05/06. Private credit will cause the next collapse and people aren’t high enough on AI investment yet

I am just going to trade my system, but what if this stock move is like the blow offs found in the early 2000s, or 2007?

@alpha_pls So basically…. Long PURR lol

Is $HYPE consensus? "HYPE is consensus" assumes the buyer pool is saturated. I've seen a lot of suggestion on CT that HYPE can't possibly be like $SOL last cycle because everyone owns HYPE and thinks it is going to do well. Is this actually true though? Thought it could be interesting to compare the holder base of HYPE right now to SOL in Q1 2023 to see how it stacks up. The cleanest cut of the data is native stakers on both sides. HYPE has 48,800 stakers on HyperCore right now (HypurrScan, live). SOL had 557,906 average delegators in Q1 2023 (Messari's State of Solana Q1 2023 report). That's an 11.4x gap. And 558k was a bear-market low. SOL's delegator count had fallen from 892k in Q1 2022 through the crypto bear market. Meaning even at Solana's worst, lowest-engagement quarter in its post-launch history, it had 10x more skin-in-the-game participants than HYPE does today. Total holder base tells the same story directionally, but the data is a bit messier, and more of an extrapolation. HYPE's full ecosystem holder base, HyperCore spot (232k) plus HyperEVM positions (WHYPE and the LSTs), deduplicated, sits around 260-280K. SOL's total ≥0.1 SOL wallet count grew to 11.44M by mid 2025 per Glassnode, and reverse-engineering to Q1 2023 puts the base in the low millions, which also roughly matches the number of Phantom MAU users at the time. Roughly a 6-10x gap in total holders. SOL ran 1,000%+ over the next two years, and the holder count 6x'd alongside it, from low millions to 11.4M by mid 2025. Holders follow price, not the other way around. The "consensus" framing assumes the buyer pool is exhausted. Onchain, HYPE is held by a small, highly sophisticated cohort airdrop recipients, DeFi power users, and institutional treasuries. The standard counter is that Hyperliquid's TAM is narrower than Solana's, a trading venue with an EVM attached, not a general-purpose L1, so holder growth is unlikely to match. Solana grew massively because it had retail distribution. The question is whether Hyperliquid can replicate that. The bull argument for HYPE holder growth would be that HIP-3 put the S&P 500, silver, and other TradFi instruments onchain as perps, which is seeing massive adoption. HIP-4 opens prediction markets, which is a category that went mainstream with Polymarket's election cycle and is already a multi-billion dollar behaviour. And a wave of retail-friendly front-ends is building directly on Hyperliquid's liquidity. Phantom alone has generated $1.6M+ in builder fees routing flow into the venue in under two months, and that's one app. None of that looked like the TAM two years ago. It does now. A chain that's becoming the settlement layer for perps, prediction markets, and TradFi assets, with retail distribution handled by wallets and apps people already use, has a holder ceiling that looks a lot more like SOL's imo, although it's not the perfect comparison. Hyperliquid also has geo-restriction, which permanently suppresses its holder base, that can get unlocked with regulatory clarity or a US-market frontend. Grayscale filed for a HYPE ETF in March 2026. Institutional onboarding is ongoing and not by any means completed. 260K holders is a long way from any defensible saturation point for an asset capturing that surface area.

@BobLoukas It’s like a comedic version of Interstellar for kids. It’s actually pretty good when you see it for what it is. Also, the book is way better

Watched Project Hail Mary. Thought it was average, at best. So many holes couldn’t come close to enjoying. Anybody comparing this to Interstellar needs their head checked.

@TomZschach @AnthropicAI @GeminiApp @OpenAI 100% What’s the missing $LINK, Tom?

Your AI (@AnthropicAI @GeminiApp and @OpenAI ) hallucinates, forgets and works alone. Would you use a product that fixes all 3?

@ChrisBarrett You don’t say

Chainlink is building something closer to a protocol layer for civilization, where data, agreements, and value converge into a single verifiable system.

@HHorsley In fact, AI just accelerates it x.com/0xswish/status…

The largest investment firms in the world: Schwab, Fidelity, Morgan Stanley, BlackRock All now in crypto. Nothing stops this train —