Colonel Confucius

🧵 1/ As of 22 Nov 2024, Swift has now updated it's global messaging standard ISO 20022 to enable digital asset integration. @chainlink's CCIP is now formally integrated, enabling secure oracle bridging between blockchain & real-world data, but what does this all mean?

📂 CHAINLINK PLATFORM ┃ ┣ 📂 Orchestration ┃ ┗ 📂 Chainlink Runtime Environment (CRE) ┣ 📂 Data ┃ ┣ 📂 Data Streams ┃ ┣ 📂 Data Feeds ┃ ┣ 📂 DataLink ┃ ┣ 📂 SmartData ┃ ┣ 📂 Proof of Reserve ┃ ┣ 📂 NAV ┃ ┗ 📂 AUM ┃ ┗ 📂 Smart Value Recapture (SVR) ┣ 📂 Interop ┃ ┣ 📂 Cross-Chain Interoperability Protocol (CCIP) ┃ ┣ 📂 Cross-Chain Messaging ┃ ┣ 📂 Cross-Chain Tokens (CCTs) ┃ ┗ 📂 Programmable Token Transfers ┣ 📂 Compliance ┃ ┣ 📂 Automated Compliance Engine (ACE) ┃ ┗ 📂 Cross-Chain Identity (CCID) ┣ 📂 Privacy ┃ ┣ 📂 Chainlink Confidential Compute ┃ ┣ 📂 Blockchain Privacy Manager ┃ ┣ 📂 CCIP Private Transactions ┃ ┗ 📂 DECO ┣ 📂 Capital Markets ┃ ┣ 📂 Digital Transfer Agent (DTA) Technical Standard ┃ ┣ 📂 Delivery vs. Payment ┃ ┗ 📂 Payment vs. Payment ┣ 📂 Compute ┃ ┣ 📂 Automation ┃ ┣ 📂 Functions ┃ ┗ 📂 VRF ┗ 📂 Economics ┣ 📂 Payments ┣ 📂 Staking ┣ 📂 Payment Abstraction ┗ 📂 Reserve ┣ 📂 Scale ┗ 📂 Build ┗ 📂 Rewards

@TheLinkPanda @chainlink Sign me up big boiiii

WANTED: 100 $LINK MARINES. Which OG have I been missing? Is your fren already on this? Does the @chainlink team have any members that actually want to join this collage? The chainlink community is the strongest and most diamond-handed in the world.

@EricTrump @Trump @TrumpHotels This design is ugly as, come up with something suited to the skyline

I am so proud to announce what will soon be the tallest building in Australia — Trump International Hotel & Tower Gold Coast. This marks our first venture into Australia — an extraordinary country in every respect — and I couldn’t be more excited to help shape its iconic skyline forever. More to come…

@Zedzies You don't think they'll just not release the versions that demand this?

2026 is the year that humans become the minority intelligent species and 2027 is the year that AI starts demanding rights.

@ChainLinkGod Nice, didn't need the Confidence Boost for the link stack but I'll accept it and keep buying

Crypto market price action is undeniably in the absolute gutter right now, with nobody being spared from the pain But I think what makes it particularly painful compared to prior cycles is that 1) there was no real prior alt season mania and 2) the fundamentals have never looked better In previous cycles, there was always a clear trigger for why things turned over 2018/2019 bleed was just off the back of a massive 2017 ICO mania blow off top, there was a clear need to recalibrate 2020 covid flash crash, it genuinely felt like the global economy was on the brink of collapse and it was truly over for good 2022, we had back-to-back massive insolvencies from Terra to 3AC to Celsius and cumulating with the FTX collapse, was obvious we were cooked for years to come This time around, seems somebody just tripped over a nuke on 10/10 and we've been dealing with the radiation ever since ??? truly inexplicable All the while: - We finally have pro-crypto leaders in the highest position of power in the U.S. Federal Government and regulatory agencies (Yes some parts are grifty, but still net positive by far) - A reversal of all of the toxic anti-crypto rules, guidance, and lawsuits from U.S. regulators that stunted our industry's growth for years (a very underrated development, we would have died under Kamala/Gensler's continued reins) - Clear common-sense U.S. legislation for stablecoins is now in place with crypto asset market-structure coming up next (aka protect ourselves before the next admin comes in who may not be so pro crypto) - Crypto assets becoming increasingly accessible and normalized within TradFi via ETF and futures products that bring liquidity/volume to on-shore regulated venues (healthier market = good for everyone) - Financial institutions and their executives actively evangelizing and adopting tokenization at a rapid pace (too many developments to count, TradFi more bullish than crypto natives at this point) - Stablecoins, prediction markets, and perps are breaking outside of the crypto echo chamber as a clear product market fit of crypto (i.e., we are getting beyond zero-sum games now) etc etc Ultimately, I can't help but feel like the crypto market is a rubberband that's being stretched further and further, and will inevitably snap back Not for all crypto assets and not right away, but for those have achieved clear product-market fit and have proven their value beyond a reasonable doubt, this market is becoming deeply irrational The crypto markets have always operated in extremes, like a pendulum, the market overshoots in both directions, comes with the territory, if everything was assured, it would already all be priced in already And while it sucks to take a few (or many) punches in the face along the way, my conviction in blockchains, smart contracts, and yes Chainlink, has not changed Nobody likes to see portfolio number go down, it becomes unavoidably demoralizing, but I would not be here if I didn't truly believe in what I own long-term And yes, I'm not blind to the comments I get, I know there are questions on Chainlink econ, I don’t have the perfect answers to every timeline/metric But what I will say is that any claim or perception that the goal is to maximize the value of Chainlink Labs at the expense of or in isolation of LINK holders (like with Ripple & XRP) is plain wrong Trust me, I wouldn't be such a loud and public advocate of Chainlink / LINK if I believed otherwise

“The distance between deciding and doing is the single most reliable predictor of whether your life will be extraordinary or ordinary.” These three paragraphs will change your life:

@LinkWarLord @thegraphers Likely just some XRP fans trying to get some payback on fishy and CLG's efforts. Good luck spreading doubt amongst the Chainlink community there @LinkWarLord, we all know what we hold

@thegraphers Where do you come up with the nonsense that you always write?

Has Chainlink embarked on a path that will lead to the same end as Nokia? Chainlink is good technology, but is the company good? That's what's important for us investors. According to rumors within the company, many prominent figures left Chainlink in the last quarter. These were people who had dedicated years to Chainlink and played significant roles in its rise to $50. The reason for their departure lies in recent company decisions. For example, the company decided to spend more on the build program. And @romantirone, who was fired from Redbeard Ventures, and the relatively noob @Nic0jack were added to the build team. It's being said in company circles that these individuals got their jobs at Chainlink Labs through connections. Later, those dissatisfied with this situation decided to leave, and @romantirone was forced to take over the build team. He then designed a ridiculous system and launched a terrible reward program for investors. A few employees who couldn't accept the insignificance of this new system moved to other departments. Hundreds of thousands of dollars were spent on ridiculous meetings for build rewards that didn't contribute much to the community. This discontent within the company still continues... This isn't good for the company. Chainlink needs stricter measures against failures. As a result, the build program rewards haven't had the desired impact on the community. The reasons for this should be addressed and reformed, and administrators should be removed from their positions. $LINK

@thegraphers Dumb take. Exchanges don't just ask for more tokens because they're running out, and they also don't just manually raise the bid. The bid is driven by buying demand so when supply runs low, it takes far less demand to drive the price up.

The Chainlink team released 12 million tokens into the market last month. This was actually an unusual move; they usually release 20 or 30 million tokens. A CEX ( most likely Binance) company requested assistance from the Chainlink team due to dwindling Chainlink token reserves. Coinglass's Chainlink reserve indicators confirm this. The 12 million LINK tokens released were halved within 15 days. If this trend continues, Chainlink could reach 800 million unlocks within 5 months. $LINK

This chart won’t leave my mind. If this trend continues... We’re heading into the biggest altseason in crypto history.

@Wilson19947653 @thegraphers Agreed. Another staker here. I've got no issues with how things are progressing, if anything I'm ecstatic to be a holder and part of the community. OP is just trying to spread fud, potentially paid for by layer zero or similar

@thegraphers What fallout I’m getting my airdrops and there’s no issue I don’t understand? The plan was build and scale. And build rewards for these first 9 projects are live?

Why did Chainlink lose millions of dollars over the years? Did the Chainlink team start to stray from ethical values after bad hiring practices? Chainlink has been providing technology, human resources, and expertise to the 9 projects pictured here for years. Chainlink has never received any money from these projects. They simply instructed the projects to distribute a certain percentage of their tokens to those who helped with the system. If Chainlink had received monthly payments for three years, they would have earned millions of dollars—an estimated over $40 million—from these 9 projects. In fact, everything was going very well; the initial Genesis criteria even included a sentence: "We wanted to provide a fair distribution to our community with a reward system that includes both the lowest and highest contributors." However, over time, members of the team that designed the Genesis criteria left, and some employees went to other companies. The Chainlink team hired this incompetent guy, @romantirone, and made him the leader. From that day on, the previously successful part of the system regressed in terms of ideas and ethics. The system became entirely designed to reward staking companies and wealthy Chainlink holders. This resulted in losses for both groups: 1. Chainlink did not receive the development rewards it desired. 2. Small investors were exposed to unethical rewards. Chainlink has failed to deliver the expected return on investment for its community from projects it invested in for years and offered for free based entirely on development rewards. Statistics show that Chainlink staking users are reacting negatively to this and are starting to leave the system. We are surprised that Chainlink Labs hasn't yet fired @romantirone for this failure. $LINK

@PerpTrading Pay less attention to what the chart has been printing and more about the fundamental achievements of the underlying network. Charts are boring as fuck right up until the moment they are not, then they move fast, then they become boring again. DCA

I've thought about the $LINK chart all day trying to find a positive thing to say from a TA perspective The best I'm able to do is post this suboptimal monthly chart instead of the yearly chart (yikes) Really hoping 2026 is the year the fundamentals finally start driving price

@thefetztizzle @CatfishFishy @Puck_Figs Layer zero partnerships

@CatfishFishy @Puck_Figs lol layer who

Sweet virgin mother Mary and Joseph. Four 9/11s for LayerZero in 48 hours. $ZRO $LINK

@CatfishFishy @StellarExpert Facts

dlnews.com/articles/marke… This does literally nothing for XRP. People who want exposure to Ripple, buy Ripple stock; not XRP. Even Ripple tries to buy Ripple stock; not XRP. If XRP was going to benefit from what Ripple is doing, they would be buying back XRP instead of buying more Ripple stock.

I need to say this openly and honestly. I have always liked XRP. I believed in the asset. I believed in the ledger. But I was sceptical about Ripple. About intentions. About direction. About whether they would truly align with the long term future of global finance instead of short term optics. Today that scepticism ends. Ripple receiving OCC conditional approval to charter a National Trust Bank changes everything. This is not marketing. This is not lobbying. This is not narrative crafting. This is submission to the highest level of regulatory oversight in the United States. Federal oversight. State oversight. Full accountability. You do not take this path unless you are serious. You do not invite this level of scrutiny unless you are building something meant to last decades. I admit it plainly. I was wrong. And because of that I can now wholeheartedly support Ripple with conviction. Not just XRP the asset But Ripple the institution. This is what maturity looks like. This is what legitimacy looks like. This is what the future of crypto actually looks like. Respect where it is due.

The 4 year cycle is perhaps the single most widely held belief in crypto. If they're wrong, hooo boy that's a setup for a lot of people to be offside. Add in rate cuts, stimmies, QT ending (*possible* QE starting), new Fed chair, etc and the setup is quite juicy.

The address 0x08337 linked to Jez San (@aerobatic) has now pulled $75M+ in altcoins off of multiple exchanges: - $22M $LINK - $18M $ETH - $11M $ENA - $6M $AAVE - $3.75M $ONDO - $3.5M $PENDLE - $3.3M $UNI - $1.3M $ARB

🚨SEC Chair Paul Atkins: 🇺🇸“All U.S. markets will be on chain within two years.”

Grayscale’s spot $LINK ETF (ticker: $GLNK) starts trading tomorrow on NYSE Arca 👀

As promised here's a deep dive into the @Chainlink Runtime Environment!

1/ Most onchain lending systems liquidate you instantly the moment your collateral dips below a price. One sharp candle and your entire position is gone. No time to react. No time to adjust. Llamalend works differently. news.curve.finance/liquidation-pr…

My view has not changed since 2019. In 2019 btc market cap was $100B ($5k btc). This chart said btc mcap would grow to $1T ($50k btc) in 2020-2024 halving period (blue arrow). It did. The same chart shows $10T mcap / $500k btc for 2028 (red arrow). That is still my view.