David Miller ⬡ 𐤊 retweetledi
David Miller ⬡ 𐤊
32.5K posts
David Miller ⬡ 𐤊
@CryptoDavid_
Regular man during day, blockchain passionate at night.
Katılım Ağustos 2017
1.8K Takip Edilen17K Takipçiler
David Miller ⬡ 𐤊 retweetledi
NEW: EUROPE'S LARGEST ASSET MANAGER AMUNDI LAUNCHES TOKENIZED FUND $SAFO POWERED BY CHAINLINK $LINK ON ETHEREUM $ETH AND STELLAR $XLM
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David Miller ⬡ 𐤊 retweetledi
I believe the bull case for $LINK is straightforward, I would distill the thesis down to:
1. Chainlink continues to expand its dominant market share as the critical infra platform powering the most important crypto use cases (institutional DeFi, RWA tokenization, prediction markets, stablecoins, etc)
2. Growing demand for Chainlink's data, interop, privacy, compliance, & orchestration services leads to increasing demand for LINK tokens (native payments, programmatic buybacks, staking collateral, etc)
3. LINK is a digital commodity whose total supply is capped at 1 billion, meaning when growing demand combined with expanding supply sinks outpaces available on-market supply → buyers must raise their bids to find a willing seller
4. All 1 billion LINK tokens can only be acquired from someone who already owns it, no new units can be printed → demand-drive scarcity becomes an inherent property of the asset
In short, the thesis is that $LINK becomes increasingly scarce as the value that the Chainlink platform generates is captured by the token
Naturally, this story will need to prove itself over time, job's not done
But the hardest part is not perfecting the economics today (this can always be fine-tuned), it's becoming the indispensable industry standard whose value is unquestionable. The economics will naturally flow from there
As former Google CEO Eric Schmidt put it at Chainlink's SmartCon 2022: "Give me a hundred million users, and I will find a way to monetize them"
Zeus@ZeusRWA
The second most asked token I get is $LINK. And it’s a tricky one. As a product, Chainlink is indispensable. RWAs don’t scale without reliable data, proof of reserves, and secure offchain → onchain infrastructure. A lot of this market will depend on them. However… I’m still not fully convinced on the token. Yes there are fees. Yes there’s staking.bBut it’s still not clear how much value actually flows back into $LINK itself. From my standpoint: The product = essential The token = still proving itself Bull case for $LINK would be : > Becomes the standard for RWA data + verification > Trillions in assets rely on Chainlink feeds + infra > Staking scales → large % of supply locked > CCIP becomes the default cross-chain settlement layer > LINK becomes economic security for the entire system If all of that plays out… Then LINK isn’t just a token, it “would” become the backbone collateral of onchain finance. Right now, I see one of the best products in crypto attached to a token still trying to find its final form. I feel it’s pretty hard to argue with that.
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David Miller ⬡ 𐤊 retweetledi
Ripple uses $XRP sales to fund Ripple Labs buybacks
Chainlink uses protocol revenue to buy $LINK.
The difference couldn't be clearer.
Chainlink@chainlink
RESERVE UPDATE Today, the Chainlink Reserve accumulated 121,315.69 LINK ($1.1M+). Total holdings: 2,663,585.25 LINK.
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David Miller ⬡ 𐤊 retweetledi
$Link The 1st domino to fall in a line of many.... The first layer of TradFi actually moving ON-CHAIN in production.
This is NOT:
A pilot
A sandbox
A press release with no product
This is:
~A Live fund
~$100M already committed at launch
~Fully regulated (UCITS structure in EU)
~Built for real treasury + collateral use
LIQUIDITY will build up as the system proves itself.... and more treasury sytems will hop in once they know the waters are safe.... then more LIQUIDITY...... UNTIL TRILLIONS!!
Hindsight this will be looked at as the beginning. 🤌
GIF
Chainlink@chainlink
𝗟𝗜𝗩𝗘: Europe's largest asset manager Amundi (€2.3 trillion AUM) & Spiko launch new tokenized mutual fund (SAFO) powered by Chainlink. Chainlink is how the world's leading institutions & tokenization platforms are unlocking the issuance & distribution of tokenized funds.
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David Miller ⬡ 𐤊 retweetledi
David Miller ⬡ 𐤊 retweetledi
𝗟𝗜𝗩𝗘: Europe's largest asset manager Amundi (€2.3 trillion AUM) & Spiko launch new tokenized mutual fund (SAFO) powered by Chainlink.
Chainlink is how the world's leading institutions & tokenization platforms are unlocking the issuance & distribution of tokenized funds.
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David Miller ⬡ 𐤊 retweetledi
🚨 NEW: Chainlink, EPOCH Digital Credit, and Synthesys launch tokenized private credit fund across 6 global financial markets
TreasuryPlus (TPLUS) is the first digitally native, institutionally managed tokenized private credit fund with traditional fund administration
The fund spans 22 distribution channels from day one across six global financial markets
Planned distribution partners include Pinetree Securities, Tokinvest, EXIO, and Assetera, connected through Synthesys Network, spanning marketplaces and broker-dealers across Singapore, Hong Kong, the US, UK, Europe, and UAE
This was made possible by Chainlink’s data, interoperability, and orchestration standards, powering cross-chain distribution and real-time stablecoin settlement
Chainlink is how tokenized funds scale to global markets 🏦
Synthesys@synthesysco
@synthesysco and @chainlink are excited to partner with EPOCH Digital Credit to introduce TreasuryPlus (TPLUS), a digitally native tokenized private credit fund, administered by The Ascent Group. TPLUS is designed to generate consistently higher yield than money market instruments while maintaining liquidity with daily subscription and redemptions supported by onchain stablecoin settlement - offering a new option for eligible investors seeking liquid, predictable, secured income. From day one, TPLUS will be live across 22 distribution channels spanning marketplaces, broker-dealers and securities firms in Singapore, Hong Kong, the US, the UK, Europe, and the UAE, powered by Synthesys Network, providing the API connectivity for cross-channel distribution, subscription and redemption, replacing otherwise separate bilateral integrations. Initial distribution partners through Network include @Tokinvest_Cap, @EXIO_HK, @AsseteraGlobal, and Pinetree Securities - among others. TPLUS launches natively on Ethereum, with planned integrations onto Solana, Stellar and Canton, enabled by Chainlink's data and interoperability standards. At it's core, TPLUS combines EPOCH’s decades-long expertise in credit and liquidity management, with natively digital infrastructure enabled by Synthesys and Chainlink, eliminating the intermediary layers, wrapper fees, and liquidity fragmentation. Availability is limited to Qualified Purchasers meeting applicable eligibility criteria, minimum investment thresholds, and subject to the investment documentation. Read the full announcement here: blog.synthesys.co/2026/03/18/epo…
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David Miller ⬡ 𐤊 retweetledi
David Miller ⬡ 𐤊 retweetledi
WHY THIS MATTERS: $LINK
Exchanges, custodians, banks, hedge funds, and pension funds can now treat $LINK exactly like #Bitcoin. No registration nightmares, no lawsuits hanging over their heads.
CFTC (the friendlier, market-focused regulator) takes primary oversight, which means easier futures, derivatives, and institutional products.
Chainlink's official post nailed it: this is the "clear legal framework for the institutional adoption of digital assets." That's not marketing hype that's the exact language institutions have been waiting for before they allocate billions.
It's the single biggest structural catalyst $LINK has ever gotten. The path to institutional scale just went from "maybe someday" to "right now."
GIF
Chainlink@chainlink
JUST IN: The U.S. @SECGov and @CFTC issue a joint interpretation officially classifying the LINK token as a digital commodity. We congratulate the SEC and CFTC on this landmark milestone that provides a clear legal framework for the institutional adoption of digital assets.
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David Miller ⬡ 𐤊 retweetledi
now that $LINK is officially classified as a digital commodity CLL can feel comfortable driving more value to the token without worries of $LINK being deemed a security
Chainlink@chainlink
JUST IN: The U.S. @SECGov and @CFTC issue a joint interpretation officially classifying the LINK token as a digital commodity. We congratulate the SEC and CFTC on this landmark milestone that provides a clear legal framework for the institutional adoption of digital assets.
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David Miller ⬡ 𐤊 retweetledi
David Miller ⬡ 𐤊 retweetledi
@AdamLinkSmith I mean, what can it be worth... it's only a little bit of $LINK with each datapoint or service required...
Maybe @Citi knows?
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No more doubt since yesterday
IMHO yesterday's news is step 1 of 2 for $LINK ETFs to get an extra continued boost.
Step 2 will be clarity act, hopefully in coming weeks
run ⬡ the ⬡ juels@nullpackets
> why aren't institutions stacking $LINK? "is LINK a security?" - Mark Garabedian - Director of Digital Assets and Tokenization, Wellington Clarity is key. Thats when the investment in the infrastructure rails of the new financial system games begin.
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David Miller ⬡ 𐤊 retweetledi
David Miller ⬡ 𐤊 retweetledi
David Miller ⬡ 𐤊 retweetledi
Ethereum gets the settlement anchor (ZK proofs), but Chainlink gets the repeating transaction flow every time a bank chain needs to talk to another bank chain, to public DeFi, or to Swift rails.
Ethereum’s value is one-time per proof.
Chainlink’s value is per-message, per-asset-transfer, per-oracle-call. That’s the compounding value of being the global orchestration layer. 🔥
$LINK the 🌎
ZKsync@zksync
Today marks a new chapter for U.S. banking. The Cari Network, developed alongside five regional banks, is building a new platform to bring tokenized deposits onchain. Secure. Private. Within the regulatory perimeter. Powered by ZKsync’s Prividium.
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David Miller ⬡ 𐤊 retweetledi
BREAKING: @Mastercard to acquire stablecoin infrastructure company BVNK for up to $1.8B.
Deal adds on-chain payment rails for stablecoins, tokenized deposits, and tokenized assets across 130+ countries to Mastercard's existing network.
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