
masterholy
137 posts






Over $700m of cross-chain volume flowed across LayerZero rails yesterday.






Fewest fouls by a DPOY: 128 — Kawhi Leonard in ‘15 133 — Kawhi Leonard in ‘16 Still crazy. 😭



Day 3 in the quest for an answer on @chainlink’s: - value distribution - lack of transparency - inorganic sell pressure Responses from top $LINK marines: 1. Lack of transparency is for our own good We should understand, not question. There’s a bigger plan and solid financials we’re not supposed to see. 2. Chainlink Labs captures the value. $LINK is just a service token. CLL generates hundreds of millions in revenue, but $LINK holders are not entitled to it. Today, the system works as follows: > Revenue accrues to CLL > Sell pressure hits $LINK > No direct value routing between the two CLL revenue ≠ network value accrual. Holders should be okay with it because: > big things are coming > more usage will drive demand 3. Transparency creates competition, and we don't want that. The Google analogy keeps coming up, but Google didn’t ask users to: > fund its growth > absorb sell pressure > speculate on future alignment If opacity is required to win, fine, but then let's make one thing clear: this is a company-first strategy, not a token-first one. 4. Staking caps are low by design. CLL is waiting for Clarity to make a single big splash. CLL is just waiting for the Clarity Act to drop and create a big moment. So the idea is: >Mechanisms for increased demand already exist > They could be deployed now > They're intentionally delayed for timing/impact That raises a simple question: If the system is ready to absorb supply and strengthen demand today… why should holders wait for a regulatory catalyst to unlock it? It's not looking great.


















