DEFI HOARDER

Sky Protocol's strongest quarter on record, and capital deployment and product expansion were no exception. • USDS supply reached $11.70B in Q1 2026 • sUSDS ended the quarter at $6.49B, the largest yield-generating stablecoin by supply @SkyEcoInsights has the full picture ↓

$LINK

Solv's foundational cross-chain architecture is now unified under @chainlink's CCIP standard. Check this one pager on how Solv leverages @chainlink's security standards to make $BTC more productive in DeFi ↓

New @Grayscale report covers why Chainlink $LINK is one of the best "picks and shovels" opportunities in tokenization 🔥 Chainlink provides the data, interoperability, compliance, privacy and orchestration standards that power the full end-to-end lifecycle of tokenization @willhamilogden and @LowBeta break down every stage: ✅ Asset tokenized onchain → Chainlink Proof of Reserve → Verify assets are backed ✅ Investors onboarded → Chainlink Data Feeds → Provides intraday net asset value (NAV) data ✅ Asset begins trading onchain → Chainlink ACE → Enforces KYC and jurisdiction polices ✅ Asset moves to new chains → Chainlink CCIP → Facilitates secure cross-chain asset transfers ✅ Asset makes dividend or coupon payment → Chainlink CCIP and Function → Connect to offchain systems for administration ✅ Asset used as collateral in DeFi → Chainlink Data Feeds → Validate asset value for margin requirements An advanced institutional workflow, spanning multiple chains, enterprise systems, and APIs, all coordinated by the Chainlink Runtime Environment (CRE) Importantly, Chainlink is fully blockchain-agnostic, so it doesn't matter which chains are adopted by capital markets, they all still need Chainlink "It is hard to imagine the tokenization of capital markets playing out without tools like Chainlink, regardless of which blockchain is leading." The two other service providers named in this section, Securitize and Ondo, both use Chainlink to power the distribution of their tokenized assets across onchain finance

NEW: The Chainlink data standard is now live on @amazon’s AWS Marketplace. Now, millions of @awscloud developers & hundreds of thousands of businesses have access to the secure data infrastructure required to build institutional-grade blockchain apps.

Be Chainlink > think 3 steps ahead of everyone else > build the tech needed ahead of time > don’t focus on marketing at all > get everyone to adopt the tech > get Bitwise, Grayscale, Blackrock,… shill it for you $LINK

$LINK

Pendle is one of the few DeFi apps that directly benefits from RWA adoption. Over the past 8 months, Pendle's TVL from RWA markets has grown to $151M. And it keeps hitting new ATHs.

1/ Tokenization is poised to transform capital markets Grayscale Research believes $ETH $SOL $CC $BNB $AVAX $LINK are well positioned to benefit from more than $300T+ in assets moving onchain 🧵↓

Grayscale highlighting how Chainlink $LINK is at the center of it all "Grayscale believes Chainlink may represent one of the best 'picks and shovels' opportunities in tokenization because it provides critical middleware services across the lifecycle of tokenized assets."

This past week, @Aave Horizon proved that there is continued demand for RWA markets. TVL has been steadily climbing and crossed back over half a billion today, remaining the largest market for permissioned RWAs.

Aave Labs targets billions in idle liquidity with V4 reinvestment module to lift yield for lenders theblock.co/post/395045/aa…

The wait is over. @aave v3 is now officially live on Mantle. Earn yields, borrow, swap, and save on the world's most trusted DeFi lending network now with institutional-grade liquidity on Mantle's distribution layer. DeFi is winning.

What does @chainlink have in common with @nvidia? They have evolved from products into standards through network effects. When people hear “network effects,” they often think of social networks or marketplaces, where value increases as more users join. In the case of NVIDIA and Chainlink, the dynamic is subtler but more powerful. Each has built a technology platform around which an ecosystem of developers, tools, integrations, and institutional practices has formed. As more organizations build products and workflows on NVIDIA’s hardware and software stack, it becomes easier and safer for others to do the same. Expertise accumulates, tooling improves, and operational risk declines. Over time, choosing NVIDIA stopped being a bet on superior specifications and became the only decision for teams that needed reliability at scale. NVIDIA did not just supply GPUs; it became the standard foundation for AI development. In many ways, Chainlink is similar. As more data providers, applications, and financial institutions integrate with the network, its reliability and security improve. That reliability and security, in turn, attract the largest DeFi protocols and traditional finance institutions that are adopting onchain infrastructure. Integration with Chainlink reduces coordination and trust costs, making it the global standard for serious applications rather than merely a competitive option. The platform wins because it minimizes risk, aligns incentives across a broad ecosystem, and answers a critical question for decision-makers: What do the best teams in onchain finance already rely on? Chainlink.

Fragmented liquidity is over. Fluid’s Liquidity Layer introduces a unified system built for scale, security and sustainable capital efficiency. Fluid is where capital works smarter.

Chainlink 101—what you need to know, in one image ↓

Bitwise on Bloomberg: Chainlink is critical infrastructure for prediction markets ↓

Power everything.

$LINK