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Walter ⬡
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Walter ⬡
@Link2790
v0.1 LINK staker
Sydney, New South Wales Katılım Eylül 2022
883 Takip Edilen890 Takipçiler
🚨SO FUNNY THAT ONLY ARCA AND I ARE THIS COMFY CUZ WE HAVE THIS $LINK ALPHA HANGING OVER OUR HEADS THAT WILL SOON BE RELEASED TO THE PUBLIC🚨
Arca@arcamids
$7 $LINK meal
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Here's what makes it more interesting. Grayscale's GLNK was a trust conversion, the exact same structure that caused billions in outflows for GBTC and ETHE. For $LINK it triggered zero selling. That tells you everything about conviction levels.
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Every spot crypto ETF in US history has bled capital within weeks of launch. $BTC made it 7 trading days. $ETH lasted 1.
$LINK ETFs just crossed 75+ trading days with zero outflows. Not reduced outflows. Zero.
The market is telling you something if you're paying attention.
BSCN@BSCNews
🚨BULLISH: CHAINLINK ETFS HOLD NEARLY 1.5% OF $LINK SUPPLY Per @SoSoValue data, the US' spot @Chainlink ETFs have soaked up an impressive 1.42% of $LINK's current supply. It has achieved this milestone in the space of less than four months, not seeing a single day of outflows since launch.
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Walter ⬡ retweetledi
$LINK token needs a cool little symbol like these:
$₿Ξ
Chainlink@chainlink
Onchain revenue $₿Ξ → Chainlink Payment Abstraction → LINK → Chainlink Reserve Offchain revenue $€¥ → Chainlink Payment Abstraction → LINK → Chainlink Reserve
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Walter ⬡ retweetledi
Tokenization is changing how the world works. This isnt being introduced into the financial system just to keep doing business as always - but with a blockchain.
People are beginning to understand crypto was the precursor to Tokenization.
Tokenization is the precursor to Automation.
The Fourth Industrial Revolution.
$LINK
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"IF" the SEC decides that "private institutional chains" create an unfair advantage over the public markets, they could, and I think will, pull the plug on the interoperability that $CC Canton needs to survive.🤣
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$LINK is needed.
$LINK is regulated.
$LINK is safe.
$LINK is undervalued.
$LINK is inevitable.
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Out for dinner this evening with friends. We’ve all moved to another city. They’re all discussing how they’re buying their family homes.
I’m sitting silently smiling. Having put my money all on a bet on the future plumbing of the financial system.
It’s called delayed gratification.
Some are born to be sheep and others wolves.
Balls are on the table.
Let’s go.
$LINK
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Walter ⬡ retweetledi
$LINK $GLNK $CLNK Vlad nailed it, the CLARITY Act needs to pass so stablecoins can finally deliver real yields to users instead of banks keeping everything. Tokenized MMFs are already showing the model works safely with reserves staying in the banking system. The U.S. either leads this or watches everyone else take it.
Most people will read Vlad's thread and think $ETH Ethereum is the big winner because it's still the main settlement layer for the majority of RWAs right now.But look closer: Ethereum can absolutely get diluted or partially replaced in a multi-chain world. $SOL Solana and others are already taking meaningful share in volume and speed.
The REAL MONOPOLY here, the piece that's truly irreplaceable and sits underneath everything @vladtenev is describing, is Chainlink. Oracles and CCIP provide the verifiable reserves, real-time yield data, NAV pricing, and secure cross-chain movement that institutions actually trust for compliance and scale. Coinbase made CCIP their exclusive bridge for wrapped assets.
Proof of reserves on major tokenized Treasuries? Chainlink. Institutional work with Swift, DTCC, UBS, Euroclear?
Chainlink is embedded across the board.Current stats: over $60 billion in TVS, more than $28 trillion in transaction value enabled. This is the middleware powering the path to the multi-trillion tokenized asset opportunity everyone keeps forecasting.L1s can compete and evolve.
This layer doesn't get swapped without massive regulatory re-approvals, audits, and rebuilding institutional trust. It's locked in deep.
If CLARITY Act passes and yielding stablecoins plus mainstream tokenized MMFs take off, Chainlink becomes the default plumbing of the next financial system.
Triple digits on LINK isn't aggressive speculation at that point. It's conservative if this narrative plays out.This is the infrastructure play that's been hiding in plain sight.
BIGGEST ASSYMETRIC OPPORTUNITY IN THE HISTORY OF CAPITAL MARKETS
MANSIONS, ROLLS ROYCES WILL BE BOUGHT....YACHT PARTIES WILL BE THROWN
Vlad Tenev@vladtenev
We must unleash the yield, safely. We’re at a momentous turning point for our industry. If Congress passes the CLARITY Act, we finally get the regulatory certainty we've been advocating for. So what’s the hold up? Deciding if customers should earn yield from their stablecoin holdings. To get this right, we must prioritize what matters most for Americans: value and safety.
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Powered by?… ah forget it. You’ll understand one day anon
Andy@andyyy
My biggest takeaway from DC Blockchain Summit is simple: If an asset can be tokenized, it will be tokenized.
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@PoliticalStacy It’s moments like this, where I know deep in my heart that I’m capable of acts of violence that are indescribable until they’re witnessed.
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I want this man publicly executed in the slowest, most painful way imaginable. Pure evil.
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In other words - no one cares about which chains settlements occur on. They care about the asset, they care about the improved way of interacting with said assets and they care about the future iterations of said assets yet to be discovered
$LINK
Walter ⬡@Link2790
What this is really all about is all the assets, packaged in a new and improved form. Powered, secured by Chainlink infrastructure and transacting across any number of successful chains “+ many more”. That’s it. LINK IS THE SINK $LINK
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@Crypto___Oracle I truly believe the LINK repricing will be unlike anything this space has witnessed before. Our only battle as holders is having the patience because the painful truth is that no one knows when that’ll be
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Top 10 asset manager in the world now Chainlinked.
Few
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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realizing that crypto was merely the introduction to tokenization and was never meant to have any real use case
Tokens on Solana@tokens
JUST IN: Hyperliquid now trades more oil, gold, and silver than crypto.
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Walter ⬡ retweetledi
THE ABSOLUTE DOMINANCE OF THE CHAINLINK BASE LAYER CANNOT BE OVERSTATED.
Unichain just accelerated their ecosystem growth by officially integrating the Scale program.
This completely subsidizes the foundational operating costs required to natively house massive institutional capital.
Decentralized finance is systematically being engineered from the ground up to absorb the entire legacy financial system.
Stop fading the exact foundational infrastructure that every single major protocol mathematically relies on.
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Walter ⬡ 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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@Altcoinbuzzio @nullpackets 80 billion is when the game starts. Right now everyone is still in the process of taking their seats
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Chainlink just became the backend of finance.
Coinbase: CCIP for $7 billion in wrapped assets.
SWIFT: Connected to 11,000+ banks.
DTCC: Mutual fund tokenization pilot.
Bitwise: Selected for RWA oracle infrastructure.
Every major institution that touches tokenized assets runs through Chainlink.
No competitor is even close.
The market cap says $8 billion. The infrastructure says $80 billion.
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What this is really all about is all the assets, packaged in a new and improved form. Powered, secured by Chainlink infrastructure and transacting across any number of successful chains “+ many more”.
That’s it. LINK IS THE SINK
$LINK
Chainlink@chainlink
SAFO ➡️ Chainlink ➡️ Onchain Finance
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