Shadzrick
6.5K posts
🔥 JUST IN: Mitsubishi is adopting JPMorgan’s Kinexys blockchain network for global corporate payments as the platform scales toward $10B in daily volume.
After a few weeks in SF, one thing stands out: AI people are more bullish on crypto than crypto people are on themselves. There's this narrative forming in crypto that AI people think crypto is a joke. It's just not true. I keep hearing this over and over from AI people who remain bullish crypto. Hell, Sama, Jensen, Elon, Zuck, the biggest names in AI have all been publicly bullish on crypto and its convergence with AI. Crypto's problem right now isn't that outsiders don't believe. It's that insiders are playing scared.
Our plans to build a blockchain-based shared ledger have reached a major new milestone. After completing its design phase with a global group of banks, we are now shaping the ledger’s first MVP iteration, which will enable interoperability between banks’ tokenised deposits and facilitate 24/7 cross-border payments. 📅The MVP is planned to go live with real-world transactions this year, as we work in parallel with banks internationally to help accelerate the industry's transition to digital finance. The ledger will allow payments to be executed using tokenised deposits, leverages existing compliance processes and supports multiple settlement options. The result? - Faster payment execution - Better liquidity visibility - Reduced reconciliation efforts - Interoperability across institutions ⚡Learn more about how our progress on the ledger is part of a parallel track strategy to power a best-in-class payments experience, however value moves: swift.com/news-events/ne… #CrossBorderPayments #Ledger
Once you understand how critical a universally accepted orchestration layer is to the scaling of tokenized markets, you cannot unsee it. When it comes to stable coins, all compliant coins will soon employ real-time Proof of Reserves, Secure Mint and other such @chainlink protocols to avoid errors on the platform and more so to avoid shaking market confidence in using such tools. There simply is no other way to reliably scale. $LINK sits at the center of everything.
Market share secured by Chainlink: Ethereum: 80%+ ($44.2B+) Plasma: 100% ($3B+) Base: 96%+ ($2.7B+) BNB Chain: 69%+ ($2.4B+) Arbitrum: 84%+ ($2.4B+) Mantle: 94%+ ($1.3B+) Avalanche: 75%+ ($676M+) Aptos: 87%+ ($237M+) Linea: 89%+ ($142M+) Optimism: 94%+ ($133M+) Monad: 96%+ ($124M+) Gnosis: 85%+ ($104M+) MegaETH: 100% ($20M+) Hedera: 99%+ ($19M+) Celo: 78%+ ($16M+) Unichain: 99%+ ($10M+) Soneium: 100% ($4M+) + many more
chainlink SVR recaptured $16.7m in liquidation MEV from aave in 9 months. $6m annualized on ethereum alone, a 47% boost to aave protocol revenue with zero product changes. aave just approved expansion to base and arbitrum. morpho, compound, and spark haven't integrated yet. that's $20b+ in combined TVL still leaking liquidation value to bots. LINK is quietly shifting from oracle cost center to revenue infrastructure that takes a cut of every liquidation across DeFi lending. first successful service beyond price feeds. if this scales to 10-15 protocols by end of year, the value accrual model for LINK changes entirely. this is the AWS moment they've been building toward
$LINK 🔵 My thoughts on Chainlink are that we continue to grind lower back into the 2022-2023 support area between $4.50-$7.50 over the next couple of months. - RSI now at the same oversold levels as the bear market lows ✅ I believe we start recovering towards all time highs later in the year heading in 2027.
7 straight months DOWN for $LINK.
