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@ZeusRWA

Breaking down RWA’s, tokenization & stablecoins. @RWAFoundation_ @PreStocks

Katılım Ağustos 2020
5.7K Takip Edilen25.5K Takipçiler
Zeus
Zeus@ZeusRWA·
@TheLinkPanda @nullpackets Then fair enough. If as a holder you’re willing to wait 3,4,5 years or more then that’s valid.
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Zeus
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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LINKPULLER
LINKPULLER@linkpuller·
@ZeusRWA @LinkMarineOG RETAIL Link holders' opinions honestly don't matter, Sir. As scaling occurs, they'll either understand or have exited prematurely. This isn't about a 2T issue but about 20-50x that. The Average retail investor in blockchain doesn't comprehend the big picture, and that's ok.
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Zeus
Zeus@ZeusRWA·
Thanks for your perspective Zack! Undoubtedly chainlink have the experience and product to continue being the driver in the oracle space. From my view, I view RWAs as the next big thing & ultimately they only become that by relying on products such as chainlink. Im not too clued up on the token circulation situation, I actually thought link would’ve performed a lot better than it has. But hey, I’m no tokenomic genius. My question is, is there enough demand for the supply?
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Zach Rynes | CLG
Zach Rynes | CLG@ChainLinkGod·
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"
Zach Rynes | CLG tweet mediaZach Rynes | CLG tweet mediaZach Rynes | CLG tweet mediaZach Rynes | CLG tweet media
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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Zeus
Zeus@ZeusRWA·
The $10T+ Reallocation. Stocks → ETFs → Crypto Now it’s pre-IPO equity. SpaceX. OpenAI. Anthropic. xAI. Anduril. Polymarket. Kalshi. For years, retail couldn’t touch them. Now: > $0.01 minimum > No lock-ups > 24/7 trading > Instant settlement Pre-IPO equity is coming onchain with @PreStocks.
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Zeus
Zeus@ZeusRWA·
@andyyy Tokenization tower goes hard
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Andy
Andy@andyyy·
Back home in the Tokenization Tower. Great lineup of guests today with an institutional asset manager from G20, Pantera folks & a Bittensor convo x.com/i/broadcasts/1…
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Zeus
Zeus@ZeusRWA·
@BoredDerek Make it better for me then 😉
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Derek
Derek@BoredDerek·
@ZeusRWA You're getting closer, but it's much bigger than that. "Backbone of onchain finance" is like saying TCP/IP is the backbone of online banking. Technically true, but incomplete.
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Zeus
Zeus@ZeusRWA·
@LinkMarineOG Braindead. Funny how most link holders agree with me then…
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$LINK OG
$LINK OG@LinkMarineOG·
@ZeusRWA DYOR and learn about the token, it’s clear you haven’t
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Rendoshi 👽🛸
Rendoshi 👽🛸@Rendoshi1·
$ETH R/S flip in progress Still looks bullish
Rendoshi 👽🛸 tweet media
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Zeus
Zeus@ZeusRWA·
@WALLY_DAO What a great conversation. Always happy to listen in 🫡
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Nazar
Nazar@ustyianskyi·
If I call an early project a top pick, I want numbers behind it. So I built my own scoring system. First public rating: @mezzanine_fi score: 83/113. 9 criteria. penalties and bonuses. weakest area: GitHub & documentation. final verdict: top pick. breakdown below👇
Nazar tweet media
Nazar@ustyianskyi

I made my own scoring system for early projects. but the main criteria right now are: - monetization - team experience - execution realism - design & branding - GitHub & documentation drop your favorite early project below, and I’ll rate it full article later.

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Zeus
Zeus@ZeusRWA·
Also another announcement. In traditional pre-IPO markets, limit orders were impossible. Now, thanks to @JupiterExchange, you can set limit orders on pre-IPO markets for the first time ever. PreStocks on Solana. 🔥
Zeus@ZeusRWA

The $10T+ Reallocation. Stocks → ETFs → Crypto Now it’s pre-IPO equity. SpaceX. OpenAI. Anthropic. xAI. Anduril. Polymarket. Kalshi. For years, retail couldn’t touch them. Now: > $0.01 minimum > No lock-ups > 24/7 trading > Instant settlement Pre-IPO equity is coming onchain with @PreStocks.

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zaimiri ✏️
zaimiri ✏️@zaimiri·
As a Creator it's important to deliver posts on time. So I built a Deliverable Tracker in Notion.
zaimiri ✏️ tweet media
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Jupiter
Jupiter@JupiterExchange·
Pre-IPO trading is now on Jupiter. Limit Orders are live on @PreStocks, giving you more control over how and when you enter and exit your trades. jup.ag/prestocks
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Nicki Sanders
Nicki Sanders@nickisanders·
Tokenization solves 3 things TradFi has never solved: • 24/7 settlement (no more T+2) • Fractional ownership of illiquid assets • Programmable compliance baked into the asset itself This isn’t a rebrand. It’s a rebuild.
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