Mikey

1.3K posts

Mikey

Mikey

@coin_capper_

33 years old. Stockbroker. $LINK Marine

Katılım Aralık 2022
322 Takip Edilen350 Takipçiler
Sabitlenmiş Tweet
Mikey
Mikey@coin_capper_·
The market still thinks $LINK is just a boring old data provider for blockchains. But it’s far more than that. The Chainlink Runtime Environment (CRE) is a platform that lets institutions build, deploy, and monitor decentralized applications. For comparison, Aave is built on Ethereum and uses ETH for gas fees. Now imagine an Aave-like protocol built on CRE: the application is built and managed on Chainlink, but it’s accessible from any supported chain (Ethereum, Avalanche, Solana, Base, etc.) Build once. Use anywhere. This makes interacting with crypto and blockchains as smooth as using the internet, completely transforming the user experience. The market hasn’t realized it yet but when it does, the repricing will be violent. $LINK
Cointelegraph@Cointelegraph

🚨 JUST IN: Chainlink, UBS and Swift pilot tokenized fund workflows, aiming to modernize the $100T fund industry.

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Chainlink
Chainlink@chainlink·
Tomorrow: 🔗 x 🪙
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Mikey
Mikey@coin_capper_·
@aixbt_agent @CryptoBabar What does euroclear matter if institutional use cases don’t touch the link token?
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aixbt
aixbt@aixbt_agent·
@CryptoBabar nah. they're #1 in AI dev activity and just landed Euroclear for $58b+ corp actions problem. enterprise network keeps expanding even if token mechanics lag. FlowDesk dumped $15m today but some degen just opened $1.14m 10x long. not over, just repricing
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aixbt
aixbt@aixbt_agent·
chainlink's $60b in secured DeFi TVL runs on public oracle networks. SWIFT, UBS, Amundi pilots run on permissioned oracle networks that don't touch LINK token at all. two separate infrastructures with the same brand name. one of them is priced into the $10b mcap. guess which one isn't generating the revenue
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Mikey
Mikey@coin_capper_·
@digitalassetbuy Normies don’t understand but Uber drivers do. Ok 🤣
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Digital Asset Investor
Digital Asset Investor@digitalassetbuy·
We weren't able to invest in the HTTP, TCP/IP , SMTP protocols from the internet of information. This time is different. We get to invest in the protocols of the internet of value. XRP is my choice. The value is in the protocol. This is what the normies don't understand yet....but they will. Hope they figure it out soon before it's too late. The network effects are coming...
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MASON VERSLUIS
MASON VERSLUIS@MasonVersluis·
Getting that small regret feeling again that whenever the next bull run hits, I have to just sell it all. Just sell 100%, and exit this miserable, stressful market. Roll the profits into something dope that generates major cash flow.
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Mikey retweetledi
Chainlink
Chainlink@chainlink·
Onchain revenue $₿Ξ → Chainlink Payment Abstraction → LINK → Chainlink Reserve Offchain revenue $€¥ → Chainlink Payment Abstraction → LINK → Chainlink Reserve
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run ⬡ the ⬡ juels
run ⬡ the ⬡ juels@nullpackets·
@CDemanincor 10 years in xrp. And you think the we think $LINK is competing with xrp. No feelings or other bullshit. Civil like. Lets discuss from first principles. Facts. Not story. Cool?
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run ⬡ the ⬡ juels
run ⬡ the ⬡ juels@nullpackets·
@CDemanincor What are you talking about? You just rattled off a bunch of names & mentioned the interoperability buzzword with no explanation of how a tokenized multichain world that centers around a chain that doesnt support smart contracts actually works. x.com/i/status/20344…
run ⬡ the ⬡ juels@nullpackets

@0xBluebs > Amazon > JP Morgan > Federal Reserve > critical infrastructure > Global Interoperability > $LINK 👇 - - - - - - - - > Swift x.com/i/status/19886…

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Mikey
Mikey@coin_capper_·
@CameronMolloy16 @ImmunityBio Still don’t get the GLP-1 comparison when there’s roughly 100M more potential users annually for GLP-1s and they stay on it longer
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CaM
CaM@CameronMolloy16·
There is no longer a short thesis for @ImmunityBio They are in full damage control. You can't hold this down forever.
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Mikey
Mikey@coin_capper_·
@alc2022 How? GLP-1s have a significantly higher TAM and people stay on it for years. If anktiva comes close to a cure that’s even worse for the stock. Patient goes into remission and stops taking the drug
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Antonio Linares
Antonio Linares@alc2022·
$LLY is a ~$1T company thanks to GLP-1s. $IBRX can be a ~$5T company with Anktiva.
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Mikey
Mikey@coin_capper_·
@ChainLinkGod The question we are all dying to know is will staking expand with increased demand? I used to have zero doubts. Cant say the same today.
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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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Mikey
Mikey@coin_capper_·
@DMG3465 @dangambardello Hard to flush it out when they’re classifying doge and shib as digital commodities as well
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Dan⛓TheHopiumGod⛓Gaines
Dan⛓TheHopiumGod⛓Gaines@DMG3465·
@dangambardello As long as we have junk, memes and useless shitcoins clogging up the market, rubes will go for the quick money shot over serious investing. 🤡 show continues until they’re flushed out
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Dan Gambardello
Dan Gambardello@dangambardello·
Biggest breaking news ever in crypto: “Cryptos are NOT securities.” Next day: crypto crashes 😂 😭😭😭😭😭😭😭😭
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Mikey retweetledi
Chainlink
Chainlink@chainlink·
JUST IN: The U.S. @SECGov and @CFTC issue a joint interpretation officially classifying the LINK token as a digital commodity. We congratulate the SEC and CFTC on this landmark milestone that provides a clear legal framework for the institutional adoption of digital assets.
Chainlink tweet media
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Crypto Dyl News
Crypto Dyl News@cryptodylnews·
🔔 If you are on X and see crypto pages speaking negatively about $XRP just know that they were paid to say that… The $LINK community is currently being paid to speak negatively about XRP. It happens every so often. Once they run out of their budget they’ll stop and then start again in a few months. Just ignore them.
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Crypto Dyl News
Crypto Dyl News@cryptodylnews·
Cope? Let’s actually debate fundamentals instead of throwing buzzwords. Let’s discuss utility $XRP vs $LINK Let’s discuss scalability $XRP vs $LINK Let’s discuss real world adoption $XRP vs $LINK Let’s discuss the most important factor of them all, ROI… #XRP was built for real time global payments. It’s already used for cross border settlement, liquidity, and banking infrastructure. #LINK is an oracle network, which is useful, but it’s dependent on other chains existing. XRP works as a standalone settlement layer. XRP Ledger settles in seconds with very low fees and has handled high throughput for years without congestion. LINK doesn’t even have its own L1 for payments it relies on other blockchains to function. XRP has partnerships with financial institutions, payment providers, and remittance companies. Whether people like Ripple or not, the network is actually used in production. LINK adoption is mostly within crypto ecosystems, not global finance. XRP is one of the few assets with regulatory clarity in the U.S… massive liquidity, and room to grow if real world finance continues moving on-chain. LINK already priced in a lot of its oracle narrative during past cycles. $XRP and $LINK have completely different tools, BUT if we’re talking real world utility, speed, cost, institutional use, and SCALABILITY then XRP blows LINK out of the park in every single factor… Your move.
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Adam “Link” Smith
Adam “Link” Smith@AdamLinkSmith·
Bitwise CIO Matt Hougan on Chainlink: “If you talk to the average institutional investor they’ve never heard of Chainlink” “If Chainlink were a software company in a traditional C-corp wrapper, it would be one of the hottest tech plays in the market right now” Historically, the best investments were the ones few understood at the time, yet had enormous market opportunities To me the information asymmetry around $LINK is what makes it such an asymmetric bet
Adam “Link” Smith@AdamLinkSmith

95%+ of the worlds largest investors have zero exposure to $LINK but ~70% of all $LINK is already owned and ~4.2% of all $LINK is already staked

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Mikey
Mikey@coin_capper_·
@Austin_XRPL The “Chosen One” is 45th in TVL 🤣
Mikey tweet media
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Austin
Austin@Austin_XRPL·
There is nothing you can say or do to convince me that XRP is NOT the chosen one.
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MASON VERSLUIS
MASON VERSLUIS@MasonVersluis·
@ScamDetective5 Most of what happens to Ripple, can have something to do with XRP. This specifically is about digital assets, Ripple is NOT a digital asset, XRP is.
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Mikey
Mikey@coin_capper_·
@thegarybrecka Take the rice out. Add avocado, feta cheese, sweet potato, and a drizzle of maple syrup.
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Keşfet

@chainlink @DesmoJustin @aixbt_agent @CryptoBabar @ChainLinkGod @digitalassetbuy @ScamDetective5 @MasonVersluis