Plan C

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Plan C

Plan C

@linkfew

Chainlink services provider, random guy, serial memer. ⛓️linkmarine🪖⛓️SDL staker. 🦆🦆🦆

stake.link Katılım Kasım 2017
116 Takip Edilen2K Takipçiler
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stake.link
stake.link@stakedotlink·
Part #3: @chainlink NOPs DeFi Wars: "Pool 2" was the cardinal sin of DeFi Summer 2020. You'd LP a token pair into Uniswap, and the "protocol" paid you back in one of the same tokens you just deposited. MOON-ETH LP, earn MOON. YAM-ETH LP, earn YAM. Headline APYs hit four digits. "future of france!" The reality was a mathematical trap. Early farmers dumped the rewards, the reward token's price collapsed, your LP value collapsed with it, and your stack went to zero while the APY chart kept screaming green. @ChainLinkGod called it back then (x.com/ChainLinkGod/s…) A lot of generational stacks were vaporized that summer. Six years later, We're bringing ethereum:0x514910771af9ca656af840dff83e8264ecf986ca DeFi Summer back. We are not making the same mistake. Sixteen weeks ago the @Morpho market opened with 3,682 ethereum:0x514910771af9ca656af840dff83e8264ecf986ca of seeded liquidity. Today there's ~257K LINK supplied, ~232K LINK borrowed and utilization pinned at 90%. 70x growth in four months. Yes, this growth was bootstrapped with some $SDL incentives, but what matters is the shift that comes next: we are consolidating the design to staked LINK rewards-only (staked LINK rewards are already LIVE as incentives in @Morpho and @CurveFinance ). wstLINK is not a treasury giveaway. It is the staking yield itself, paid forward directly from ethereum:0x514910771af9ca656af840dff83e8264ecf986ca being staked through @ThePriorityPool for the early DeFi pioneers. As more LINK is staked through stakedotlink, more wstLINK is available to fund our ecosystem's DeFi incentives. The reward asset grows with the protocol it incentivizes - Meet our Ouroboros. Now let's extend it to our @Uniswap pool: $LINK- $SDL: That UniV3 pool is going live today with a staked ethereum:0x514910771af9ca656af840dff83e8264ecf986ca incentives program. LP your LINK and SDL (Concentrated/full range). Earn rewards in $stLINK (LINK's equivalent of $stETH) via @merkl_xyz. Read that again. The pool is LINK/SDL. The reward is staked LINK. That is the design. Selling your wstLINK rewards does not depress the price of the assets you provided in any meaningful way. Your LP rewards keeps compounding, and $SDL can be staked for ethereum:0x514910771af9ca656af840dff83e8264ecf986ca rewards too (but that's alpha for another thread) You earn staked ethereum:0x514910771af9ca656af840dff83e8264ecf986ca, a proven blue-chip asset that itself accrues 4.7% native staking yield while it sits in your wallet or LP'd, auto-compounding. You can hold it, sell it, loop it back into Morpho for extra 6% supply APY, swap it, or use it as collateral anywhere wstLINK is integrated (and we're cooking stLINK/stablecoins lending & borrowing pools). This is yield farming as financial infrastructure, not yield farming as a casino. Pool 2 was a closed loop that ate itself. This is an open loop that compounds. The 2020 farmers earned APY in tokens that did not exist a month later. The 2026 LPs on ethereum:0x514910771af9ca656af840dff83e8264ecf986ca will earn staked LINK, the asset that secures the entire @chainlink network. Yeah, the same one that will secure DTCC's infra too. (x.com/The_DTCC/statu…) ethereum:0x514910771af9ca656af840dff83e8264ecf986ca DeFi Summer. Better engineering. Same energy. Real assets. Chainlink-aligned. Chainlink-secured. LINK-collateralized. Uniswap ethereum:0x514910771af9ca656af840dff83e8264ecf986ca rewards live today @ 21:00 CET. @stakedotlink.
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stake.link@stakedotlink

The @chainlink DeFi Wars have already started. Most of the $LINK community just hasn't noticed it yet. While everyone waits for the Node Wars, a parallel battle is being fought right now for something equally critical: the liquidity and capital efficiency of staked LINK This is not a sideshow. This is the supply line that will determine who wins the Node Wars. The Node Wars thesis is simple: every LINK token will be fought over to meet SLAs. But a LINK token that is staked AND simultaneously deployed in DeFi is worth more than one sitting idle. It does double duty, securing the Chainlink Network while generating additional yield and liquidity for its holders. LSTs already proved this in 2022-2024. This is exactly what wstLINK enables. wstLINK is the wrapped, composable version of stLINK. It represents your staked LINK position in a form that DeFi protocols can understand. It accrues staking rewards automatically. It doesn't rebase. It just works. And it's starting to show up everywhere. On @Morpho, wstLINK is live as collateral in a dedicated lending market. Holders can deposit wstLINK, borrow LINK against it, and restake, creating a leveraged staking loop that amplifies yield while the chainlink oracle provides the price feed. The market is already doing $2M+ in volume with extensive borrow demand. This is Chainlink infrastructure securing Chainlink collateral on a Chainlink-priced market. The flywheel is real. On @CurveFinance, the stLINK/LINK stablepool exists because these two assets are correlated. stLINK is backed 1:1 by staked LINK and only appreciates relative to LINK over time. This is fundamentally different from a non-correlated pair like ETH/USDC where impermanent loss is a real cost. A stablepool between an LST and its base asset is a solved problem. Lido proved this with stETH/ETH. The pools became the backbone of stETH's liquidity, which became the backbone of stETH's dominance, which became the backbone of Lido's 60%+ market share. This is not a coincidence. LST markets are winner-takes-all. The protocol with the deepest liquidity attracts the most integrations. The most integrations attract the most users. The most users deepen the liquidity. This is the flywheel that @LidoFinance rode to dominance in ETH staking, and it starts with DeFi. On @FolksFinance, stLINK and wstLINK are expanding into cross-chain lending. Every new integration is another node in the liquidity network, another reason for a LINK holder to choose stakedotlink over alternatives, yet much of the Chainlink community treats DeFi as a distraction. Too risky, too complex, not worth the effort. This is a mistake. The risk-averse instinct is understandable. But consider this: the stLINK/LINK exchange rate is determined by staking rewards, not market speculation. wstLINK on Morpho is priced by a Chainlink oracle reading an internal exchange rate that only goes up. The Curve stablepool is between two correlated assets with near-zero impermanent loss. These are not degen farms. This is financial infrastructure for the Chainlink economy. Every $stETH integrated into a lending market, every stETH pool on a DEX, every stETH accepted as collateral, that is what made Lido the default. Not because they had the best staking APY. Because their LST was the most useful. When the Node Wars arrive and every operator is fighting for $LINK to meet SLAs, the protocol whose LST has the deepest DeFi integrations will have an unassailable advantage. Stakers will choose the platform where their staked LINK is not just earning rewards, but is liquid, composable, and productive across the entire DeFi ecosystem. This is the war before the war. And stakedotlink is building the arsenal. Morpho. Curve. Folks Finance, AAVE. These are the first runners, out of many. The Node Wars will be won by the protocol that made its LST indispensable long before the first shot was fired. We don't wait for the future. We build the infrastructure it will run on. @stakedotlink.

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Chainlink
Chainlink@chainlink·
After an extensive security review, @Lombard_Finance deprecates its legacy solution & is migrating to Chainlink CCIP to secure $1B+ in Bitcoin assets. As Lombard’s exclusive cross-chain infra, CCIP is expanding the distribution of LBTC & BTC.b across all chains. DeFi will win.
Lombard@Lombard_Finance

Following a comprehensive security review of the cross-chain infrastructure underpinning LBTC and BTC.b: - CCIP will replace LayerZero as the cross-chain infrastructure across Solana, Etherlink, Berachain, Corn, and TAC - LayerZero on Morph and Swell will be fully deprecated

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Nina
Nina@crypto_Nina1·
She's an idiot, she should retire. @ElizabethWarren Elizabeth Warren says the next cryptocurrency crash could drag down banks and the entire economy.
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AncientMedicine
AncientMedicine@AncientMedicin3·
It feels like I should be getting paid for teaching you how this all works but I’ll give you one more lesson for free because I’m feeling charitable. Nobody said anything about $LINK “moving liquidity” because that’s a straw man argument built out of not understanding what the announcement actually says or how Chainlink actually works. DTCC just announced its Collateral AppChain is running on Hyperledger Besu and they selected Chainlink’s Runtime Environment (CRE) as their orchestration, data, and automation layer for: 👀 PAY ATTN now 🥁… —> pricing, valuation, margining, collateral optimization, and **SETTLEMENT**. 24/7, near real-time, across global markets and blockchains. To correct your analogy—Chainlink isn’t the car. Chainlink is the road, the traffic signals, the GPS, the toll collector and the logistics infra that decides what moves where and when and at what price. XRP is a gas token looking for a use case at the institutional level that keeps not materializing. Do some reading before you reply next time.
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Zach Rynes | CLG
Zach Rynes | CLG@ChainLinkGod·
How I sleep at night knowing my cross-chain tokens are secured by Chainlink CCIP
Zach Rynes | CLG tweet media
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AncientMedicine
AncientMedicine@AncientMedicin3·
This isn’t a sandbox or a pilot. This is critical infrastructure of the DTCC locking in Chainlink’s stack as a mechanism for day to day operations. Here’s the part you two seem to have missed or ignored… Whether services are paid directly via ethereum:0x514910771af9ca656af840dff83e8264ecf986ca, indirectly via Payment Abstraction or Off Chain arrangements—ALL means of revenue are structured to drive value capture to the token. The team has spoken about this extensively and still has a massive number of tokenomic flywheel updates which have apparently been held off on, waiting for CLARITY to codify federal laws before updating. All that said, this is the biggest and most significant announcement in the history of the entire industry and just because the token didn’t rage pump (retail absent, no Clarity yet, utility hasn’t started yet, etc) hardly implies that this isn’t real and going into utility imminently (Q4 launch). Load up and lock in or get left the fuck behind.
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Brian Armstrong
Brian Armstrong@brian_armstrong·
The crypto market structure bill has PASSED the Senate Banking Committee with a bi-partisan vote! Historic day for crypto and for the future of digital assets in America. Grateful for the countless hours from lawmakers and staff to strengthen this legislation. Big improvement from where we were in January on rewards, tokenization, DeFi, and CFTC authority. I'm proud we stood up for our customers in that moment, and the bill is better because of it. Looking forward to a bipartisan law that cements the US as the world's crypto capital. Let's get CLARITY done.
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Zach Rynes | CLG
Zach Rynes | CLG@ChainLinkGod·
.@LidoFinance, the largest liquid staking protocol with $20B TVL, just published their cross-chain security principles With this, Lido provides insight to why they chose to adopt @Chainlink CCIP last November as the official cross-chain infra for Wrapped Staked Ether (wstETH), instead of @LayerZero_Core Key takeaway: CCIP provides strong decentralization, native safeguards, and issuer controls by default as part of its protocol-level design These properties align closely with the security requirements that Lido identified for wstETH’s multi-chain expansion In contrast, LayerZero is burdened by unsafe defaults, limited decentralization, extensive custom engineering work, and technical vendor lock-in constraints The choice was clear 🤝
Zach Rynes | CLG tweet media
Lido@LidoFinance

Following recent bridge exploits, Lido contributors are publishing the security principles behind wstETH’s multi-chain strategy, and why @chainlink CCIP was selected as the official cross-chain solution. The analysis covers how Chainlink CCIP delivers strong decentralization, native safeguards, and issuer control as default protocol-level guarantees, which insulates wstETH from a number of attack vectors behind the Kelp / LayerZero exploit. This decision was made last November by the Network Expansion Committee, with CCIP securing wstETH via 16 independent node operators, native rate limiting, and no vendor lock-in over token contracts. Read the full breakdown from Lido contributors: blog.lido.fi/cross-chain-se…

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Zach Rynes | CLG
Zach Rynes | CLG@ChainLinkGod·
Every dollar that migrates from insecure bridge infra to Chainlink CCIP is a dollar that avoids joining the billions lost to cross-chain hacks $3+ billion in token value has already migrated to CCIP in the few weeks, bringing CCIP's total secured value to $62+ billion
Zach Rynes | CLG tweet media
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Lido
Lido@LidoFinance·
Following recent bridge exploits, Lido contributors are publishing the security principles behind wstETH’s multi-chain strategy, and why @chainlink CCIP was selected as the official cross-chain solution. The analysis covers how Chainlink CCIP delivers strong decentralization, native safeguards, and issuer control as default protocol-level guarantees, which insulates wstETH from a number of attack vectors behind the Kelp / LayerZero exploit. This decision was made last November by the Network Expansion Committee, with CCIP securing wstETH via 16 independent node operators, native rate limiting, and no vendor lock-in over token contracts. Read the full breakdown from Lido contributors: blog.lido.fi/cross-chain-se…
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Crypto Kylo
Crypto Kylo@cryptokylonews·
🚨 JUST IN: Senator Cynthia Lummis says “The Clarity Act is critical to securing our financial future." While Senator Elizabeth Warren says The CLARITY ACT is “not ready” while having no knowledge or education on what crypto is. SENATOR LUMMIS IS FOR THE AMERICAN PEOPLE! 🇺🇸
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Senator Tim Scott
Senator Tim Scott@SenatorTimScott·
Headed to @BankingGOP to advance the CLARITY Act - a major step forward in ensuring America is the global leader in financial innovation and opportunity. Today, we take one step closer to making America the crypto capital of the world!
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Tim Scott
Tim Scott@votetimscott·
It is time to make America the crypto capital of the world. It is time to pass the Clarity Act. It is time for America to lead. The future of digital assets belongs to us — if we choose to act.
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LINK Archive
LINK Archive@LINKArchv·
Sergey explains the importance of the CLARITY Act and shares that he and others in the Chainlink community are helping guide the bill “The thing that has massively changed now is that the regulatory environment that these institutions depend on to tell them what is right and wrong and the government, which is what determines the regulatory environment, have all shifted completely towards our industry” “This shift has taken form in legislation already for stablecoins, and we’ve seen a massive influx in stablecoin creation, value, issuance, and I think we’re going to see even more in the coming year” “Right now, there’s a bill under deep consideration that we in the Chainlink community have given a lot of feedback on and that I and other key people in the Chainlink community are deeply involved in helping guide” “That bill, I think, will create a next stage for the global financial system as a whole by allowing the tokenization of everything other than cash” “This new legal foundation opens up the possibility for traditional finance to adopt what they’re calling tokenization, but what we all know is basically them adopting onchain finance”
Chainlink@chainlink

JUST IN: The U.S. Senate Banking Committee voted to advance the CLARITY Act to the Senate floor.

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