Chad retweetledi
Chad
125 posts
I miss when the Dow was over 50,000 😢
Incredible way to call the top tho @AGPamBondi cnbc.com/2026/02/11/tru…
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@ChainLinkGod @DonVidrio725 @chainlink so the bull case is: it will be fully diluted in the future & the platform will find a way to monetize usership? That's not a very concrete case. I hold on the basis that the tech is dominating but nowhere do you elaborate HOW this will drive token price growth beyond speculation
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@DonVidrio725 @chainlink Wrote about exactly that here
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"
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What’s the bull thesis for $LINK these days?
I believe deeply that @chainlink is a foundational piece of the financial landscape over the next 100 years.
Over time as a LINK holder there’s been a voice in my head growing louder which asks “what makes the token price appreciate?”
It may be needed for transactions but is there incentive for anyone to hold long-term? Scarcity drives price and transactional usage alone doesn’t create scarcity. The Chainlink reserve appears to be designed to help but beside the weekly update I’m not seeing anything come of it.
Do they go public and somehow reward token holders in the process?
@ChainLinkGod @daveweisberger @QuintenFrancois @ARiHBARi @bob4punk
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Elon Musk is considering allocating up to 30% of SpaceX’s IPO to retail investors, per BI
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The Trump administration brought back $100 million of gold from Venezuela for US refiners, Interior Secretary Doug Burgum has said.
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Palmer Luckey’s retro gaming startup ModRetro reportedly seeks funding at $1B valuation techcrunch.com/2026/03/08/pal…
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@unusual_whales you can hear the Titanic band playing towards crescendo if you listen close enough
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BREAKING: Oracle, $ORCL, and OpenAI end plans to expand the Texas Data Center site. Talks to Lease Stargate Expansion site broke down
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@awealthofcs @SamRo Can you explain what you mean by this? Most parks do not have timed passes, and most of the ones that do are not offering availability for June/July/August yet. Are you talking about on-site lodging? I love the parks and rarely have access issues
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The National Parks are underrated vacation destinations. It’s cheaper than international travel. You can order American breakfast. Everyone speaks English. And you get mind-blowing scenery.
The Compound@TheCompoundNews
National Parks Hit Different
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@kylascan @fed_speak I don't think this shows anything new, unfortunately. Of course kids would rather go places and do things - I bet most of Gen Z felt the same way when they were 8-14 years old. Millennials too. Preference once they have responsibilities and income is the real tell
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@fed_speak they also would rather go to stores than shop online!! I have hope!
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@buccocapital it's rare that I interact with a business and say "never again". Trying unsuccessfully to watch MLB and NHL games inside my own market for less than hundreds of $$$, knowing that the product I'm paying for will bombard me with ads, has convinced me to never give them my money
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When I was in Minneapolis, I heard a number of crazy stories. But near the top of the list:
A couple of off duty ICE and CBP officers were going to dinner in Minneapolis. They were doxed and their location revealed, and the restaurant was then mobbed. The officers were locked in the restaurant, and local police refused to respond to their pleas for help (as they've been directed by local authorities). Eventually, their fellow federal agents came to their aid.
This is just a taste of what's happening in Minneapolis because state and local officials refuse to cooperate with immigration enforcement. They have created the chaos so they can have moments like yesterday, where someone tragically dies and politicians get to grandstand about the evils of enforcing the border.
The solution is staring everyone in the face. I hope authorities in Minneapolis stop this madness.
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@RampCapitalLLC L take bro, Bezos shouldn't have a lower effective tax rate than the average American
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I bet this goes hard AF if you have a room temperature IQ
New York Post@nypost
'Tax the Rich!': Crowd Erupts Into Chant during Bernie Sanders Speech
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@ChrisCo512 @levelsio bro can't fathom that the US could have a vending machine. we have similar things in some airports, his ego just can't admit that he might not be right
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🇨🇳 I found the rentable powerbanks in China
One scan to pay with Alipay and then you take the battery and you return it later
This would never work in US or Europe because people would just steal the powerbanks
Migue@MigueMorkin
@levelsio (Possibly already many people told you about this) Just in case, I strongly suggest just using Meituan network of chargers. You can pay them using your WeChat or Alipay account, and charge you by minutes consumed. Super convenient.
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@MassSierraClub no community is asking to host large-scale nuclear either. The reality is that we are beggars and cannot afford to be choosers. The world cannot be powered by wind and solar alone. Any momentum in any direction is positive, and SMRs hold tremendous potential
Massachusetts Sierra Club@MassSierraClub
This @MassGovernor bill will be heard on June 25. The bill has positives, but @SierraClub opposes #SmallModularReactors, which still face safety risks & #NuclearWaste challenges & is why no community is asking to host SMRs. We need #Clean #RenewableEnergy. malegislature.gov/Bills/194/H4144
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@RampCapitalLLC guess the trade war didn't work so we're back to pump and dumping
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Top 220 holders of $TRUMP get to have dinner with Trump. What a time to be alive.
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