Michael Robinson

𝗟𝗜𝗩𝗘: Europe's largest asset manager Amundi (€2.3 trillion AUM) & Spiko launch new tokenized mutual fund (SAFO) powered by Chainlink.  Chainlink is how the world's leading institutions & tokenization platforms are unlocking the issuance & distribution of tokenized funds.

If the tokenization thesis is correct and trillions of dollars of new assets move onchain in the coming years, which company will benefit the most?

NEW: DTCC, Clearstream, Euroclear, and BCG published a new interoperability framework for digital asset securities. It’s now industry consensus that issuing assets on one ledger isn’t enough. Assets must move across systems while preserving ownership, lifecycle events, and compliance. This is exactly what Chainlink is built to solve. Chainlink is the only all-in-one platform enabling interoperable workflows across blockchains and traditional market infrastructure with built-in data, compliance, privacy, and security that meets institutional standards.

MILESTONE: Visa, ANZ, ChinaAMC, & Fidelity International complete cross-border settlement solution powered by Chainlink. Under the Hong Kong Monetary Authority’s e-HKD program, Chainlink enables secure transfers of regulated assets with automated compliance & atomic settlement🧵

I think this is definitely possible. As mentioned, I'm not sure we know yet. FWIW, I think Chainlink wins in either world -- the commoditized world with thousands of chains linked through CCIP or the world with an oligopoly of select L1s with some element of pricing power. It just wins in different ways.

(Lack of) Privacy may the missing link for crypto payments adoption. Imagine, a company pays employees in crypto on-chain. With the current state of crypto, you can pretty much see how much everyone in the company is paid (by clicking the from address). 🤷‍♂️

Private transactions are poised to dominate onchain app development this year, unlocking institutional adoption at scale. Get early access to the Chainlink privacy standard at the Convergence hackathon and build previously impossible private smart contract use cases, including: - Payment apps for payouts and vendor settlement, where amounts remain private - Private treasury and fund operations that enable asset movement without exposing transaction details - Rewards apps for incentive programs where eligibility and allocations remain private Plus privacy-preserving workflows: - Secure connections to Web2 APIs without exposing secrets - Privacy-preserving compliance checks and policy gating - Private identity and credential checks for permissioned access - And much more

JUST ANNOUNCED: Chainlink has been selected to participate in the Bank of England’s Synchronisation Lab. Chainlink is supporting synchronized settlement between central bank money and onchain securities. This is how the UK financial system moves onchain.

Ethereum is for DeFi.

TODAY: The Convergence hackathon opening ceremony kicks off today at 12PM ET. Tune in for the full breakdown on everything happening at the hackathon, including workshops, office hours, and more ↓