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$7.2 billion has now fled LayerZero for Chainlink Per CoinDesk, more than $7.2B in cross-chain assets have migrated to Chainlink CCIP since May. Kelp moved $1.5B after its $292M bridge exploit, followed by Lombard, Solv, Virtuals, Kraken's wrapped assets, and now Mantle's $2.5B Super Portal. Every CCIP lane is...

34,924 görüntüleme • 2 ay önce •via X (Twitter)

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Who else is still holding $LINK here? You’re going to make it. I don’t say that because Sergey Nazarov happened to sit inside the White House. I say it because of what he told President Donald Trump while he was there, and what Chainlink is already doing behind the scenes. Nazarov, Chainlink co-founder and Chainlink Labs CEO, stood alongside Trump, SEC Chair Paul Atkins, CFTC Chair Mike Selig, and leaders from Coinbase, Nasdaq, ICE, Robinhood, Ripple, Kraken, BitGo and Gemini and talked about something far bigger than crypto prices. He said stablecoins are expanding the reach of the U.S. dollar, Treasuries are becoming tied to that growth, and tokenized U.S. equities can distribute American stocks globally. Then came the sentence I care about: Chainlink already powers many of the applications and companies involved. That hits differently when you see what followed. Wyoming moved its state-issued FRNT stable token to Chainlink CCIP and later added Chainlink Proof of Reserve. Five days after Nazarov spoke at the White House, Coinbase chose Chainlink as the official oracle infrastructure for its tokenized U.S. stocks on Base, including NVDAc, METAc, AAPLc and GOOGLc. Then there is DTCC. Its Collateral AppChain is integrating the Chainlink Runtime Environment and Chainlink data standard for near-real-time collateral management across traditional markets and blockchains. Chainlink has also worked with Swift, Euroclear, SIX, UBS, BNP Paribas, DBS, ANZ, Wellington Management and Schroders on securities data and corporate actions. That is not “just an oracle” anymore. That is infrastructure connecting traditional markets to tokenized markets. Then J.P. Morgan’s Kinexys, Ondo and Chainlink already demonstrated a real Delivery-versus-Payment transaction connecting tokenized U.S. Treasuries with bank deposits. And Project Pangea brings Chainlink into T+0 stablecoin FX work involving more than 50 banks associated with groups representing over $10T in assets. Now take all of that back to $LINK. Chainlink customers do not even need to manually buy LINK first. Through Payment Abstraction, revenue paid in fiat, stablecoins or other assets can be converted into LINK underneath. Chainlink’s current economics already show 5M+ LINK in the Reserve, 42M+ LINK staked, and a fixed maximum supply of 1B LINK. That is why I keep holding. The world doesn’t need one blockchain to win for Chainlink to win. Ethereum can grow. Base can grow. Robinhood Chain can grow. Private bank networks can grow. DTCC can build its own infrastructure. Swift can stay relevant. Dozens of stablecoins can exist. Chainlink can connect all of them. And if tokenized finance keeps expanding, $LINK sits underneath the data, interoperability, settlement and security layer connecting it all. Sergey wasn’t asking Washington to imagine Chainlink’s future. He was describing a future Chainlink is already plugged into.

X Finance Bull

22,348 görüntüleme • 17 gün önce

Great infrastructure is what underpins the technological trends that consumers/users end up experiencing in their daily lives, it will be the same for Web3. Web2 applications like Uber are a great example of how infrastructure has shaped Web2. This breakthrough ridesharing application wouldn’t have initially been possible without the infrastructure provided by Twilio APIs to message users, Google Maps to see location data, and payments APIs to pay drivers. The same story is now unfolding for Web3 applications enabled to come into existence by Chainlink. When Chainlink launched, DeFi had less value than what one application in DeFi holds today. With access to secure and reliable price data via Chainlink, DeFi grew to over $200 billion in just a few years; There is a clear pattern between the launch of oracle networks and the growth of advanced applications on a blockchain: Developers can’t build truly “smart” contract applications without the oracle infrastructure that Chainlink provides. As the Chainlink platform has expanded, I’ve been excited by the sheer amount of advanced features that developers are now able to put into their smart contracts by using Chainlink. It’s clear to me that giving Web3 developers reliable and extensive infrastructure is the best way to unlock the next leap forward for our industry and for the creation of a cryptographic truth-powered society. API and cross-chain connectivity through oracle advancements such as Chainlink Functions and CCIP represent additional new building blocks for the next wave of Web3 apps. CCIP is also something we are actively working with the capital markets/banking industry on adopting for enabling their systems to efficiently interact with hundreds of blockchains via a single integration. When Chainlink enables all the world’s systems to efficiently connect to multiple chains through a single, cryptographically-secured interface is when we will all see a large acceleration in the value that flows into our industry and the widespread adoption which that leads to. Thank you to Jacquelyn Melinek for hosting me on TechCrunch’s Chain reaction podcast, where I explore these concepts in more depth:

Sergey Nazarov

316,526 görüntüleme • 3 yıl önce

One of Chainlink's core value props is that it is a neutral technology platform that does not compete with its customers Specifically, Chainlink is not a blockchain, and does not compete with blockchains Rather, Chainlink enhances the utility of all public/private chains by providing the oracle services their ecosystems need to succeed long-term This neutrality is why Chainlink has *thousands* of blockchain, Web3, and TradFi partners who rely on Chainlink for critical functionalities including: - Onchain data delivery - Cross-chain interoperability - Automated compliance - Privacy-preserving compute - Legacy system integration - Multi-system workflow orchestration As the cost and friction of launching a blockchain continues to drop toward zero, the number of public/private chains that exist will expand from hundreds today to thousands in the future If a cross-chain provider wants to pivot by launching their own blockchain and begin competing with Ethereum, Solana, Canton, and all of their existing blockchain partners, I wish them luck on that That’s not the game Chainlink is playing While blockchains fiercely compete amongst each other to become the transactional database layer, Chainlink wins regardless of which chains are used For Chainlink, every new blockchain introduced to the market is all the more justification for why organizations need Chainlink as their orchestration layer to manage the complexity That’s why financial market infrastructure providers like Swift, DTCC, Euroclear, and more have adopted Chainlink, they understand the financial system needs an orchestration layer To emphasize my point, here is a clip from DTCC executives explaining how the rapidly growing number of blockchains is why their partnership with Chainlink is so important

Zach Rynes | CLG

13,328 görüntüleme • 7 ay önce

SWIFT is building something much bigger than another payment upgrade. The deeper I look at where this is going, the more bullish I get on $HBAR, $LINK and $XRP. Go back to what Alisa DiCaprio said at HederaCon 2025. Stablecoins were exploding. New financial instruments were multiplying. Banks were going to face more networks, more forms of money and more complexity. Her concern was simple: How do you keep value flowing when finance becomes this fragmented? Fast-forward to 2026 and SWIFT is literally building around that problem. Its blockchain-based shared ledger is now ready for initial use, with 17 banks across six continents preparing tokenized-deposit transactions: ANZ, BNP Paribas, BNY, Citi, DBS, First Abu Dhabi Bank, FirstRand, HSBC, Itaú Unibanco, Lloyds, Mashreq, MUFG, OCBC, Standard Chartered, UBS, UOB and Wells Fargo. SWIFT already connects more than 11,500 banking and securities organizations across 200+ countries and territories. So imagine those institutions gradually moving from normal bank deposits into tokenized deposits that can settle 24/7. One bank has digital dollars. Another has digital euros. Another has digital yen. Then add stablecoins, tokenized securities, private ledgers and public blockchains. Suddenly the hard part is no longer creating digital assets. It is connecting them and finding liquidity between them. This is where I see three very different roles. $LINK Chainlink has the clearest direct SWIFT connection. SWIFT already tested Chainlink as an enterprise abstraction layer and used CCIP for blockchain interoperability. SWIFT, UBS Asset Management and Chainlink also demonstrated tokenized fund subscriptions and redemptions connecting digital assets with traditional fiat payment rails. Chainlink later won SWIFT’s 2025 interoperability-focused Hackathon challenge. And now DTCC is using Chainlink Runtime Environment and Chainlink’s data standard for its Collateral AppChain, expected to go live in Q4 2026. This is not just “oracle” territory anymore. It is the plumbing between financial networks. $HBAR Hedera attacks another layer. Shinhan Bank, Standard Bank and SCB TechX already tested multi-currency stablecoin remittances using Hedera, with settlement taking roughly 3–5 seconds. Then Australian Payments Plus, whose Rob Allen moderated DiCaprio’s HederaCon panel with Ahmed Zifzaf and Sushil Prabhu, used its private Hedera-based HashSphere in the Reserve Bank of Australia’s Project Acacia wholesale central-bank money pilot. Hedera also participated in the Bank of England and BIS Innovation Hub DLT Innovation Challenge. So if institutions need somewhere to issue and settle regulated digital assets, Hedera already has a serious seat at that table. And Chainlink CCIP is already live on Hedera mainnet. Then there is $XRP. Technical connectivity does not automatically create FX liquidity. Someone still has to exchange one currency for another. XRPL already has cross-currency payments, an onchain DEX, atomic settlement, Permissioned DEXes and XRP auto-bridging. Ripple and Bitso are already bringing MXNB and RLUSD into XRPL’s institutional liquidity environment. Conceptually: MXNB → XRP → RLUSD if XRP provides the best route. That is why I don’t see this as HBAR vs LINK vs XRP. I see a future where: Hedera can host regulated value. Chainlink can connect the networks. XRP can help connect the liquidity between currencies. DiCaprio warned that fragmentation would become the problem. Eighteen months later, global finance is already building the answer. How many people are still valuing $HBAR, $LINK and $XRP like none of this is happening?

X Finance Bull

370,739 görüntüleme • 21 gün önce

BOOM!🚨🚨🚨DTCC JUST SHOWED HOW FAST TRADITIONAL FINANCE IS PREPARING FOR ITS NEXT FORM. AFTER READING THIS, I’M EVEN MORE BULLISH ON $XLM AND $XRP 🚀🚀🚀 Its latest survey says more than $1.2 trillion in US Treasury cash activity is already centrally cleared through FICC every day, with only an estimated $300 billion to $400 billion left to migrate before the deadline. Even more telling, 79% of surveyed members already have the required accounts in place. Across Treasury cash and repo markets, FICC now clears more than $12 trillion in average daily transactions. This is not a small experiment. The financial system is rebuilding its core machinery at enormous scale. Now connect the next piece. DTC, another DTCC subsidiary, plans to make DTC-custodied tokenised assets available on Stellar in the first half of 2027. The assets would retain the investor protections and entitlements of traditionally held securities, but gain faster movement, longer operating hours and reduced reconciliation. Then look at Ripple Prime. Ripple’s institutional brokerage clears more than $3 trillion annually for over 300 customers across digital assets, foreign exchange, derivatives, metals and fixed-income repo. These are separate businesses. DTCC’s Treasury volume is not automatically moving onto Stellar, and Ripple Prime is not part of the Stellar agreement. But the direction is clear to me. Clearing, collateral, financing and tokenised assets are moving towards connected digital systems. Stellar is being selected as one of the networks where regulated assets can live. Ripple is building the institutional bridge between traditional and digital markets. This is why I am becoming even more bullish on XLM. The largest financial institutions are no longer asking whether finance becomes digital. They are preparing for how much of it will.

X Finance Bull

53,447 görüntüleme • 2 ay önce