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Chainlink has a moat that almost nobody talks about, and it's getting stronger as TradFi moves onchain. "The essential monopoly that Chainlink has is in bringing data onchain securely." Blockchains can't natively get Bloomberg-style financial data. Oracles bridge that gap, and Chainlink dominates that space. With CCIP 2.0 just...

23,649 Aufrufe • vor 9 Tagen •via X (Twitter)

12 Kommentare

Profilbild von Andrew McCormick
Andrew McCormickvor 9 Tagen

Moat-ivational! 🏰

Profilbild von David Marquart ⬡
David Marquart ⬡vor 9 Tagen

Chainlink is the most important story in global finance.

Profilbild von LinkDrake
LinkDrakevor 9 Tagen

Chains are Chainlinked data nodes 🤗

Profilbild von LinkBoi
LinkBoivor 9 Tagen

Chainlink is massively changing how finance works today

Profilbild von Milk Road Crypto
Milk Road Cryptovor 9 Tagen

Looking for your next big investment idea? We called COIN, HOOD, and HYPE before their big run ups. PRO members get direct access to our top analysts, along with their live trades and portfolios. Try it for 7 days, for $1:

Profilbild von LINK Bob
LINK Bobvor 8 Tagen

I 💗 Chainlink

Profilbild von Anxia
Anxiavor 9 Tagen

Which TradFi use case do you think will drive the biggest oracle demand first?

Profilbild von Wagecuck Liberator
Wagecuck Liberatorvor 8 Tagen

There’s also a moat between $LINK and its revenues. All the revenues go to fat Serg

Profilbild von feed the family
feed the familyvor 9 Tagen

"Nobody talks about it" is Chainlink's whole pitch. Pyth competes, and a moat for the oracle isn't value for $LINK. Where's the accrual?

Profilbild von 初七 Seven 🍌
初七 Seven 🍌vor 8 Tagen

Hearing standard chartered target link at two hundred dollars with CCIP two point zero is high signal institutional alpha from milk road

Profilbild von SBOT/CCBOP
SBOT/CCBOPvor 9 Tagen

A moat around price increasing

Profilbild von · sophia f.
· sophia f.vor 9 Tagen

This is so true

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Zach Rynes | CLG

13,328 Aufrufe • vor 8 Monaten

Yeah, Chainlink $LINK has been stuck for years. Watch this Rollup interview, because the next stage of tokenization could change how people value Chainlink completely. Most people hear “tokenized stocks” and think the job ends once the stock is put onchain. It doesn’t. Once markets run 24/7, everything behind those markets also has to keep running. -Prices. -Margin. -Collateral. -Securities lending. -Prime brokerage. -Compliance. -Cash settlement. -Cross-chain movement. -Risk management. That backend is where I think Chainlink gets really interesting. And DTCC is already validating the architecture. DTCC processed roughly $4.7 quadrillion in securities transactions in 2025 and serviced about $114 trillion of securities. Now its Collateral AppChain is integrating Chainlink Runtime Environment, Chainlink data, and cross-chain functionality for workflows like valuation, margining, collateral optimization, settlement and post-trade processes. That is serious. Think about a tokenized NVIDIA position trading on a Sunday. Its price moves. Margin requirements change. Collateral needs to be revalued. Maybe more collateral has to move. Maybe cash sits on another network. Maybe the security is held by a different custodian. All of that has to coordinate automatically. That is the market Chainlink is building around. CRE can coordinate the workflow. CCIP can connect different networks. Data Streams can handle valuation. ACE can bring compliance into the transaction. Fulcrum can handle institutional financing and collateral. And Chainlink just launched Fulcrum specifically around this kind of 24/7 cross-chain institutional financing. The bigger the tokenized market becomes, the more these assets need to be traded, lent, pledged, margined, moved and financed. One tokenized stock can create dozens of recurring Chainlink interactions. That is a lot bigger than one oracle price feed. And there is finally a clearer connection back to the token. Institutions can pay Chainlink in fiat or stablecoins. Payment Abstraction can convert eligible revenue into LINK. The Chainlink Reserve already holds millions of LINK, while tens of millions more are staked. So I’m looking at a much bigger equation now: 24/7 finance → more Chainlink workflows → more revenue → more LINK entering the economic system. $LINK price may have spent years frustrating holders. But if Chainlink becomes one of the standards coordinating tokenized finance, I think the market eventually has to look at LINK very differently.

X Finance Bull

20,445 Aufrufe • vor 8 Tagen

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

27,649 Aufrufe • vor 1 Monat

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316,526 Aufrufe • vor 3 Jahren