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Adam “Link” Smith
@AdamLinkSmith
storytelling through clips @LINKArchv
Joined June 2025
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Bitwise CIO Matt Hougan on Chainlink:
“If you talk to the average institutional investor they’ve never heard of Chainlink”
“If Chainlink were a software company in a traditional C-corp wrapper, it would be one of the hottest tech plays in the market right now”
Historically, the best investments were the ones few understood at the time, yet had enormous market opportunities
To me the information asymmetry around $LINK is what makes it such an asymmetric bet
95%+ of the worlds largest investors have zero exposure to $LINK but ~70% of all $LINK is already owned and ~4.2% of all $LINK is already staked
"The existing back-end systems - The challenge there is synchronizing them. This is the work we've done with SWIFT, the DTCC, and others."
"Siloed capital creates limitations. You need standards to synchronize the existing systems. That's what we have a lot of experience with"
@dj_link_web3 yessir
TradFi <> CCIP <> DeFi
Chainlink’s CCIP is the only institutional-grade interoperability protocol
That is why CCIP is global finance’s interoperability standard
Sergey explains TradFi’s interoperability requirements that CCIP solves at the Federal Reserve Payments Innovation Conference:
“There's two dimensions to interoperability in the TradFi world because of the existing investment in systems”
“The first level of interoperability is getting the existing systems to work with chains. The existing data sources, the existing back-end systems, the existing messaging standards such as SWIFT—all of these existing systems need to become synchronized”
“This is where you hear terms like "digital twin" and "fund tokenization" in other areas”
“So, there's one level of problems where you have to synchronize existing data, existing back-ends, existing messaging standards with the chains for basic operations”
“And our position is that those existing systems are not going to be going away. There's a huge investment in them, they're highly regulated, they meet legal requirements—they meet a lot of very key requirements”
“So, the challenge there is synchronizing them. This is the work we've done with SWIFT, the DTCC, and other groups that power those systems in big ways”
“The second level of interoperability is the cross-chain level, and that's because you have a lot of fragmentation”
“And that's happening because the cost of generating a chain is becoming lower and lower. So, as the cost of generating a chain is cheaper, and as it's easier and easier for more institutions to make chains, there will be more chains”
“More chains creates siloed capital. Siloed capital creates risk and creates limitations to market growth. So, you need standards, you need standardized ways to synchronize the existing systems and to synchronize the chains as they grow in amount and fragmentation. That's what we have a lot of experience with”
Sergey explains TradFi’s interoperability requirements that CCIP solves at the Federal Reserve Payments Innovation Conference:
“There's two dimensions to interoperability in the TradFi world because of the existing investment in systems”
“The first level of interoperability is getting the existing systems to work with chains. The existing data sources, the existing back-end systems, the existing messaging standards such as SWIFT—all of these existing systems need to become synchronized”
“This is where you hear terms like "digital twin" and "fund tokenization" in other areas”
“So, there's one level of problems where you have to synchronize existing data, existing back-ends, existing messaging standards with the chains for basic operations”
“And our position is that those existing systems are not going to be going away. There's a huge investment in them, they're highly regulated, they meet legal requirements—they meet a lot of very key requirements”
“So, the challenge there is synchronizing them. This is the work we've done with SWIFT, the DTCC, and other groups that power those systems in big ways”
“The second level of interoperability is the cross-chain level, and that's because you have a lot of fragmentation”
“And that's happening because the cost of generating a chain is becoming lower and lower. So, as the cost of generating a chain is cheaper, and as it's easier and easier for more institutions to make chains, there will be more chains”
“More chains creates siloed capital. Siloed capital creates risk and creates limitations to market growth. So, you need standards, you need standardized ways to synchronize the existing systems and to synchronize the chains as they grow in amount and fragmentation. That's what we have a lot of experience with”
$LINK RESERVE UPDATE
In the month of May, the Chainlink Reserve accumulated 475,930 LINK for $4.4M+.
Total holdings: 3,911,079 LINK.
"The transition from "emissions-based rewards trending to zero" to "fee-based rewards sustaining the network" is essentially gated on regulatory finality."
The first step to setting any flywheel in motion is adoption. If there arent enough users to start and maintain a flywheel - no amount of transparency or whitepaper tokenomics matters. How many VC and KOL hyped projects spoke about their money printing flywheel over the past years? How those flywheels doin' now?
If the flywheel involves Real World finance - it cant start at scale until real world institutional Compliance Teams are able to say GO. Institutions have what they need to prime the flywheel and have "already created hundreds of millions of dollars of revenue" from their usage of Chainlink. But that ends if Chainlink Labs frontruns regulations - and gets it wrong. Institutions arent touching a project promoting or dealing in unregistered securities.
Clairty gives Chainlink Labs the ability to finalize and move forward with expanded retail staking and full implementation of Economics 2.0 - where stakers directly benefit from protocol revenue.
Its just fucking reality. It fucking sucks. And no amount of performative noise is going to change that.
It all starts - and ends - with $LINK everything.
Sustainability is an attack vector.
Mass adoption is THE attack vector.
https://t.co/wFXIy5d7te
NOW: Top tokenized commodities platform @PleasingMarket deprecates legacy bridge & migrates to Chainlink CCIP to unlock distribution of tokenized precious metals.
Pleasing Market chose CCIP as its exclusive cross-chain infra to access the highest level of security.
Banks are not going to bet on a single blockchain.
They will remain blockchain agnostic, and they will use oracle networks to adapt to any chain, all chains, whatever the market requires.
In many cases they will continue using SWIFT exactly as they always have. The blockchain underneath will simply be invisible. It will just work. And because it just works, chains underneath become fully commoditized. Gas tokens become a race to zero.
Value will accrue to the coordination layer - the infrastructure that every chain depends on and none of them can replace.
Robinhood Mainnet 🤝CCIP
“Interoperability is definitely extremely important to us” — Ryan Rugg, Global Head of Digital Assets, Citi Token Services
She continues:
“We recognize no one wants a Citi token, a X-bank token. They truly want a multi-bank, multi-asset network that is always on 24/7 365”
“Ultimately like if we think about synonyms to email, like I don’t care if Nadine’s on Yahoo and Ryan’s on Gmail. Like I just want the email to get there, right? I just want it to be able to. And that’s what we need to get into a world of, that literally, information, assets are transferred instantaneously”
JUST IN: @Citi's new Tokenization 2030 report highlights Chainlink CCIP as the interoperability standard connecting the tokenized global financial system.
Citi projects tokenized asset markets can reach $8.2 trillion by 2030, with secure cross-chain connectivity being critical.
#CCIP today
Value transferred: $43,653,694.3
Top sent token: $syrupUSDT @maplefinance: $8,579,292.2 (19.7%)
Transactions: 2,027
Fees: $1,054.5
Top sender: Unknown: Tx: 133 (6.6%), Fees: $44.4 (4.2%)
Pools open. Stake your LINK today at https://t.co/yhMFfpGi0K
7 years ago, Chainlink launched on mainnet with a single ETH/USD price feed.
Since then, I’ve watched it grow from an oracle network most people dismissed into critical infrastructure for DeFi, RWAs, CCIP, capital markets, and the verifiable web.
I started out as a community member trying to understand where this was all heading.
That eventually led me to build Chainlink Ecosystem, Chainlink Today, and spend years documenting the network’s growth from the inside edge of the community.
Chainlink was never just about price feeds.
It was always about connecting blockchains to the real world.
7 years in, that thesis looks stronger than ever.
Happy 7th mainnet anniversary, Chainlink. ⬡ 💙
Swift - private chain
DTCC - private chain
JPMorgan - private chain
The world's largest financial network, largest CSD and largest payments player are all using private chains. Interoperable with each other, public chains and the real world thru the Chainlink Runtime Environment.
The Crown Jewels of the financial system. And only one crypto project is positioned to capture value from them.
You can worry about regulation dependent tokenomics on June 1 2026. Im focused on Chainlink winning the landgrab.
Tokenomics dont matter if no one is using your project. Mass adoption is an attack vector.
$LINK EVERYTHING
👀
https://t.co/kXuwLq6eBn
AI outputs are prone to inaccuracies & hallucinations, creating a bottleneck for enterprise AI adoption.
Swift, UBS, Euroclear, & 20+ major organizations leveraged Chainlink to reduce AI hallucination risk and unlock automated corporate actions.
Chainlink 🤝 AI
It's been 7 years of building Chainlink.
Now it's time to show you what "LINK THE WORLD" really means.
Kinexys by J.P. Morgan ↔️ Chainlink ↔️ Ondo
✅ First-of-its-kind cross-chain, atomic settlement of a tokenized asset
✅ Connecting a private chain to a public L1
✅ Powered end-to-end by CRE
Chainlink is how the world's leading financial institutions connect to onchain markets.
My prediction for year 7 of Chainlink:
Two words: IN PRODUCTION
This is the year of production.
The year Chainlink stops being understood as a future thesis and starts being recognized as live infrastructure for global markets.
In production across DeFi.
In production across cross-chain.
In production with institutions.
In production for tokenized assets, data, and value moving onchain.
The first 7 years proved Chainlink works.
Year 7 is when production becomes impossible to ignore.
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