amb⬡bret

You will own Link and you will be happy (eventually)

[Zach Rynes | CLG @ChainLinkGod]

The crypto industry has long had an irrational obsession with L1 gas coins and ignored other categories of infrastructure

Of the top 20 crypto assets by market cap:
• 75% are L1 chains
• 15% are stablecoins
• Only one asset is non-chain infra

Weighted by market cap, the imbalance is even more extreme:
• 88% L1 coins
• 11% stablecoins
• 0.3% non-chain infra

This is a temporary phenomenon, blockchains are increasingly becoming commoditized infrastructure, and yet all of them depend on Chainlink $LINK for real-world institutional use cases beyond speculation

The DTCC (the legally mandated settlement infra underpinning U.S. capital markets) choosing Chainlink to power 24/7 collateral mobility on the DTCC's blockchain should be a wake up call for everyone

The institutions are here, and 1) they're building their own blockchains and 2) they're choosing Chainlink for secure data, cross-chain, privacy, compliance, and orchestration capabilities

The current crypto market cap distribution reflects current sentiment not long-term value capture

[Chainlink @chainlink]

Chainlink CCIP: For when 99% is not enough.

[Zach Rynes | CLG @ChainLinkGod]

As expected, LayerZero is deflecting responsibility that their own DVN node infrastructure was compromised and caused a $290M bridge exploit

They throw KelpDAO under the bus for the crime of trusting the LayerZero Labs DVN, a 1/1 setup they willingly supported and only blocked after getting hacked, all while claiming everything worked as designed

Claiming there was no contagion is just the cherry on top

[Marc Zeller @Marczeller]

This was a great discussion thanks a lot for the invite!

[Zach Rynes | CLG @ChainLinkGod]

ICYMI: I joined @RasterlyRock (Bitwise Head of Research) today to discuss Chainlink's growing institutional adoption and the launch of the @bitwise LINK ETF (ticker: $CLNK)

Take a listen 🎧👇

[NVIDIA Newsroom @nvidianewsroom]

We’re delighted by Google’s success — they’ve made great advances in AI and we continue to supply to Google.

NVIDIA is a generation ahead of the industry — it’s the only platform that runs every AI model and does it everywhere computing is done.

NVIDIA offers greater performance, versatility, and fungibility than ASICs, which are designed for specific AI frameworks or functions.

[Zach Rynes | CLG @ChainLinkGod]

@Grayscale @chainlink Killer research report right here, looking forward to the LINK ETF launch 🫡

[Grayscale @Grayscale]

NEW: @chainlink $LINK is bridging crypto and traditional finance, connecting the on-chain and off-chain worlds.

Grayscale Research explores why @chainlink’s technology could be essential to the future of tokenization and DeFi.
https://t.co/YETM0xxLKV

[rayhaneh @Ray_scale]

Just as Wall St had to learn about “Digital Gold” for $BTC ETFs and “Smart Contracts” for $ETH ETFs, I have a feeling Wall St is soon going to be talking all about “Oracles” and their critical role in connecting the TradFi to DeFi $LINK

Our report on @chainlink:
https://t.co/ejO3qS2Qnf

[whynonah @whynonah]

For a better look into Chainlink’s evolution, read my @MessariCrypto report here: https://t.co/wrTlDJY4hP

[Andy @andyyy]

We are firmly in the institutional digital asset supercycle & Chainlink is one of the leaders, if not the leader.

These guys are very dialed in rn

[Fishy Catfish @CatfishFishy]

Every single interop competitor is BTFO on this one.

Wormhole and Axelar got removed from the single bridge they were jointly being used on.

LayerZero not chosen again for another monster integration.

Chainlink is RUNNING THE TABLE on EVERYTHING. Tradfi. DeFi. All of it.

[Fishy Catfish @CatfishFishy]

This is the start of an entirely new paradigm shift of how developers build in our industry.

Developers used to build on blockchains and plug into Chainlink.

Now, developers build on Chainlink and plug into blockchains.

Chainlink’s new architecture (CRE) changes entire process of how app development is anchored and sequenced from.

Old way: Choose chain first -> Build onchain app next-> Choose bridge/oracle at end

New way: Choose Chainlink platform first -> Build all of your chain-agnostic workflows inside CRE and deploy them onto every chain you want your app on -> Add onchain app code at end

“Build Once, Run Everywhere”

Developers won't be deciding between "Do I want to deploy on Chain A or Chain B or chain C?"

Apps and workflows can deploy onto the top 10, top 20, top 50 chains at any moment in time.

This is how institutions adopt blockchains, not by betting on specific chains, but integrating with a global platform that provides them access to any public/private chain.

That’s why financial market infrastructures like Swift, DTCC, Euroclear, and more have adopted Chainlink, they understand the financial system needs an orchestration layer.

[Chainlink @chainlink]

We’re excited to announce the launch of the Chainlink Runtime Environment (CRE)—the all-in-one orchestration layer powering the next massive leap in the adoption of onchain finance.

https://t.co/SgMVyWPNLi

CRE is already being adopted by the largest financial institutions and top DeFi protocols to simplify how they build institutional-grade smart contracts that enable the next stage of our industry 🧵⬇️

[Coin Bureau @coinbureau]

🎙️NEW INTERVIEW🎙️

@nicrypto sat down with @chainlink co-founder @SergeyNazarov to reveal how tokenization takes everything on-chain.

RWAs, stablecoins, gov data… #Chainlink leads the way.

Watch now!👇
https://t.co/uqkf5Rvwjv

[CryptoCondom @crypto_condom]

🎯The best trades arent ones that everyone is talking about...they're the ones that you ANTICIPATE everyone talking about.
$LINK is another example. Chainlink documents are hosted by the White House and Sergy presented at the Federal Reserve this week...but nary a peep on the timeline.
Someday soon the market will realize @chainlink CRE is the "orchestration layer" that will serve as the "air traffic control" for all of global finance.

TLDR: Chainlink will be ubitiquous as it connects every permissioned and public blockchain that wants to be a part of the Future of France.

[Anastasia Golovina @stasia_bk]

In DC this week meeting with Senate Democrats and Republicans to help get the Market Structure Bill back on track. ⁦@SergeyNazarov⁩ spoke with ⁦⁦@FoxBusiness⁩ after meeting with Senate Democrats — catch the segment after 3 PM today.

[Zach Rynes | CLG @ChainLinkGod]

A major cloud provider experienced a widespread outage today (AWS US-EAST-1), impacting a significant portion of the public Internet

While other crypto infra solutions went down, @Chainlink oracle services kept operating without skipping a beat, and remain fully operational

That includes all the various oracle services securing $100B in the DeFi economy such as Data Feeds, Data Streams, CCIP, and more

Chainlink’s unrelenting focus on ensuring the highest level of infra security and reliability, to almost a paranoid degree, is how days like today are a non-event

If your entire “decentralized” network operates in one single cloud region from one cloud provider… you need to get better engineers

[CC Analyst | 🇦🇪 @intern_cc]

Why Chainlink's 10-Year Infrastructure Bet Finally Pays Off in 2026

@chainlink has emerged as the dominant oracle infrastructure securing $100 billion in assets across 2,500+ projects, with transformative institutional partnerships positioning it as critical middleware for the $20 trillion tokenized asset opportunity by 2030.

But as @ChainLinkGod stated most investors' mental model of Chainlink is fundamentally wrong.
They think of oracles as 'sidecars' attached to blockchains, simply injecting price data. The reality is far more transformative: Chainlink has evolved into the global orchestration layer that sits above and across all blockchains and external systems, what SWIFT's Chief Innovation Officer calls the "air traffic control" for global finance.

Chainlink dominates decentralized oracle market with 67% DeFi share despite intensifying competition from Pyth Network and RedStone.

With SWIFT production deployment scheduled for November 2025 and major banking partnerships with DTCC, Euroclear, JPMorgan, and UBS transitioning from pilots to production, Chainlink represents the infrastructure bet on institutional DeFi adoption.

The investment thesis centers on Chainlink's transformation from oracle network to orchestration layer through the Chainlink Runtime Environment (CRE), enabling complex multi-chain workflows that address institutional requirements for compliance, privacy, and legacy system integration.

This paradigm shift positions Chainlink as the
"Java Runtime Environment for blockchain",
fundamental infrastructure upon which tokenized finance will be built, with network effects and institutional relationships creating substantial moats.

Recent tokenomics improvements through the Chainlink Reserve buyback program address historical value capture concerns.

Let’s dig into it👇
A huge thank you to @CatfishFishy or helping me understand Chainlink better. Really appreciate it Senpai!

[amb⬡bret @AmbBret]

@samuelalpha77 @FrankRemoulada @functi0nZer0 @linkpuller @redstone_defi @MarcinRedStone @papiofficial "this is fine"