Ask anybody, and they’ll tell you the foundation of cryptotrading starts with understanding fundamentals. I say, fundamentals are the crutch for the talentless.
Update! $Wulf has been one of my biggest long term holds in the past 2 years. Looking for more growth although there may be some slight pullback here after a big jump. $BTC mining stocks are still very undervalued in my opinion, look for entries and expect to hold long term.
$BTC mining stocks could be the trade of the decade. Entered $WULF @TeraWulfInc at 0.55c in March and it's approaching $4
TeraWulf is going to be the leading zero carbon emissions mining company and I expect major price action once btc ETFs are approved. Lower energy costs = 🚀
$BTC mining stocks could be the trade of the decade. Entered $WULF @TeraWulfInc at 0.55c in March and it's approaching $4
TeraWulf is going to be the leading zero carbon emissions mining company and I expect major price action once btc ETFs are approved. Lower energy costs = 🚀
Chainlink’s dominance simply cannot be stopped
- Working with the largest financial institutions and market infrastructures in the world (Swift, DTCC, Euroclear, J.P. Morgan, Mastercard, Central Bank of Brazil, UBS, SBI, Fidelity International) on adopting tokenizing assets at scale, with a growing number of in-production use cases and more pre-production reaching live deployments
- Powers the DeFi economy with 68% market-share across all chains (84%+ on Ethereum) across hundreds of applications and 60+ public blockchain ecosystems, while expanding support for permissioned chains (Kinexys by J.P. Morgan, Canton Network by Digital Asset)
- Operates the only unified and modular platform that spans onchain data delivery, cross-chain interoperability, privacy-preserving compute, automated compliance, and legacy system connectivity (core requirements for tokenized assets and complex blockchain apps)
- Chainlink’s total value secured (TVS) in DeFi is $91B (incl borrows), which is directly monetized via MEV-recapture solutions like SVR, which has been adopted by the largest DeFi protocol (Aave w/ $65B TVL), capturing $450K so far with one user for one lending market on one blockchain (more growth to come)
- Has operated in-production for over 6 years with the highest level for security and reliability, even during extreme market volatility (e.g., FTX collapse, COVID dump) and blockchain network congestion (gas fee spikes in the thousands of USD), protecting DeFi for years
- Directly connecting protocol adoption with token value capture through the creation of the Chainlink Reserve which accumulates $LINK using offchain revenue from enterprise deals and onchain revenue from service usage (buybacks), with hundreds of millions of dollars in historical revenue
- Directly monetizes the integration of Chainlink into blockchain ecosystems via the Scale program and enterprise adoption via integration, usage, and maintenance deals, that fuel $LINK token buybacks from fiat and crypto fee payments
- Has been building oracle infrastructure since 2014 (before Ethereum) and working directly with Swift since 2016, with new protocols and services launched regularly to meet the growing demand from institutional users
- Working directly with the U.S. government officials and regulators, including meeting multiple times with the SEC, Treasury, and other departments, and met with Trump publicly multiple times, with the White House’s recent Digital Asset Report directly highlighting the importance of Chainlink and oracles
- Launched an automated compliance solution in collaboration with Apex Group (services $3.4T in assets), GLIEF (issuer of the only globally adopted & mandated G-20 initiated Legal Entity Identifier), and the ERC-3643 Association (widely adopted permissioned token standard), where ERC-3643 was just mentioned in a recent speech by the SEC chairman
- Directly powers many of the largest stablecoins, tokenized funds, and tokenzied equities with data/cross-chain/compliance as institutions are rapidly accepting their plans for issuing and adopting tokenized RWAs at scale
- Supported by one of the largest developer communities in the crypto ecosystem (tens of thousand of devs) along with vibrant active community that have an unlimited reserve of memes to deploy (memetic magik)
- Building a new architectural upgrade called the Chainlink Runtime Environment, which powers programmable workflows that enables the orchestration of complex applications/transactions that span onchain and offchain systems, serving as the operating system of crypto
And so more much
You just win $LINK
We're excited to announce the launch of the Chainlink Reserve, a new upgrade centered on the creation of a strategic onchain reserve of LINK tokens.
https://t.co/Fgib8zR9uj
The Chainlink Reserve is designed to support the long-term growth and sustainability of the Chainlink Network by accumulating LINK tokens using offchain revenue from large enterprises that are adopting the Chainlink standard and from onchain service usage.
The Chainlink Reserve is being built up by using Payment Abstraction to convert offchain and onchain revenue into LINK, using a combination of Chainlink services and decentralized exchange infrastructure.
Demand for Chainlink has already created hundreds of millions of dollars in revenue, substantially from large enterprises that have paid offchain for access to the Chainlink Platform.
With increasing demand from a number of the world’s largest banking and capital markets institutions, this form of paying for the Chainlink standard is expected to grow into the future as the industry grows.
The Reserve has already accumulated over $1M worth of LINK from this early stage launch phase, which is expected to gradually grow in the coming months as more revenue is converted into LINK and placed into the Reserve.
We do not expect any withdrawals from the Reserve for multiple years and thus it is expected to grow over time. We believe that as the industry demand for Chainlink’s unique capabilities increases, that adoption of Chainlink services will enable the Reserve to grow further.
🧵👇
TODAY: The White House has featured oracles as a key technology in its new Digital Asset Report, highlighting how Chainlink is critical infrastructure for powering stablecoins, tokenized funds, & the onchain economy.
https://t.co/EaEchQ33UD
We and our entire industry are immensely grateful to President Trump (@realDonaldTrump), @SecScottBessent, @DavidSacks, @BoHines, and the President‘s Working Group on Digital Asset Markets for their leadership in advancing bipartisan digital asset innovation in the United States. The Trump Administration's thoughtful approach to our industry’s adoption and growth has created a new era for both our industry and the United States financial future.
The @WhiteHouse report outlines the U.S. government’s approach to digital assets, proposing a clear regulatory framework for their issuance by addressing market structure, oversight, and consumer protection.
This landmark policy initiative underscores a growing global consensus that oracle infrastructure is critical for secure, interoperable, and compliance-ready digital assets, which are key for the blockchain industry to reach its full potential. In addition to the Chainlink team’s many ongoing meetings in D.C., this report clearly affirms the significant policy momentum Chainlink has strategically worked to support for years, both in D.C. and globally.
In a single platform, Chainlink enables governments, financial institutions, and Web3 developers to overcome the three most critical challenges in deploying institutional-grade blockchain applications in a regulated environment:
1. Delivering verifiable data onchain enables the creation of hyper-reliable government and institutional-grade blockchain applications by ensuring the accuracy, integrity, and transparency of critical data.
2. Connecting public chains, private chains, and legacy systems into a unified network unlocks next-generation financial markets and streamlines digital asset operations.
3. Enabling regulatory requirements and policy controls to be embedded directly into smart contracts allows for programmatic compliance with regulations, such as KYC/AML, jurisdictional restrictions, and transaction limits, all while preserving user privacy.
By establishing the foundational standards needed for secure and compliant digital asset infrastructure, Chainlink is accelerating digital asset adoption in America and powering the future of U.S. financial leadership.