Tom Lee of $BMNR just dropped the most bullish slide at Binance Blockchain Week.
Tokenization, BlackRock, JPMorgan, Robindhood, Amundi, Polymarket all building on Ethereum.
Elite finance is choosing $ETH rails. 📈
PeerDAS in Fusaka is significant because it literally is sharding.
Ethereum is coming to consensus on blocks without requiring any single node to see more than a tiny fraction of the data. And this is robust to 51% attacks - it's client-side probabilistic verification, not validator voting.
Sharding has been a dream for Ethereum since 2015 , and data availability sampling since 2017 ( https://t.co/Fa0jKFgObW ), and now we have it.
That said, there are three ways that the sharding in Fusaka is incomplete:
* We can process O(c^2) transactions (where c is the per-node compute) on L2s, but not on the ethereum L1. If we want to scaling to benefit the ethereum L1 as well, beyond what we can get by constant-factor upgrades like BAL and ePBS, we need mature ZK-EVMs.
* The proposer/builder bottleneck. Today, the builder needs to have the whole data and build the whole block. It would be amazing to have distributed block building.
* We don't have a sharded mempool. We still need that.
But even still, this is a fundamental step forward in blockchain design. The next two years will give us time to refine the PeerDAS mechanism, carefully increase its scale while we continue to ensure its stability, use it to scale L2s, and then when ZK-EVMs are mature, turn it inwards to scale ethereum L1 gas as well.
Big congrats to the Ethereum researchers and core devs who worked hard for years to make this happen.
MAJOR NEWS: 24 of the world's largest financial institutions, including Swift, DTCC, and Euroclear, have collaborated with Chainlink to solve the $58 billion corporate actions problem.
We are excited to announce a major industry milestone in a global corporate actions initiative led by Chainlink in collaboration with 24 of the world’s largest financial organizations, including Swift (@swiftcommunity), DTCC (@The_DTCC), and Euroclear (@EuroclearGroup).
https://t.co/77PiHx6Eyl
Corporate actions are a critical building block for public equity to operate successfully onchain. Building on the foundation established in the first phase of our industry initiative, we now have successfully demonstrated how the Chainlink platform, blockchains, and AI help solve one of finance’s most complex data challenges in a production-grade solution with unparalleled data accuracy, ISO 20022 messaging functionality via Swift, connectivity across DTCC AppChain as well as additional public and private blockchains, and much more.
🧵⬇️
EXCLUSIVE: SEC now sees crypto as a source of economic progress, says @chainlink co-founder @SergeyNazarov.
Interview by @alpGasimov
https://t.co/0XzV18wyiy
I don’t know when $LINK became an AI project...
Actually who considers $LINK an AI project? I thought it was something about on-chain smart contracts.
Anyway, $TAO ‘s engagement needs to improve a little.
Let’s go Bittensor community.
Data: @pnxgrp (Please check again if $LINK is really an AI project. Double check)
#Bittensor #AI
Chainlink is highlighted in @Citi’s new Securities Services Evolution 2025 report for “advancing standards enabling interoperability across public and private blockchain networks.”
https://t.co/vukUhfthmq
In the report, @SergeyNazarov noted how fragmentation is one of the industry’s largest challenges, stating:
“With millions of digital assets spread across thousands of public and private blockchains, interoperability between blockchains is absolutely critical to overcoming fragmentation and building scalable global markets. This mirrors the early Internet, which was once divided into isolated intranets until TCP/IP unified them into a single network. On top of such a unified foundation, DeFi is already demonstrating how blockchain and oracle technology can modernize traditional capital markets and usher in a new era of more efficient, transparent, and programmable financial services. Chainlink seamlessly connects data and value across blockchains and traditional systems, accelerating the inevitable convergence of DeFi and TradFi into a unified global financial system.”
Citi’s report underscores a broader industry shift with accelerated settlements, digital asset adoption, and automation of asset servicing cited as the most impactful forces reshaping the industry. According to Citi’s global survey, 85% of respondents identified these areas as fundamental to the success of their business, up 22% from 2023.
This growing momentum reflects a broader trend: the modernization of financial infrastructure through digital assets and blockchain technology. Yet fragmentation remains a major barrier. With assets spread across hundreds of public and private blockchains, the challenge lies in connecting these disparate systems into a unified market.
Furthermore, since asset servicing is identified as a key priority by survey respondents, the whitepaper references Chainlink's work with Swift and key market participants on modernizing corporate actions. The first phase of the solution, which included Euroclear, UBS, Franklin Templeton, Wellington Management, CACEIS, Vontobel, and Sygnum Bank, involved blockchains, large language models (LLMs), and Chainlink oracles to revolutionize corporate actions.
"The big question to be answered is whether or not President Xi of China will mention the massive amount of support and 'blood' that The United States of America gave to China in order to help it to secure its FREEDOM from a very unfriendly foreign invader..." - President Trump
For the first time ever, the U.S. Department of Commerce is bringing its key macroeconomic data onchain, and it’s powered by Chainlink.
Access the largest suite of onchain government data today, including Real GDP, PCE Price Index, and Real Final Sales: https://t.co/umLZnIHQw6
Why should we call an entire sea over which 8 other nations- Brunei, Indonesia, Malaysia,Philippines, Singapore, Taiwan, Thailand & Vietnam, have equal rights, as the "South China Sea" ??
Rename South China Sea to Southeast Asia Sea!
Tomorrow, @SergeyNazarov joins @BlackRock's Joseph Chalom in a fireside chat at Digital Assets Week New York to discuss:
• The acceleration of tokenized asset adoption
• How traditional finance and DeFi are converging
• The future of the digital asset industry
And much more.