King Wick

Run towards the future or the future will run you over.. Speculator, Libertarian, Travel lover & $LINK Marine.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the deal with Iran is “now complete.”

“I hereby fully authorize the toll free opening of the Strait of Hormuz… let the oil flow,” Trump says.

[Dirty Texas Hedge @HedgeDirty]

Over 4000 workers just became millionaires by owning the means of production and the socialists are pissed

[VirtualBacon @virtualbacon]

A German robotics company just raised $1.4 billion to build humanoid robots that hold their own crypto wallets.

Tether led it. Nvidia, Amazon and Bosch came in too. Each robot gets a self-custodial wallet and earns micropayments per task.

No bank accounts. Just private keys.

[CNBC @CNBC]

Google to pay SpaceX $920 million a month for compute capacity at xAI data centers https://t.co/9e7rIXirjT

[King Wick @Nowickster_]

@Polymarket Rubio actually makes sense. Newsom winning would be insanity.

[Ondo Finance @OndoFinance]

New @chainlink Price Feeds are live for Ondo tokenized stocks on @ethereum:

→ STRCon: Strategy preferred underlying, 11.5% yield
→ FLHYon: @FTI_US fixed income ETF underlying

With Chainlink as the official data oracle, tokenized equities can now be used as high-quality collateral across DeFi.

[Chainlink @chainlink]

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.

[Chris Barrett @ChrisBarrett]

Bank of England spotlights Chainlink oracles in DLT report
https://t.co/4nYAp04Tm6

[Chris Barrett @ChrisBarrett]

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.

[Jacobsen @hiro_invst]

Been sitting with the Centrus numbers and I don’t think people grasp how small this company still is relative to what it does.

$LEU market cap right now is about $3.6B. That is it. The only publicly traded uranium enricher on the planet, the only US facility licensed to produce HALEU, and it is valued at less than a mid tier software startup.

Now zoom out. The US wants to go from 100 GW of nuclear to 400 GW by 2050. Every one of those reactors needs enriched fuel, and the country is actively trying to rip Russia out of that supply chain. Centrus sits in the middle of it with a backlog already in the billions against only ~450M in annual revenue.

Here is the part that gets me. There are only ~19.7M shares outstanding. That is a tiny float. When demand in a thin float name actually inflects, the move is not linear, it is violent.

And the math is wild. At today’s ~$3.6B cap the stock is ~$182. If this thing simply does what supercycles do:

2x the cap and you are looking at ~$365
3x gets you ~$550
5x gets you ~$915
10x and you are talking ~$1,800 a share

And that is not fantasy land. It already printed $464 last year on pure hype, a ~$9B cap, before the real fuel demand even arrived.

So ask yourself what happens when the demand is no longer a story but a line on the income statement. When reactors are going critical and AI data centers are screaming for baseload power that only nuclear delivers around the clock.

We are not late to this. We are early in a supply cycle with maybe 25 years to run, holding the one name that literally cannot be bypassed.

Long $LEU . Nfa

[King Wick @Nowickster_]

@Osint613 But they’ll gladly pay for Ukraines war with Russia haha

[Chainlink @chainlink]

NEW: @Strategy's $STRC digital credit is now onchain powered by @saturn_credit & Chainlink.

With USDat & sUSDat deposits exceeding $220M within 6 weeks, Saturn adopted Chainlink CCIP as its official cross-chain infra to unlock distribution for STRC.

[C⬡l⬡rad⬡ 🎣 @colorado_crypto]

When people call me lucky in the future I’m going to tell them to fuck off. 😂 $Link

[The ₿itcoin Therapist @TheBTCTherapist]

Imagine reading this tweet in 2020

[First Squawk @FirstSquawk]

TRUMP ON TRUTH SOCIAL:

Therefore, I am mandatorily requesting that all Countries immediately sign the Abraham Accords, and that, if Iran signs its Agreement with me, as President of the United States of America, it would be an Honor to have them also be part of this unparalleled World Coalition. The Middle East would be United, Powerful, and Economically Strong, like perhaps no other area, anywhere in the World! By copy of this TRUTH, I am asking my Representatives to begin, and successfully complete, the process of signing these Countries into the already Historic Abraham Accords. Thank you for your attention to this matter!

[King Wick @Nowickster_]

@scottmelker lol whatever is hot atm eh

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says an agreement with Iran has been “largely negotiated” and will be announced shortly.

Trump says the Strait of Hormuz will be reopened under the agreement.

[King Wick @Nowickster_]

better early than late😎🎯 $link

[zerohedge @zerohedge]

China Restricts Fentanyl Precursor Chemical Exports To North America After Trump-Xi Talks https://t.co/tNzbuEw4Tj