Rusty

“Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it.” Exploring new things. Never use my tweets for financial advice.

[Rusty @RustySailor_]

@chigrl @grok what refiners and companies are doing this

[Rusty @RustySailor_]

@BuBarrelBull Won’t high oil prices just kill demand and be bad for energy equities?

[Rusty @RustySailor_]

@ericnuttall Exxon is biased to higher oil tho…

[Rusty @RustySailor_]

@Ross__Hendricks Still a lot of oil left in the SPR

[Reads with Ravi @readswithravi]

I’m in love with this sentence:

“The strongest version of you is buried under the habits you're afraid to break.”

[Rusty @RustySailor_]

Are these stock profits going to go to housing and rip those prices?

[Rusty @RustySailor_]

@ErikSTownsend @calvinfroedge How would you play this near term and long term?

[Rusty @RustySailor_]

@calvinfroedge What fertilizer stocks do you like?

[Rusty @RustySailor_]

@SamanthaLaDuc Agree… what are you playing here long term (1-2 years)? XLE and XOP

[Imtiaz Mahmood @ImtiazMadmood]

Elon Musk's first wife once described what it's like to watch him fail.

She said he doesn't react the way normal people react. When a rocket explodes, most people in the room go silent. Some cry. Some start calculating the financial damage.

Musk pulls out his phone and starts making calls. Not emotional calls. Engineering calls. "What failed. When can we fix it. When's the next launch." His voice doesn't change. His face doesn't change. The rocket that just cost $60 million is already in the past. The next one is all that exists.

She said it was the most unsettling thing she'd ever witnessed. Not because he was cold. Because he genuinely wasn't affected. The failure didn't register as failure. It registered as data. An experiment that produced results. Results that inform the next experiment.

This is why he wins. Not because he doesn't fail. He fails more spectacularly than anyone in history. He wins because failure occupies zero psychological space. It enters as data and exits as action.

Most people lose not because they fail but because they spend weeks processing the failure before acting again. Musk spends zero seconds. The gap between failure and next attempt is a phone call.

- @multiplanet1

[Rusty @RustySailor_]

Memorial Weekend Murph. Remember those who gave it all 🇺🇸 🙏

[Rusty @RustySailor_]

@KarelMercx Is this bullish for oil or oil companies too?

[Rusty @RustySailor_]

@charliebilello Two
Different economies

[Rusty @RustySailor_]

Hopefully they all do this.

[Muskonomy @muskonomy]

JUST IN: SpaceX pledges to cover all power grid infrastructure upgrade costs associated with its data centers so those costs are not passed on to local households, per its S-1 filing.

[Rusty @RustySailor_]

@sahill_og 🤣

[Rusty @RustySailor_]

@playmatejaylene Lady Luck. Gratz

End of game bouncing around that spread is a thriller ride.

[Sergey Nazarov @SergeyNazarov]

Three key trends I am increasingly excited about...

1: Our industry has started caring much more about the security and reliability of the infrastructure, standards and oracles/dependencies that it is built on top of. This shift in focus towards security is already massively benefiting Chainlink because it is built with security and reliability in mind from the start e.g. 16 nodes vs 1 of 1 or 2 of 2 (which is actually often just a 1 of 1 in disguise). This focus on reliability and security makes a better system for everyone in the DeFi/TradFi industry to transact with less risk and also leads to more overall Chainlink adoption over time. The way Chainlink became the leading data oracle is through security and reliability, I think that will happen across all categories where Chainlink deploys services for the same reasons.

We are now clearly seeing this dynamic take place in cross-chain interoperability, with many large users migrating onto CCIP after conducting deeper security reviews of bridging providers, more and more of which are now being published, some telling quotes below:

https://t.co/7ANpmqIlPn
Kraken chose Chainlink CCIP because it offers enterprise-grade infrastructure with strict security & risk management requirements, including:

• ISO 27001 and SOC 2 Type 2 certifications
• Secure by default architecture
• 16 independent nodes
• Native rate limits, and more.

https://t.co/hPnqT7CFcT and https://t.co/QHXnyjO2fp
The analysis covers how Chainlink CCIP delivers strong decentralization, native safeguards, and issuer control as default protocol-level guarantees, which insulates wstETH from a number of attack vectors behind the Kelp / LayerZero exploit.

https://t.co/AObyg1Nunx
Chainlink CCIP has emerged as the standard in cross-chain infrastructure, providing an enterprise-grade framework to secure high-value assets

With over $4Billion migrated in just a few weeks and more on the way, I am clearly seeing the industry's clear preference for security and reliability being a key trend leading to accelerated adoption of Chainlink and CCIP.

2: Chainlink has always continued to build and added many of its best features during down markets, when there is less noise to distract top teams from building. Because Chainlink already has clear product market fit, being able to focus on building the future is a powerful accelerant for future progress and is actually what I and many of the people building Chainlink are here for.

I am very excited about both the use case specific features e.g. collateral management and the increasing number of reusable primitives e.g. verifiable confidential compute in CRE, which are now actively being built, refined and launched with top users. In my experience, during the down market lulls is when the best things get built, and I am truly thrilled to see Chainlink being built to better serve its existing users and entirely new users.

3: The RWA, TradFi Tokenization and Digital Assets industry has now decoupled from crypto prices as a determining factor of its success and is a rapidly growing market of its own. Great news for the technologies, standards and infrastructures that can serve this new and growing demand, of which Chainlink is at the very top of the list. By having the relevant certifications; https://t.co/PlGDKLrJDi, being the historically most secure/reliable option with the largest amount of value enabled and being able to compose multiple key primitives (Data + Interoperability + Identity/compliance + verifiable off-chain orchestration) into full end-to-end solutions like no other platform can, puts the Chainlink platform/ecosystem in a unique place to be adopted by this new and growing market.

This is now becoming increasingly clear in practice through Chainlink's adoption in various parts of the capital markets; from collateral management with some of the most recent examples being...

DTCC using CRE and Data for their production plans; https://t.co/IiXXFfUwJu + https://t.co/sHe6QvquYR

Data providers like SGX using DataLink for key data; https://t.co/P7uPeOzliY

Top asset managers like State Street; https://t.co/Jh08KBnCvN and Fidelity International; https://t.co/06noNUEbEt, being powered by Chainlink on the backend.

The above are just a small number of recent examples, with many more being worked on all across the TradFi ecosystem, from payments, to tokenized equities, to tokenized funds; all of these on-chain finance use cases need multiple Chainlink components working together.

I can't wait for the next stage, where the leading DeFi applications and the top TradFi institutions start interoperating through their use of shared on-chain standards, interoperability connections and data/identity oracles, all of which are being provided by Chainlink, together with existing infrastructures. Solving each of these market's individual problems is already exciting, but helping them merge into the new global financial system is something that I and many others in our ecosystem have been working towards for a while.

If the above sounds like something worth spending many late nights on, and you can see the future I am talking about, this is the best time to join a top team like Chainlink Labs... if you're the best of the best, excited about the future of the blockchain industry, DeFi, TradFi and building the future of the new global financial system, we are excited to work together with you: https://t.co/zhTgEzBUm0.

[Rusty @RustySailor_]

@AvgJoesCrypto Feels like a troll…

If real, bottom vibes

[Rusty @RustySailor_]

All this tokenization feels like it should be a huge win for Chainlink, but just feels like the protocol is solid but never accrues value to the token

[Rusty @RustySailor_]

@TrustlessState Rotate into what?