Arca

$LINK v0.1 | $ETH | $BTC | Digital asset trader & independent analyst. Tracking filings, patents & institutional adoption. Self-custody maxi.

[Arca @arcamids]

What if the biggest mistake in crypto is valuing $LINK against crypto?

The real TAM is global finance, tokenized assets, payments, data, AI and every chain that needs to talk to anything else.

I broke down why the market may be thinking way too small 👇
https://t.co/p0mRA90oJz

[Arca @arcamids]

@StateFarm @CapitalOne @chainlink @futureverse @USDOT @WellsFargo @QOMPLX @KryptonLabsHQ @jpmorgan @Nike @LightNWonder @Fidelity @Nahmii_io @sealance_io @Telefonica @SmartContract @nChainGlobal @TrofiVentures @BankofAmerica @1inch 11/10/26
Cryptographic Digital Asset Architecture with Selectively-Lockable Dynamic Evolution
Assignee: @ouraring
https://t.co/YuTzZJQLO1

[Arca @arcamids]

1/
One of the first patents that got me tracking @chainlink citations was a @Nike filing. July 2024.

Nike has since shut its NFT studio and sold it.

The patent family didn’t get the memo.

It issued again this morning. Nike filed it. @ouraring owns it now... 👀

$LINK 🧵👇

[Arca @arcamids]

@StateFarm @CapitalOne @chainlink @futureverse @USDOT @WellsFargo @QOMPLX @KryptonLabsHQ @jpmorgan @Nike @LightNWonder @Fidelity @Nahmii_io @sealance_io @Telefonica @SmartContract @nChainGlobal @TrofiVentures 8/13/26
Assignee: Joshua Combs
Computer-Implemented Method and System for Implementing Real-Time Royalty and Enforcing Real-Time Royalty Payments in a Blockchain Network.
https://t.co/AebkQsCkcG

[Arca @arcamids]

1/
New $LINK patent reference from 8/13/26.

This one is built to kill ASCAP, BMI, and SESAC.

Real-time music royalties.

Streamed second = paid second. No PROs, no quarterly checks, no middlemen.

Written directly into the spec: @chainlink

Let's read it. 👇

[Arca @arcamids]

@StateFarm @CapitalOne @chainlink @futureverse @USDOT @WellsFargo @QOMPLX @KryptonLabsHQ @jpmorgan @Nike @LightNWonder @Fidelity @Nahmii_io @sealance_io @Telefonica @SmartContract @nChainGlobal @TrofiVentures @BankofAmerica @1inch 11/10/26
Hybrid Blockchain Network For Dynamic Communication With External Systems
Assignee: @StateFarm
https://t.co/O0Ng0n67aj

[Arca @arcamids]

1/
State Farm. 🚨

97M policies and accounts.

America's largest auto and home insurer. The USPTO just granted the sequel to its smart contract insurance patent. Premiums checked onchain, on a timer, triggered by a blockchain oracle. Guess which oracle is in the file. $LINK 🧵👇

[Arca @arcamids]

@CryptoNews_op Right, CoinDesk calls them share-backed certificates with no ownership of the company. The gap is narrowing though... since August eligible holders can send proxy voting preferences through Broadridge.

[Arca @arcamids]

@chainlink @CryptoFinanceAG Can other issuers using Crypto Finance custody plug into the same Proof of Reserve setup nxtAssets runs, or is it built one integration at a time?

[Arca @arcamids]

@WatchdogLives this isn't a bug, its a feature (my goofy naive guy)

[Arca @arcamids]

@CryptoDavid_

[Arca @arcamids]

@SocialistMMA nothing is real

[Arca @arcamids]

@ProudSocialist we are literally occupied by these traitors. not a single good faith actor in Washington. All bought and controlled.

[Arca @arcamids]

7/
Source:
https://t.co/N3Co0ScK7z

[Arca @arcamids]

1/
One of the first patents that got me tracking @chainlink citations was a @Nike filing. July 2024.

Nike has since shut its NFT studio and sold it.

The patent family didn’t get the memo.

It issued again this morning. Nike filed it. @ouraring owns it now... 👀

$LINK 🧵👇

[Arca @arcamids]

6/
July 2024: a pending application from the biggest name in sportswear.

Today: four grants, Nike out, RTFKT sold, a new owner on the cover.

The only thing that made the whole trip untouched is the line naming the oracle.

That’s why I read patents. $LINK

[Arca @arcamids]

@aziz_chl this was great engagement bait.

[Arca @arcamids]

@gandreou007 How are you counting Chainlink's side? A lot of feed costs are covered by the chains and protocols that sponsor them, so per-transaction fees undercount it.

[Arca @arcamids]

@SergeyNazarov What did the room push back on hardest? Agent permissions, or settlement across chains?

[Arca @arcamids]

@argosaki Rating agencies going multichain before most banks do is not the order I'd have guessed.

[Arca @arcamids]

@bearybullish589

[beary @bearybullish589]

Roll