Dan doney CTO of the DTCC, the largest FMI in the world, speaking on Chainlink, If you haven't noticed the conversation has went from “experimenting with” to “rolling out.”
Most don't even know what the DTCC is.. and just imagine 4 quadrillion annually...living and breathing on Chainlink infra.
A monumental shift is about to take place.. and there is 1 token that stands to benefit the most... Chainlink..and the ticker is $LINK
EXCLUSIVE: Sergey Nazarov On The Tokenization Supercycle (And Whats Coming Next)
I hosted the first sit down interview with Chainlink’s Co-founder Sergey Nazarov at Sibos 2026.
@SergeyNazarov@chainlink@therollupco
00:00 Intro
01:55 Chainlink's Best Sibos Booth Ever
03:49 Chainlink and Swift Ledger
05:43 More Chains Means More Chainlink Value
07:44 DTCC Deeply Integrates Chainlink Data Feeds
09:56 Chainlink Solves The Digital Twin Problem
14:25 Tokenization Is Not About Tokens Themselves
17:44 Laws Will Change Then All Settlement Goes Onchain
19:38 Fragmentation Is Actually Chainlink's Tailwind
21:39 Chainlink Solves Each Problem As It Appears
23:34 Smart Contracts Defined By Sergey Nazarov
EXCLUSIVE: Inside Swift's Move Onchain with Former Swift CIO Tom Zschach
Timestamps:
00:00 Intro
02:39 What's Real About The Swift Ledger
04:38 Banks Pick Their Own Settlement Chain Now
06:11 The Word Digital Assets Will Disappear Soon
07:20 Fact Vs. Fiction: The Ripple Army
10:26 Swift Orchestrates Transactions Between Members
13:32 Big Announcements Coming At Money 2020
The institutional DLT stack is launching.
• DTCC & Swift name names
• Fed publishes GENIUS Act rules
• Linux Foundation maps networks
• Solana does ~1/3 of global volume
• JPMorgan, Fidelity on Hedera & ETH
• Deutsche Bank goes live with custody
• Chainlink, DTCC, and SWIFT interoperate
Institutions aren't debating which networks win. They're building the stack with all of them.
$SOL $CC $HBAR $XLM $LINK
Sergey Nazarov, co-founder of Chainlink, at Sibos on AI agents and agentic commerce:
If an AI agent can find the same pair of sneakers 10% cheaper than you can, why wouldn’t you let it do that all day long?
Introducing Chainlink Fulcrum: the gateway connecting the world’s largest financial institutions to onchain financing.
As tokenized assets and financing venues expand across public and private blockchains, institutions need to mobilize collateral and access liquidity without building bespoke infrastructure for every market.
Chainlink Fulcrum solves this with an end-to-end solution that separates where financing agreements are managed from where cash & collateral settle. Counterparties define the eligible assets, financing terms, and the settlement networks through which the assets move.
For institutions, this unlocks:
• Faster collateral mobilization that enables intraday financing, including on holidays and weekends.
• 24/7 risk management through automated collateral coverage checks throughout the day, extending beyond end-of-day processes.
• Greater capital efficiency by making assets across networks available for financing, helping institutions free up balance sheet capacity.
• Lower operational complexity through reusable workflows that connect existing systems across public and private blockchains.
The solution combines multiple aspects of the Chainlink platform, including the Chainlink Runtime Environment (orchestrates transaction lifecycle), CCIP (cross-chain data and asset transfers), and Data Streams (collateral valuation data).
Chainlink Fulcrum is designed to serve all market participants, including banks, dealers, prime brokers, agent lenders, custodians, hedge funds, pension funds, insurers, sovereign wealth funds, money market funds, asset managers, tokenized fund and stablecoin issuers, and corporate treasuries.
Each can lend, borrow, or mobilize collateral on terms that fit its mandate and risk parameters.
Fulcrum is in the process of being integrated with leading TradFi environments, providing a single platform where participants can compare financing terms and route transactions to the venue of their choice, where the agreement is executed and governed.
This is a foundational step toward global financing markets, where an asset’s utility extends beyond the network on which it was issued.
🧵↓
Speaking from the opening plenary at #Sibos 2026, Swift’s CEO, Javier Perez-Tasso, shared his vision for the future of regulated digital value.
"The question isn't TradFi or DeFi anymore. It's not either or. The Swift platform will allow you to move any form of regulated value, whether it is fiat or tokenised, at global scale."
That future is already taking shape. Today, Swift announced new work with the community to help make international payments as simple and intuitive as domestic ones, enabling people to pay across borders using familiar aliases such as mobile numbers and email addresses.
Read more: https://t.co/QOb2FXl1zR
EXCLUSIVE: Inside Chainlink CCIP 2.0 Launch with Chief Business Officer Johann Eid
Chainlink has officially launched the next version of their CCIP interop product. I sat down with their CBO @EidJohann for all the details.
Timestamps:
00:00 Intro
02:20 CCIP 2.0 Opens The Floodgates To TradFi
04:08 82% Of DeFi Secured By Chainlink Today
06:02 Siloed Databases Become Connected Economies
08:14 Banks Need Compliance Controls To Go Onchain
10:33 KYC Creates Data Haystacks Hester Peirce
12:44 ZK Proves Age Without Exposing Your Birthday
14:55 Chainlink Best Positioned For Decentralized Identity
17:06 Town Crier 2018 Research Was Way Ahead
19:24 Chainlink Positioned To Solve KYC At Scale
BREAKING: Elon Musk’s new full interview with CMG.
0:15 On Xi Jinping
1:03 Tesla Shanghai factory
2:27 Cybercab rollout
3:55 Speed of AI breakthroughs
4:29 Grok 4.7 and Grokbot
5:48 SpaceX/Tesla data for real-world AI
6:48 Chinese AI models and the compute gap
8:16 China’s electricity output
9:01 US-China AI safety
9:27 Humanoid robots and Optimus
10:55 1 billion robots in 10 years
13:04 Money may not matter
16:27 10 billion to 100 billion robots
17:09 Space cooperation and Mars
21:07 Neuralink and human bandwidth
22:37 Education in the AI era
24:02 Visit Shanghai, and Beijing
24:38 Beijing high-speed rail
24:59 ���Words do not do justice to China”
A lot of people interpreted this post in many different ways. I did not realize it would be viewed almost 4M times and that it would end up being one of my most liked posts on this platform, so I wanted to expand on it a bit. If you watched any of my recent videos, all of what I'm about to say are things you have already heard.
I think admitting when we are wrong about something is important, as it helps us grow as investors and hopefully allows us to make fewer mistakes in the future.
It also communicates to those who choose to listen to our views that we recognize we are fallible. Pretending to be right about everything is silly, and gaslighting an audience by saying "exactly as predicted" about everything is exhausting and not representative of the truth.
I also really appreciate all the support many of you showed. It genuinely means a lot. My goal in being on here has always been to help people navigate markets, so when I get something wrong, I think it is important to acknowledge it rather than pretend it did not happen.
Since many people took the original post to mean different things, I wanted to clarify what I was actually admitting I was wrong about.
Specifically, my post was about Bitcoin taking out the May high, which I had repeatedly said I did not think would happen.
If I spend two months saying something is unlikely to happen, and then it happens, I cannot sit here and pretend like I was calling for it when I wasn't.
Because of that, I felt I needed to acknowledge that I was wrong. I wish I had not been as deterministic, and that I had been more open-minded to the possibility of a higher high. I should hold myself accountable for my views by admitting when I get things wrong.
But that is all my post was meant to convey.
Some of the narratives that have developed from that post are not fully representative of my views.
Bitcoin is still operating under a difficult macro backdrop that has caused it to underperform other markets for years. Until liquidity conditions improve, I think that relative underperformance could remain an issue. That does not mean Bitcoin cannot have rallies or bull markets, but it could mean that the gains are not as significant as they were during periods when liquidity was more free-flowing.
Being wrong about the May high also does not automatically mean that I relinquish every other view I have expressed.
I have discussed the possibility of Q4 2026 weakness since Q4 2025. With one week left before Q4 begins, I do not think Bitcoin making a higher high means I should suddenly pretend that view never existed. What it does mean is that I should be less deterministic about it and more willing to change my view as new information comes in.
As long as Bitcoin remains above the May high, I have to respect the breakout. Continued acceptance above the range highs would increasingly challenge my broader bear market thesis, which I have honestly had a hard time letting go of.
If Bitcoin instead closes a weekly candle back below the May high, then I think weakness into Q4 remains possible. Even then, the fact that Bitcoin already made a higher high could change what that weakness ultimately looks like. Q4 weakness would not necessarily require a new low.
And importantly, if Bitcoin does show weakness in Q4, it does not change the fact that I was wrong about what Bitcoin already accomplished in Q3. I would rather use that experience to hopefully become a better investor than pretend it did not happen.
The part I am still struggling to reconcile is the macro backdrop.
Long-end yields have continued to rise, alongside the dollar and energy. I would normally expect that combination to eventually pressure long-duration assets like crypto.
I do not fully understand Bitcoin's move to $87K from a macro perspective, but I can understand it from a technical analysis perspective (golden cross, RSI, etc.)
That disconnect is part of why I have taken a step back and decided to be less deterministic. Continued acceptance above the range highs will force me to reconsider parts of my framework. A move back below them would make me more interested in the Q4 weakness thesis again.
It is difficult for me to reconcile rising yields, DXY and energy with a sustained bullish Bitcoin move, especially going into Q4 of a midterm year, when Bitcoin has historically experienced significant weakness.
But the market does not have to conform to my expectations.
My goal going forward is to be more open to different outcomes, more critical of myself when communicating strongly held views, and more humble in my approach to markets.
I am a student of the market, and I do not have a crystal ball.
It's about time to see what Q4 has in store!
🚨JUST NOW!
“The Future of Blockchain in Traditional Finance”
The Philadelphia Fed described it as a discussion about how institutions are integrating blockchain technology into traditional finance. Chainlink described the focus more specifically as what it takes to bring institutional assets onchain at scale and what infrastructure regulated markets require once those assets are onchain.
The five people on stage were:
@SergeyNazarov — Co-Founder, @Chainlink
William Su — @BlackRock
John Evans — @Vanguard@joechalom — @SharpLink
Josh Lipsky — Atlantic Council, moderator
Watch the full talk here!
SEC Chair Paul Atkins just released crypto BULLS!!
0:00 - Crypto will explode in USA?
6:09 - $SOL $ETH “Get Ready”
7:37 - Is Clarity Act dead?
8:16 - Why Dems voted no
9:36 - What comes next?
11:18 - 2030 $BTC prediction
WATCH: