Fons Wielzen 🤸

[Fons Wielzen 🤸 @fonsw]

@bob4punk My most probable no-hype fee-to-price base case path based on CCIP scaling;
- 2026–2027: Daily CCIP volume in the $100B – $300B range → LINK $35 – $80
- 2028–2030: Daily volume in the $500B – $1T+ range → LINK $150 – $400+
This assumes Chainlink maintains strong market share.

[Fons Wielzen 🤸 @fonsw]

@CelsiusFacts AMD CEO Lisa Su’s statement - “We need another 100× more compute in 4–5 years” - implies a massive global capex cycle in data‑center hardware, power, and cooling.
IOND’s entire business model (leasing high‑density HPC capacity) sits directly in that supply chain. Bullish!?

[Coin Bureau @coinbureau]

🔥AMD CEO LISA SU: "WE NEED ANOTHER 100X MORE COMPUTE IN THE NEXT 4 TO 5 YEARS"

Su said the world needs to increase compute by another 100 times over the next four to five years to unlock what AI can actually do at full scale.

Today's models are already strong but "it can get so much better" and we're "still in the very early innings of really unlocking the power of AI."

[Coin Bureau @coinbureau]

🔥AMD CEO LISA SU: "WE NEED ANOTHER 100X MORE COMPUTE IN THE NEXT 4 TO 5 YEARS"

Su said the world needs to increase compute by another 100 times over the next four to five years to unlock what AI can actually do at full scale.

Today's models are already strong but "it can get so much better" and we're "still in the very early innings of really unlocking the power of AI."

[Fons Wielzen 🤸 @fonsw]

@KuwlShow Curious where the $275 figure came from? Ripple’s latest tender was actually ~$143.43/share. Pre-IPO secondary markets are currently lower, with Forge at $105.17 and Nasdaq at $107.48.

[Fons Wielzen 🤸 @fonsw]

@CelsiusFacts No financial advice, but when $IOND start trading on Nasdaq this would be my profit‑taking strategy👇🏼

[Fons Wielzen 🤸 @fonsw]

@CoinDesk @chainlink $7.2B migrating to CCIP is high-conviction bullish news. It shows real capital voting with its feet for Chainlink’s security and reliability. These kinds of shifts compound over time and strengthen the long-term case significantly.
Attractive risk/reward setup for patient holders

[Fons Wielzen 🤸 @fonsw]

@hitbtc Hey @hitbtc , with the July 1 MiCA deadline days away, I don't see you on the @ESMAComms public CASP register. Are EU users going to be locked out of trading or accessing accounts? Please share your transition and asset protection plan for EEA clients. #MiCA

[Fons Wielzen 🤸 @fonsw]

@kucoincom Hey @kucoincom , with the July 1 MiCA deadline days away, I don't see you on the @ESMAComms public CASP register. Are EU users going to be locked out of trading or accessing accounts? Please share your transition and asset protection plan for EEA clients. #MiCA

[Fons Wielzen 🤸 @fonsw]

@Nexo Hey @Nexo , with the July 1 MiCA deadline days away, I don't see you on the @ESMAComms public CASP register. Are EU users going to be locked out of trading or accessing accounts? Please share your transition and asset protection plan for EEA clients. #MiCA

[Fons Wielzen 🤸 @fonsw]

@wirexapp Hey @wirexapp , with the July 1 MiCA deadline days away, I don't see you on the @ESMAComms public CASP register. Are EU users going to be locked out of trading or accessing accounts? Please share your transition and asset protection plan for EEA clients. #MiCA

[Fons Wielzen 🤸 @fonsw]

@chainlink Slowly, then all at once 🐢 🚀

[Fons Wielzen 🤸 @fonsw]

@chainlink 6/ The current disconnect ($9–$10 price vs $110B+ TVS) is painful but historically normal for foundational infra.
Great infrastructure is often undervalued for a long time until it suddenly isn’t. What do you think is #Chainlink building the TCP/IP moment for onchain finance?

[Fons Wielzen 🤸 @fonsw]

@chainlink 5/ Realistic long-term scenarios if Chainlink succeeds as the dominant middleware:
- 2027–2028: $40 – $80
- 2029–2032: $120 – $300+
- Cycle Peak Potential: $400 – $800+

[Fons Wielzen 🤸 @fonsw]

@coinbureau https://t.co/dWobM3tHA8

[Chainlink @chainlink]

NEW MILESTONE

Chainlink Total Value Secured: $110,000,000,000+

↳ Cross-Chain Tokens (CCIP): $60B+
↳ DeFi (Data Feeds): $50B+

JUST THE BEGINNING

[Fons Wielzen 🤸 @fonsw]

@coinbureau 5/ Realistic Outlook:
The gap between Chainlink’s real-world importance ($30T+ TVE, $47B+ secured, elite partnerships) and its token price is one of the widest in crypto.

[Fons Wielzen 🤸 @fonsw]

@coinbureau 6/ These kinds of disconnects often lead to violent catch-up moves once sentiment shifts — typically triggered by a mix of:
- Macro improvement
- Visible revenue growth
- Supply shock from staking
End.