1/
@BankofAmerica just published a patent for authenticating video with blockchain. Deepfake defense, filed Feb 2025.
Buried at [0101]: @chainlink, named as the rails for cross-chain verification.
BofA isn't ignoring $LINK.
Their engineers wrote it into the spec. 🧵🚨⚠️
What is Chainlink Reserve?
On August 7, 2025, Chainlink announced the launch of the Chainlink Reserve, a strategic onchain reserve designed to support the network’s long-term growth and sustainability.
The reserve creates a mechanism where revenue generated by Chainlink (@chainlink) can ultimately flow back into ethereum:0x514910771af9ca656af840dff83e8264ecf986ca.
Here’s how it works:
(1) Chainlink generates revenue
The network earns revenue from both onchain service usage and offchain enterprise adoption.
Large institutions and enterprises can pay for access to Chainlink’s infrastructure without necessarily paying directly in LINK.
(2) Payment Abstraction converts that revenue into LINK
This is where Chainlink’s Payment Abstraction system comes in.
Users can pay for Chainlink services using different assets, including stablecoins and other forms of payment.
The system can then programmatically convert those payments into LINK using decentralized exchange infrastructure.
(3) The LINK is sent to the Reserve
The converted ethereum:0x514910771af9ca656af840dff83e8264ecf986ca is accumulated in the Chainlink Reserve, an onchain smart contract deployed on Ethereum.
This effectively connects Chainlink’s growing business activity with an increasing strategic reserve of its native token.
(4) The Reserve is designed to grow over time
Chainlink said it did not expect withdrawals from the Reserve for multiple years.
That means the reserve is intended to accumulate LINK as Chainlink’s services generate more revenue and adoption expands.
(5) The numbers have already grown significantly
The Reserve initially accumulated more than $1 million worth of LINK.
As of Aug. 15, Chainlink reported that the Reserve had grown to around 5.48 million LINK, worth approximately $63.6 million.
That is a substantial increase from its early launch phase.
(6) Why this matters for LINK
More Chainlink usage can generate more revenue.
More revenue can be converted into ethereum:0x514910771af9ca656af840dff83e8264ecf986ca.
More ethereum:0x514910771af9ca656af840dff83e8264ecf986ca can then accumulate inside the Reserve.
So, rather than Chainlink adoption existing separately from the LINK token, the Reserve creates a mechanism connecting network usage with LINK accumulation.
It is designed as an onchain economic mechanism that can grow alongside Chainlink adoption.
Và tôi nghĩ có thể có một chu kỳ ETH và các altcoin giá trị theo trend riêng tư , token hoá hay AiFi ( Agentic Eco) sẽ bùng nổ như một chu kỳ cuối cùng trước khi bước vào mùa đông dài hơn bất kì mùa đông nào bạn từng đi qua… 203x
Điều thứ hai: họ coi tiền giấy là một thí nghiệm thất bại lặp đi lặp lại.
Từ khi Mỹ bỏ bản vị vàng năm 1971, mọi đồng tiền pháp định đều mất giá dần. Với họ, lạm phát không phải tai nạn — mà là tính năng của chính phủ in tiền trả nợ.
1/ Tokenization is poised to transform capital markets
Grayscale Research believes $ETH $SOL $CC $BNB $AVAX $LINK are well positioned to benefit from more than $300T+ in assets moving onchain 🧵↓
CLARITY is a weak near-term crypto catalyst even if it passes. The Senate Banking Committee advanced H.R. 3633 by 15-9, but its two Democratic yes votes were described as permission to keep negotiating, with final support left open... Ruben Gallego called ethics the toughest remaining issue. Enactment then starts a 360-day default clock, and rulemaking sections can take longer. Crypto can bid future market access, but any move pricing fast liquidity is early and exposed to delay.
It's time to pass the Clarity Act 🇺🇲
After years of bipartisan work, the U.S. is closer than ever to establishing clear rules for the digital asset industry.
Regulatory clarity fosters innovation, protects consumers, & helps establish America as the crypto capital of the world.
🚨 Tenemos máximo 3 años.
En ese tiempo, el trabajo humano todavía genera dinero real.
Después, la mayoría de lo que hoy pagamos con sueldo se automatiza hasta que ya no vale la pena pagarlo.
Se acaba el modelo que conocemos desde hace 200 años:
“Te alquilo tu tiempo por 40 años y te pago un sueldo”.
Esa es la transición más grande de riqueza de la historia.
Ahora mismo existe una asimetría de información brutal.
Un grupo pequeño ya lo está viendo.
La mayoría sigue esperando a que “sea obvio” en las noticias.
Esa diferencia de tiempo es toda la jugada.
Lo que hay que hacer en estos 3 años es muy simple:
Convertir tu tiempo en activos que no se puedan automatizar ni se diluyan.
Eso significa acumular:
Bitcoin y activos digitales escasos
Activos físicos reales (tierra, energía, producción)
Capacidad de cómputo e infraestructura
Redes de distribución y capital social
Capacidad de generar comida y recursos básicos
Un sueldo es alquilar tu tiempo.
Cuando tu tiempo ya no tenga valor porque una máquina lo hace mejor y más barato… el alquiler se derrumba.
Lo único que queda en pie es la propiedad.
Las personas que en estos próximos 3 años pasen de “empleado que cobra sueldo” a “dueño de activos escasos”…
en 2035-2036 van a parecer que vieron el futuro.
Cuando los sueldos dejen de subir (y después dejen de importar),
solo quedará una cosa:
Quién posee qué.
La ventana está abierta.
Se está cerrando más rápido de lo que la mayoría cree.
¿En qué lado vas a estar cuando se cierre?
chainlink reserve bought back 593,088 LINK in june from SVR fees alone. that's $4.6m/month in permanent token absorption. reserve now holds 4.5m LINK, 2.25% of circulating supply. emissions still exceed revenue by 5.8x but revenue is growing 287% YoY while vesting schedules are declining. DTCC appchain goes live october with $114t in custody, project pangea puts 47 banks into production Q4. if those two drive even 10% of projected fee capture, LINK flips cashflow positive against dilution by Q2 2027. the metric to watch before october is daily CCIP fees. currently $11.4k/day. if that crosses $50k before DTCC launch, the revenue model is tracking ahead of schedule
chainlink CCIP generating $4.2m annualized in fees against a $9b market cap. that's a 0.046% yield on your position. meanwhile circle is deploying native USDC on 15+ chains, permanently deleting the single largest cross-chain use case from CCIP's addressable market. the SWIFT pilot has been "coming soon" for 2 years. if CCIP fees don't hit $18m annualized by Q1 2027 the token accrual thesis is dead and LINK stays an infrastructure charity