sawatch

in the cool shade of the banana tree

[sawatch @leadvillians]

@BlameQuants @TBU12345678 Over short term you may be right. Medium term $avgo very good risk reward here since new programs detooth any tpu losses

[sawatch @leadvillians]

@zcelestialbaby more recent resistance structure points to $10 imo

[sawatch @leadvillians]

@zcelestialbaby Agreed. Velo's RPS is higher multiple but not 10x higher. Most of its likely SpaceX angle

[sawatch @leadvillians]

@RockBtmEntries @CRECORP On my watch list but waiting for it to emerge from wedge

[sawatch @leadvillians]

@PeterLBrandt I won’t trust this until it convincingly clears 30w MA. Also until BTC does the same

[sawatch @leadvillians]

@marketplunger1 $LAR is my fave, by far best chart, and currently producing. followed by $SGML but not a close second

[Sergey Nazarov @SergeyNazarov]

Excited about the continued rollout of top institutional data on-chain via Chainlink; @sixgroup, the exchange of Switzerland has adopted @chainlink as the data standard it is using to get critical market data on-chain: https://t.co/GpQP6dnYnJ.

Chainlink is the global leader powering DeFi and TradFi RWAs, with this data helping increase institutional demand for both. This is now starting to be driven by TradFi users wanting their existing data sources on-chain as they move more capital into institutional grade RWAs, which require market data to function in similar ways to how DeFi couldn't operate without a reliable data layer like Chainlink. Below are just some more examples of top institutional grade data providers choosing to put their data on-chain via Chainlink as the leading data standard powering over 70% of DeFi globally, with it now becoming the data standard that their institutional users will be asking for in order to consider an RWA as reliable enough to put institutional capital into.

Also, being able to easily access key market data from CRE workflows should accelerate your speed of building a tokenized fund, tokenized equity, on-chain vault and many other on-chain financial products. If Chainlink is the place you can receive all your needed market data, reference data and identity data on-chain, that is just the first initial level of Chainlink integration for your RWAs. If you are then choosing to build your entire on-chain financial product via CRE because it can help you reliably create key conditional statements around the use of that data, with privacy and off-chain level compute scalability, that is a whole new level of Chainlink integration. The type of data listed below opens the door for DeFi, Prediction Markets, RWAs and many new categories of on-chain smart contracts to adopt Chainlink, but then once the full capabilities of reliable on-chain data are combined with CCIP cross-chain and CRE chain abstraction, that becomes a whole different level of orchestration, reliability and privacy.

S&P: https://t.co/6udBRjSzTU
FTSE Russell: https://t.co/gCpz6Eu99v
Tradeweb: https://t.co/d18kWaCifK
Deutsche Börse Group: https://t.co/KANxCI6uIF
Intercontinental Exchange: https://t.co/QWS7ETO9Kd
Coinbase: https://t.co/FS2MLqy4VB
Among many others....

[sawatch @leadvillians]

@RockBtmEntries Yes but $LAR has a far better chart. Just air between here and $17

[sawatch @leadvillians]

@rohanpaul_ai I want to believe this as well, but this is too little data to have confidence in this type of conclusion

[sawatch @leadvillians]

Let us all behold the beautiful box range log scale breakout of $AG

[sawatch @leadvillians]

@AlexFinn I’m about to build my first. Most intimidating thing for me is not building it, it’s getting users. Can you share what worked for you? The guides I’m seeing to get influencers, etc all seem pretty non straightforward

[sawatch @leadvillians]

Silver miners likely outperform silver from here into Q1
$SILJ

[Coinbase 🛡️ @coinbase]

We’ve selected @chainlink CCIP as the exclusive bridge provider to bring Coinbase Wrapped Assets to new blockchains.

Together we’ll expand to new ecosystems using battle-hardened infrastructure.

[sawatch @leadvillians]

@BoardGameArena What will happen to games in progress? I was mid game

[rayhaneh @Ray_scale]

Just as Wall St had to learn about “Digital Gold” for $BTC ETFs and “Smart Contracts” for $ETH ETFs, I have a feeling Wall St is soon going to be talking all about “Oracles” and their critical role in connecting the TradFi to DeFi $LINK

Our report on @chainlink:
https://t.co/ejO3qS2Qnf

[Say No To Trading @SayNoToTrading]

No one wants to hear this but $META is not cheap.

Admittedly, buying at current $612 with rebound to mid-high $600s or $700 seems probable, but if you are not a trader, I don't see how you can justify this level as a place to go all-in at.

Forward PE is 20 which yes, makes it the most attractive the past 2 years, aside from April tariff lows.

However, the so-called year of efficiency happened and now we are kind of doing the opposite; the year of capex (and next year).

The bad? $META has one of the weakest moats in big tech. The TikTok scare in 2022 demonstrated that.

I totally de-activated my Instagram in 2022 and get by just fine. I can't even open IG links people send me, as they require login to see. Shutting off $GOOG, $AMZN, or $MSFT would be very difficult for me.

The good? Advertising is perhaps the #1 most efficient use of AI. Instant feedback, instant optimization, repeating over and over.

This makes Meta and $APP some of the first and fastest beneficiaries. I am certainly not bearish on $META just saying, I'm on the fence for even an add.

[jack @jack]

https://t.co/cz3yYon3SE

[Arjun Sethi @arjunsethi]

Please say to my new financial advisor $GIZMO ………..

[Leonidas 🧡 $DOG @LeonidasNFT]

@arjunsethi @krakenfx @mimcoinbtc $MIM is a truly iconic crypto meme and one day I hope that its market cap reflects that

[Sergey Nazarov @SergeyNazarov]

This years SIBOS is the biggest one yet for Chainlink. Moving our work forward with Swift on interoperability, as well as announcing our work with the DTCC, Euroclear, UBS, DBS, BNP and many others on solving key problems like corporate actions for successful institutional tokenization by the TradFi industry.

Digital Transfer Agency launching with UBS and DataLink launching with Deutsche Borse are also very big because Chainlink clearly solves two of institutional tokenization's largest challenges; on-chain transfer agency and institutional grade data for digital assets.

At this SIBOS I think it has become clear to everyone in the TradFi and DeFi community that the Chainlink Stack is the only system where you can get all of your digital asset challenges solved using a single standard.

It is important to remember that solving just one of these problems is not enough to make institutional transactions happen on-chain at scale. Institutional tokenization and institutional capital flows in the trillions require multiple conditions to be met; on-chain data, cross-chain connectivity, on-chain compliance, on-chain asset servicing e.g. corporate actions, legally binding transfers e.g. transfer agency and many others depending on the use case. If we want institutional tokenization to happen at scale and for that scale to turn into trillions of dollars in capital flowing on-chain, there needs to be a single global standard that solves these problems on-chain, in a way that works for both the institution and the regulators they are overseen by.

More to come and very excited about the Chainlink Stacks ability to solve these problems in one standard.