Lew

words.

[Lew @lewi5]

@Eunicedwong @naiivememe I be pumping while bitcoin sleeps

[Lew @lewi5]

@Menneuw Give it 15 days of war and let's see where we are

[Lew @lewi5]

75 days in, down 50%

$LINK

[Lew @lewi5]

This is what a 1,000 $LINK wallet got from #chainlink build rewards after waiting 3 years - under 2% return and time locked for 90 days 🤦🏻‍♂️

Really disappointing.

[Lew @lewi5]

@UncleOldFax Thank you, captain hindsight 🫡

[Lew @lewi5]

@bob4punk HNY Bubba, here's to 2026 🥂🍾

[Lew @lewi5]

Had a dream $LINK went to 0.40c, makes you think...

[Lew @lewi5]

@TTLinkie3299 @chainlink Dollars!

[Lew @lewi5]

@DalvLinkler @lady_valor_07 Great film

[Lew @lewi5]

@zuetnft @CatfishFish @chainlink @ChainLinkGod For a company with truth>trust as its tagline I would sure appreciate to see some audited @chainlinklabs accounts

[Lew @lewi5]

Whilst I agree with @CatfishFish 2 points that @chainlink needs to address:

1) Token releases are billions, reserve buys are millions - how can we know this is actually from revenue?

2) token releases are so profitable, why isn't the reserve receiving 100s $M?

@ChainLinkGod

[Fishy Catfish @CatfishFishy]

https://t.co/LnaPeB7LWv
>There is no revenue shares flowing back to holders. No dividends. No protocol earnings being redistributed downstream. Holding LINK does not entitle you to a slice of oracle fees in any direct, mechanical way. That alone should frame expectations properly. The value proposition is not “owning a piece of Chainlink’s revenue.” It is “owning exposure to a belief that this token will be more valuable later than it is today.”

This is just patently false.

1) The weekly token buybacks (which have grown from $1M to $1.1M-$1.2M/week) that go into the Chainlink Reserve are literally revenue from the protocol's adoption going towards benefiting token holders.

The offchain revenue that Chainlink generates is used to do buybacks of the token off the open market and store it into the Chainlink Reserve.

This is value accrual being shared with all token holders; not just stakers.

These buybacks will only continue to grow and will persist indefinitely, while token unlocks (until all are circulating) will stop.

2) The BUILD rewards for stakers, albeit not huge, are also real yield going to stakers.

Distributing value into a token is not hard. That's incredibly easy. There are many ways to do it.

The actual hard part is actually building the best tech, getting it widely adopted, and "winning."

What's imporant about the current buybacks isn't the amount, but rather two points:

1) Signaling and clarifying the intent and recognition that the token is the sole destination for all value distribution; not to competing stakeholders' equity

2) Creating the actual onchain mechanism by which it can happen

You can also layer on additional supply sinks (staking requirements for nodes) and value accrual beyond just token buybacks (yield).

Most major tech companies took over a decade to initiate meaningful buybacks. Chainlink started it after 8 years.

Mind you, the current buybacks are not Chainlink's total revenue, but just the buyback amount. Chainlink is reinvesting into itself to building the best protocol it can be to win the market. If you "win" and become the global standard orchestration layer protocol, everything else sorts itself out.

[Fishy Catfish @CatfishFishy]

1) No crypto native token has guaranteed "equity rights." The Ethereum Foundation can change Ethereum to have 20% of ETH gas fees go to them. Solana could do the same.

So, what is even your argument? Don't buy tokens at all? Only buy meme coins because you know they will never have claims to cash flows?

It's a skill issue to identify the teams that have the execution and good-faith intent to win their market and to point the value at the token.

2) There is no "reward for Chainlink the company." This is just a story you've invented in your head.

Ripple sells XRP, but they also sell equity in Ripple. XRP has no claims to cash flows of any kind.

Uniswap sells UNI, but they sell equity in Uniswap Labs. The only fees that Uni had were going into the Uniswap Labs; none to token holders.

Chainlink has *no* such conflict of interest. There is no valuations or fund-raising for Chainlink Labs. There is no selling of equity in Chainlink Labs. The labs entity simply exists to have a legal entity to be able to hire employees and to enter into legal contracts with enterprises who want to pay to use Chainlink services.

The LINK token is the sole destination for all of Chainlink's success. There are no competing stakeholders.

[Lew @lewi5]

@clonfhada1 Yeah they've been great.

[Lew @lewi5]

This is what a 1,000 $LINK wallet got from #chainlink build rewards after waiting 3 years - under 2% return and time locked for 90 days 🤦🏻‍♂️

Really disappointing.

[Chainlink @chainlink]

The claim period for Chainlink Rewards Season 1 is now live.

https://t.co/C8a0GlokLW

Starting today, eligible LINK stakers who allocated Cubes during the 1-month allocation period can begin to claim tokens as they unlock over time.

🧵⬇️

[Lew @lewi5]

@ChainlinkP Probably linked the chains in some sort of way

[Lew @lewi5]

@AndrewB_UK @Voyager4IR If that 3x per year comes good, and if my current 1.69% is still worth that after 90 days unlock, then yes that would be ok

[Lew @lewi5]

@Voyager4IR Not free though, is it?

[Lew @lewi5]

@LINK_Zilla Bro hasn’t heard of cost of capital

[Lew @lewi5]

@Zedzies You really can’t

[Lew @lewi5]

@DalvLinkler @spac3li0nx @chainlink My return was under 2% across all my wallets anyway so it hardly matters after 3 years of staking