Plan C

random lucky guy, serial memer, visionary thinker.

[stake.link @stakedotlink]

Two wallets. 1,000 $LINK each.

One held LINK for a year. It still reads 1,000.

The other held $stLINK. Nothing to claim, nothing to compound. It reads 1,048.48.

Same LINK. One year later.

@stakedotlink today.

[Plan C @linkfew]

@8771link smell

[⬡ LINK Collector ⬡ Chainlink @Crypto_BitC]

4 WALL STREET GIANTS. 48 HOURS. #Chainlink IN EVERY ONE. 🚨

All 4 straight from Chainlink's own feed:

→ Schwab: LINK LIVE for 40M+ accounts
→ Moody's: credit ratings via CCIP, testnet pilot done
→ DTCC's CEO: onchain repo could save firms 20-30%
→ BlackRock: Sergey on stage at its Aladdin forum

Reserve: 6,569,600 $LINK
Staked: 42.57M

Wall Street keeps showing up.

[Nazoku @Nazo_ku]

Institutional wallet 0x659 just transferred another 400k $LINK ($4.14m) to an unknown wallet (0x049).

What's strange is that 0x049 has done nothing but hold the tokens, even after $LINK dropped nearly 50% since the first transfer.

You have nearly $10m sitting in a high-risk asset, do nothing as it loses almost half its value, and then receive another $4m+?

You're either incredibly stupid or a genius!

https://t.co/aul6z6lfG1

[AncientMedicine @AncientMedicin3]

The Machine Economy Needs a Referee: Chainlink Holds Whistle.

BlackRock ($15T+ AUM) runs Aladdin, the system that manages risk for hundreds of institutions. In under three weeks, three things lined up:

1. Sept 22: BlackRock's research team, including Will Su, Head of Digital Assets Research, published "The Machine-Native Economy." Its argument is that AI agents will need stablecoins, tokenized assets, and blockchain settlement, because bank and card rails depend on manual setup and approvals.

2. Sept 23-24: Chainlink said agents need verified pricing, onchain compliance, and consensus-based execution. Sergey Nazarov, Chainlink's co-founder, then shared a Philadelphia Fed stage with Su.

3. Oct 7: Nazarov sat on stage with Su and Alec Lovett, Coinbase's Head of Stablecoins & Payments, at BlackRock's Aladdin Client Forum, an invitation-only event for senior executives at Aladdin's clients, there would be no reason to have Chainlink on stage if BlackRock wasn’t already building a new capability with them. The topic was what agentic transactions need: trusted data, guardrails, and verifiable execution.
BlackRock named the problem and Chainlink sells the solution. This isn't a partnership announcement and I'm not claiming one, yet…

🏗️The stack is already shipping:

✅ CRE orchestrates the workflow across banks, chains, and legacy systems.
✅ Fulcrum ran a live cross-chain repo with DTCC at Swift’s Sibos. It targets idle collateral. Citi estimates about a quarter of institutional collateral sits unused, costing the average Tier 1 firm roughly $346M a year.
✅ Vaults: Aave's Stable Vaults run on CCIP and Price Feeds. Chainlink's new Vault Adapters let one vault take deposits from 80+ chains.
✅ Agent guardrails: ACE for compliance, Data Streams for pricing, CRE for execution.
✅ Fulcrum and Vault Adapters are the same idea on two rails: unlock idle collateral and let it move. Fulcrum serves TradFi and Vault Adapters serve DeFi. However, Nazarov has said for years now that TradFi will become the largest users of DeFi blurring the boundaries and simply creating, Fi.

Why Aladdin makes this bigger than collateral:

Aladdin decides what to do. Something still has to make it executable across chains, with real prices and enforceable rules. BlackRock's 10-K says it is opening Aladdin to digital asset platforms, and its 2025 forum recap described agents working inside Aladdin. Aladdin on AWS goes general availability in the US this half.

BlackRock is also a founding validator on Arc, where Chainlink is integrated from block one.

If agents ever run workflows inside Aladdin, the oracle, interoperability, and compliance layer becomes the toll booth. Chainlink is the only project I know of with all three live at institutional scale.

$LINK is the fee used for orchestration, compliance and compute fees. Even if paid in stable coins or fiat, the back end still creates token supply demand.

Do you own enough of the universal ⛽️ token?

[Scaris @ScarisCRE]

Chainlink is vastly more complex than Quant because of its superior underlying architecture built on consensus computing.

What that means is that everything Chainlink does is automatically more secure, verifiable, and tamper-proof than if Quant tried to do the same. See: ACE, Confidential Compute, Digital Trasnfer Agency, Chainlink for Agents, Fulcrum, CCIP etc. It's all built on DONs and consensus computing through CRE, a decentralised runtime environment.

Chainlink hasn't announced Payments Orchestrator yet, but it's likely what will be used to connect Swift Ledger to banks' tokenized deposits chains (already announced).

Chainlink also has more integrations than Quant in both TradFi, and in DeFi (and Prediction Markets), where Quant has zero traction. Most notably the DTCC Collateral Appchain which goes live in Q1 2027. Chainlink also has vastly more revenue than Quant, which lets it do LINK buybacks every week. Sergey recently said in an interview with The Rollup that Chainlink's goal is revenue.

On DeFi - if you understand that TradFi and DeFi are converging, as the Swift CEO does and said on stage at Sibos, then you understand the significance of Chainlink's incredibly large moat there.

Also, look into Project Pangea, that's a consortium of about 50 banks working with Chainlink.

Quant also doesn't have something that is EXTREMELY important to all of this: verifiable data. Basically all useful transactions need data, for example in collateral workflows.

I could keep going, but essentially you're focusing on one thing and not seeing the forest for the trees. Chainlink is significantly further ahead than Quant.

[Plan C @linkfew]

@ethereumJoseph Buy $link or stay poor

[Sergey Nazarov @SergeyNazarov]

Very excited to have spoken at the Aladdin Client Forum. I am very impressed by both Aladdin and the BlackRock team overall, they are some of the smartest people in global finance that I have ever met and I can clearly see why they have the market share that they do.

It is clear that BlackRock has a huge roll to play in on-chain asset management, fund tokenization and the overall growth of on-chain finance as the new preferred way that assets are managed by the top institutions. AI is clearly a tool that will interact in many useful ways with BlackRock systems and multiple chains, adding a new layer of complexity that needs orchestration for agents to efficiently and safely use various chains; the Chainlink ecosystem has built CRE to solve exactly these multifaceted orchestration problems. I am excited about what Chainlink can offer both the BlackRock tokenized fund management side and the Aladdin software side of BlackRock, I can see both of them massively benefiting from the Chainlink Standard.

[⬡ LINK Collector ⬡ Chainlink @Crypto_BitC]

SERGEY AT BLACKROCK: AI AGENTS NEED RULES. 🤖

His words: agents get "identity and controls."

The #Chainlink lane:
→ ACE: identity + policy checks
→ CRE: verified data in, actions out
→ Reserve: 6,569,600 $LINK

Agents on rails. 👀

[stake.link @stakedotlink]

Locked $SDL. Need out early?

Your reSDL NFT is the whole position: SDL, lock and boost. List it on the reSDL Marketplace at your price. It keeps earning until it sells.

The buyer pays you directly. No platform fee, no royalty.

Locked, not stuck.

https://t.co/lX8AEEISuz

[Plan C @linkfew]

@thesimaximalist Friendly reminder, they want your $link

[Plan C @linkfew]

@novogratz Say $SDL without say $SDL

[Chainlink @chainlink]

NEW: @OlympusDAO has deprecated its legacy bridge & fully migrated to Chainlink CCIP as the canonical cross-chain infra for $280M+ of OHM.

Every OHM transfer across all seven supported chains runs on CCIP.

The great Chainlink CCIP migration continues.

[Ari Kiry @ari_kiry]

Sharplink CEO at Link:NYC praising #Chainlink and explaining how they've put billions to work through staking

Makes you wonder what happens when $LINK gets the same treatment

And who's quietly building the rails

The ticker is $SDL

[Plan C @linkfew]

@TheLinkPanda $sdl maximalist

[Sergey Nazarov @SergeyNazarov]

Glad we have Price working so closely with us, he is going to have a lot more work now that all financial markets are going on-chain 24/7 but I think with Chainlink he can handle it well.

[CoinMarketCap @CoinMarketCap]

LATEST: 📈 Chainlink co-founder Sergey Nazarov says the value of tokenized equity “can easily have another zero next to it within the next year.”

“We could easily be looking at $390 billion in tokenized equity.”

[Plan C @linkfew]

@Jus7Degen DR;NS

[Nazoku @Nazo_ku]

Staking 7,000 $LINK ($51k) for 3 years at $7.28 has generated nearly 90% in returns from price appreciation + staking rewards.

If sold at $30, this wallet could make $160k.

Who can do this?

https://t.co/8qGDbXUEXc

[LinkBoi @LinkBoi777]

I think a lot of people misunderstood what Sergey said about the $LINK token during his keynote at LINK:NYC.

​This post from @ChainLinkGod and rewatching the keynote a few times really help clarify his message.

​Sergey stated: "Chainlink is not focused on driving enterprise value or increasing equity. It's about increasing the adoption and usefulness of the Chainlink network as an impartial global infrastructure, and the $LINK token plays a critical role in that."

​Many interpreted this as Chainlink prioritizing adoption over driving value to the token. But that’s not what he said.

​He explained that the $LINK token is critical to the network, and as network usage scales, the utility and importance of $LINK will scale with it.

​The token was never meant to represent equity in Chainlink Labs. It’s a commodity with a crucial role in the ecosystem.

​He even reinforced this by saying: "You will see more and more cases where TradFi users acquire the token to use the system properly."
➡️This directly implies that the network is specifically designed around the utility of the $LINK token.

​Chainlink spent years building a secure, reliable network. Now, they are shifting focus toward building end-to-end solutions to drive revenue and expand the network, a growth that goes hand-in-hand with increased $LINK usage.