⬡ ohdear ⬡

$LINK Marine -

LINK orchestrates workflows across public chains, private chains, non-chain networks (SWIFT, DTCC, FIX), offering compliance, privacy, identity.

[⬡ ohdear ⬡ @ohdear2231]

Countless calling Ethereum “the new financial system”, “Backbone of blockchain, that buying ETH best gives exposure to institutions, tokenization, stablecoins, etc

They will discover $LINK is the mental model of what they thought they were describing

https://t.co/9qxttCzsK6

[Fishy Catfish @CatfishFishy]

Chainlink S tier protocol and investment thesis:

>Chainlink revealed to *already* having earned hundreds of millions in fees.

>Those past earned fees are now being deployed to token buy-backs, which go into a Chainlink Reserve. The reserve won’t be touched for years. (per blog: https://t.co/kMjkO9h7I6)

>Killed two biggest FUD uncertainties:

1) Chainlink is a money-making machine already.

2) Clear confirmation about no predatory, competing conflicts like Ripple Labs equity vs XRP token holders.

Chainlink generates revenue from useful services -> LINK token buy backs & yield to stakers

Ripple makes 99% of money from dumping XRP -> Ripple buys companies for itself and its own Ripple stock

>Future fees will be in the billions. Chainlink platform is needed by DeFi + TradFi more than any other protocol to deploy onchain finance use cases at scale because no other protocol offers what Chainlink does.

>LINK = upside in stablecoins
LINK = upside in tokenization
LINK = “TradFi + blockchain” thesis exposure
LINK= “Winner take all of entire infra stack” thesis

Simply way more products to sell for onchain finance than just access to blockspace. The revenue of those products become value accrual for token holders.

>Farthest ahead by order of magnitude on TradFi adoption of any protocol: SWIFT, DTCC, JP Morgan, UBS, Euroclear, Mastercard, ICE (NYSE), Clearstream, Franklin Templeton, Citi, Visa, BNP Paribas, SBI, Fidelity International, ANZ, Central Bank of Brazil, Hong Kong Monetary Authority, Bancolombia Group, Reserve Bank of Australia, Emirates NBD, Westpac, 21 shares, etc.

>Chainlink’s new architecture (CRE) changes entire process of how app development is anchored and sequenced from:

Old way: Choose chain first -> Build on-chain app next-> choose bridge/oracle at end

New way: Choose Chainlink platform first -> Build all of your workflows inside CRE -> Deploy your chain-agnostic workflows onto every chain and add onchain app code at end

“Build Once, Run Everywhere”

The entire dichotomy of guessing which chain will “win” is obsolete; trivial to deploy your workflows across all of them.

>Chainlink is constantly running hackathons, workshops, bootcamps, etc. to onboard new developers.

Their recent Block Magic event had 18,157 registrants from 219 countries, with 46% participants new to blockchain development and 60% joining their first Web3 hackathon. They’re all being taught to build with Chainlink as the default platform for developers.

>Most adopted and dominant protocol: 6+ years of market share dominance and gold-standard security track record (even higher than 2021). More dominant market-share than any blockchain. https://t.co/afFz6rS5Ir

Chainlink’s market share is HIGHER in 2025 than it was in 2019-202, despite being the market leader even then. Which other protocols became the market leader, whose lead only *increased* more since becoming market leader? Very, very, very few.

>No protocol offers as many products as Chainlink platform: Push feeds, Pull feeds, 1st party feeds, POR with SecureMint, NAV, SmartAUM, CCIP, Privacy (Blockchain Privacy Manager + CCIP private transactions + DECO(zkTLS), Compliance (Automated Compliance Engine + Cross-Chain Digital Identity (partnered with GLIEF, Tokeny, ERC6343), and Compute (Chainlink Runtime Environment), etc.

>Strongest moat in crypto: Centralized entities pose competitive risk to some protocols; not Chainlink.
Chainlink’s data competitors have no interop. Chainlink’s interop competitors have no data. No one else has even touched building a privacy suite, compliance, identity, etc. No one else is remotely close to having the complete package. No one else even has half.

>Chainlink being a complete platform of all infrastructure services makes disintermediating Chainlink’s incumbency that much harder. You can’t just show up with just one service being better (if you even could). Aave uses price feeds + CCIP + SVR.

What would a competitor need to do to steal Aave? Impossible.

>Institutions want a single integration/point of access that allows them to access all chains (both public and private) -> Chainlink is the dominant network effect ecosystem: "SWIFT doesn't always have the potential to try to connect to all of them (blockchains). Because if we bet on 10 this year and those 10 disappear, then we are losing investment in them. And, it's the same for the banks. So, this is where CCIP comes into play.

>Institutions don’t want fulfillment fragmentation. They use end to end, complete platforms. If I get interop from you, who is going to provide me data? If I get data from you, who will do my interop? If I get data from you and interop from that guy, who will do my compliance? Identity? Proof of reserves? Privacy? Are you a future-proofed platform? Do you work with my existing systems? Chainlink is yes to every question. That’s what they want. No one else has this.

>Chainlink created a set of formal standards across its verticals: Data, Interop, Privacy, Compliance. The institutions using Chainlink will proliferate those standards to all of their counterparties: If you want to do business with us, you have to be on the Chainlink standard, too.

>Chainlink is the biggest winner from the GENIUS bill; not any one chain. Why?

SEC greenlit institutions to use the ERC3643 token standard (EVM standard, on any EVM chain, including permissioned) as the token standard for tokenizing RWAs. Chainlink’s ACE (Automated Compliance Engine) and cross-chain identity come natively *embedded into* the ERC3643 standard, which means Chainlink services are by default being used within it.

So, everyone tokenizing via the standard the SEC endorsed is using Chainlink by default on every single EVM chain (including ones that don’t use ETH) and permissioned ones (like DTCC’s permissioned chain) https://t.co/rkBLnHRLOI

>No one has as many monetization formats as Chainlink: User fees at point of use (CCIP), Revenue sharing (GMX), Smart Value Recapture (OEV: Aave and Compound, first two examples), off-chain deals with protocols and enterprises, more flexible options for future.

All of these monetization formats roll into Payment Abstraction Layer and become token buy backs.

>Chainlink even generates revenue on permissioned/private chains (see upcoming launch on Digital Asset's Canton Network and JP Morgan Kinexys chain) and these off-chain deals become on-chain token buybacks. No other protocol even offers token value accrual from private chain activity.

Chainlink’s world-class dedicated BD team selling the Chainlink platform to TradFi now works for YOU. Their successful pitches of it -> Token buy backs for your LINK token.

This will bring back the old LINK marine roster back in full, vastly grow the tent of new LINK marines, and galvanize them into an energetic, loud fanbase evangelizing the protocol, the token, and the relationship between the adoption of it and token’s success.

>Building services years ahead of the competition. Name another protocol who has even typed “AI-powered Collateral Risk Assessment System”, let alone has been working on it. Chainlink is tailor-building what institutions are already telling them they want to use: https://t.co/oi0oQCSanh

>Value capture of chains is decreasing. Value capture of Chainlink, apps, and wallets is going up.

Example: MEV from oracle updates for loan liquidations used to go to chain validators -> now being split by Chainlink + Aave. Chainlink can expand this product to all lending apps on all chains.

Imagine Chainlink getting a cut of every single liquidation happening in all onchain finance and all that revenue going into token buybacks. Imagine those numbers as crypto treasury companies put their ETH to work on lending protocols. Imagine those numbers once banks and asset managers put stablecoins and tokenized RWAs into lending protocols.

>TVL of chains isn’t value accrual for a L1 token.

Example: Deposit $1 billion TVL into Aave, make $50M yield, $5 in gas fees paid.

TVS of Chainlink IS proportionate value accrual for LINK via Smart Value Recapture (OEV). Why?

TVL on lending protocols -> Large Loans -> Large liquidations -> Chainlink gets paid in proportion to the size of the loan being liquidated -> That revenue becomes token buy-back

>Chainlink has sweet spot of getting flows from two fronts:

“Fun Money Retail”

XRP - > LINK because Chainlink delivered what Ripple/XRP was supposed to with TradFi adoption.

Think crypto uncles, urban barbers, Midwestern dentists, and Uber drivers being won over simply by headlines, announcements, pages and pages of big names and logos.

“Smart Money Sharks”

ETH - > LINK because Chainlink has way more products to offer for onchain finance, which means more direct value accrual to LINK over ETH.

There are Wall Street “smart money” guys writing quotes such as:

“Ethereum isn’t trying to be a “better money.” It’s building a new digital foundation for how data, value, and identity move online.”

“Your bank?
Rebuilt as a smart contract.”

“ETH isn’t just a token.
It’s the underlying rails for a new digital economy.”

There are countless more calling Ethereum “the new financial system”, “Internet of Finance”, "TCP/IP of web3", “Backbone of blockchain (actual official Chainlink catchphrase now), or that buying ETH is the best way to get exposure to institutions, tokenization, and stablecoins, etc.

Once they discover that Chainlink is actually the foundational infrastructure/rails that connects all chains (public and private) together with non-chain networks (SWIFT, DTCC, FIX), serves as the “pipes” for all the major TradFi exchanges/indexes getting their data onchain, pulls in all the world’s data via APIs, and offers compliance, privacy, and identity, all inside a single platform that lets developers coordinate workflows across all these different systems, they will see that the mental model of what they thought they were describing is actually Chainlink.

Then, they will see that the token value accrual opportunity is much higher (because of many more products than just blockspace) and that the market cap is much, much lower. It will click in their heads.

>Closing Thoughts: If Amazon, Microsoft and Google cloud businesses were spun-out as their own entities, they’d be worth:

AWS = $740 billion to $1 trillion.

Azure = $510 billion to $690 billion.

GCP = $320 billion to $430 billion.

That's about $2T in market cap for back-end, B2B infrastructure that most people never even think about. They just quietly power our digital economies in the background.

Chainlink will be precisely that for onchain finance, except it will do so in a winner-take-all fashion rather than splitting that market share. You are early.

[BSCN @BSCNews]

Leading custodian @BitGo recently chose to migrate nearly $8 billion in wrapped $BTC to @Chainlink's CCIP. So we thought we should probably explained what the CCIP actually is...

(1) $LINK's Cross-Chain Interoperability Protocol (CCIP) is basically a standard that allows different blockchains to securely talk to one another, send data, and transfer assets.

(2) Unlike normal crypto bridges that only move tokens, CCIP supports 'programmable token transfers'.

(3) To avoid the infamous exploits common with standard bridges, CCIP uses multiple independent networks to effectively double-check and validate transactions before they execute.

In the simplest possible terms, that's basically it. But CCIP is made all the more impressive by its track record, growing trust, and volume of assets it now secures.

[Bubbafox @bob4punk]

My thought, enjoy buying $LINK while it still trades in a speculative range.
Because once functional demand truly kicks in, this phase is over...the window closes.
At this point, I’m not betting on whether Chainlink becomes critical infrastructure for global finance, its obviousit has. I’m betting on how massive it becomes.
Trillions in tokenized assets. Trillions in settlement. Banks, exchanges, asset managers, governments and financial institutions needing secure data, interoperability and connectivity across chains and legacy systems.
And sitting in the middle of it all....Chainlink.
Eventually, $LINK won’t be valued like some speculative crypto token. Chainlink will be valued like the global infrastructure giant it is becoming.
Microsoft... Amazon.... Tesla.
Chainlink belongs in that conversation.
The market just hasn’t priced in what happens when the world actually starts using it at scale.
Enjoy the speculative era while it lasts.

[Kenny Nguyen @mrnguyen007]

Let me make this clear to my followers who are Democrats

I already put it out there

We will hold all the Senators regardless of their party accountable for not passing the clarity act

I do not belong to any political party as an Independence Voter

You failed, you gone. 🇺🇸

[Bernie Moreno @berniemoreno]

There is absolutely nothing to “iron out.” An agreement was reached weeks ago and ALL parties to that agreement will be expected to keep their commitments. Period.

The eleven months of negotiations between Senate Republicans and Democrats have officially ended and every Senator will have the opportunity to cast their vote. I am extraordinarily confident that ALL 53 Senate Republicans will vote in favor of ending debate (cloture) on the consideration of this extremely important piece of legislation (motion to proceed) at 2:15 pm on Tuesday, September 15, 2026!

The Senate Democrats will have a choice to make: hand this industry to China or embrace American exceptionalism and continue our nation’s dominance of innovation. It’s an easy choice if you love America! 🇺🇸

[Senator Cynthia Lummis @SenLummis]

Clearing the way for Clarity

[Senator Cynthia Lummis @SenLummis]

My statement on Clarity Act⬇️⬇️

[MetaLawMan @MetaLawMan]

The incumbent Democrat Senators who: (a) opposed the Clarity Act; and (b) are running for re-election THIS YEAR are:

Markey (Mass.)
Hickenlooper (Colorado)
Coons (Delaware)
Ossoff (Georgia)
Booker (NJ)
Lujan (NM)
Merkley (Oregon)
Reed (Rhode Island)
Warner (Virginia)

[John E Deaton @JohnEDeaton1]

It is quite clear that @JerryMoran is just one more bought and paid for career politician. As the Republican Nominee for MA let me be clear - a U.S. Senator’s job is NOT to protect incumbent businesses from disruption. Unlike this guy, I’m a true capitalist. Either incumbents adapt to the new technology, or they die. The banking industry has been one of the most predatory industries known to man. And it’s career politicians like @EdMarkey and Jerry Moran who continue to bailout banks even after they commit fraud against the American people. Shameful.

[Brian Armstrong @brian_armstrong]

The Senate has had CLARITY for a year.
Since then, lawmakers have negotiated hundreds of pages of changes, reached agreement on SEC and CFTC nominations, and secured unprecedented ethics commitments. The crypto and banking industry have compromised as well.

That’s how legislation is supposed to work. No one gets everything. Everyone gets most of what they need.

At this point, the only thing left isn’t negotiation—it's whether some group will try to stall or block legislation that already has broad bipartisan support.

Millions of Americans own crypto and are watching. It’s time to call the vote.

[Cointelegraph @Cointelegraph]

🇭🇰 NEW: Hong Kong is standardizing the issuance, and settlement of tokenized securities through a new framework powered by Chainlink.

[Senator Cynthia Lummis @SenLummis]

Senate Democrats should think hard before killing a bipartisan Clarity Act — 11 months in the making.

It protects consumers, arms law enforcement, keeps this industry in America, and includes a historic ethics agreement covering the President, VP, Congress & federal judiciary.

[⬡ ohdear ⬡ @ohdear2231]

@CoinDesk @BitGo $LINK

security is priceless.

[CoinDesk @CoinDesk]

JUST IN: @BitGo is set to replace LayerZero with Chainlink CCIP as the exclusive cross-chain provider for $7.3 billion of WBTC.

[Leo Lanza | Lanza.eth @leolanza]

Dear Republicans,

If you vote against the Clarity Act and in favor of the big banks we will vote you out. Sen. Josh Hawley (R-Mo) has sided with the banks and is on the chopping block.

We want Clarity

We will take away your power

[CryptoLaw @CryptoLawUS]

The crypto community is tired of being ignored.

@HawleyMO cares more about banks than the millions of Americans who own crypto - the people he's supposed to represent.

We want Clarity. Flood his office. Send messages. Call. All hands on deck.

Connect to Congress: https://t.co/4gp0IRJmeU
Call: [phone]

[Chris Barrett @ChrisBarrett]

Before BitGo: $7.2B migrated to Chainlink CCIP.

After BitGo: $14.9B migrated to CCIP.

The convergence is accelerating.

LINK Everything.

[Fishy Catfish @CatfishFishy]

LayerZero has been absolutely wrapped BTC mogged into the dust bin.

The five largest issuers are all on Chainlink CCIP and the CCT token standard: BitGo, Coinbase, Kraken, Lombard, and Solv.

Why is this important?

Because one of the next largest market opportunities is custodial lending and collateral mobility, where assets can be securely held by a regulated custodian, while being deployed into DeFi to earn yield.

$LINK $ZRO

[LBank.com @LBank_Exchange]

Prediction markets move fast. Their data should too. ⚡

LBank has adopted @chainlink Data Streams to power high-speed 5 and 15-minute BTC and ETH prediction markets for 25M+ users, enabling reliable resolutions within minutes and a more transparent trading experience.

Full announcement:https://t.co/QrKWfgWJuJ

#LBank #Chainlink

[Chainlink @chainlink]

LIVE: LBank, a global crypto exchange with 25M+ users, adopts Chainlink to power high-speed prediction markets.

With Chainlink Data Streams, @LBank_Exchange is unlocking instant resolutions and payouts for its international user base across crypto prediction markets.

[Chainlink @chainlink]

NEW HONG KONG TOKENIZED SECURITIES FRAMEWORK POWERED BY CHAINLINK 🇭🇰

The new Tokenized Securities Framework (TSF) provides the institutional infrastructure needed to unlock issuance, distribution, & settlement of tokenized securities in Hong Kong, standardizing the full asset lifecycle:

• Chainlink CCIP for secure cross-chain asset movement
• Chainlink ACE for policy enforcement & identity management

Participants include:

• Cyberport: HK SAR Government-owned tech flagship and home to the city's largest fintech community (440+ firms)
• Apex Group: global services provider with $3.5+ trillion in assets across 50+ jurisdictions
• FORMS HK: Hong Kong banking industry’s largest fintech software development service provider and regulated digital currency technology builder
• CSpro: Hong Kong's first SFC-licensed broker-dealer specializing in Tokenized Securities Offerings (TSOs)

This launch connects digital asset environments with regulated financial systems, marking a significant milestone in integrating Hong Kong with the digital asset economy.