🫎 Daily crypto insights for long-term investors | Moose turned $LINK marine | 7+ of Crypto Research | Crypto class of 2016 | Not Financial Advice
in the woods
Joined January 2023
- Tweets3.3K
- Following608
- Followers1.9K
- Likes1.6K
Pinned Tweet
$LINK is one of those opportunities of a lifetime
It’s all or nothing
Either Chainlink becomes key infrastructure for the entire financial system that transacts quadrillions annually, or it totally fails
If it’s successful, it’ll be bigger than you can ever imagine
If it fails, there are future opportunities
Risk-reward is off the charts with $LINK
This news is insanely bullish for $LINK
DTCC has $100T in assets under custody
DTCC started working with Chainlink since 2023
Who do you think they’re going to use for tokenization?
This means $LINK will be the financial infra of the internet
How much is that worth?
In an historic milestone, DTC received a No‑Action Letter from the SEC to tokenize certain DTC‑custodied assets. By leveraging blockchain, DTCC aims to bridge TradFi and DeFi, advancing a more resilient, inclusive and efficient global financial system.
brnw.ch/21wYhMo
Once institutions come onchain, it’s over
TVL will skyrocket into the trillions
$LINK will play a huge role in this
Very few know what’s coming
5
535
If governments are coming onto the blockchain, they’re going to use the most trusted infra
One that’s trusted by trillion-dollar institutions and secures tens of billions onchain
That’s $LINK
$Link massively bullish for Chainlink, if the government is putting data like GDP on the blockchain, it needs a trusted middle layer to make sure it’s real, secure, and usable across different systems. This is exactly what Chainlink was built for. Once trillions in markets start reacting to official numbers flowing through Chainlink......that is when LINK stops being just a crypto and becomes the backbone of global finance.. from now to 2030 is going to be Crazyyyyy...enjoy the ride. 🤝
More L1s = more interoperability needed = $LINK CCIP usage
it’s simple
higher
This quoted post is unavailable.
What you need to realize is we are at the beginning of a financial renaissance
The world is moving to blockchains
Trillions moving onchain
Infrastructure will become insanely valuable
$LINK will inevitably play a huge part in this transition
Patience
I don't think anyone realizes the insane demand for block space coming from TradFi... stablecoins TAM is in the many $ trillions and volumes a massive multiple of that.... and that's just the start.
Oh, and that doesn't include the Web3 demand from web2 conversion that will follow over time.
6 to 8 years to $100trn as an asset class for crypto....
6
582
$ETH directly benefits from the explosion of stablecoins
More stablecoins = more network activity = Metcalfs law
$ETH is so insanely undervalued here
When the Genius Act gets passed by congress (expecting this month) and we have a confirmed view that stablecoins on public blockchains will exceed $2T in issuance over the next 10 years all eyes will be on Ethereum.
Robinhood launching a L2 on Ethereum is big signal for any future companies looking to leverage blockchain settlement rails for tokenised assets.
Most hated asset has fuel for a disbelief rally.
$ETH
1
377
Every bank will have a stablecoin
JP Morgan, Wells Fargo, Bank of America, you name it
They will all need to prove their reserves and connect with other chains
$LINK provides all of these
Chainlink will become the backbone of the new financial system and nobody knows it yet
Stablecoin regulation in the US will kick off a wave of new stablecoins in the US and all over the world. They will all need proof of reserves and cross-chain connectivity to be used as a source of payment for the growing digital asset economy and tokenized funds.
Chainlink is the only platform that provides proof of reserves and cross-chain connectivity in one system.
This is before we look at the need for on chain identity and the ability to use stablecoins as a form of payment with minimal friction when fulfilling compliance requirements. Chainlink will then be the only platform to provide proof of reserves, cross-chain connectivity and on-chain identity/compliance in a single system.
As the complexity of blockchain transactions grows with more data, connectivity, compliance and other requirements, Chainlink will be being built as the only platform that can fulfill all those requirements in a single unified system of transactional standards.
All of these Chainlink capabilities can then be easily configured, deployed and managed in one piece of workflow code on CRE. So you're getting all the services you need to prove reserves, connect across chains, solve compliance/identity issues and manage all this complexity with a single piece of code, in one system.
$ETH ETF flows are ramping up
Institutions will start fomoing into ether like never before
242
I wouldn’t be surprised if BlackRock, JP Morgan and Goldman Sachs are all prepping to tokenize their assets on $ETH
We know they are coming on-chain
Only a matter of time
I'm 100% convinced that big players are suppressing $ETH
Think about it
Market structure is coming and those in the highest halls of power have known this
ETH is the only ~truly decentralized~ chain capable of supporting DeFi at scale
The big banks face an extinction level event if they don't get meaningful stake in DeFi and thus must get meaningful share of ETH
Once they have filled their beaks, we will see a true expansion of ETH, DeFi and onchain alt seasons in a way that we've only dreamed of
Beach ball under water
Manipulation
Don't let the bankers steal your Eferiumz
SUPER CYCLE
1
402
The US is embracing DeFi and $ETH owns the majority of market share
How can you be bearish
1
210
If there’s even a small chance that $HOOD is involved in the $1k per child initiative pitched by Trump, then this is insanely bullish
Higher
Just wrapped up the @InvestAmerica24 Summit at the @WhiteHouse with @realDonaldTrump, @SenTedCruz, @BradGerstner, and others. We discussed the initiative to fund $1000 in a brokerage account for every American at birth.
Robinhood is ready to go, and we can bring our technology and product development resources to bear to deliver these accounts under budget and ahead of schedule to the 3.5 million+ newborns in America each year!
Check out what our team has built so far…
218
The Stablecoin bill will bring TRILLIONS on-chain
Every bank and financial institution will bring their assets on chains like $ETH and $SOL
And will be powered by $LINK oracles
Think a few steps ahead
Thune hopes to pass stablecoin bill this week @Jasper_Goodman @jordainc politico.com/live-updates/20…
1
261
This is a turning point for $ETH
Mark my words
TradFi is going to jump head-first into DeFi
This quoted post is unavailable.
2
260
Tokenization will be massive in the next months and years once regulation is in place
Trillions will come on-chain. Every executive in finance is telling you it’s inevitable
$LINK will play a major role which will drive billions in revenue to the network
Be patient
An $84 trillion wealth transfer is underway.
Discover how Chainlink’s essential infrastructure for tokenized assets helps DeFi and TradFi capitalize on this generational opportunity:
marketsmedia.com/fund-tokeni…
2
416
Rumors are that Powell is resigning tomorrow
I don’t see that happening IMO, but if he does, it’s insanely bullish
Once the Fed pivots to QE, crypto is primed for a leg higher
Watch tomorrow
1
329
Robinhood’s CEO is bullish on tokenization
So is BlackRock
So is JP Morgan
So is Swift
There’s a strong chance $LINK will power the future of finance worth hundreds of trillions
$LINK is most undervalued crypto in the market today
$HOOD
ROBINHOOD CEO VLAD TENEV WROTE AN OP-ED IN THE WASHINGTON POST TODAY.
"We should start thinking of crypto in a different way: as a technology that enables a new era of ultra-inclusive and customizable investing fit for this century."
Robinhood continues to innovate and expand their role in the crypto industry:
5
891
Chainlink is single-handedly one of the most important coins in crypto - @ZssBecker
1
3
478
