M⬡T⬡ Dude (@DesmoJustin) header
M⬡T⬡ Dude (@DesmoJustin) profile picture

$LINK Marine. Make it to the yacht party or sink with the ship. #IYKYK OK;LG Anything I say is not financial advice. Good vibes only.

San Francisco, CA
Joined February 2017
Photo by M⬡T⬡ Dude (@DesmoJustin)Photo by M⬡T⬡ Dude (@DesmoJustin)Photo by M⬡T⬡ Dude (@DesmoJustin)Photo by M⬡T⬡ Dude (@DesmoJustin)Photo by M⬡T⬡ Dude (@DesmoJustin)Photo by M⬡T⬡ Dude (@DesmoJustin)Photo by M⬡T⬡ Dude (@DesmoJustin)Photo by M⬡T⬡ Dude (@DesmoJustin)Photo by M⬡T⬡ Dude (@DesmoJustin)Photo by M⬡T⬡ Dude (@DesmoJustin)
M⬡T⬡ Dude retweeted
Chainlink Brings $40 Trillion in Asian Tech Giants On-Chain @Chainlink has extended its APAC Equities Streams to reach over $40 trillion in market cap across China, Japan, South Korea, Taiwan, and Hong Kong. This includes sub-second pricing for TSMC, Tencent, Samsung, and BYD. The data feeds are available on decentralized platforms such as @JupiterExchange, @Lighter_xyz, and @predictdotfun. They offer equity perpetuals and derivatives around the clock, outside local market hours. Eight other exchanges are integrating as well.
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So comfy with my $link bags #chainlink
I asked @BitcoinJesusETH what the most underrated part of @chainlink is, and here's what he said: "The most important and exciting thing is what they're not allowed to say publicly." "There's still a hangover from the Gary Gensler era of the SEC." "They're staying quiet about certain things. That's a strategic move. It's not because there's not a plan." "The proof is in the partnerships and the products." "Real capital, real partners, and real adoption." "Whatever is not being said… use your imagination."
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The $LINK token remains CRITICAL for the @Chainlink network to function and grow. As the network grows and expands, so will revenue flow back into the token. Growth and expansion is CRITICAL. Both will lead to growth of token needs and appreciation. It's crystal clear.
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M⬡T⬡ Dude retweeted
NEW: Hong Kong’s @goldzipxgz integrates @Chainlink CCIP 2.0 and @midaslabsxyz infrastructure to make its physical gold-backed token $XGZ transferable across multiple blockchains.
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M⬡T⬡ Dude retweeted
Chainlink puts S&P Global’s DeFi vault risk checks onchain @chainlink ($LINK) is now publishing Vault Risk Assessments from @SPGlobalRatings onchain, starting on @base. The assessments give S&P’s view of a lending vault's risk for depositors, covering loan quality, liquidity, the vault manager, the chain, and the protocol. Lending vaults pool deposits and lend them out under set strategies, and S&P puts deposits at about $10B in September, up from $1.5B two years earlier. S&P says these assessments aren't credit ratings and say nothing about yields.
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🇭🇰 HONG KONG GOLD EXCHANGE, THE WORLD'S FOURTH-LARGEST GOLD TRADING VENUE BY VOLUME, BRINGS ITS GOLD-BACKED XGZ TOKEN TO CHAINLINK $LINK CCIP
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M⬡T⬡ Dude retweeted
🇭🇰 TODAY: Hong Kong Gold Exchange, the world’s fourth-largest gold trading venue by volume, is integrating Chainlink CCIP to let its gold-backed XGZ token move across blockchains.
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M⬡T⬡ Dude retweeted
Meet the man behind what is probably crypto's most impressive platform. Here's what you need to know about @chainlink $LINK founder, @SergeyNazarov ⬇️ bsc.news/post/sergey-nazarov…
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M⬡T⬡ Dude retweeted
Replying to @The_dude__80
Appreciate the acknowledgment, but to clarify, we do not view link as a grift. We are a regulated financial institution, and just provide fair and balanced coverage. That means acknowledging potential risks. This is a similar risk shared by many cryptocurrencies because fundamentally they are not equities and not entitled to protocol cash flows. That said, increased adoption of chainlink would potentially result in more demand for link. For now, demand likely grows in-line with broader crypto activity (Defi/ lending / etc) but as more finance moved on chain, it’s TAM could expand massively
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M⬡T⬡ Dude retweeted
Thanks for sharing @AndrewMcMarkets We feel Chainlink is one of the purest ways to get exposure to RWA adoption / tokenization. Not a recommendation*** Past performance is no guarantee of future success
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M⬡T⬡ Dude retweeted
Every time I look at the #Chainlink chart I get so excited because it looks just like $NVDA before it broke out $LINK is by far one of the most important tokens in the market and I think most people are overlooking it I refuse. Link is going to hundreds of Dollars, per token
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M⬡T⬡ Dude retweeted
Game changer
"Any asset, […] any jurisdiction, with any custodial system, any time of day is now mobile in terms of collateral. This truly changes the game.” - Dan Doney, CTO of @The_DTCC
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M⬡T⬡ Dude retweeted
We can now correlate all this institutional adoption of Chainlink directly to $LINK token usage: From the public GitHub PRs (first two screenshots attached): 🔹 "cre:workflow:compute (ms)": compute is its own billable resource. 🔹 "emitted for successful and failed executions": every run is billed. 🔹 "bills them from the enclave's own measurement": confidential workflows are billed too, by time inside the enclave (trusted execution environment for private/confidential computations). From the DTCC Demo we can see that those CRE Orchestration fees are paid in LINK (screenshots 3 and 4 attached as examples). So: - Institutions adopt Chainlink through CRE. - Each workflow, as seen in the DTCC AppChain demo, consists of multiple orchestration fees (+ CCIP fees), each paid in LINK. - In the DTCC demo, there were 4 separate orchestration fees and 1 CCIP fee - that's 5 separate LINK fees in total. - If there were any margin calls or collateral swaps, more thorough compliance checks, or any Confidential Compute required in that demo, that would likely require further Orchestration/CCIP fees. - The Chainlink Github shows that CRE billing for each execution is proportional to the compute time in milliseconds required. Therefore: - The more separate workflow steps where the user signs, the more orchestration fees incurred. - The more computations in a workflow, the more orchestration fees incurred. - The more complex those computations, the more orchestration incurred. - Data Feeds/Streams also required in DTCC Demo for continuous collateral pricing, which is another Chainlink service used (usually subscription-based, per-use based if AI Agents using CRE. In summary: Institutional adoption up > LINK fees up $LINK token absolutely needed
🚨🚨🚨 Chainlink CRE fees may be much higher than we initially estimated 🚨🚨🚨 👀 We were assuming that there's only 1 orchestration fee in this DTCC transaction, but it looks like there's actually 4 separate orchestration fees, plus a CCIP fee too 👀 𝐓𝐡𝐚𝐭'𝐬 𝟓 𝐬𝐞𝐩𝐚𝐫𝐚𝐭𝐞 𝐟𝐞𝐞𝐬 𝐩𝐚𝐢𝐝 𝐢𝐧 𝐋𝐈𝐍𝐊 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐨𝐧𝐞 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧. 🔥🔥🔥 The CRE orchestration fee isn't charged once per transaction. It's charged on every workflow step a user signs (see attached images - blurry because they're screenshots from the live demo). In the DTCC demo at Sibos, every wallet signature shows "Orchestration fee 0.01 LINK": 13:30 Create financing contract 14:48 Deposit $10m tUSD 17:22 Request $5m loan against MSFT 29:44 Repay loan That's 4 separate Orchestration fees, paid in LINK. On top of that there's a separate CCIP fee (20:15) for bridging the collateral to the DTCC AppChain. Repo + securities lending is $20T+ a day. Even a tiny share, with multiple LINK fees per transaction, adds up fast. The scaling is clear: more steps in a workflow means more fees. $LINK
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Let’s be clear: The President is advocating for an attack on 10+ million U.S. residents in two of America’s largest cities. This is not normal. None of this is. And we will continue to remind folks of that every day.
Trump on Iran: Let 'em take out Los Angeles and San Diego, it's a small price to pay
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M⬡T⬡ Dude retweeted
$LINK We will see this
🤖 Made with AI
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M⬡T⬡ Dude retweeted
He said he won’t explain further. I will. Chainlink is becoming the infrastructure connecting tokenized assets, stablecoins, institutions and blockchains. Most of the market is still valuing $LINK like an oracle. That gap won’t last forever.
It's 2AM on a weekend in a bull market Time to wake up and start bull posting altcoins You don't have enough Chainlink $LINK I will not explain further
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It's 2AM on a weekend in a bull market Time to wake up and start bull posting altcoins You don't have enough Chainlink $LINK I will not explain further
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M⬡T⬡ Dude retweeted
Sergey Nazarov and Bitwise just bought another $3.15m worth of $LINK. CCIP 2.0, an institutional-level bridge, was launched and is targeting capital markets at Sibos. Bitwise keeps buying $LINK steadily without a second thought. Chainlink is trading above $14. The technology is running ahead, still leaving the price far behind!
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