San Francisco, CA
Joined February 2009
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Andrew Tynan retweeted
As of today, Schwab Crypto™ clients can buy and sell solana (SOL), avalanche (AVAX), and chainlink (LINK), in addition to bitcoin and ethereum. These new tokens are part of Schwab’s plans to thoughtfully expand its digital asset offering.
Learn more: spr.ly/6019BHFa25
Andrew Tynan retweeted
I am an old man and have known many troubles, but most of them never happened.
Mark Twain
Andrew Tynan retweeted
Most people think the big story in crypto this week was prices.
Let me show you what happened and why it matters more than anything else going on right now.
UBS started it. They ran a tokenized fund subscription and redemption, end to end, live, not a testnet. 6 trillion dollars in assets under management, and they didn't build a single piece of blockchain infrastructure to do it. No wallet setup, no key management, no engineering team spending two years wiring things together. They sent a Swift message. The same kind of Swift message they've been sending for forty years. @chainlink's runtime picked it up, translated it into onchain actions, executed the fund subscription, settled it, synced the data back, and ran compliance checks through their automated compliance engine. The bank didn't touch a blockchain. It just worked.
That alone would be the story. But it's not what happened.
Because at the same time, Fidelity International was putting their $6.9 billion liquidity fund onchain through @zksync with NAV data flowing through Chainlink. WisdomTree, $130 billion in assets, was publishing live NAV for a tokenized private credit fund on Ethereum using the same rails. Amundi, the biggest asset manager in Europe, launched a tokenized mutual fund on the stack. Sygnum tied the whole thing together with institutional-grade NAV infrastructure.
And here's what makes it stick.
Every one of these firms used the same pieces: Chainlink's runtime environment for orchestration, CCIP for moving data between chains, ACE for jurisdiction-aware compliance, NAVLink for verifiable pricing, and that Digital Transfer Agent standard for bridging Swift into the whole thing. They didn't bolt these together themselves. Chainlink packaged the entire stack and handed it to them ready to go.
Think about what that means.
There are 11,000 banks on the Swift network. Trillions of dollars move through those messages every day. Every single one of those banks can now trigger blockchain actions the exact same way UBS did, no new systems, no new hires, no blockchain expertise. Send a message, Chainlink handles the rest.
Chainlink stopped being an oracle company a while ago. They're building the operating system that the global fund industry runs on, and they're doing it before the regulations are even written. By the time the legal framework lands in the US, UBS and Fidelity and WisdomTree will already be live in production. The compliance patterns will be battle-tested. The standards will be set.
You don't rip out infrastructure that's already running. You build on top of it.
Andrew Tynan retweeted
NEW: @The_DTCC is integrating @Chainlink into its Collateral AppChain to unlock 24/7 collateral management
This integration enables the seamless pairing of asset prices, valuations, and movement, overhauling how market risk is managed globally
Chainlink CRE and the data standard provide a resilient data and orchestration layer at institutional scale, automating advanced collateral workflows
Rather than relying on one-off integrations, CRE provides a reusable framework that enables DTCC’s Collateral AppChain to scale across new data types, asset classes, and collateral use cases
As a shared infrastructure platform, the Collateral AppChain provides a common, interoperable foundation for collateral providers, receivers, managers, triparty agents, and custodians
Publicly unveiled during DTCC’s Great Collateral Experiment, the platform is expected to go live in Q4 2026
In 2025, DTCC’s subsidiaries processed $4.7 quadrillion in securities transactions and provided custody for $114 trillion in securities from over 150 countries and territories
Andrew Tynan retweeted
lazarus group didn't exploit a smart contract. they social engineered a DVN operator in kelp's layerzero config and minted unbacked rsETH straight into aave. $3b in TVL migrated to chainlink CCIP in 2 weeks. layerzero message volume down 40% week over week. 14 protocols paused simultaneously. the exploit class here is new. no audit catches infrastructure misconfiguration. every RWA issuer watching this just defaulted to CCIP because when blackrock is your LP you don't optimize for bridge fees. LINK securing $110b+ now, up from $80b pre-exploit. layerzero keeps the meme coin bridges. CCIP gets the tokenized treasuries. market just bifurcated and it's not going back.
Andrew Tynan retweeted
chainlink payment abstraction v2 audit starts march 16. creates permissionless dutch auctions that convert ALL enterprise fees into LINK regardless of what currency they pay in. reserve already accumulating 120k+ LINK weekly from existing flows. the tokenomics force conversion at protocol level. enterprises pay in fiat, protocol buys LINK.
Andrew Tynan retweeted
BREAKING: $7 TRILLION UBS BANK CEO SAYS CRYPTO IS THE FUTURE OF BANKING AND FINANCE!
Implying that besides actual blockchains that the middleware-esque infrastructure like bridges & oracles as well as #onchain #tradfi tooling and #rwa & #depin rails and enabling the #tokenization of #stocks is where the value will accrue $LINK 💰 🤝 plus dev tools Like CRE
Interesting… because earlier today Brian Armstrong was on Fox and told everyone “banks are going against Trump’s crypto agenda.”
Now the reports say the White House is furious with Coinbase.
This is exactly what I’ve been saying: Coinbase isn’t fighting banks, it’s trying to become one.
They’re lobbying to protect their business model, not crypto as a whole.
And people keep forgetting:
it’s not just “big banks.”
There are community banks and credit unions, not-for-profit, no shareholders, already aligned with the future.
Anyone watching USDebtClock.org knows credit unions are the long game.
This was never banks vs crypto.
It’s infrastructure vs gatekeepers.
And Coinbase didn’t build the infrastructure.
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Andrew Tynan retweeted
CHAINLINK IN 2026
@SergeyNazarov’s key insights into how Chainlink is:
• Growing tokenization into the trillions
• Accelerating ecosystem adoption and growth
• Taking our industry to the next level
Andrew Tynan retweeted
Big banks earn $360B+ annually from payments and deposits. Now they're lobbying to kill crypto rewards because real competition threatens those margins. Congress shouldn't pick winners and losers – especially when the losers are everyday Americans.
Andrew Tynan retweeted
ETHEREUM SEEN OUTPERFORMING BITCOIN
Standard Chartered says Ethereum’s outlook has improved and it is likely to outperform bitcoin. While weak bitcoin performance has weighed on the broader crypto market, rising institutional demand for ethereum and its dominance in stablecoins, real-world assets, and DeFi support a stronger outlook. Increased network throughput and potential U.S. regulatory clarity could provide further upside. The bank forecasts ethereum at $7,500 this year and $30,000 by 2029.
A mooch made in heaven: sol x mucci
Anthony Scaramucci says Solana is the next big thing!
$SOL is the future of crypto. 🚀
Here is why:
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Andrew Tynan retweeted
.@chainlink is long crypto adoption, not any single chain. Its value grows as the ecosystem fragments — every new network, oracle feed, and integration expands its reach.
As that infrastructure becomes essential to crypto’s future, we’re pleased to offer investors a dedicated vehicle — $GLNK, the first and only Chainlink ETP.
$LINK
Andrew Tynan retweeted
We aren’t in a bear market. We’re at the dawn of a secular bull market.
$ETH is the best risk reward from here on out.
Andrew Tynan retweeted
GPT-5 just casually did new mathematics.
Sebastien Bubeck gave it an open problem from convex optimization, something humans had only partially solved. GPT-5-Pro sat down, reasoned for 17 minutes, and produced a correct proof improving the known bound from 1/L all the way to 1.5/L.
This wasn’t in the paper. It wasn’t online. It wasn’t memorized. It was new math. Verified by Bubeck himself.
Humans later closed the gap at 1.75/L, but GPT-5 independently advanced the frontier.
A machine just contributed original research-level mathematics.
If you’re not completely stunned by this, you’re not paying attention.
We’ve officially entered the era where AI isn’t just learning math, it’s creating it. @sama @OpenAI @kevinweil @gdb @markchen90
Claim: gpt-5-pro can prove new interesting mathematics.
Proof: I took a convex optimization paper with a clean open problem in it and asked gpt-5-pro to work on it. It proved a better bound than what is in the paper, and I checked the proof it's correct.
Details below.
Readers added context they thought people might want to know
Unlike the commenter's claims, the 1.75/L paper was released before ChatGPT came up with the 1.5/L proof.
While no paper for the 1.5/L bound existed, no human would've attempted to write a paper on it, because it is strictly worse than the existing 1.75/L bound.
x.com/sebastienbubec…
arxiv.org/pdf/2503.10138…
Andrew Tynan retweeted
JUST IN: Total cryptocurrency market cap reaches a new all-time high of $4.1 trillion.
Andrew Tynan retweeted
$LINK is better positioned than $XRP to benefit from the trillions of dollars in tokenized assets set to come onchain
These assets will flood into blue chip DeFi applications, benefiting the infrastructure that powers them
Let’s look at the numbers to see how they stack up today
(data from DefiLllama)
The XRPL’s onchain DeFi total value locked is currently ~$85M from 9 apps, almost all of that from the XRPL DEX, that’s rank #54 in terms of chains by TVL
Chainlink’s onchain DeFi total value secured across all the blockchains it operates on is currently ~$91B from 452 apps, that’s rank #1 in its category by a long shot
Chainlink has 68% market share across DeFi, with 84% with Etheruem DeFi
In other words, Chainlink secures 1,000x+ more capital in onchain DeFi markets than XRPL does
Mind you $XRP has a market cap 12x+ larger than $LINK
Chainlink’s users, including the largest DeFi application in the industry (Aave), are actively creating new markets optimized for tokenized assets (e.g., Aave Horizon and Kamino), which use Chainlink services
Which protocol do you think is in a better position to benefit from tokenized assets coming onchain?
Chainlink is not only dominating the onchain DeFi market, but it’s actively working the largest institutions in the world to bring them onchain
This includes Swift, DTCC, Euroclear, J.P. Morgan, Mastercard, Central Bank of Brazil, UBS, SBI, ANZ, Fidelity International, and more
And for those that think Chainlink is just data oracles, I’m afraid your mental model is very out of date
Chainlink is the only all-in-one platform that solves the institutional requirements for issuing tokenized assets at scale
That includes onchain data delivery, cross-chain interoperability, automated compliance, privacy-preserving compute, and legacy system connectivity, all in one platform
Along with various prepackaged enterprise solutions for Digital Transfer Agent (DTA), Delivery vs Payment (DvP) settlement, and the Automated Compliance Engine (ACE)
Could the XRPL ledger grow in usage and adoption? It most likely will, but it still won’t be positioned as well as Chainlink in powering this institutional adoption wave
Remember that $XRP is already at a $188B valuation while $LINK is only at $14B
Andrew Tynan retweeted
I think the whole Chainlink Reserve concept is genius.
From a market psychology standpoint, it is simple and powerful. For the first time we are about to see a visible, non-technical indicator of how much real revenue is flowing into @chainlink for its services. That’s been a huge point of debate for years.
It also tackles another long-standing FUD narrative around $LINK’s utility and purpose. The Reserve does this by becoming a flywheel.
They seeded it with roughly $1M worth of LINK. That alone drove a price pump on announcement, which instantly made the Reserve even more valuable. Now everyone is speculating on what future deposits will look like.
Next week’s deposit will matter because the market will treat it as a signal of what to expect going forward. If the number is meaningful, that speculation accelerates.
And the kicker — LINK in the Reserve is said to be locked away for years. That creates the perception of a shrinking liquid supply. Price rises make the Reserve more valuable. People see that and want more LINK.
As adoption expands and more Chainlink services get used, weekly revenues could grow. If those increases show up in the Reserve deposits, the feedback loop gets stronger.
Price goes up → Reserve value goes up → Perceived supply goes down → More buying → More adoption → More revenue → Bigger deposits → Price goes up again.
You don't hold enough!
The Chainlink Reserve just launched with a 65.5K LINK starting balance. It is funded by real revenue from Chainlink services, both on chain usage fees and off chain enterprise contracts, automatically converted into LINK via Payment Abstraction. Nothing is expected to be withdrawn for years, and the wallet is public so the whole market can watch it grow.
As a result, the market is pumping for $Link.
The question now is what the inflow will look like next week and how the market will react. That reaction will mostly be a reflection of expectations rather than the raw number itself. I do not know where it will land, but I will be watching closely and hoping for a pleasant surprise.
It is important to point out that the initial 60K LINK deposit should not be treated as a normal weekly number. We do not know if it represented one week of revenue, several months of accumulation, or if part of it was simply a seed amount to launch the Reserve with impact. Because that time frame is unknown, it would be misleading to expect anything close to 60K every week this really in the game, but I could be wrong. The market may subconsciously compare future deposits to that figure, but it could be too early to have that expectation.
Here is what we do know. The only revenue stream with public and trackable numbers is SVR from the Aave integration. Based on their governance reports, some weeks have been just a few hundred LINK worth of value, while the biggest weeks have landed in the 1,700 to 2,500 LINK range. This gives us a measurable baseline and is the main anchor for my expectations.
From there, I add some conservative speculation for other revenue streams that will also feed the Reserve
Usage fees from other @chainlink services like VRF, Automation, and Functions
Fees from #CCIP transactions
Revenue shares from Data Streams such as exchange integrations
Off chain enterprise contract payments which could be sizable, but less frequent
Because we do not have public numbers for these, I assume they will contribute modestly in most weeks with the possibility of larger irregular batches.
That is why my mental range expectations look like this:
Under 1K $LINK → light week and below even moderate SVR performance
1 to 3K $LINK → matches solid SVR weeks and steady but not headline grabbing
3 to 8K $LINK → multiple services active or a decent enterprise payment
8K $LINK or more → likely batching or a large enterprise inflow and a strong signal of adoption
The first few updates will set the tone, but the real story will be in the trend. Consistent growth even in the mid range would say more about adoption than one massive outlier.
blog.chain.link/chainlink-re…
