M⬡T⬡ Dude retweeted
Roll
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.
Send it. Wish I could swap my IRA GLNK for it but that's not looking like the case. – at Brisbane, CA
LIVE: @CharlesSchwab clients can now access the LINK token on Schwab Crypto.
Schwab is the largest brokerage platform in the U.S. with over 40 million accounts and $12+ trillion in client assets.
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.
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."
M⬡T⬡ Dude retweeted
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.
M⬡T⬡ Dude retweeted
NEW: Hong Kong’s @goldzipxgz integrates @Chainlink CCIP 2.0 and @midaslabsxyz infrastructure to make its physical gold-backed token $XGZ transferable across multiple blockchains.
M⬡T⬡ Dude retweeted
Chainlink puts S&P Global’s DeFi vault risk checks onchain
@chainlink ($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.
M⬡T⬡ Dude retweeted
🇭🇰 HONG KONG GOLD EXCHANGE, THE WORLD'S FOURTH-LARGEST GOLD TRADING VENUE BY VOLUME, BRINGS ITS GOLD-BACKED XGZ TOKEN TO CHAINLINK $LINK CCIP
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.
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…
M⬡T⬡ Dude retweeted
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
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
Really exciting to see major financial institutions like @CharlesSchwab do a deep dive into the @chainlink story. The world is changing quickly.
schwab.com/learn/story/crypt…
M⬡T⬡ Dude retweeted
Really exciting to see major financial institutions like @CharlesSchwab do a deep dive into the @chainlink story. The world is changing quickly.
schwab.com/learn/story/crypt…
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
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
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
