2017 $link marine - OK;LG - #LinkTheWorld
Sergeys nail salon
Joined March 2012
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monkeycatcher retweeted
π Chainlink has quietly wired LINK into 60+ chains via CCIP, and it looks like the groundwork for Payment Abstraction expansion π
Since September, new CCIP burn-and-mint pools for LINK have gone live on 28 chains, including Linea, Mantle, Unichain, Ink, Sei, Plume, Berachain and more. Kaia and HyperEVM followed yesterday. The CCIP Directory now lists LINK on 63 chains with CCIP pools.
Payment Abstraction already runs on Ethereum, where about $1M of revenue is turned into LINK every week and sent to the Chainlink Reserve
Here's the link: Chainlink's audited Fee Aggregator contract is built to receive fees from other chains via CCIP and to bridge them home. It pays the CCIP fee for that bridge in LINK, and only LINK (see attached code).
So for fees to flow back from any chain, the fee aggregator there needs LINK on that chain. The new pools make that possible.
My read: you don't put native LINK on 60+ chains by accident. This looks like the groundwork for Payment Abstraction going cross-chain, with fees from every chain flowing back and being turned into LINK. Chainlink has also said it plans to consolidate node operator rewards from 40+ chains, starting with CCIP.
Making Payment Abstraction cross-chain would mean usage on any chain feeds the Reserve.
The confirmation to watch for is the first CCIP message delivering fees into the Fee Aggregator.
$LINK
monkeycatcher retweeted
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."
Snuck in a sit-down chat with @BitcoinJesusETH of @milkroaddaily at LINK NYC, with a beautiful view as the backdrop.
We talked @Chainlink, TradFi, and what comes next:
00:00 Intro
00:12 What TradFi saw in Chainlink
01:44 Most underrated aspact of Chainlink?
03:32 What will Chainlink power in the next 5 years?
05:14 How the Tam is uncapped
06:45 Why is the Link Marine community so strong?
08:12 Explain Chainlink like I am 12
09:46 What inning are we at?
10:44 Is this what crypto needed?
monkeycatcher retweeted
Chainlink just merged code to test whether its CRE billing system catches lost or broken usage receipts.
Here's what that means in plain English π
Every time a CRE workflow runs, it creates a "MeterRecord", a receipt for the compute it used. Chainlink also has systems that reconcile those receipts, checking that every one arrived and adds up.
The new code (PR #24021, merged today) lets the team deliberately drop or corrupt receipts in test environments, so they can measure how many problems the checks catch.
Why does that matter? You don't stress-test your receipt checking unless you're getting ready to charge real money based on those receipts.
My read (an inference, not confirmed):
CRE usage metering is being hardened for real fees. Alongside it, another PR now ties gas usage to a specific workflow and organisation, which is exactly the detail you'd need to charge each customer correctly.
It isn't in a release yet and nothing is being metered for fees yet, but the pipes for turning CRE usage into revenue are clearly being built and tested.
CRE usage β‘οΈ metered β‘οΈ fees β‘οΈ Chainlink Reserve β‘οΈ LINK π
$LINK
monkeycatcher retweeted
I think a lot of people misunderstood what Sergey said about the $LINK token during his keynote at LINK:NYC.
βThis post from @ChainLinkGod and rewatching the keynote a few times really help clarify his message.
βSergey stated: "Chainlink is not focused on driving enterprise value or increasing equity. It's about increasing the adoption and usefulness of the Chainlink network as an impartial global infrastructure, and the $LINK token plays a critical role in that."
βMany interpreted this as Chainlink prioritizing adoption over driving value to the token. But thatβs not what he said.
βHe explained that the $LINK token is critical to the network, and as network usage scales, the utility and importance of $LINK will scale with it.
βThe token was never meant to represent equity in Chainlink Labs. Itβs a commodity with a crucial role in the ecosystem.
βHe even reinforced this by saying: "You will see more and more cases where TradFi users acquire the token to use the system properly."
β‘οΈThis directly implies that the network is specifically designed around the utility of the $LINK token.
βChainlink spent years building a secure, reliable network. Now, they are shifting focus toward building end-to-end solutions to drive revenue and expand the network, a growth that goes hand-in-hand with increased $LINK usage.
At Link:NYC, @SergeyNazarov covers how the adoption of Chainlink, including its new end-to-end solutions, is set to generate increasing revenue
This value is cycled back into the network through the Reserve (on-market LINK buybacks) to ensure network security and growth long term
Sergey touches on how $LINK plays a critical role in the network, being used to align NOPs, contribute to security via staking, and acquired by TradFi users to pay for services
Sergey emphasized that increasing Chainlink adoption is *not* about maximizing any enterprise value or driving value to any equity, but that the LINK token is at the center of the network
monkeycatcher retweeted
Congratulations to @The_DTCC on the launch of the DTCC Tokenization Service, a significant milestone in the modernization of global financial market infrastructure.
The launch follows DTCCβs first-ever production trades of tokenized U.S. securities in July 2026, powered by Chainlink alongside more than 30 major institutions:
β’ BlackRock
β’ J.P. Morgan
β’ Goldman Sachs
β’ Vanguard
β’ NYSE
β’ Nasdaq
β’ CME Group
β’ Microsoft
β’ State Street Investment Management
β’ BNP Paribas Securities Corporation
β’ Societe Generale
β’ S&P Dow Jones Indices
β’ Citadel Securities
β’ FTSE Russell
β’ Invesco
β’ Broadridge
β’ Tradeweb
β’ + many more
With quadrillions processed annually as critical infrastructure underpinning U.S. securities markets, DTCC is bringing tokenization to the American financial system.
We look forward to continuing our work together in advancing 24/7 collateral workflows through the Chainlink Runtime Environment (CRE) & data standard, accelerating institutional adoption of tokenized assets.
The DTCC Tokenization Service is now live, and this is only the beginning.
Explore the service: brnw.ch/21x6JeP
monkeycatcher retweeted
ROAD TO Link:NYCπ½
NEW: @further, an asset manager backed by major Abu Dhabi sovereign wealth fund ADQ, adopts Chainlink to power its new tokenized asset compliance platform.
Chainlink ACE enforces compliance rules across every workflow, starting in ADGM, Abu Dhabiβs international finance center.
monkeycatcher retweeted
ROAD TO Link:NYC
NEW: The Hong Kong Gold Exchange (HKGX), the worldβs fourth-largest gold trading venue by volume, is bringing its gold-backed token to Chainlink CCIP.
@goldzipxgz is integrating CCIP with @midaslabsxyz, enabling HKGX backed XGZ to move securely across blockchains.
monkeycatcher retweeted
Introducing Chainlink CustodySync, a new solution that lets qualified custodians give their institutional clients access to DeFi lending markets, all while assets remain securely in custody.
With @Anchorage as the official launch partner, together weβre establishing a new standard for institutional DeFi.
CustodySync keeps custody and lending systems in sync across the full lifecycle of a loan:
β For custodians: faster time to market and lower operational overhead, with custodian-managed controls
β For lending markets: independent, verifiable data and a consistent risk framework
β For institutions: passive capital becomes productive capital
More than $80 billion sits in DeFi lending markets. Meanwhile, the roughly $700 billion in digital assets under custody is less than 0.5% of all $250 trillion in traditional assets under custody. The opportunity to connect traditional institutional capital to onchain finance remains vast.
Large institutions have lacked a secure way of accessing these markets. Regulations require many of them to keep their digital assets with a qualified custodian, a firm that meets specific requirements for holding assets on behalf of clients, and custody systems were never built for DeFi. Even when custody and lending systems are connected, inconsistent loan valuations can trigger premature liquidation or delayed liquidations, exposing borrowers and lenders to significant financial risk.
@Anchorage, home to the first federally chartered digital asset bank in the U.S., is the first qualified custodian to adopt CustodySync, connecting its institutional clients to DeFi lending markets while their assets remain in regulated custody.
Institutional capital no longer has to choose between the security of custody and the liquidity of DeFi.
With Chainlink, it gets both.
monkeycatcher retweeted
⬑ CHAINLINK Q3 MOMENTUM ⬑
β’ Launched CCIP 2.0
β’ $15B+ migrates to CCIP
β’ $140B secured across onchain finance
β’ TradFi adoption: DTCC, Swift, & more
β’ Enterprise adoption: Infosys, Robinhood, & more
β’ Work with policymakers across the U.S., UK, & Hong Kong
monkeycatcher retweeted
Very excited about the Link:NYC conference next week in New York. Excited to be bringing together the top TradFi and DeFi teams and their senior leaders to discuss the future of the new global financial system.
chain.link/events/linknyc
monkeycatcher retweeted
On Oct 9th, chainlink load tested hundreds of CRE workflows talking to AWS using the Key Value Store (AWS S3) workflow. It relies on SigV4 so the DON can read and update S3 objects without putting AWS keys onchain
This is how you build the universal golden record at scale
sepolia.etherscan.io/txs?a=0β¦
monkeycatcher retweeted
1/
@Fidelity just had a patent granted for putting your rΓ©sumΓ© onchain.
Follow-up to the filing I broke down in February. It cleared today.
Degrees, licenses, certs as tokens. Revoked on fraud. Verified by anyone. The oracle in the spec? $LINK
teapawt.net/arcamids/status/202191β¦
monkeycatcher 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):
πΉ "cre:workflow:compute (ms)": compute is its own billable resource.
πΉ "emitted for successful and failed executions": every run is billed.
πΉ "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
π¨π¨π¨ Chainlink CRE fees may be much higher than we initially estimated π¨π¨π¨
π 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 π
ππ‘ππ'π¬ π π¬ππ©ππ«πππ ππππ¬ π©ππ’π π’π§ ππππ π’π§ ππ‘π’π¬ π¨π§π ππ«ππ§π¬ππππ’π¨π§. π₯π₯π₯
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
