B|Fritz (@cbusfritz) header
B|Fritz (@cbusfritz) profile picture
Joined March 2014
Photo by B|Fritz (@cbusfritz)Photo by B|Fritz (@cbusfritz)Photo by B|Fritz (@cbusfritz)Photo by B|Fritz (@cbusfritz)Photo by B|Fritz (@cbusfritz)Photo by B|Fritz (@cbusfritz)Photo by B|Fritz (@cbusfritz)Photo by B|Fritz (@cbusfritz)Photo by B|Fritz (@cbusfritz)Photo by B|Fritz (@cbusfritz)
👀 $LINK
Replying to @MoonMoneys
Thanks for asking. Having hundreds of banking and capital markets leaders at a Chainlink event is helpful for the present but also future months and years. Behind the scenes, there were dozens of meetings with current / potential partners during the event. We had multiple new announcements during the week some of which have already prompted inbound requests from other firms. Sergey discussed the importance of LINK during his keynote including the expectation that some future partnership announcements would include purchasing, holding, and paying with the token. Also got some helpful feedback from community members during the event that we already started discussing later that day. More things I am sure but those are some quick Halloween thoughts.
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Replying to @MoonMoneys
Thanks for asking. Having hundreds of banking and capital markets leaders at a Chainlink event is helpful for the present but also future months and years. Behind the scenes, there were dozens of meetings with current / potential partners during the event. We had multiple new announcements during the week some of which have already prompted inbound requests from other firms. Sergey discussed the importance of LINK during his keynote including the expectation that some future partnership announcements would include purchasing, holding, and paying with the token. Also got some helpful feedback from community members during the event that we already started discussing later that day. More things I am sure but those are some quick Halloween thoughts.
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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
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A must explore thread for $XRP holders. The XRPL is the Ripple corporate chain. Any use case and bull thesis you’ve latched onto is largely defunct and a product of marketing from 2017. ⬇️
Over 10 years ago, I joined this amazing community. I made many friends, supported many builders, and then 3 years ago, I decided to become a builder myself. It's been a crazy journey with many ups and downs, but the positive things is what mostly stay in the end. To all the friends, amazing people I met through the years, to everyone who has supported me personally and Anodos, I thank you and I'm grateful for you. It's been an honor contributing to the XRPL ecosystem all these years. I will always support the XRPL ecosystem, be an XRP holder, and part of this amazing community. Now it's time to focus on the mission and double down on what will bring mass adoption to DeFi: The Anodos app.
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You are better than this. Nobody is funding anything. Go read my articles again. You can't build a proper sustainable business and make money on XRPL. There is 0 liquidity, activity, integrations. Solana has everything we need to build an app like this and make it successful.
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Must watch interview ⬇️. We all place our bets where the value of this on-chain financial system will accrue to. Start your journey down the Chainlink rabbit hole here. Great job @robbieklages
EXCLUSIVE: Sergey Nazarov On The Tokenization Supercycle (And Whats Coming Next) I hosted the first sit down interview with Chainlink’s Co-founder Sergey Nazarov at Sibos 2026. @SergeyNazarov @chainlink @therollupco 00:00 Intro 01:55 Chainlink's Best Sibos Booth Ever 03:49 Chainlink and Swift Ledger 05:43 More Chains Means More Chainlink Value 07:44 DTCC Deeply Integrates Chainlink Data Feeds 09:56 Chainlink Solves The Digital Twin Problem 14:25 Tokenization Is Not About Tokens Themselves 17:44 Laws Will Change Then All Settlement Goes Onchain 19:38 Fragmentation Is Actually Chainlink's Tailwind 21:39 Chainlink Solves Each Problem As It Appears 23:34 Smart Contracts Defined By Sergey Nazarov
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Even with the lack of transparency that still exists around Chainlink revenue and the $LINK token, the fee generating potential that Chainlink will be positioned to generate is immense.. Serving as the indispensable and comprehensive connectivity and orchestration layer for a large portion of financial markets. Competitors have maybe 20% of the vertices Chainlink covers and thus none have the ability to offer the bundled solutions like the Fulcrum announcement today. These bundles enable the use cases Tradfi actually need to come on-chain. Vendor lock-in ✅ Relative pricing power ✅ High barriers to switching ✅ Defacto standard via adoption ✅ Incentive alignment to $LINK ✅ There will be niche offerings like $QNT that are suited for certain use cases, but they don’t have the breadth of services and depth of integrations to orchestrate the complex workflows and provide the value that commands higher margins. $LINK provides the highest asymmetric upside of any crypto asset IMO. Even modest tokenomics updates exposes the token to a massive repricing that isn’t dependent on pure sentiment. The protocol has a clear path to tens of billions in annual revenue. Connecting it to the token is much easier than creating and integrating the services into the fabric of financial markets. The hard part is almost complete. ⏰
Introducing Chainlink Fulcrum: the gateway connecting the world’s largest financial institutions to onchain financing. As tokenized assets and financing venues expand across public and private blockchains, institutions need to mobilize collateral and access liquidity without building bespoke infrastructure for every market. Chainlink Fulcrum solves this with an end-to-end solution that separates where financing agreements are managed from where cash & collateral settle. Counterparties define the eligible assets, financing terms, and the settlement networks through which the assets move. For institutions, this unlocks: • Faster collateral mobilization that enables intraday financing, including on holidays and weekends. • 24/7 risk management through automated collateral coverage checks throughout the day, extending beyond end-of-day processes. • Greater capital efficiency by making assets across networks available for financing, helping institutions free up balance sheet capacity. • Lower operational complexity through reusable workflows that connect existing systems across public and private blockchains. The solution combines multiple aspects of the Chainlink platform, including the Chainlink Runtime Environment (orchestrates transaction lifecycle), CCIP (cross-chain data and asset transfers), and Data Streams (collateral valuation data). Chainlink Fulcrum is designed to serve all market participants, including banks, dealers, prime brokers, agent lenders, custodians, hedge funds, pension funds, insurers, sovereign wealth funds, money market funds, asset managers, tokenized fund and stablecoin issuers, and corporate treasuries. Each can lend, borrow, or mobilize collateral on terms that fit its mandate and risk parameters. Fulcrum is in the process of being integrated with leading TradFi environments, providing a single platform where participants can compare financing terms and route transactions to the venue of their choice, where the agreement is executed and governed. This is a foundational step toward global financing markets, where an asset’s utility extends beyond the network on which it was issued. 🧵↓
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We saw QNT pull a 6x HBAR began to pump The next utility coin to see a big move will be $LINK I’ll come back to this.
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Banks will never settle on a competitor's rails. CCIP 2.0 gives them a way onchain without having to. Neutral infrastructure no rival controls. Their own verifiers, their own compliance rules, their own settlement speeds, all on top of a security floor nobody can lower. Build it once and take it to every chain. That's how banks go onchain at scale.
CCIP 2.0 is officially live. The infrastructure for the next $600 trillion in onchain finance is now in your hands. 🧵⬇️
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"If AI kills us all they will use crypto rails & Chainlink's CCIP to do it" - @RasterlyRock
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This is precisely why $ZEC, and even $XMR, are becoming dangerous trades. All tokens will soon be privacy coins, and it’s happening at the middleware layer. Consider an allocation to $LINK
$LINK is too an interesting play for the privacy trade imo.. everyone wants banks and funds onchain, but do we really expect them to let CT track their trades and client balances lol chainlink has been building for this: - private transfers between private chains through CCIP, hiding amounts and sender/receiver details from outsiders - Confidential Compute, designed to keep sensitive data and trading logic private while apps use it that’s why i think the privacy narrative could spill over into LINK.. the same banks we’re betting will come onchain need this stuff before they’re comfortable using it
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B|Fritz retweeted
This is an absolutely epic rant from @Stephen_Means well worth the full listen. Spot on with this analysis. 🔥🔥 youtu.be/FGCp6bAVHtQ?is=UMMR…
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Disingenuous to its core. Bad faith from the start. Banking trades now say they don't trust Sec. Bessent to protect the economy from deposit flight. Let’s be honest now. It was never about deposit flight. It’s about killing competition. Pass the CLARITY Act.
🚨NEW: Eight banking trade groups say the deposit flight “circuit breaker” added to the new Clarity Act text is “not a safeguard at all,” arguing it would only kick in after substantial deposit flight had already occurred. In a letter to Senate leaders, the groups call for further tightening of the stablecoin rewards language to close what they describe as loopholes that could still allow interest-like payments on stablecoin balances. Their core ask remains essentially unchanged.
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Bad day to be a Clarity Act doomer.
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B|Fritz retweeted
1/ New product market fit just dropped. It's a door lock. 😂 A Nashville security firm run by a Special Ops veteran patented a smart lock that writes every door event to a blockchain. The oracle named in the spec? @chainlink. You think $LINK is a one trick pony? 🧵 👇
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B|Fritz retweeted
Ripple still having a higher market cap than Chainlink is a joke tbh, repricing will be swift No pun intended
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Let’s keep the positive @chainlink vibes going from Wyoming! It was a joy to host a lunch of industry leaders today and hear from @SenatorTimScott, @SenLummis, and @wyoapollo about the future of onchain finance. The future is bright!
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B|Fritz retweeted
This post is the perfect example of how wrong the typical mindset is in crypto. The focus is on blockchains by putting them first. There are way more than just listed here. They are easily replaceable. The value is in the orchestration layer that sits above them as an "operating system", which lets institutions create tokenized asset workflows containing everything needed, which is significantly more than just any individual blockchain. The Chainlink Runtime Environment is the most valuable piece of technology in the industry - and within CRE Chainlink set of standards for all the Data, Interoperability, Privacy, and Compliance. That's why The DTCC's Collateral Appchain is going live with CRE integrated in Q4. There are countless other examples of Chainlink being adopted by institutions at a rate that exceeds any other project. Infinitely more important than any single blockchain. $LINK
2026 Crypto Project Map Everyone Should Know About ▶ Layer 1 Ethereum (ETH) Solana (SOL) BNB Chain (BNB) Cardano (ADA) Avalanche (AVAX) Polkadot (DOT) Tron (TRX) NEAR (NEAR) Cosmos (ATOM) TON (TON) Sui (SUI) Aptos (APT) Sei (SEI) Hedera (HBAR) Internet Computer (ICP) Injective (INJ) ▶ Layer 2 & Scaling Arbitrum (ARB) Optimism (OP) Polygon (POL) Mantle (MNT) Starknet (STRK) Hemi (HEMI) ▶ Decentralized Exchanges Uniswap (UNI) Raydium (RAY) Jupiter (JUP) Drift (DRIFT) Aerodrome (AERO) Osmosis (OSMO) Velodrome (VELO) Thena (THE) ▶ Lending & Credit Aave (AAVE) Morpho (MORPHO) Maple (SYRUP) Clearpool (CPOOL) Kamino (KMNO) ▶ AI & Compute Bittensor (TAO) Artificial SI (FET) Render (RENDER) Virtuals (VIRTUAL) Grass (GRASS) Akash (AKT) io.net (IO) Aethir (AETHIR) Kite (KITE) Sahara AI (SAHARA) Crynux (CNX) Mira (MIRA) ▶ Oracles & Data Chainlink (LINK) Pyth (PYTH) OriginTrail (TRAC) RE (RE) Band (BAND) ▶ DePIN Helium (HNT) IoTeX (IOTX) peaq (PEAQ) NATIX (NATIX) Roam (ROAM) GEODNET (GEOD) ▶ Privacy Monero (XMR) Zcash (ZEC) Pirate Chain (ARRR) Firo (FIRO) Dusk (DUSK) Zano (ZANO) Verge (XVG) ▶ Yield Ethena (ENA) Usual (USUAL) Sky (SKY) STBL (STBL) dUSD (DUSD) Pendle (PENDLE) ▶ RWA & Tokenization Ondo (ONDO) Plume (PLUME) Mantra (OM) Pax Gold (PAXG) Tether Gold (XAUT) Matrixdock Gold (XAUM) Zigchain (ZIG) Algorand (ALGO) ▶ Liquid Staking Lido (LDO) Jito (JITO) ether.fi (ETHFI) ▶ Payments Litecoin (LTC) Bitcoin Cash (BCH) Dash (DASH) XRP (XRP) Stellar (XLM) ▶ Meme Tokens Dogecoin (DOGE) Bonk (BONK) Official Trump (TRUMP) Pump.fun (PUMP) Cash Cat (CASHCAT) Memecore (M) Pudgy Penguins (PENGU) ▶ Gaming & Metaverse Axie Infinity (AXS) Ronin (RON) Games for a Living (GFAL) Beam (BEAM) SuperVerse (SUPER) GALA (GALA) Verasity (VRA) Nakamoto Games (NAKA) Akedo (AKE) ▶ Exchange Tokens LEO Token (LEO) WhiteBIT (WBT) Onyxcoin (XCN) DeXe (DEXE) Orderly (ORDER) OKX Token (OKB) ▶ Derivatives & Perps Hyperliquid (HYPE) Aster (ASTER) ApeX (APEX) MYX Finance (MYX) Lighter (LIT) ▶ Developer Tooling Safe (SAFE) Gnosis (GNO) OpenServ (OPEN) The Graph (GRT)
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