33 years old. Stockbroker. $LINK Marine
Joined December 2022
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$LINK is “Essential infrastructure”
I’ve said for a long time that $LINK will evolve into a non-cyclical asset. It won’t be affected by recessions or bear markets as the ecosystem matures. Finance doesn’t pause during downturns. Banks don’t stop offering financial products in a bear market. SWIFT doesn’t shut down because equities are red.
Bull or bear, on-chain finance keeps moving.
A generational long term opportunity. None own enough.
🚨JUST IN: Grayscale Research calls Chainlink “essential infrastructure” for tokenized finance.
They believe $LINK helps blockchains connect to real-world data, making tokenized assets work safely.
mikey retweeted
With ample patience, you can see a generational rally on this asset.
One of the more hated assets in the market. A bit confusing to me at first glance -- but, when you understand the 6-7 years sideways accumulation range and all the disillusionment in the industry since the COVID bubble, it makes more sense.
Trillions of $$$ of tokenized assets are coming onchain.
Chainlink is waiting for them.
ethereum:0x514910771af9ca656af840dff83e8264ecf986ca
Never been more tired of this shit in my life.
$LINK
ethereum:0x4a220e6096b25eadb88358cb44068a3248254675 gets one massive TradFi infrastructure deal and nearly does a 6x.
Meanwhile Chainlink keeps stacking institutional adoption like it’s nothing and $LINK is still sitting 73% below its 2021 ATH.
At some point this disconnect stops being frustrating and starts looking fucking ridiculous.
mikey retweeted
I think we're about to see some god candles within the next few weeks for $LINK.
Chainlink is going to be a huge winner here.
Balls tingling.
UPDATE: We are extremely confident, pending any last-minute formalities, that we will see large asset managers ARK, BlackRock, and a handful more announce the launch of their tokenized securities products in accordance with the new SEC innovation exemption on tokenization via a transfer agent.
From what we understand these firms have already been approved by the SEC and are doing last-minute checks into the launch of the products, compliance, and getting all of their ducks in a row.
This gives us a sense that we are talking about days, not weeks for this relief.
Given that the CLARITY Act vote is in one week, and we anticipate that to fail to pass, these innovation exemptions for tokenization and perpetual futures are likely to start rolling out shortly thereafter.
From what we understand the regulatory bodies are taking a ‘crawl, walk, run’ approach. This is why we were not able to get any substantial progress on CLARITY after 18 months but have made significant progress across tokenized securities and perpetual futures.
Almost like a ‘depth not breadth’ approach right now at the SEC given what we’ve seen with GENIUS passing and now this exemption, they are very focused on the big sector-specific regulation of digital assets before wide-reaching policy implementation.
All assets are coming onchain and the floodgates are about to open in a major way.
@HesterPeirce @SECPaulSAtkins
mikey retweeted
Buying and holding $LINK even now could turn out to be one of the best risk/reward bets you make in your lifetime.
ㅤ
Most people who read this still won't do it.
And if you're one of the few who actually does, a few years from now those who didn't will probably look at you and say,
"You just got lucky."
mikey retweeted
I shared this privately in a $LINK chat but since its both Sibos month and #Samtember - what the heck.
Stinky.
The DTCC's AppChain is built on Hyperledger Besu. No token needed.
Swift's Ledger is built on Hyperledger Besu. No token needed.
They are both powered by the Chainlink Runtime Environment and data standards.
$LINK token needed.
mikey retweeted
Life becomes 100x more enjoyable when you start playing it like a video game. You have free will. You can literally do anything you want. Go anywhere. Build anything. Become anyone. The only rules that are stopping you are the ones you inherited from people who also felt stuck. Drop them. Step into the game with wild self belief and borderline greedy ambition. Dream so big it feels irresponsible. The life you always wanted is not out of reach. You just finally have to decide to go collect it
mikey retweeted
Two companies that are supposed to be rivals just admitted they're running on the exact same engine.
@RobinhoodCrypto and @Lighter_xyz should, in theory, be competing for the same person. Same retail trader, same "I want to trade stocks and crypto from my phone" itch. One is the app your cousin uses for meme stocks, the other is a $1.7 trillion decentralized trading platform most normal people have never heard of.
Every gold rush has a shovel seller, and this is 2026 version of one.
You've probably heard the old line about the California gold rush. Most miners went broke, but the guy selling shovels and jeans got rich either way. It didn't matter who struck gold. Everyone digging needed the same tools.
Crypto and on-chain finance are having their own version of that right now, except the shovel isn't physical, it's data. Every single platform trying to let you trade stocks, crypto, gold, or currencies on a blockchain runs into the exact same wall: The blockchain has no idea what any of those prices actually are. Something has to feed it real numbers, constantly, without being fooled or manipulated.
Whoever wins that unglamorous, invisible job doesn't care who wins the "cooler app" war on top. They get paid either way. Right now, that's @chainlink, and this Lighter news is basically confirmation that even fierce competitors are lining up behind the same shovel seller.
If you're the kind of person who tries to guess "Will Robinhood win, or will decentralized platforms like Lighter eventually take over?," you might be asking the wrong question entirely.
It doesn't actually matter who wins that fight. Both of them still need the same oracle underneath to function at all. The infrastructure layer wins regardless of which app is on your home screen in 5 years.
When rivals in the same market both end up leaning on the same invisible infrastructure, that's usually the moment you realize the real business isn't the app people are fighting over, it's the thing sitting underneath all of them that neither company can afford to build themselves, and neither can survive without.
NEW: @Lighter_xyz, a top perp DEX with $1.7 trillion total volume, has expanded its adoption of Chainlink to strengthen data oracle security.
This strategic expansion covers 100+ markets, on top of the 25+ already powered by Chainlink, scaling support for U.S. and APAC equities, major crypto assets, foreign exchange pairs, and commodities.
The integration covers both the Lighter L2 deployment on @Ethereum, as well as the deployment on @RobinhoodCrypto Chain, which shares the same underlying oracle infrastructure.
mikey retweeted
In case you’re wondering why everyone is so bullish right now:
Let cycle is a bad comparison for what could happen.
Right now, post SEC commentary, have elements of 2017 (massive deregulation, so ICOs, new primitives, anything is possible once again. World of novelty and discovery)
We have elements of 2021 (fiscal stimulus and liquidity injections pouring gas on the debasement trade fire)
And we topped in 2025 on apathy, ie a “the guns didn’t get let go” 2019 style slumper where there was zero social involvement - was just a bit echo bubble.
So the most bullish parts of 2017 mixed with what could be a fever dream accommodative environment down the road
Pretty excited.
mikey retweeted
xitter.cf/chainlink/status/19720…
Chainlink is just Data Feeds.*
*And Data Streams.
*And SmartData, Proof of Reserves, and NAV data.
*And Cross-Chain Interoperability Protocol (CCIP).
*And Cross-Chain Tokens (CCT).
*And Cross-Chain Transfers & Messaging.
*And Programmable Token Transfers.
*And Cross-Chain Identity (CCID).
*And the Policy Manager.
*And the Identity Manager.
*And the Blockchain Privacy Manager (BPM).
*And Private Transactions.
*And DECO.
*And Digital Transfer Agent (DTA) solutions.
*And Delivery versus Payment (DvP) solutions.
*And the Automated Compliance Engine (ACE).
*And the Chainlink Runtime Environment (CRE).
*And more to come.
Chainlink is just Data Feeds.*
*And Data Streams.
*And SmartData, Proof of Reserves, and NAV data.
*And Cross-Chain Interoperability Protocol (CCIP).
*And Cross-Chain Tokens (CCT).
*And Cross-Chain Transfers & Messaging.
*And Programmable Token Transfers.
*And Cross-Chain Identity (CCID).
*And the Policy Manager.
*And the Identity Manager.
*And the Blockchain Privacy Manager (BPM).
*And Private Transactions.
*And DECO.
*And Digital Transfer Agent (DTA) solutions.
*And Delivery versus Payment (DvP) solutions.
*And the Automated Compliance Engine (ACE).
*And the Chainlink Runtime Environment (CRE).
*And more to come.
Just the full-stack oracle platform powering global finance.
mikey retweeted
Former Google, $GOOGL CEO Eric Schmidt says #Chainlink has "better technology and scales better" than other cryptocurrency competitors.
mikey retweeted
During this mid-cycle correction, the Bank Cartels literally tried everything they possibly could to shake you out. Unfortunately, for many, it worked, but not for you, because you're a fucking rockstar.
-Exchanges went insolvent.
-They got Bankless to quit.
-They got nearly all highly followed KOLs to flip.
-They forced Saylor to sell.
-They hacked cold storage wallets.
-They created false narrative after false narrative.
- In a coordinated effort, they artificially crashed markets on 10/10.
Why do you think that was?
I'll tell you why. Because what is coming will be just as powerful as 2017 and 2020, if not more violent.
No one ever said this would be easy. If it were, everyone would be wealthy. That said, these are the moments markets reward the most.
They reward those willing to endure some pain, not quit because of it, and capitalize on it.
When you hear stories of “successful investors,” they weren't just lucky. They fucking grinded. They endured. And when everyone told them they were crazy, they believed in themselves even more and went harder in the paint.
There's a reason why most don't make it, and the answer is simple. Most lack the discipline, conviction, patience, and true grit to see things through.
The market will chew you up and spit you out in the most savage of ways. But if you stick around, don't panic, and learn how to play its nasty little game, it will reward you with riches beyond belief.
Most don't have what it takes, and only the strongest survive in this jungle.
If you're still here, congratulations. I want to see you win.
⚒️
mikey retweeted
JUST IN: Chainlink co-founder @SergeyNazarov speaks at the podium during today's technology leaders event at the @WhiteHouse
mikey retweeted
I do not often support altcoins but ethereum:0x514910771af9ca656af840dff83e8264ecf986ca is a solid project with real world adoption that you will want to keep an eye on
mikey retweeted
I finally interviewed Chainlink.
“People are not bullish enough.” “It will be the entire world.” “We’ve already won.”
Turns out I wasn't bullish enough.
$LINK
mikey retweeted
🔥 INSIGHT: Standard Chartered says $LINK could reach $200 by 2030.
The bank expects Chainlink to benefit as tokenized assets grow to $4T.
mikey retweeted
Its always been the fewest of the few.
Congratulations for being in thr right place.
$LINK token needed
"These two groups seem pretty different but theyre basically doing the same thing - and theyre very complimentary.
And this is another one of those things I understand that I feel many still dont understand - because you have to understand two pretty complicated things at the same time. Right now I would say - once again - we are in a world where there are a few thousand people that really understand the difference between DeFI and TradFI."
Very Fuckin' Few. "Congratulations for being in the right place" - @ericschmidt
Just $LINK
mikey retweeted
Chainlink CRE and DTCC
INSIGHT: Chainlink standards are integrating into the DTCC's Collateral AppChain ahead of Q4 2026 rollout.
DTCC will embed Chainlink's Runtime Environment into its settlement and collateral management layer to support pricing, valuation, margining, collateral optimization and settlement.
The integration extends DTCC's earlier tokenization work and builds on the 2024 Smart NAV pilot with JPMorgan, BNY Mellon and Franklin Templeton.
mikey retweeted
The crypto industry has long had an irrational obsession with L1 gas coins and ignored other categories of infrastructure
Of the top 20 crypto assets by market cap:
• 75% are L1 chains
• 15% are stablecoins
• Only one asset is non-chain infra
Weighted by market cap, the imbalance is even more extreme:
• 88% L1 coins
• 11% stablecoins
• 0.3% non-chain infra
This is a temporary phenomenon, blockchains are increasingly becoming commoditized infrastructure, and yet all of them depend on Chainlink $LINK for real-world institutional use cases beyond speculation
The DTCC (the legally mandated settlement infra underpinning U.S. capital markets) choosing Chainlink to power 24/7 collateral mobility on the DTCC's blockchain should be a wake up call for everyone
The institutions are here, and 1) they're building their own blockchains and 2) they're choosing Chainlink for secure data, cross-chain, privacy, compliance, and orchestration capabilities
The current crypto market cap distribution reflects current sentiment not long-term value capture
People who underwrite what chains are worth or what they will "win" just entirely ignore the elephants in the room.
There has not been a single post from any crypto pundit, VC, blogger, researcher, podcaster, timeline shitposter that has underwritten a recent chain valuation which incorporates DTCC's Collateral Appchain or Swift's payment chain into for their model and thesis.
DTCC, which settles and clears $4 quadrillion per year for all US capital markets, has their own chain, which is launching Q4 this year, for global collateral markets.
SWIFT, which enables about $5 trillion in payments per day, is also launching their chain this year for cross-border payments.
These are not new, random VC funded L1s trying to solve a "cold-start" problem. They're not looking for random developers nor interested in the 14th forked copy paste of Uniswap. They're not going to be doing an airdrop or paying social media slop merchnats for attention whoring.
These are the largest financial market infrastructure in the world, transitioning their *EXISTING* operations, which are of a size that dwarfs the entire crypto industry by orders of magnitude, simply onchain.
There is, however, a protocol, Chainlink, and a platform, Chainlink Runtime Environment, that is actually going to be used by these permissioned chains in production, so you can actually purchase exposure to this behemoths.
The ticker is $LINK.