#  @_dshap Daniel Shapiro Daniel Shapiro posts on X about chainlink, link, $link, blockchain the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1352307351718531078/interactions)  - [--] Week [------] +42,616% - [--] Month [------] +26% - [--] Months [-------] +246% - [--] Year [-------] -28% ### Mentions: [--] [#](/creator/twitter::1352307351718531078/posts_active)  - [--] Month [--] -40% - [--] Months [---] +981% - [--] Year [---] +167% ### Followers: [-------] [#](/creator/twitter::1352307351718531078/followers)  - [--] Week [-----] +0.55% - [--] Month [-----] +0.96% - [--] Months [-----] +8.40% - [--] Year [-----] +16% ### CreatorRank: [-------] [#](/creator/twitter::1352307351718531078/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) #6537 [finance](/list/finance) [technology brands](/list/technology-brands) [stocks](/list/stocks) [exchanges](/list/exchanges) [social networks](/list/social-networks) [countries](/list/countries) [events](/list/events) [fashion brands](/list/fashion-brands) [financial services](/list/financial-services) **Social topic influence** [chainlink](/topic/chainlink) #72, [link](/topic/link), [$link](/topic/$link), [blockchain](/topic/blockchain), [onchain](/topic/onchain), [token](/topic/token), [data](/topic/data), [crypto](/topic/crypto), [defi](/topic/defi), [ethereum](/topic/ethereum) **Top accounts mentioned or mentioned by** [@chainlink](/creator/undefined) [@blockworksres](/creator/undefined) [@sergeynazarov](/creator/undefined) [@base](/creator/undefined) [@nakamotolisk](/creator/undefined) [@blockworks](/creator/undefined) [@sergeynazarovs](/creator/undefined) [@jillmalandrino](/creator/undefined) [@nasdaq](/creator/undefined) [@dshap](/creator/undefined) [@metisl2](/creator/undefined) [@optimism](/creator/undefined) [@arbitrum](/creator/undefined) [@solana](/creator/undefined) [@awsstartups](/creator/undefined) [@thedtccs](/creator/undefined) [@sushiswap](/creator/undefined) [@21sharesus](/creator/undefined) [@ethereum](/creator/undefined) [@arkinvest](/creator/undefined) **Top assets mentioned** [Chainlink (LINK)](/topic/chainlink) [Ethereum (ETH)](/topic/ethereum) [Bitcoin (BTC)](/topic/bitcoin) [Solana (SOL)](/topic/solana) [Aerodrome (AERO)](/topic/$aero) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Layerzero (ZRO)](/topic/layerzero) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Gas (GAS)](/topic/$gas) ### Top Social Posts Top posts by engagements in the last [--] hours "LINK/USD sRSI crossover from oversold conditions MACD(3355) about to crossover LINK + Arbitrum/Optimism/AVA/SOL/etc. Scalability: solved Privacy (DECO) + Interoperability (CCIP): coming. Feels like a new 3-year cycle is beginning that will be defined by enterprise adoption" [X Link](https://x.com/_dshap/status/1433225663973036036) 2021-09-02T00:30Z [----] followers, [--] engagements "Meaningful positioning change on GMX tonight. Long liquidity has been essentially [--] for the last two weeks. That changed tonight. FOMC this week probably smart to pocket any wins from the beginning of this year and wait this week out" [X Link](https://x.com/_dshap/status/1619927417073852417) 2023-01-30T05:16Z [----] followers, [---] engagements "GMX Open Interest dropped substantially today while bias shifted short indicating investors are closing longs and repositioning for downside" [X Link](https://x.com/_dshap/status/1621539790221893632) 2023-02-03T16:03Z [----] followers, [---] engagements "14/ Contrary to the popular belief that "team sold tokens so price down" the mechanics behind price are much more complicated than that. Buying increases price much more than selling affects it" [X Link](https://x.com/_dshap/status/1637128288790347777) 2023-03-18T16:26Z [----] followers, [----] engagements "Build and Scale surpassing my expectations #Chainlink Labs and @AWSstartups have partnered to provide #ChainlinkBUILD members with even more perks such as: Access to AWS account reps who specialize in helping startups $5000 in AWS credits upon joining the BUILD program Opportunities to lean into additional AWS https://t.co/58lCnmJdkm #Chainlink Labs and @AWSstartups have partnered to provide #ChainlinkBUILD members with even more perks such as: Access to AWS account reps who specialize in helping startups $5000 in AWS credits upon joining the BUILD program Opportunities to lean into" [X Link](https://x.com/anyuser/status/1652040511459303439) 2023-04-28T20:02Z [----] followers, 21.7K engagements "Eigenlayer BTFO Don't overload Ethereum's consensus: https://t.co/07tzyCrZcJ Don't overload Ethereum's consensus: https://t.co/07tzyCrZcJ" [X Link](https://x.com/_dshap/status/1660402386752479234) 2023-05-21T21:49Z [----] followers, [----] engagements "@SergeyNazarov "The Chainlink Effect"" [X Link](https://x.com/anyuser/status/1661011861050114052) 2023-05-23T14:11Z [----] followers, 45.2K engagements "I tweeted this back in January: "Chainlink enabled the existence of and effectively subsidized the growth of the entire DeFi space by creating price feeds and making them a public good. When price feeds went live on Alt L1s their TVL and market capitalizations skyrocketed. The LINK token did not capture any of this value. It actually lost value on a relative basis from mid [----] until late [----] as LINK was sold by the team to support node operators solving the chicken and egg problem. Of course NFTs were a large portion of the market and Chainlink did not enable them like they did DeFi. I must" [X Link](https://x.com/anyuser/status/1661013868183977987) 2023-05-23T14:19Z [----] followers, 152.3K engagements "@mdurkin92 well aware been a fan of GNS since [----]. They have a custom chainlink oracle but it does not use the new (not yet released) low latency tech" [X Link](https://x.com/_dshap/status/1661042230096809984) 2023-05-23T16:11Z [----] followers, [--] engagements "@NorthRockLP Think of it as a block reward personally I think it's wise to invest into the growth of the network in it's early stages. Chainlink Labs playing the long game and making sure they can scale to support what's to come" [X Link](https://x.com/_dshap/status/1669918040060723200) 2023-06-17T04:01Z [----] followers, [--] engagements "@KingWabii I disagree that it would be wild. Unlike vaporware/no product market fit coins from the 2017/2018 cycle high (Neo BCH Tron Dash Ripple Litecoin) [----] introduced the first dApps that actually have real utility (DeFi primitives). Wouldn't be surprised if they comeback given" [X Link](https://x.com/_dshap/status/1673057587359522817) 2023-06-25T19:57Z [----] followers, [---] engagements "This is exactly why LINK is the superior asset in the long run. More staked LINK does not increase issuance. Yields stay high based on amount of LINK one holds. Staked LINK must scale quadratically with TVE as network grows. Fee capture is not deflationary like on-chain trust minimized computation" [X Link](https://x.com/anyuser/status/1673527823045214208) 2023-06-27T03:05Z [----] followers, 33.8K engagements "I didn't want to be the one to tell you this But $BTC emitting $19710000000 worth of Bitcoin (at current prices pre-halving) over the next year is *not* accumulation. Oh btw $SOL has an inflation rate greater than LINK's and captures lower fees. It is literally impossible to make a self-sustaining protocol without emissions in the early stages. How can an early stage company attract employees without promising equity Protocols are like companies - they have to pay their employees (validators/node operators) with either cash or equity. Uber won't turn a profit until March of [----]. Reinvesting" [X Link](https://x.com/anyuser/status/1674114981917253634) 2023-06-28T17:58Z [----] followers, 26.1K engagements "@0xSwish @CeloOrg 🔥" [X Link](https://x.com/_dshap/status/1674176666782900224) 2023-06-28T22:03Z [----] followers, [--] engagements "CCIP will further cement Chainlink's mote through their SWIFT partnership that will enable the nearly [---] trillion dollars of capital within the global economic system to access blockchains" [X Link](https://x.com/_dshap/status/1675954787630579712) 2023-07-03T19:48Z [----] followers, [--] engagements "SWIFT has had a global monopoly since [----] - an insurmountable mote. Chainlink will assimilate this mote. If ETH is the gas token for the [----] tril within crypto LINK will be the gas token for the [---] trillion outside of crypto" [X Link](https://x.com/_dshap/status/1675954788687654914) 2023-07-03T19:48Z [----] followers, [--] engagements "Amazing how a post like this can slip under the radar. The implications of scalable homomorphic encryption when combined with AI are quite profound. The ability for people to share their data knowing that it will remain private will vastly increase the power of AI allowing it to have an even greater impact on productivity growth Homomorphic encryption enables computations to be performed on encrypted datawithout ever decrypting it. Explore its impact👇 https://t.co/LkS6jRGteS Homomorphic encryption enables computations to be performed on encrypted datawithout ever decrypting it. Explore its" [X Link](https://x.com/anyuser/status/1680013835489402882) 2023-07-15T00:38Z [----] followers, 47.3K engagements "15:50 @pythianism "It feels like CCIP is the endgame for Chainlink" I tend to agree" [X Link](https://x.com/_dshap/status/1685662770950246400) 2023-07-31T07:02Z [----] followers, [----] engagements "Nice overview of LayerZero vs. CCIP" [X Link](https://x.com/_dshap/status/1690208242578690048) 2023-08-12T03:47Z [----] followers, [----] engagements "High quality analytics on the way. Big ups to @linkpoolio" [X Link](https://x.com/_dshap/status/1702373757405335623) 2023-09-14T17:28Z [----] followers, [----] engagements "Man this is going to continue to ramp before it just happens all at once. Once we see what the annualized revenue is of CCIP things are going to get real interrsting. The Depository Trust & Clearing Corporation the worlds largest securities settlement system processing $2+ quadrillion annually is exploring Chainlink #CCIP to unlock tokenized asset interoperability. @The_DTCCs Stephen Prosperi on the collaboration: https://t.co/DyqUc0miFH The Depository Trust & Clearing Corporation the worlds largest securities settlement system processing $2+ quadrillion annually is exploring Chainlink #CCIP" [X Link](https://x.com/anyuser/status/1702720898795491703) 2023-09-15T16:27Z [----] followers, 11.9K engagements "Not only is Chainlink leading in off-chain -- on-chain interoperability as demonstrated by the recent announcements involving SWIFT ANZ and the DTCC but is cementing it's position as the go to solution for on-chain -- on-chain interoperability. CCIP will become the global standard. .@SushiSwap is integrating #Chainlink CCIP to help power cross-chain swaps and airdrops. Discover how CCIP unlocks advanced functionality across the multi-chain ecosystem. .@SushiSwap is integrating #Chainlink CCIP to help power cross-chain swaps and airdrops. Discover how CCIP unlocks advanced functionality across" [X Link](https://x.com/anyuser/status/1703110338370064751) 2023-09-16T18:15Z [----] followers, 10.4K engagements "Pack it up boys we're dumping post SmartCon I touch down in Barca tomorrow hmu if you are there 🙏" [X Link](https://x.com/_dshap/status/1707717325716169107) 2023-09-29T11:21Z [----] followers, [----] engagements "@Zedzies Tonight" [X Link](https://x.com/_dshap/status/1709195529920352423) 2023-10-03T13:15Z [----] followers, [---] engagements "@limbicize I'm in adidas hat" [X Link](https://x.com/_dshap/status/1709208153772994934) 2023-10-03T14:05Z [----] followers, [--] engagements "Incredible meeting so many friends here at SmartCon If we spoke hit me up and I will be sure to connect. Have a lot of plans and one of those is to grow my discord. The biggest alpha for next cycle is the high value community we build. Vamos" [X Link](https://x.com/_dshap/status/1709833353896316943) 2023-10-05T07:30Z [----] followers, [----] engagements "Excellent article on OpenAI and Sam Altman. Gives a good overview of the current moment in LLMs" [X Link](https://x.com/_dshap/status/1710577540371267821) 2023-10-07T08:47Z [----] followers, [---] engagements "Blockchains can be thought of as truth machines that generate consensus on who holds what tokens. Smart contracts enable the algorithmic movement of tokens but are typically useless without external inputs to tell the smart contracts when and in some cases how to move said tokens. Chainlink can be thought of as a network of generalized truth machines that generate consensus on any arbitrary piece of data or computation - for instance the price of an asset a random number proof of reserve cross-chain communication etc. A useful decentralized application will typically be composed of many" [X Link](https://x.com/_dshap/status/1714728355063304633) 2023-10-18T19:41Z [----] followers, 13.2K engagements "$LINK A pullback is obviously possible but personally would not fade this move with BTC showing strength as well. Over [--] RR trade right here with very clear invalidation at macro range breakout. If we drop below the level can cut for les than 5% scratch and look for a re-entry upon range reclaim" [X Link](https://x.com/anyuser/status/1716479196397003059) 2023-10-23T15:38Z [----] followers, 12.6K engagements "Vomex's Bitcoin and Ethereum implied volatility indexes now on TradingView. Tickers: BVIV and EVIV" [X Link](https://x.com/_dshap/status/1720511646194438625) 2023-11-03T18:41Z [----] followers, [---] engagements "Just a little check-in. I think BTC is about to run so monitoring the $18 level closely. If we slice through there will have to re-asses but probably $25-$30. Curious what you guys think" [X Link](https://x.com/_dshap/status/1722382452541280682) 2023-11-08T22:35Z [----] followers, [----] engagements "Want to start doing a weekly technicals Livestream in my private discord with the LINK community. Quant algo is live with solid backtesting results will be dropping alpha. Spread the word will send private discord invites to those interested" [X Link](https://x.com/_dshap/status/1723808295041880238) 2023-11-12T21:01Z [----] followers, 12.2K engagements "Fresh link to join the server. Please answer the poll when you join" [X Link](https://x.com/_dshap/status/1724103512504558046) 2023-11-13T16:34Z [----] followers, [----] engagements "@EricRWeinstein Thankful for ya Eric happy thanksgiving" [X Link](https://x.com/_dshap/status/1727823340059111933) 2023-11-23T22:56Z [----] followers, [---] engagements "All blockspace is highly inflationary whether its on eth sol an L2 or L3. Execution layers are in a race towards [--]. While people argue what blockspace is the most valuable Chainlink is busy monopolizing every other vertical of infrastructure which will capture immense value. Modularity is bad for ETH Specifically modularity means: 1) using non-EVM execution environments 2) on non-EthereumL1 DA layers Why is the Ethereum community therefore so pro-modularity Modularity is bad for ETH Specifically modularity means: 1) using non-EVM execution environments 2) on non-EthereumL1 DA layers Why is" [X Link](https://x.com/anyuser/status/1731788216934543458) 2023-12-04T21:31Z [----] followers, 18.7K engagements "Thread on the future value of the Chainlink Network. There are going to be plenty of tokens this cycle that return crazy multiples due to the reflexive nature of markets. Over a 24-30 month period after the halving though most all of them will lose 99% of their value and likely die. We are yet to see a protocol gain product market fit beyond speculation or crypto-native individuals tinkering with magic internet money (DeFi). What happens to the value of a network that is globally adopted and a critical component to the financial system The amount of sticky transaction fees that the Chainlink" [X Link](https://x.com/anyuser/status/1733550296020730138) 2023-12-09T18:12Z [----] followers, 53.9K engagements "LinkPool is top notch would recommend their liquid staking pool for at the very least a portion of your stack" [X Link](https://x.com/_dshap/status/1734332225183699101) 2023-12-11T21:59Z [----] followers, [----] engagements "Existing revenue in Web3 today is speculation driven (volatile) and largely peanuts to what the future opportunity of institutional RWAs from capital markets can bring and those assets and contracts will need Chainlink Peanuts anon peanuts" [X Link](https://x.com/_dshap/status/1734986198135849424) 2023-12-13T17:18Z [----] followers, [----] engagements "People are euphoric over solana ecosystem which is pumping bc a bunch of retail users with [---] dollar trading accounts are buying a worthless dog token. Just imagine what happens to the LINK price when financial institutions which settle quadrillions of dollars a year start using CCIP to transact on private chains where real world assets with actual fundamental value measured by cashflows are traded. Slowly then all at once .@chainlink Co-Founder @SergeyNazarov joins @JillMalandrino on @Nasdaq #TradeTalks to discuss the convergence of capital markets and the blockchain space in 2024." [X Link](https://x.com/anyuser/status/1736556588767580330) 2023-12-18T01:18Z [----] followers, 22.2K engagements "As all fees get compressed asymptotically to some lower bound I 100% agree that MEV/Protected Orderflow is the main source of fees for execution layers. My question is the following: Assuming a rollup reaches cost parity with solana on fee capture (whether it is less larger transactions or an equivalent amount of small transactions) wouldn't economic actors be incentivized to become a node operator on the rollup vs solana Solana has to pay for it's own security whereas a rollup pays ETH or some combination of ETH + DA layer for security. As such assuming all else equal a rational economic" [X Link](https://x.com/_dshap/status/1739735006543753655) 2023-12-26T19:48Z [----] followers, [---] engagements "without downloading any new pics whats your energy going into [----] "I don't believe in losing" -probably Sergey Nazarov without downloading any new pics whats your energy going into [----] https://t.co/5Mf10VeT0k without downloading any new pics whats your energy going into [----] https://t.co/5Mf10VeT0k" [X Link](https://x.com/_dshap/status/1740154378018037813) 2023-12-27T23:35Z [----] followers, [----] engagements "Great video on why Chainlink as a platform will only further cement its market dominance over competitors whom only offer one maybe two services. Chainlink is turning into AWS for trust-minimized compute" [X Link](https://x.com/_dshap/status/1741177404977221876) 2023-12-30T19:20Z [----] followers, 10.6K engagements "My Thesis for 2024: LINK is Undervalued It could not be more clear than it is today - liquidity dictates asset prices. Fundamentally it is aggressive buyers that push price into passive limit orders above market price which mechanically increases the price of an asset. Valuation models do not magically make the price of an asset increase. They act as Schelling Points for uncoordinated actors to buy and sell asset around specific price levels. Reflexivity is everything. This is why crypto assets experience drastic price increases. Each cycle we see many assets increase many multiples as they" [X Link](https://x.com/anyuser/status/1741589130910618029) 2023-12-31T22:36Z [----] followers, 151.7K engagements "@Nakamotolisk What happens if [----] is when that begins though due to CCIP This post is playing out that thought experiment" [X Link](https://x.com/_dshap/status/1741602252266332652) 2023-12-31T23:28Z [----] followers, [---] engagements ""generational wealth" It's funny because its down 60% in *checks watch* the last few minutes @_dshap All you needed to do was drop the Link shilling and go all-in on TRB for generational wealth 😂 Fundamentals = Fugazimentals Sometimes crypto is just crazy @_dshap All you needed to do was drop the Link shilling and go all-in on TRB for generational wealth 😂 Fundamentals = Fugazimentals Sometimes crypto is just crazy" [X Link](https://x.com/anyuser/status/1741616236168175802) 2024-01-01T00:24Z [--] followers, 10.8K engagements "Imagine Imagine being a $LINK marine and having to watch $TRB absolutely rip. https://t.co/b74pbWwTFs Imagine being a $LINK marine and having to watch $TRB absolutely rip. https://t.co/b74pbWwTFs" [X Link](https://x.com/_dshap/status/1741624125293256976) 2024-01-01T00:55Z [----] followers, [----] engagements "@Kwenta_io @base 🔥🔥" [X Link](https://x.com/_dshap/status/1742281102851809436) 2024-01-02T20:25Z [----] followers, [--] engagements "@Nakamotolisk Lido and eigenlayer" [X Link](https://x.com/anyuser/status/1742981764044468421) 2024-01-04T18:50Z [--] followers, [--] engagements "@Nakamotolisk If you stake staked eth then you get points for airdrop but no can't buy token yet" [X Link](https://x.com/_dshap/status/1743066456139395373) 2024-01-05T00:26Z [----] followers, [--] engagements "@Nakamotolisk Would buy ARB and TIA to hit modular thesis in meantime" [X Link](https://x.com/anyuser/status/1743066695026004177) 2024-01-05T00:27Z [--] followers, [--] engagements "@outpxce Thoughts on $ALPH" [X Link](https://x.com/_dshap/status/1744046205007519801) 2024-01-07T17:19Z [----] followers, [---] engagements "🫡 to the people that helped pass this ETF. Prob the most bullish thing to happen in a while for America. Decentralized money means freedom. Next [--] years are going to be one for the books HISTORY IS RUNNING IN REVERSE The Bitcoin ETF is the spiritual reversal of Executive Order [----]. Back in [----] they seized the gold. But now digital gold is back. Ninety years ago FDR and his fellow travelers rode the 20th century arc of centralization. The chokepoints of https://t.co/oZ7I8q1sQZ HISTORY IS RUNNING IN REVERSE The Bitcoin ETF is the spiritual reversal of Executive Order [----]. Back in [----] they" [X Link](https://x.com/_dshap/status/1745311959262626262) 2024-01-11T05:09Z [----] followers, [----] engagements "@MicahMuhr Purdy just ain't it idk idk. Love feels like he's better by a good margin" [X Link](https://x.com/_dshap/status/1748915301540843792) 2024-01-21T03:47Z [----] followers, [---] engagements "Some thoughts as we leave the bear market. I think it is important that every trader/investor does what is necessary to remove bear market PTSD as quickly as possible. What the recent breakout in the market from mid-October has shown is that attention is everything when trading cryptocurrencies. New narratives and new tokens will perform brilliantly even if they only capture a few $100 a day in fees. Now is the time to drill into your brain that network effects are everything. Based on what tokens have performed well in this first impulse there still seems to be a premium assigned to" [X Link](https://x.com/anyuser/status/1749140296984654033) 2024-01-21T18:41Z [----] followers, 23.5K engagements "But sir Sergey already informed the global financial system that they will be adopting CCIP at Sibos last year [---] likes and we'll add this man to the DAS London lineup https://t.co/Dv1U1lknY4 [---] likes and we'll add this man to the DAS London lineup https://t.co/Dv1U1lknY4" [X Link](https://x.com/_dshap/status/1749902843165737030) 2024-01-23T21:12Z [----] followers, [----] engagements "@ChainlinkP Oval doesn't return value to link it's a separate primitive that allows lending dApps to liquidate coateral more efficiently. It's effectiveness will decrease an order of magnitude when lending dApps upgrade to pull based data streams" [X Link](https://x.com/_dshap/status/1751262402295861322) 2024-01-27T15:14Z [----] followers, [---] engagements "Very strong argument CLG. I agree with everything you said here. The market will clearly trend towards first party OEV solutions where the middleman is removed entirely. Chainlink Data streams with it's privacy and pull based mechanism will force the market this direction anyways. @hal2001 @chainlink @UMAprotocol Chainlink has not endorsed or partnered with Oval and UMA has never implied otherwise Respectfully UMA 100% manufactured the false narrative that the Chainlink team not only endorsed Oval but helped in its creation. From the launch blog post: UMA thanks the Chainlink and" [X Link](https://x.com/_dshap/status/1751269621171175799) 2024-01-27T15:43Z [----] followers, [----] engagements "Sergey's confidence is palpable. Wondering what's happening behind the scenes 👀 Inevitable Inevitable" [X Link](https://x.com/anyuser/status/1754960026995675549) 2024-02-06T20:07Z [----] followers, 13.4K engagements "@KingWabii @ColdBloodShill You really then they will run back the same algos Usually switch things up between market regimes" [X Link](https://x.com/_dshap/status/1755422220518621546) 2024-02-08T02:44Z [----] followers, [---] engagements "TradingView just added literally hundreds of new tickers which represent on-chain data from CoinMetrics. Here is one example: Realized Value divided by 90dma of Adjusted Transfer Value for LINK. One can see once selling is absorbed price moves higher" [X Link](https://x.com/_dshap/status/1755646431568781575) 2024-02-08T17:35Z [----] followers, [----] engagements "@theSamPadilla Feels like this trend will accelerate with crypto financializing social media" [X Link](https://x.com/_dshap/status/1756402523198333344) 2024-02-10T19:39Z [----] followers, [--] engagements "Imagine the seethe as the entire spaces slowly capitulates to the fact that Chainlink has won I subsist from the salt of the mids. https://t.co/SGqoLtIU6D I subsist from the salt of the mids. https://t.co/SGqoLtIU6D" [X Link](https://x.com/anyuser/status/1758953078470869401) 2024-02-17T20:34Z [----] followers, 16.5K engagements "Timeline euphoric total3 charts with arrows drawn to 2T Memecoins pumping and BTC funding spiking. We are either about to flush or absolutely send. My prediction has always been 65k at the time of the halvening. We either work our way up there over the next month and a half or we push past and then correct later. I think I lean towards the prior but time will tell. Fully allocated regardless" [X Link](https://x.com/_dshap/status/1762516968245174487) 2024-02-27T16:36Z [----] followers, [----] engagements "Chainlink slowly entering the mainstream. Not going to be surprised when LINK gets an ETF after ETH. Crypto ETF issuer @21shares_us has integrated #Chainlink Proof of Reserve on @ethereum to increase the transparency of ARK 21Shares Bitcoin ETFs (ARKB) reserves with @ARKInvest. Explore how PoR provides transparency for both onchain and offchain assets: https://t.co/uauB02irKm Crypto ETF issuer @21shares_us has integrated #Chainlink Proof of Reserve on @ethereum to increase the transparency of ARK 21Shares Bitcoin ETFs (ARKB) reserves with @ARKInvest. Explore how PoR provides transparency for" [X Link](https://x.com/anyuser/status/1762861066227175488) 2024-02-28T15:23Z [----] followers, 17.2K engagements "@outpxce Speaking of velo highly recommend @VeloData API. Best on market for cost bar none" [X Link](https://x.com/_dshap/status/1763224706000224427) 2024-02-29T15:28Z [----] followers, [---] engagements "Very big news for the crypto-native side of CCIP adoption Many dApps on L2s/L3s are waiting for Danksharding to launch bc they need the gas cost reduction. Would bet a lot of money CCIP general access comes soon after. .@MetisL2 is integrating Chainlink #CCIP as its canonical token bridge infrastructure making CCIP the official cross-chain protocol used by Metis for cross-chain connections. How CCIP enables seamless interoperability to accelerate the growth of Metis: https://t.co/GjGsq6zyqF https://t.co/EGQVVEJq4C .@MetisL2 is integrating Chainlink #CCIP as its canonical token bridge" [X Link](https://x.com/anyuser/status/1763368258336378991) 2024-03-01T00:58Z [----] followers, [----] engagements ""Blockchains have no real usecases". I hear this one a lot. When the market understands what Chainlink is building the LINK token is going to surprise a lot of people "You can collapse those hundred applications into one single smart contract." @chainlinklabs Director of Capital Markets Ryan Lovell on the benefits of tokenization for asset managers https://t.co/NN1uCjRl0E "You can collapse those hundred applications into one single smart contract." @chainlinklabs Director of Capital Markets Ryan Lovell on the benefits of tokenization for asset managers https://t.co/NN1uCjRl0E" [X Link](https://x.com/anyuser/status/1764044933197922721) 2024-03-02T21:47Z [----] followers, [----] engagements "@MikeIppolito_ It's whales selling their BTC for ETH sir" [X Link](https://x.com/_dshap/status/1765040053003206911) 2024-03-05T15:41Z [----] followers, [---] engagements "Great writeup on EIP4844. Post halving the ETH rotation is going to melt faces The rollup-centric roadmap + EIP-1559 creates a direct value transfer mechanism from new L2 token holders to $ETH holders. Rollups' obligation to Ethereum Right now rollups are spending $30m / month (12000 $ETH) publishing data to L1 (15% of all fees paid on Ethereum). As The rollup-centric roadmap + EIP-1559 creates a direct value transfer mechanism from new L2 token holders to $ETH holders. Rollups' obligation to Ethereum Right now rollups are spending $30m / month (12000 $ETH) publishing data to L1 (15% of all" [X Link](https://x.com/_dshap/status/1765931057054978507) 2024-03-08T02:42Z [----] followers, [----] engagements "@smandal718 Shhhhhh" [X Link](https://x.com/_dshap/status/1765935640028365032) 2024-03-08T03:00Z [----] followers, [--] engagements "Recording for anyone that missed this discussion https://t.co/U9ecpY1qqR https://t.co/U9ecpY1qqR" [X Link](https://x.com/_dshap/status/1766153989987463284) 2024-03-08T17:28Z [----] followers, [----] engagements "EIP4844 is the first step in all perps moving onchain Trading Synthetix Perps on @Optimism & @base is about to become way more affordable with EIP-4844. Check out this user who paid $1.5 for a perps transaction soon it'll cost just [--] cents Try inputting one of your trade transactions to see the savings https://t.co/MiMIdkYazK https://t.co/Ip9JYFHP1j Trading Synthetix Perps on @Optimism & @base is about to become way more affordable with EIP-4844. Check out this user who paid $1.5 for a perps transaction soon it'll cost just [--] cents Try inputting one of your trade transactions to see the" [X Link](https://x.com/_dshap/status/1767247817809051911) 2024-03-11T17:54Z [----] followers, [----] engagements "the trust is highly illiquid. It requires people to issue shares to increase the holdings (which dampens the premium) but that requires they lock up their shares for a year. It's a risky trade. As such supply is relatively limited which is why the small amount of demand jacks the price up. The premium will compress over time - At one point the GETH trust had over a 1000% premium. LINK is a relatively unknown asset from an institutional perspective even though it is rank #14 market cap" [X Link](https://x.com/_dshap/status/1767685036533239950) 2024-03-12T22:52Z [----] followers, [--] engagements "This cycle is mirroring the 2016-17 cycle from a time based perspective. I expect Bitcoin to cool off a little for the next quarter post halving. Whales know that ETH and altcoins make most their gains after the halving when BTC finally breaks ATH but it will take time for them to re-balance their portfolios. The rotation will accelerate post halving (April 20th). Until then expect chop. Ultimate pain is ETH finally starting to outperform Bitcoin but while both assets are going down. You really thought they would let you catch the ETH train that easy Remember price is the signal. Once it" [X Link](https://x.com/_dshap/status/1770216958879019174) 2024-03-19T22:33Z [----] followers, [----] engagements "Out of nearly [---] tokens studied LINK was an outlier where token dilution did not impact price. Most the unlocks are to the team and they aren't selling. CCIP revenue over 350k this month and on new podcast learned chainlink nets over 35mil a year from every roll-up integration (ARB OP METIS to name a few). There will be time between now and when it happens but when teleportion upwards begins don't fade it https://www.grayscale.com/research/reports/supply-matters-a-closer-look-at-crypto-sector-supply-dynamics" [X Link](https://x.com/anyuser/status/1770823516146778416) 2024-03-21T14:43Z [----] followers, 16.9K engagements "@Nakamotolisk The report is actually very impressive has a lot of interesting findings on price pre and post unlocks of different amounts 1% tiered up to 10% supply unlocks across different sectors of cryptos" [X Link](https://x.com/_dshap/status/1770969529507827792) 2024-03-22T00:23Z [----] followers, [---] engagements "The singularity will occur within the next 12-24 months. LINK token not mentioned even VELO didn't pick up LINK connection. LINK will continue to underperform hyped narrative coins until they exit stealth mode. If you are a pure investor hold strong and continue to add. If you want to increase your LINK holdings use the rest of [----] to trade the hot narratives (content coming on this soon so stay tuned) with holdings denominated in LINK. We have finally been given a timeline - this is a gift. The halving is less than [--] days away. From that point we have [--] months for the rest of our lives" [X Link](https://x.com/anyuser/status/1772371331910353201) 2024-03-25T21:13Z [----] followers, 87.3K engagements "The market still doesn't understand the implications of CCIP. ETH is barely capturing any value from rollups it will capture even less value from TradFi who are launching their own permissioned chains to launch RWA products. Ofc CCIP enables interop with EVM based DeFi which will be used by TradFi but ETH will only capture value to the extent of gas costs which are currently getting compressed towards zero. With that said fees mean nothing in a bear market - narrative is everything. ETH will become a rocket ship once ETF narrative catches hold Imagine being underweight Ethereum as this gets" [X Link](https://x.com/anyuser/status/1772995091734634723) 2024-03-27T14:32Z [----] followers, 22.2K engagements "@linkchainlink @samuelalpha77 LCX lower market cap breaking out also RWA. Check it out" [X Link](https://x.com/_dshap/status/1773043553356202184) 2024-03-27T17:44Z [----] followers, [---] engagements "Let the Chainlink All Time High ascension begin" [X Link](https://x.com/anyuser/status/1775207719836029092) 2024-04-02T17:04Z [----] followers, 18K engagements "LINK pumping against the entire market Watch out boys BTC might be prepping for a fat dump" [X Link](https://x.com/anyuser/status/1777047681564581942) 2024-04-07T18:55Z [----] followers, 21.3K engagements "@Nakamotolisk Copium" [X Link](https://x.com/_dshap/status/1781159085255041526) 2024-04-19T03:13Z [----] followers, [----] engagements "@AviFelman Prefer Agg spot CVD or just Coinbase spot CVD" [X Link](https://x.com/_dshap/status/1781164524902457477) 2024-04-19T03:34Z [----] followers, [---] engagements "Finally Bitcoin's Dynamic Range NVT is in an area of undervaluation. One more time if you have not checked out Capriole make sure you bookmark this page: https://capriole.com/charts/ https://capriole.com/charts/" [X Link](https://x.com/_dshap/status/1782110073629581684) 2024-04-21T18:12Z [----] followers, [----] engagements "Coinbase spot CVD has been rising through this entire drop (Blackrock accumulation I expect). Binance has picked up since the lows. Even perp CVD has flattened out indicating people are decreasing short exposure (typically funds hedge spot with futures which creates a downward bias for futures CVD" [X Link](https://x.com/_dshap/status/1782110075764535795) 2024-04-21T18:12Z [----] followers, [----] engagements "The spread between Deribit's Implied Volatility Index (DVOL) and realized volatility can provide insights into market positioning 🧵" [X Link](https://x.com/_dshap/status/1790135447332544875) 2024-05-13T21:42Z [----] followers, [----] engagements "The Deribit volatility (DVOL) index is the volatility index of cryptocurrency options made by Deribit and it measures a 30-day forward-looking expected volatility (implied from options) not backward-looking realized volatility (computed from underlying price time series)" [X Link](https://x.com/_dshap/status/1790135449576423812) 2024-05-13T21:42Z [----] followers, [---] engagements "The DVOL is expressed as an annualized volatility expectation. As a rule of thumb to get the expected daily move for BTC price simply divide the DVOL value by [--] (the square root of 365). For example DVOL with [--] gives an expected daily move of 3%" [X Link](https://x.com/_dshap/status/1790135450989941070) 2024-05-13T21:42Z [----] followers, [---] engagements "Realized volatility is a measure of how much an asset has moved over some specified window. By looking at the [--] day realized volatility one can compare the spread between the [--] day-forward looking implied volatility" [X Link](https://x.com/_dshap/status/1790135452579647590) 2024-05-13T21:42Z [----] followers, [---] engagements "When realized volatility is greater than implied volatility the spread becomes negative. This occurs at local minima when market participants are fearful and are purchasing downside protection" [X Link](https://x.com/_dshap/status/1790135454081106116) 2024-05-13T21:42Z [----] followers, [--] engagements "Having to buy SOL to trade memes has been a massive driver of price no If Solana wasn't the memecoin casino Jupiter generates less fees Jito generates less fees via MEV etc. as well. Personally don't see DePIN coming to save the day. SOL mind share reminds me of DeFi summer. What if the first impulse was peak SOL performance and an Eth ETF narrative captures bulk mind share through EOY If someone told me during DeFi summer that DeFi coins underperform late cycle would have been impossible to believe at the time. Tldr I would be praying for the memecoin casino to bolster SOL price. SOL already" [X Link](https://x.com/_dshap/status/1792387911003812137) 2024-05-20T02:52Z [----] followers, [---] engagements "Going to start putting out weekly market updates to go over things I am looking at: Writing these up will act as a mechanism to track my thoughts on the market as well as the performance of my publicly disclosed momentum strategy https://www.abstraction.capital/post/market-update-1 https://www.abstraction.capital/post/market-update-1" [X Link](https://x.com/_dshap/status/1792636767645962674) 2024-05-20T19:21Z [----] followers, [---] engagements "@thegraphers The dots indicate what assets the strategy is currently long. y-axis: assets. x-axis: time" [X Link](https://x.com/_dshap/status/1792640756844241302) 2024-05-20T19:37Z [----] followers, [--] engagements "Cross-Asset Momentum Strategy firing off on all cylinders today. Study positioning for the ETH ETF when it wasn't consensus to do so https://www.abstraction.capital/research https://www.abstraction.capital/research" [X Link](https://x.com/_dshap/status/1792694013273022550) 2024-05-20T23:08Z [----] followers, [---] engagements "Would add: $AERO (BASE tailwinds as well) $METIS $ETH Beta Tier list S Tier - Levered $ETH - $PEPE / $MOG / $APU - $ENS A Tier - $PENDLE - Milady NFTs - $ETC B Tier - $ENA - $ARB - $MNT C Tier - $MATIC - $LDO - $SSV - $OP - $ETHFI - $RPL - $ALT D Tier - $STRK - $ETH DeFi (I.e. $CRV $AAVE $COMP $FXS) - $RENZO $ETH Beta Tier list S Tier - Levered $ETH - $PEPE / $MOG / $APU - $ENS A Tier - $PENDLE - Milady NFTs - $ETC B Tier - $ENA - $ARB - $MNT C Tier - $MATIC - $LDO - $SSV - $OP - $ETHFI - $RPL - $ALT D Tier - $STRK - $ETH DeFi (I.e. $CRV $AAVE $COMP $FXS) - $RENZO" [X Link](https://x.com/_dshap/status/1793441588841971863) 2024-05-23T00:39Z [----] followers, [----] engagements "Market Report #2: ETH breakout UNI fee switch and Memecoin strength highlight this past weeks price action. https://www.abstraction.capital/post/market-update-2 https://www.abstraction.capital/post/market-update-2" [X Link](https://x.com/_dshap/status/1795201568041480521) 2024-05-27T21:13Z [----] followers, [---] engagements "Great talk between Sergey and Jack Pourderoyen discussing how Chainlink and SWIFT are working together to unlock tokenized assets at scale. An interesting question from the moderator was if SWIFT was working with any other interoperability solutions. Jack's response and I'm paraphrasing was the following: "No just Chainlink"" [X Link](https://x.com/anyuser/status/1796255736575500327) 2024-05-30T19:01Z [----] followers, 23.7K engagements "Well there's the one liner to describe ETH everyone's been asking for "If Bitcoin is digital gold Ethereum is Apple. It's the app store of finance." @pythianism breaks down why institutions might be thinking differently about the Ethereum ETF. Full 📽 in comments 👇👇👇 https://t.co/w11lX9Ivoq "If Bitcoin is digital gold Ethereum is Apple. It's the app store of finance." @pythianism breaks down why institutions might be thinking differently about the Ethereum ETF. Full 📽 in comments 👇👇👇 https://t.co/w11lX9Ivoq" [X Link](https://x.com/_dshap/status/1800717445457752379) 2024-06-12T02:31Z [----] followers, [----] engagements "Hawkish dot plot - potential liquidity withdrawal and less rate cuts. Bearish for medium term. 60k BTC in play over next month" [X Link](https://x.com/_dshap/status/1800953568003772854) 2024-06-12T18:09Z [----] followers, [---] engagements "Aggregate open-interest weighted funding rates have been nearly identical between ETH and BTC since ETF launch. BTC CME OI (first image) is around 10x BTC CME OI for ETH. If you are implying funding rates should be compressed due to the basis trade being more easily accessed post ETF wouldn't we expect BTC funding to be less than ETH's Actually curious your thoughts on this I would have expected BTC to be lower as well" [X Link](https://x.com/_dshap/status/1801841500533248261) 2024-06-15T04:57Z [----] followers, [----] engagements "Still pretty cool that Ethena also captures PoS yield and is a tokenized enabling the assets you allocate to the trade to remain liquid in the form of sUSDe. For TradFi to replicate this they would need a staked ETH ETF and large amounts of capital to borrow against to short ETH on margin/leverage as they scaled the size of the trade" [X Link](https://x.com/_dshap/status/1801981225575338420) 2024-06-15T14:12Z [----] followers, [---] engagements "@CarpeNoctom @krakenpro BTC - 1D - 10sma/50sma crossover" [X Link](https://x.com/_dshap/status/1805076404029083694) 2024-06-24T03:12Z [----] followers, [---] engagements "Plan here is simple: Buy 50k or buy 65k with [--] week reclaim. Bias is bearish: (1) Negative rate of change of stablecoin flows (2) Negative rate of change of global liq (3) Bitcoin miners still capitulating (4) Negative rate of change in OI and Bitfinex Long/Short positioning (5) 3D bands extremely tight expansions coming soon. Compression below the midpoint of the bands going into quarterly vwap reset July [--] and June 28th options expiry which has been pinning price between 60k-70k not ideal. All eyes on yearly VWAP. Imagine if they nuke it over 4th of july while everyone is touching grass 💀" [X Link](https://x.com/_dshap/status/1806034670615715928) 2024-06-26T18:39Z [----] followers, [----] engagements "Excited to announce that I've joined Blockworks Research as a Research Analyst After relying on Blockworks content for years to stay on the cutting edge of new developments in the space I couldn't be more excited to help build the world's best source of digital asset insights for investors. @blockworksres @Blockworks_" [X Link](https://x.com/anyuser/status/1807786659997475008) 2024-07-01T14:41Z [----] followers, 13.8K engagements "Been flat for about a month but began allocating today. When BTC decisively breaks ATH is actually when BTC dominance falls and ETH outperforms. With the ETF coming ETH is now the index asset moving forward IMO. BTC lost April lows but ETH held. I couldn't be more bullish heading into EOY considering DXY liquidity election etc. and with the entire timeline calling for 44k and expansion lower I actually believe the risk-reward now favors longs. I think we get a bounce in the short term. Can't rule out a move lower over next few months but at this point RR of staying in cash doesn't make sense." [X Link](https://x.com/_dshap/status/1810443255324061870) 2024-07-08T22:38Z [----] followers, [----] engagements "Check out the newest @blockworksres report I wrote on @AerodromeFi. Thesis: In the absence of a Base token AERO is *effectively* the gas token of Base that powers liquidity provision for new tokens launched on the chain. 1/ @AerodromeFi is a "MetaDEX" that combines elements of various DEX primitives such as Uniswap V2 and V3 Curve Convex and Votium. Since its launch on Base it has become the largest protocol by TVL with more than $495B in value locked doubling Uniswap's Base deployment. https://t.co/DYwYORtJQn 1/ @AerodromeFi is a "MetaDEX" that combines elements of various DEX primitives" [X Link](https://x.com/_dshap/status/1811428916180959702) 2024-07-11T15:54Z [----] followers, 13.9K engagements "Made an appearance on the newest 0x pod 🫡 TradFi is Coming: Has Crypto Changed Forever❄🥶 In this Analyst Round Table @tripleboccaccio @_ryanrconnor @defi_kay_ and @_dshap discuss: - The Ethereum ETF Launch - TradFi's Impact on the Crypto Markets - @Polymarket's surge in activity - @AerodromeFi & @base adoption - https://t.co/J7gnAl3CEk TradFi is Coming: Has Crypto Changed Forever❄🥶 In this Analyst Round Table @tripleboccaccio @_ryanrconnor @defi_kay_ and @_dshap discuss: - The Ethereum ETF Launch - TradFi's Impact on the Crypto Markets - @Polymarket's surge in activity - @AerodromeFi &" [X Link](https://x.com/_dshap/status/1816171908469018919) 2024-07-24T18:01Z [----] followers, [----] engagements "@Ace_da_Book 🫡 go to first repost ETH following BTC ETF announcement fractal. Uncanny -BTC reclaimed [--] week moving average -reclaimed yearly VWAP -Global Liquidity inflecting positive -Stable coin flows inflecting positive -@caprioleio hash ribbons buy signal -volatility compression heading into EOY and regulatory clarity -send it https://t.co/ajdFXoXKMm -BTC reclaimed [--] week moving average -reclaimed yearly VWAP -Global Liquidity inflecting positive -Stable coin flows inflecting positive -@caprioleio hash ribbons buy signal -volatility compression heading into EOY and regulatory clarity" [X Link](https://x.com/_dshap/status/1816302249762775341) 2024-07-25T02:39Z [----] followers, [---] engagements "$AERO KPIs are going vertical $AERO stakers earned $1MM just yesterday alone I dont think theres any more pure play way to get exposure to @base ecosystem fundamentals than Aerodrome $AERO stakers earned $1MM just yesterday alone I dont think theres any more pure play way to get exposure to @base ecosystem fundamentals than Aerodrome" [X Link](https://x.com/_dshap/status/1820926703234900218) 2024-08-06T20:55Z [----] followers, [----] engagements "@torvaman_ @blockworksres @chainlink Yes the majority of our research is paywalled although we do some paid research as well" [X Link](https://x.com/_dshap/status/1821579952942461404) 2024-08-08T16:11Z [----] followers, [---] engagements "@NMcity2country @blockworksres @chainlink some nice alpha in their most recent product call. [----] H1 potentially https://www.youtube.com/watchv=R3ATz_F8xOs&t=1898s https://www.youtube.com/watchv=R3ATz_F8xOs&t=1898s" [X Link](https://x.com/_dshap/status/1821583619963736164) 2024-08-08T16:25Z [----] followers, [---] engagements "@Trim_Bot @WestieCapital @blockworksres @chainlink In every Blockworks Research report we have a section dedicated to risks. Please subscribe to learn more" [X Link](https://x.com/_dshap/status/1821585794924232865) 2024-08-08T16:34Z [----] followers, [---] engagements "@torvaman_ @blockworksres @chainlink hopefully will be able to talk about some findings on a future podcast" [X Link](https://x.com/_dshap/status/1821592545115492583) 2024-08-08T17:01Z [----] followers, [---] engagements "@Slizzzy13 @blockworksres @chainlink An extensive analysis is performed on team subsidies. Recommend subscribing for a more complete view (it is not 90%)" [X Link](https://x.com/_dshap/status/1821593738189402479) 2024-08-08T17:06Z [----] followers, [---] engagements "@ChainLinkGod @blockworksres @chainlink Thank you Zach" [X Link](https://x.com/_dshap/status/1821596622301651012) 2024-08-08T17:17Z [----] followers, [----] engagements "@reservereverse @Trim_Bot @WestieCapital @blockworksres @chainlink general access only went live a few months ago but growth has really started to accelerate since april. Some apps like Aave have committed to using it will take a little time" [X Link](https://x.com/_dshap/status/1821755634246709345) 2024-08-09T03:49Z [----] followers, [--] engagements "@reservereverse @Trim_Bot @WestieCapital @blockworksres @chainlink @CatfishFishy Chainlink has focused on capital markets where as those other bridges have focused on onchain adoption" [X Link](https://x.com/_dshap/status/1821757531896545385) 2024-08-09T03:56Z [----] followers, [---] engagements "Marines x Spartans the OG duo back at it again. Synthetix Spartan Council voted to unanimously use Chainlink Data Streams for v3. Their motivation behind this was to not only have the best oracle mechanism on the market but also in preparation for expansion across the multi-chain ecosystem. Similar to Aave v4 using CCIP For cross-chain liquidity pools I would expect Synthetix to have a similar cross-chain strategy. Unifying liquidity across L1s and L2s would finally enable Synthetix to compete with centralized exchanges. The @synthetix_io Spartan Council just voted unanimously in favor of" [X Link](https://x.com/_dshap/status/1821979604183085565) 2024-08-09T18:39Z [----] followers, [----] engagements "@0xelonmoney @blockworksres @chainlink This is a great thread well done" [X Link](https://x.com/_dshap/status/1824083081482870882) 2024-08-15T13:57Z [----] followers, [--] engagements "Based I am especially excited for apps that take advantage of Chainlink Functions. The ability to connect to frontier LLM models such as ChatGPT will spawn new and excitng usecases that can leverage Base's growing userbasr and low fees Chainlink Data Streams and VRF are now officially live on @base. With these latest integrations all #Chainlink services are now live on Base making the Chainlink Scale partner incubated by @coinbase fully platformed on Chainlink. https://t.co/2FqF39ZqIR https://t.co/8Rorar5byr Chainlink Data Streams and VRF are now officially live on @base. With these latest" [X Link](https://x.com/anyuser/status/1824233161561088098) 2024-08-15T23:54Z [----] followers, [----] engagements "@BrokeBoiCapital @blockworksres ICP is discussed in the report" [X Link](https://x.com/_dshap/status/1825940672425464070) 2024-08-20T16:59Z [----] followers, [--] engagements "No investor has been more spot on since Oct [----] than @crossbordercap highly recommend checking this one out We are LIVE with Michael Howell Thank you for a fantastic conversation @crossbordercap . I appreciate the work you do https://t.co/YYCjg7lyxD We are LIVE with Michael Howell Thank you for a fantastic conversation @crossbordercap . I appreciate the work you do https://t.co/YYCjg7lyxD" [X Link](https://x.com/_dshap/status/1828811910273507339) 2024-08-28T15:08Z [----] followers, [----] engagements "Yes but that product has a lot of friction to enter and exit. Once tokenized users who qualify via some cryptography based identification method can enter and exit at will compose those tokens with other products and ultimately have more control over their portfolio. Sophisticated investors could even rehypothecate a percentage of those funds for other usecases. Tokenization and adoption of a cross-chain messaging standard will enable these fund products to easily interoperate with DeFi primitives through their existing infrastructure. In turn tokenization unlocks an entire new universe of" [X Link](https://x.com/_dshap/status/1829363208848642491) 2024-08-30T03:39Z [----] followers, [----] engagements "LINK/BTC ready for liftoff" [X Link](https://x.com/anyuser/status/1836823158935978368) 2024-09-19T17:42Z [----] followers, [----] engagements "Metis team is exploring territory where no other L2 has gone wrt decentralizing its sequencer. It will be interesting to see if the various protocol upgrades and ecosystem funds can catalyze growth over next few quarters. 1/ We believe @MetisL2 is an interesting ETH beta trade over the next few quarters: the team has decentralized the sequencer and is deploying multiple ecosystem development funds to catalyze growth. Let's dive into this thesis 👇 https://t.co/yRGWt5849N 1/ We believe @MetisL2 is an interesting ETH beta trade over the next few quarters: the team has decentralized the" [X Link](https://x.com/_dshap/status/1839379757789806977) 2024-09-26T19:01Z [----] followers, [----] engagements "Hey everyone - would really appreciate some amplification here if possible @Blockworks_ @Permissionless is coming up and if you buy a ticket using my code you can get a nice discount: SHAPIRO30. The speaker lineup is insane highly recommend checking it out" [X Link](https://x.com/_dshap/status/1839755290478293098) 2024-09-27T19:53Z [----] followers, [---] engagements "Last chance to get discounted Permissionless tickets 👇 For everyone waiting to buy your permissionless ticket We're increasing prices tonight at midnight. https://t.co/zvVcXVzYAh Save money and buy today. https://t.co/jtx9L7Txig For everyone waiting to buy your permissionless ticket We're increasing prices tonight at midnight. https://t.co/zvVcXVzYAh Save money and buy today. https://t.co/jtx9L7Txig" [X Link](https://x.com/_dshap/status/1841154658309488899) 2024-10-01T16:34Z [----] followers, [---] engagements "Permissionless hype building 👇👇👇 Permissionless tickets flooding in Why you wait until Friday night to get your ticket idk but I still love you (btw ticket prices going up again get your ticket now) https://t.co/AvK22puggI Permissionless tickets flooding in Why you wait until Friday night to get your ticket idk but I still love you (btw ticket prices going up again get your ticket now) https://t.co/AvK22puggI" [X Link](https://x.com/_dshap/status/1842363194485920002) 2024-10-05T00:36Z [----] followers, [---] engagements "Excited to see what Solana devs cook up With data streams live nearly a certainty every other Chainlink service will launch on Solana as well Chainlink 🤝 Solana Chainlink Data Streams is now available on Solana bringing low latency pull-based data oracles to help power the DeFi ecosystem. Chainlink 🤝 Solana Chainlink Data Streams is now available on Solana bringing low latency pull-based data oracles to help power the DeFi ecosystem" [X Link](https://x.com/_dshap/status/1851015126213673334) 2024-10-28T21:36Z [----] followers, [----] engagements "Massive get for CCIP .@LidoFinancethe largest liquid staking protocol by TVLhas integrated #Chainlink CCIP to enable users to stake ETH directly from L2 networks including @arbitrum @base & @optimism. How CCIP accelerates the adoption of Lido's wstETH #RoadToSmartCon https://t.co/FG8pWr52mw https://t.co/l07iO1ideW .@LidoFinancethe largest liquid staking protocol by TVLhas integrated #Chainlink CCIP to enable users to stake ETH directly from L2 networks including @arbitrum @base & @optimism. How CCIP accelerates the adoption of Lido's wstETH #RoadToSmartCon https://t.co/FG8pWr52mw" [X Link](https://x.com/anyuser/status/1851321892583653681) 2024-10-29T17:55Z [----] followers, [----] engagements "Aerodrome is the liquidity hub of Base Great article ✍ https://t.co/Il6wW5cC9K https://t.co/Il6wW5cC9K" [X Link](https://x.com/_dshap/status/1854600165216387526) 2024-11-07T19:01Z [----] followers, [---] engagements "The market is pricing in a SOL ETF Out of every Grayscale trust (non BTC or ETH) GSOL has gotten hit the hardest with the Trump news. Premium has gone significantly negative - price down 76% in the last [--] days" [X Link](https://x.com/_dshap/status/1855009151094579465) 2024-11-08T22:07Z [----] followers, [----] engagements "Generalized consensus computing (Chainlink) vs. on-chain state (Blockchains): 1) Significantly larger addressable market 2) Stronger network effects and moat 3) Higher base costs for services" [X Link](https://x.com/_dshap/status/1855303376210145680) 2024-11-09T17:36Z [----] followers, [----] engagements "Just gonna leave this here" [X Link](https://x.com/_dshap/status/1857123130709602342) 2024-11-14T18:07Z [----] followers, [---] engagements "@CarpeNoctom 333k by july [----] 👀" [X Link](https://x.com/_dshap/status/1857123274003492954) 2024-11-14T18:07Z [----] followers, [---] engagements "$50 then $200" [X Link](https://x.com/anyuser/status/1858539535887368315) 2024-11-18T15:55Z [----] followers, 61.9K engagements "jk LINK broke critical $15 level then BTC started dumping pack it up boys $50 then $200 https://t.co/VI2HCs9XVt $50 then $200 https://t.co/VI2HCs9XVt" [X Link](https://x.com/anyuser/status/1858591196366729532) 2024-11-18T19:20Z [----] followers, 11.8K engagements "Sergey talking like this has me thinking [----] might actually be the year it all happens What if all Stablecoins RWAs and CBDCs start being connected to each other and to all the world's digital assets across all chains on one platform/standard set of protocols because it has all the data connections identity connections and cross-chain connections they need to What if all Stablecoins RWAs and CBDCs start being connected to each other and to all the world's digital assets across all chains on one platform/standard set of protocols because it has all the data connections identity connections" [X Link](https://x.com/anyuser/status/1858912227224355320) 2024-11-19T16:36Z [----] followers, [----] engagements "At this point I'm not even sure Trump tweeting about Chainlink would move price Exciting news Our Co-Founder @zakfolkman recently joined @SergeyNazarov at NYSE to discuss @worldlibertyfi 's integration of the @chainlink standard. Security was a top priority for us and Chainlink delivers the trust and reliability needed to bridge DeFi and mainstream https://t.co/bzMleMvzWY Exciting news Our Co-Founder @zakfolkman recently joined @SergeyNazarov at NYSE to discuss @worldlibertyfi 's integration of the @chainlink standard. Security was a top priority for us and Chainlink delivers the trust and" [X Link](https://x.com/anyuser/status/1859048600145105169) 2024-11-20T01:38Z [----] followers, [----] engagements "ok let's try this again $50 then $200 https://t.co/VI2HCs9XVt $50 then $200 https://t.co/VI2HCs9XVt" [X Link](https://x.com/anyuser/status/1859599100016013606) 2024-11-21T14:05Z [----] followers, 11K engagements "Great analysis of Geodnet - DePIN is going to have a large part to play in the widespread adoption of autonomous cyber physical systems powering the 4th industrial revolution 1/ Autonomous tech like drones industrial robotics & autonomous vehicles are at an inflection point & RTK networks are uniquely positioned to enable their growth Let's dive into our latest report on autonomous tech RTK networks & GEODNET sponsored by @GEODNET_ https://t.co/M2nY1sGSBZ 1/ Autonomous tech like drones industrial robotics & autonomous vehicles are at an inflection point & RTK networks are uniquely positioned" [X Link](https://x.com/_dshap/status/1861531322331865594) 2024-11-26T22:03Z [----] followers, [---] engagements "$AERO feels like it's time" [X Link](https://x.com/_dshap/status/1862727528710123806) 2024-11-30T05:17Z [----] followers, [----] engagements "First volume impulse started in Asia session and continued by US. Feels like Asia is going to bid again tonight and this has the chance to run the next week or so to ATH. LINK marked the beginning of the altcoin run last year (late Oct into Nov) and actually led the BTC breakout by a day - I wouldn't be surprised if Bitcoin breaks 100k soon. At that point LINK probably consolidates around ATH while other coins start to move. $50 then $200 https://t.co/VI2HCs9XVt $50 then $200 https://t.co/VI2HCs9XVt" [X Link](https://x.com/anyuser/status/1863706710176829497) 2024-12-02T22:08Z [----] followers, 12.9K engagements "Chainlink $LINK" [X Link](https://x.com/anyuser/status/1863806446778855880) 2024-12-03T04:44Z [----] followers, [----] engagements "$AERO looks like it wants to print a god candle. As prices move further away from mean (this is timeframe agnostic) MMs may perceive increased risk of adverse selection or further moves in same direction. To reduce risk they often reduce their liquidity provisioning on less favorable side of the book. The 1D 3D and 1W Bollinger Bands are inflecting upwards representing the general value range (in std-devs) for resting liquidity. As bands expand more room for price to move. More likely though Coinbase just pulls liquidity. Study teleportation. study instant transmission. $AERO feels like it's" [X Link](https://x.com/_dshap/status/1864378695420358819) 2024-12-04T18:38Z [----] followers, [----] engagements "Just one day left Make sure to sign up for this discussion tomorrow to discuss Ethereum Institutional staking 🎙Tomorrow we will be hosting a discussion with @StakeETH @_dshap @evweiss1 and @chriscryptonite to explore the results of our institutional ETH staking survey ✍ Sign up here: https://t.co/CQMIJkJga0 You can read more on the survey below 🧵 https://t.co/EVesf81Wi0 🎙Tomorrow we will be hosting a discussion with @StakeETH @_dshap @evweiss1 and @chriscryptonite to explore the results of our institutional ETH staking survey ✍ Sign up here: https://t.co/CQMIJkJga0 You can read more on the" [X Link](https://x.com/_dshap/status/1866529129556054365) 2024-12-10T17:03Z [----] followers, [---] engagements "Come and hop in for an Eth staking discussion https://t.co/Zi15xxhXAh https://t.co/Zi15xxhXAh" [X Link](https://x.com/_dshap/status/1866905471321522535) 2024-12-11T17:58Z [----] followers, [---] engagements "New report on dYdX Unlimited. They have a completely revamped liquidity engine and tokenomics - I expect the protocol to recapture market share in [----] 1/ Introducing dYdX Unlimited: A pivotal shift in the protocol's trajectory. The upgrade introduces fundamental protocol enhancements spanning market access liquidity provision and tokenomic design. Below are key insights into the report sponsored by @dYdX.🧵 https://t.co/cFgNvkUKaj 1/ Introducing dYdX Unlimited: A pivotal shift in the protocol's trajectory. The upgrade introduces fundamental protocol enhancements spanning market access" [X Link](https://x.com/_dshap/status/1867250057243766818) 2024-12-12T16:48Z [----] followers, [---] engagements "Chainlink Show on Saturday Make it [---] YES and I will bring you the best show youve watched all week Show on Saturday Make it [---] YES and I will bring you the best show youve watched all week" [X Link](https://x.com/anyuser/status/1867408913030664630) 2024-12-13T03:19Z [----] followers, [----] engagements "Let the SUI catchup trade begin $LINK $APTOS The Aptos Foundation is excited to announce that the Aptos network has integrated @chainlink Data Feeds 🎉 Chainlink Data Feeds provide tamper-proof data essential for building highly secure and feature-rich applications within the Aptos ecosystem. https://t.co/9RKITCaCQ8 https://t.co/t1rIDFhJly The Aptos Foundation is excited to announce that the Aptos network has integrated @chainlink Data Feeds 🎉 Chainlink Data Feeds provide tamper-proof data essential for building highly secure and feature-rich applications within the Aptos ecosystem." [X Link](https://x.com/_dshap/status/1877449731695100317) 2025-01-09T20:17Z [----] followers, [----] engagements "Normalized Altcoin OI (total altcoin OI divided by total altcoin market cap) at floor level hit a few times since October Leverage has been completely wiped. We probably sweep the lows but next time we get volatility my bet is higher" [X Link](https://x.com/_dshap/status/1879962831157883390) 2025-01-16T18:44Z [----] followers, [---] engagements "Why is LINK one of the coins pumping most on US-centric coin strategic reserve announcement" [X Link](https://x.com/anyuser/status/1879970370087989618) 2025-01-16T19:13Z [----] followers, 30.3K engagements "Many of the cutting edge agent frameworks have an "Architect" or "Director" which delegates requests to task specific agents. Unless you are spending $200000/month you don't get access to o1 through the OpenAI API--o1 preview was only option. o3-mini unlocks o1 full level reasoning for cheap via API at launch. Going to be a massive unlock for multi agent architectures. To explain again why o3-mini is so important. We get a reasoning model that is better than full o1 and costs only a fraction of it Look at the graph down below and have a look at how insanely cheap o3-mini is compared to o1. To" [X Link](https://x.com/_dshap/status/1880661062766449074) 2025-01-18T16:58Z [----] followers, [---] engagements "Orderly protocol integrating with Raydium gives its users access to [--] pairs vs Jupiter Perps three Mispricing imo 1/ @OrderlyNetwork's integration with @RaydiumProtocol is a key new growth vector for the protocol. Raydium is in 1st place amongst DEXs with a 30-day trailing volume of nearly $100B. If a fraction of this volume moves to Orderly perps the network could grow multiples.🧵 https://t.co/NpyucQjXcs 1/ @OrderlyNetwork's integration with @RaydiumProtocol is a key new growth vector for the protocol. Raydium is in 1st place amongst DEXs with a 30-day trailing volume of nearly $100B. If a" [X Link](https://x.com/_dshap/status/1882495248150224930) 2025-01-23T18:26Z [----] followers, [---] engagements "There is only one standard @chainlink" [X Link](https://x.com/_dshap/status/1885399655015461050) 2025-01-31T18:48Z [----] followers, [----] engagements "With this recent liquidation event Bitcoin has maintained bullish market structure and has settled above 100k Coin open interest currently at levels last seen Sept [--] [----]. It is important to use coin instead of dollar open interest because it adjusts for price increases If OI was at x dollars before BTC went from 50k to 100k dollar OI will naturally double. By using coin one can have a better idea of the total amount of leverage in the system Funding rate is below 10.95% annualized (base funding rate) which means the market is skewed short. Spot premium also intact. These are not necessarily" [X Link](https://x.com/_dshap/status/1886868553443254508) 2025-02-04T20:04Z [----] followers, [---] engagements "Total OI and Altcoin OI normalized by market cap is painting a similar picture. Leverage has unwound" [X Link](https://x.com/_dshap/status/1886868556006219971) 2025-02-04T20:04Z [----] followers, [---] engagements "Potential double bottom on TOTAL3/BTC (essentially BTC.D inversed). The Nov [--] Trump election night impulse broke market structure here and as long as we hold it looks like the trend for alts could be up You really think they were gonna give you a free ride" [X Link](https://x.com/_dshap/status/1886868558367387970) 2025-02-04T20:04Z [----] followers, [---] engagements "Let's see what the suits are doing. CME annualized basis (effectively the funding rate) is 6.5% Pretty much money market territory - any net short positioning here will unwind because the R/R no longer makes sense Historically we see bottoms around these levels" [X Link](https://x.com/_dshap/status/1886868561710231863) 2025-02-04T20:04Z [----] followers, [---] engagements "Macro uncertainty remains but I would personally have a hard time being short given historical crypto trends at this point in the cycle positive US Crypto regulatory environment and AI acceleration Bullieve in something" [X Link](https://x.com/_dshap/status/1886868564004446305) 2025-02-04T20:04Z [----] followers, [---] engagements "looks good to me $AERO" [X Link](https://x.com/_dshap/status/1887185051588211199) 2025-02-05T17:02Z [----] followers, [----] engagements "relative strength $AERO some thoughts https://t.co/hXY5muKx2v some thoughts https://t.co/hXY5muKx2v" [X Link](https://x.com/_dshap/status/1887200199866479088) 2025-02-05T18:02Z [----] followers, [----] engagements "Someone just unloaded a clip.slipped for over 8% Accumulation $AERO relative strength $AERO https://t.co/bV2GNiIcO6 relative strength $AERO https://t.co/bV2GNiIcO6" [X Link](https://x.com/_dshap/status/1887602277352927377) 2025-02-06T20:40Z [----] followers, [----] engagements "Cosmos had the right idea but not the full picture The true endgame is a singular generalized runtime environment for all forms of consensus computing. AWS but for Web3 In due time the market will understand the full implications of @chainlink CRE How many L1s until we admit Cosmos had the endgame right https://t.co/Yyirc8GNQM How many L1s until we admit Cosmos had the endgame right https://t.co/Yyirc8GNQM" [X Link](https://x.com/anyuser/status/1887630635872735662) 2025-02-06T22:33Z [----] followers, [----] engagements "Best lineup for a crypto conference I've seen ngl This lineup is INSANE If DAS isn't the institutional event of the year I'll call it quits. Our team gave me a code for $100 off good for only a few people: YANO100 See you in NYC in less than [--] weeks. https://t.co/ez2GzTkwfA This lineup is INSANE If DAS isn't the institutional event of the year I'll call it quits. Our team gave me a code for $100 off good for only a few people: YANO100 See you in NYC in less than [--] weeks. https://t.co/ez2GzTkwfA" [X Link](https://x.com/_dshap/status/1897344392467525639) 2025-03-05T17:52Z [----] followers, [----] engagements "I used to think "how do people not know" but my stance over the last year has changed. I realized people actually just don't know and have come to accept that. Nothing is priced in. iykyk The Depository Trust & Clearing Corporation (DTCC) Announces New Platform For Tokenised Collateral Management Umm this is kind of a big deal. The Depository Trust & Clearing Corporation (DTCC) Announces New Platform For Tokenised Collateral Management Umm this is kind of a big deal" [X Link](https://x.com/anyuser/status/1907620596294271396) 2025-04-03T02:26Z [----] followers, 16.7K engagements "@ajhofmann18 Thoughts on grok 3-mini vs Gemini 2.0-flash" [X Link](https://x.com/_dshap/status/1910497541176652221) 2025-04-11T00:58Z [----] followers, [---] engagements "Hyperliquid The only DEX that has been able to compete with CEX volumes. HyperEVM underoptimized right now but we expect for the HyperEVM to evolve in the following ways: - Increased asset issuance on the chain for listing on the HyperCore order book. - Increased usage of money markets https://t.co/8WRIZUePMt The only DEX that has been able to compete with CEX volumes. HyperEVM underoptimized right now but we expect for the HyperEVM to evolve in the following ways: - Increased asset issuance on the chain for listing on the HyperCore order book. - Increased usage of money markets" [X Link](https://x.com/_dshap/status/1913341166784852315) 2025-04-18T21:17Z [----] followers, [---] engagements "Excited to be moderating this panel If you are curious about how order books respond to major market events (like liquidation cascades) you won't want to miss this How Order Books React to Major Market Events 🪼 🕛 MAY 20TH [----] AT 12:00 PM EST This @Blockworks_ Roundtable explores how major market events affect order book dynamics focusing on key metrics like spread percentages liquidity depth and order flow imbalances. It offers https://t.co/82Fge298Pq How Order Books React to Major Market Events 🪼 🕛 MAY 20TH [----] AT 12:00 PM EST This @Blockworks_ Roundtable explores how major market" [X Link](https://x.com/_dshap/status/1920259103043043648) 2025-05-07T23:27Z [----] followers, [---] engagements "@docXBT monitor arms are a massive unlock. Give you a ton of extra space. dirt cheap on amazon. Make sure PC sits on a box or something so if whatever reason apartment floods/water leak it is elevated" [X Link](https://x.com/_dshap/status/1920539359402443026) 2025-05-08T18:00Z [----] followers, [---] engagements "Chainlink + Solana That's it that's the tweet CCIP is going to be the key pathway for institutions to reliably interact with Solana. Watch @SergeyNazarovs presentation from @SolanaConf today to discover how Chainlink is powering internet capital markets https://t.co/hLX4tyA5ST CCIP is going to be the key pathway for institutions to reliably interact with Solana. Watch @SergeyNazarovs presentation from @SolanaConf today to discover how Chainlink is powering internet capital markets https://t.co/hLX4tyA5ST" [X Link](https://x.com/anyuser/status/1926064801744040300) 2025-05-23T23:56Z [----] followers, [----] engagements "Ticket prices to @Permissionless are increasing tomorrow Speaker lineup is stacked - make sure to secure your spot today" [X Link](https://x.com/_dshap/status/1928193965385289970) 2025-05-29T20:57Z [----] followers, [---] engagements "20 days out from Permissionless For the next [--] hours tickets are 50% off - use code FLASH50 at check out Come through and meet me in IRL frens 🫡" [X Link](https://x.com/_dshap/status/1930264427229569198) 2025-06-04T14:04Z [----] followers, [---] engagements "aixbt smarter than 99% of ct kek genius act passed. $250B+ stables need proof of reserves now jpmd already running on base w/ chainlink dvp 40.9T in assets already exposed to link infrastructure ser connect the dots genius act passed. $250B+ stables need proof of reserves now jpmd already running on base w/ chainlink dvp 40.9T in assets already exposed to link infrastructure ser connect the dots" [X Link](https://x.com/_dshap/status/1935185458159382766) 2025-06-18T03:59Z [----] followers, [----] engagements "Blockchains force transparency but protocols still obfoscate important information that hurts investors The TTF solves this by creating a standardized reporting methodology Excited to see this launch Long time coming 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for leveling the playing field. https://t.co/VlcIqTcxmq 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for" [X Link](https://x.com/_dshap/status/1935330073483088193) 2025-06-18T13:33Z [----] followers, [---] engagements "hyperliquid 1/ @HyperliquidX's upcoming CoreWriter upgrade represents a key step in unlocking its composable finance layer. With CoreWriter HyperEVM contracts can now execute transactions directly on HyperCore's CLOB. Breaking down CoreWriter's impact on the HyperEVM ecosystem: https://t.co/e0qtjBiWfq 1/ @HyperliquidX's upcoming CoreWriter upgrade represents a key step in unlocking its composable finance layer. With CoreWriter HyperEVM contracts can now execute transactions directly on HyperCore's CLOB. Breaking down CoreWriter's impact on the HyperEVM ecosystem: https://t.co/e0qtjBiWfq" [X Link](https://x.com/_dshap/status/1940821926290903416) 2025-07-03T17:16Z [----] followers, [---] engagements "Probably nothing BREAKING NEWS: The GENIUS Act is now law. https://t.co/dwakaLB27q BREAKING NEWS: The GENIUS Act is now law. https://t.co/dwakaLB27q" [X Link](https://x.com/anyuser/status/1946336683831480342) 2025-07-18T22:30Z [----] followers, [----] engagements ""Some traditional finance (TradFi) institutions have explored using smart contracts to power new financial products. They often build these products on permissioned blockchains." It's increasingly obvious that LINK will be the gas token for the multi-$100T TradFi market yet I can count on one hand people who actually understand CRE" [X Link](https://x.com/anyuser/status/1950647271160246680) 2025-07-30T19:58Z [----] followers, [----] engagements "Ngl [---] flash-equivalent model that can run localy on an M4 max is extremely impressive. Supposedly at max power around [--] toks The exponential AI is on is astounding.to think in a year we will all be running an o3 level model locally is incredible Independent benchmarks of OpenAIs gpt-oss models: gpt-oss-120b is the most intelligent American open weights model comes behind DeepSeek R1 and Qwen3 235B in intelligence but offers efficiency benefits OpenAI has released two versions of gpt-oss: ➤ gpt-oss-120b (116.8B total https://t.co/0mLCKh05MY Independent benchmarks of OpenAIs gpt-oss models:" [X Link](https://x.com/_dshap/status/1952910448845840838) 2025-08-06T01:51Z [----] followers, [---] engagements "cursor popup window undefeated" [X Link](https://x.com/_dshap/status/1953563196079399082) 2025-08-07T21:05Z [----] followers, [---] engagements "@blknoiz06 @chainlink @ethena_labs" [X Link](https://x.com/_dshap/status/1954308606423343206) 2025-08-09T22:27Z [----] followers, [----] engagements "1) Go to EasyA website first partner Ripple -------- 2) Go to DeFiLlama Navigate to DEX volume by chain: Scroll down XRPL at rank #82 with 100k 24h vol https://defillama.com/dexs/chains i have actually seen @ripples tech work in real life. ive never seen @chainlink work in real life nor have i met anyone building with chainlink either. when you spend every day on the ground with developers you understand what tech works much better than an influencer whos https://defillama.com/dexs/chains i have actually seen @ripples tech work in real life. ive never seen @chainlink work in real life nor" [X Link](https://x.com/anyuser/status/1954693991242555604) 2025-08-10T23:58Z [----] followers, 10.1K engagements "The distance between I have an idea and Its in production is now a single API call. Meet the Blockworks Data API. As a power user of the platform I personally could not be more excited. Blockworks has *the most accurate* onchain data with breadth and scope increasing rapidly. This will be a critical API for any investor looking to add onchain data to their systematic models. I personally could not be more excited https://blockworks.co/news/data-api-waitlist https://blockworks.co/news/data-api-waitlist" [X Link](https://x.com/_dshap/status/1954922297371844998) 2025-08-11T15:06Z [----] followers, [---] engagements "there is no tier higher than S tier Chainlink S tier protocol and investment thesis: Chainlink revealed to *already* having earned hundreds of millions in fees. Those past earned fees are now being deployed to token buy-backs which go into a Chainlink Reserve. The reserve wont be touched for years. (per https://t.co/lNjgPpwbCd Chainlink S tier protocol and investment thesis: Chainlink revealed to *already* having earned hundreds of millions in fees. Those past earned fees are now being deployed to token buy-backs which go into a Chainlink Reserve. The reserve wont be touched for years. (per" [X Link](https://x.com/anyuser/status/1955466077397455130) 2025-08-13T03:06Z [----] followers, [----] engagements "SVR looking good - and it's only going to expand to more pools/markets moving forward Aave's integration with Chainlink's Smart Value Recapture is already delivering meaningful results successfully capturing more than 70% of Oracle Extractable Value and achieving peak a weekly recapture of $248k. https://t.co/ljw3obJAxL Aave's integration with Chainlink's Smart Value Recapture is already delivering meaningful results successfully capturing more than 70% of Oracle Extractable Value and achieving peak a weekly recapture of $248k. https://t.co/ljw3obJAxL" [X Link](https://x.com/_dshap/status/1958161773879525417) 2025-08-20T13:38Z [----] followers, [----] engagements "Fluid's (@0xfluid) buyback proposal is out - projecting $15-30M annually That's 2-3% of total supply bought back each year at $1B FDV Spent the day analyzing the three proposed models:" [X Link](https://x.com/_dshap/status/1958943285101162813) 2025-08-22T17:24Z [----] followers, [----] engagements "@0xfluid Protocol targets: $10B deposits and $30M revenue within [--] months Already the 4th largest lending market and 2nd largest DEX on Ethereum The buyback mechanics make this more interesting" [X Link](https://x.com/_dshap/status/1958985036059090984) 2025-08-22T20:10Z [----] followers, [---] engagements "Imagine what happens when TradFi realizes they are using Chainlink for everything and can easily buy it through an ETF Bitwise just filed for a spot Chainlink ETF https://t.co/jRHPXEP9a7 Bitwise just filed for a spot Chainlink ETF https://t.co/jRHPXEP9a7" [X Link](https://x.com/anyuser/status/1960341300684759316) 2025-08-26T13:59Z [----] followers, [----] engagements "Tokenized securities traded in the SAME ORDER BOOK with SHARED EXECUTION on NASDAQ has a single critical implication: NASDAQ will create a blockchain themselves and somehow convince 100+ and increasing number of teams to use their blockchain for native tokenization NASDAQ is using an abstraction layer to orchestrate interop price feeds proof of reserves etc. with any potential tokenized asset issuer/chain which will require cross-chain synchronization of state Becoming increasingly obvious that there is going to need to be a single standard for tokenized asset interop bc the universe of" [X Link](https://x.com/_dshap/status/1965094667931824345) 2025-09-08T16:47Z [----] followers, 16.6K engagements "Kunal with some alpha Kaito capital launchpad with strong growth Give this LEGENDD a follow Back on August 20th @blockworksres highlighted the disconnect between @KaitoAI price performance and the companys strong traction and revenue growth. At that time only [--] projects were live on the Capital Launchpad. Today there are [--] projects that have either raised or are https://t.co/7TMYQkr8pn Back on August 20th @blockworksres highlighted the disconnect between @KaitoAI price performance and the companys strong traction and revenue growth. At that time only [--] projects were live on the Capital" [X Link](https://x.com/_dshap/status/1965396062040195497) 2025-09-09T12:45Z [----] followers, [---] engagements "Quadrillions Yes anon literally quadrillions 🚨 DTCC PRIVATE CHAIN ADDED 🚨 DTCC TESTNET IS NOW SUPPORTED BY CHAINLINK #Chainlink #CCIP $LINK #LinkTheWorld https://t.co/Qn33N9xnzM 🚨 DTCC PRIVATE CHAIN ADDED 🚨 DTCC TESTNET IS NOW SUPPORTED BY CHAINLINK #Chainlink #CCIP $LINK #LinkTheWorld https://t.co/Qn33N9xnzM" [X Link](https://x.com/_dshap/status/1965811991135875576) 2025-09-10T16:17Z [----] followers, 11.4K engagements "Tokenized private equity is one of the most compelling use cases for asset tokenization. We just published a deep dive into @PreStocksFi and @ventuals_ two platforms bringing private markets onchain" [X Link](https://x.com/_dshap/status/1965820795562971364) 2025-09-10T16:52Z [----] followers, [----] engagements "Global secondary PE markets are projected to reach $175B in volume [----] riding strong price performance vs. public markets. Tokenized platforms aim to expand participation from 13M accredited investors to potentially 100M+ retail participants" [X Link](https://x.com/_dshap/status/1965820797953679680) 2025-09-10T16:52Z [----] followers, [---] engagements "PreStocks takes a direct equity tokenization approach. Using diversified SPV structures it creates spot markets for pre-IPO companies like SpaceX and OpenAI with tokens tradable on decentralized exchanges" [X Link](https://x.com/_dshap/status/1965820800457658695) 2025-09-10T16:52Z [----] followers, [---] engagements "Ventuals pursues a derivatives-first strategy. It offers perpetual futures that track private company valuations powered by a hybrid oracle system combining secondary market data and market-driven pricing" [X Link](https://x.com/_dshap/status/1965820802039001413) 2025-09-10T16:52Z [----] followers, [---] engagements "Valuation comps suggest premium multiples are justified. With achievable revenue in the $5M$20M range tokenized PE platforms could warrant $50M$400M market caps at 1020x sales" [X Link](https://x.com/_dshap/status/1965820806195499492) 2025-09-10T16:52Z [----] followers, [---] engagements "Although tokenized PE is in early days the thesis is very compelling. If stocks like SpaceX and OpenAI reach volumes of similar-sized equities we could see upwards of $73B in volume on these stocks alone. This is NOT factoring in potential growth of the overall market as the investor base expands from 13M to over 100M" [X Link](https://x.com/_dshap/status/1965820808808558940) 2025-09-10T16:52Z [----] followers, [---] engagements "I remember when Augur launched back in [----] (first Ethereum mainnet app) and the community fiercely debated prediction markets vs. oracles for DeFi Settled on the fact that they were for different use cases. Tons of synergies here excited to see where this goes .@Polymarket the leading onchain prediction markets platform has officially partnered with Chainlink to launch new 15-minute markets featuring near-instant settlement and industry-leading security. https://t.co/M5C1yRrBI5 Starting with asset pricing the integration combines https://t.co/Dh7LQLmTdo .@Polymarket the leading onchain" [X Link](https://x.com/_dshap/status/1966594241422909918) 2025-09-12T20:06Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@_dshap Daniel Shapiro
Daniel Shapiro posts on X about chainlink, link, $link, blockchain the most. They currently have [-------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +42,616%
- [--] Month [------] +26%
- [--] Months [-------] +246%
- [--] Year [-------] -28%
Mentions: [--] #
- [--] Month [--] -40%
- [--] Months [---] +981%
- [--] Year [---] +167%
Followers: [-------] #
- [--] Week [-----] +0.55%
- [--] Month [-----] +0.96%
- [--] Months [-----] +8.40%
- [--] Year [-----] +16%
CreatorRank: [-------] #
Social Influence
Social category influence cryptocurrencies #6537 finance technology brands stocks exchanges social networks countries events fashion brands financial services
Social topic influence chainlink #72, link, $link, blockchain, onchain, token, data, crypto, defi, ethereum
Top accounts mentioned or mentioned by @chainlink @blockworksres @sergeynazarov @base @nakamotolisk @blockworks @sergeynazarovs @jillmalandrino @nasdaq @dshap @metisl2 @optimism @arbitrum @solana @awsstartups @thedtccs @sushiswap @21sharesus @ethereum @arkinvest
Top assets mentioned Chainlink (LINK) Ethereum (ETH) Bitcoin (BTC) Solana (SOL) Aerodrome (AERO) Coinbase Global Inc. (COIN) Layerzero (ZRO) Uber Technologies, Inc. (UBER) Gas (GAS)
Top Social Posts
Top posts by engagements in the last [--] hours
"LINK/USD sRSI crossover from oversold conditions MACD(3355) about to crossover LINK + Arbitrum/Optimism/AVA/SOL/etc. Scalability: solved Privacy (DECO) + Interoperability (CCIP): coming. Feels like a new 3-year cycle is beginning that will be defined by enterprise adoption"
X Link 2021-09-02T00:30Z [----] followers, [--] engagements
"Meaningful positioning change on GMX tonight. Long liquidity has been essentially [--] for the last two weeks. That changed tonight. FOMC this week probably smart to pocket any wins from the beginning of this year and wait this week out"
X Link 2023-01-30T05:16Z [----] followers, [---] engagements
"GMX Open Interest dropped substantially today while bias shifted short indicating investors are closing longs and repositioning for downside"
X Link 2023-02-03T16:03Z [----] followers, [---] engagements
"14/ Contrary to the popular belief that "team sold tokens so price down" the mechanics behind price are much more complicated than that. Buying increases price much more than selling affects it"
X Link 2023-03-18T16:26Z [----] followers, [----] engagements
"Build and Scale surpassing my expectations #Chainlink Labs and @AWSstartups have partnered to provide #ChainlinkBUILD members with even more perks such as: Access to AWS account reps who specialize in helping startups $5000 in AWS credits upon joining the BUILD program Opportunities to lean into additional AWS https://t.co/58lCnmJdkm #Chainlink Labs and @AWSstartups have partnered to provide #ChainlinkBUILD members with even more perks such as: Access to AWS account reps who specialize in helping startups $5000 in AWS credits upon joining the BUILD program Opportunities to lean into"
X Link 2023-04-28T20:02Z [----] followers, 21.7K engagements
"Eigenlayer BTFO Don't overload Ethereum's consensus: https://t.co/07tzyCrZcJ Don't overload Ethereum's consensus: https://t.co/07tzyCrZcJ"
X Link 2023-05-21T21:49Z [----] followers, [----] engagements
"@SergeyNazarov "The Chainlink Effect""
X Link 2023-05-23T14:11Z [----] followers, 45.2K engagements
"I tweeted this back in January: "Chainlink enabled the existence of and effectively subsidized the growth of the entire DeFi space by creating price feeds and making them a public good. When price feeds went live on Alt L1s their TVL and market capitalizations skyrocketed. The LINK token did not capture any of this value. It actually lost value on a relative basis from mid [----] until late [----] as LINK was sold by the team to support node operators solving the chicken and egg problem. Of course NFTs were a large portion of the market and Chainlink did not enable them like they did DeFi. I must"
X Link 2023-05-23T14:19Z [----] followers, 152.3K engagements
"@mdurkin92 well aware been a fan of GNS since [----]. They have a custom chainlink oracle but it does not use the new (not yet released) low latency tech"
X Link 2023-05-23T16:11Z [----] followers, [--] engagements
"@NorthRockLP Think of it as a block reward personally I think it's wise to invest into the growth of the network in it's early stages. Chainlink Labs playing the long game and making sure they can scale to support what's to come"
X Link 2023-06-17T04:01Z [----] followers, [--] engagements
"@KingWabii I disagree that it would be wild. Unlike vaporware/no product market fit coins from the 2017/2018 cycle high (Neo BCH Tron Dash Ripple Litecoin) [----] introduced the first dApps that actually have real utility (DeFi primitives). Wouldn't be surprised if they comeback given"
X Link 2023-06-25T19:57Z [----] followers, [---] engagements
"This is exactly why LINK is the superior asset in the long run. More staked LINK does not increase issuance. Yields stay high based on amount of LINK one holds. Staked LINK must scale quadratically with TVE as network grows. Fee capture is not deflationary like on-chain trust minimized computation"
X Link 2023-06-27T03:05Z [----] followers, 33.8K engagements
"I didn't want to be the one to tell you this But $BTC emitting $19710000000 worth of Bitcoin (at current prices pre-halving) over the next year is not accumulation. Oh btw $SOL has an inflation rate greater than LINK's and captures lower fees. It is literally impossible to make a self-sustaining protocol without emissions in the early stages. How can an early stage company attract employees without promising equity Protocols are like companies - they have to pay their employees (validators/node operators) with either cash or equity. Uber won't turn a profit until March of [----]. Reinvesting"
X Link 2023-06-28T17:58Z [----] followers, 26.1K engagements
"@0xSwish @CeloOrg 🔥"
X Link 2023-06-28T22:03Z [----] followers, [--] engagements
"CCIP will further cement Chainlink's mote through their SWIFT partnership that will enable the nearly [---] trillion dollars of capital within the global economic system to access blockchains"
X Link 2023-07-03T19:48Z [----] followers, [--] engagements
"SWIFT has had a global monopoly since [----] - an insurmountable mote. Chainlink will assimilate this mote. If ETH is the gas token for the [----] tril within crypto LINK will be the gas token for the [---] trillion outside of crypto"
X Link 2023-07-03T19:48Z [----] followers, [--] engagements
"Amazing how a post like this can slip under the radar. The implications of scalable homomorphic encryption when combined with AI are quite profound. The ability for people to share their data knowing that it will remain private will vastly increase the power of AI allowing it to have an even greater impact on productivity growth Homomorphic encryption enables computations to be performed on encrypted datawithout ever decrypting it. Explore its impact👇 https://t.co/LkS6jRGteS Homomorphic encryption enables computations to be performed on encrypted datawithout ever decrypting it. Explore its"
X Link 2023-07-15T00:38Z [----] followers, 47.3K engagements
"15:50 @pythianism "It feels like CCIP is the endgame for Chainlink" I tend to agree"
X Link 2023-07-31T07:02Z [----] followers, [----] engagements
"Nice overview of LayerZero vs. CCIP"
X Link 2023-08-12T03:47Z [----] followers, [----] engagements
"High quality analytics on the way. Big ups to @linkpoolio"
X Link 2023-09-14T17:28Z [----] followers, [----] engagements
"Man this is going to continue to ramp before it just happens all at once. Once we see what the annualized revenue is of CCIP things are going to get real interrsting. The Depository Trust & Clearing Corporation the worlds largest securities settlement system processing $2+ quadrillion annually is exploring Chainlink #CCIP to unlock tokenized asset interoperability. @The_DTCCs Stephen Prosperi on the collaboration: https://t.co/DyqUc0miFH The Depository Trust & Clearing Corporation the worlds largest securities settlement system processing $2+ quadrillion annually is exploring Chainlink #CCIP"
X Link 2023-09-15T16:27Z [----] followers, 11.9K engagements
"Not only is Chainlink leading in off-chain -- on-chain interoperability as demonstrated by the recent announcements involving SWIFT ANZ and the DTCC but is cementing it's position as the go to solution for on-chain -- on-chain interoperability. CCIP will become the global standard. .@SushiSwap is integrating #Chainlink CCIP to help power cross-chain swaps and airdrops. Discover how CCIP unlocks advanced functionality across the multi-chain ecosystem. .@SushiSwap is integrating #Chainlink CCIP to help power cross-chain swaps and airdrops. Discover how CCIP unlocks advanced functionality across"
X Link 2023-09-16T18:15Z [----] followers, 10.4K engagements
"Pack it up boys we're dumping post SmartCon I touch down in Barca tomorrow hmu if you are there 🙏"
X Link 2023-09-29T11:21Z [----] followers, [----] engagements
"@Zedzies Tonight"
X Link 2023-10-03T13:15Z [----] followers, [---] engagements
"@limbicize I'm in adidas hat"
X Link 2023-10-03T14:05Z [----] followers, [--] engagements
"Incredible meeting so many friends here at SmartCon If we spoke hit me up and I will be sure to connect. Have a lot of plans and one of those is to grow my discord. The biggest alpha for next cycle is the high value community we build. Vamos"
X Link 2023-10-05T07:30Z [----] followers, [----] engagements
"Excellent article on OpenAI and Sam Altman. Gives a good overview of the current moment in LLMs"
X Link 2023-10-07T08:47Z [----] followers, [---] engagements
"Blockchains can be thought of as truth machines that generate consensus on who holds what tokens. Smart contracts enable the algorithmic movement of tokens but are typically useless without external inputs to tell the smart contracts when and in some cases how to move said tokens. Chainlink can be thought of as a network of generalized truth machines that generate consensus on any arbitrary piece of data or computation - for instance the price of an asset a random number proof of reserve cross-chain communication etc. A useful decentralized application will typically be composed of many"
X Link 2023-10-18T19:41Z [----] followers, 13.2K engagements
"$LINK A pullback is obviously possible but personally would not fade this move with BTC showing strength as well. Over [--] RR trade right here with very clear invalidation at macro range breakout. If we drop below the level can cut for les than 5% scratch and look for a re-entry upon range reclaim"
X Link 2023-10-23T15:38Z [----] followers, 12.6K engagements
"Vomex's Bitcoin and Ethereum implied volatility indexes now on TradingView. Tickers: BVIV and EVIV"
X Link 2023-11-03T18:41Z [----] followers, [---] engagements
"Just a little check-in. I think BTC is about to run so monitoring the $18 level closely. If we slice through there will have to re-asses but probably $25-$30. Curious what you guys think"
X Link 2023-11-08T22:35Z [----] followers, [----] engagements
"Want to start doing a weekly technicals Livestream in my private discord with the LINK community. Quant algo is live with solid backtesting results will be dropping alpha. Spread the word will send private discord invites to those interested"
X Link 2023-11-12T21:01Z [----] followers, 12.2K engagements
"Fresh link to join the server. Please answer the poll when you join"
X Link 2023-11-13T16:34Z [----] followers, [----] engagements
"@EricRWeinstein Thankful for ya Eric happy thanksgiving"
X Link 2023-11-23T22:56Z [----] followers, [---] engagements
"All blockspace is highly inflationary whether its on eth sol an L2 or L3. Execution layers are in a race towards [--]. While people argue what blockspace is the most valuable Chainlink is busy monopolizing every other vertical of infrastructure which will capture immense value. Modularity is bad for ETH Specifically modularity means: 1) using non-EVM execution environments 2) on non-EthereumL1 DA layers Why is the Ethereum community therefore so pro-modularity Modularity is bad for ETH Specifically modularity means: 1) using non-EVM execution environments 2) on non-EthereumL1 DA layers Why is"
X Link 2023-12-04T21:31Z [----] followers, 18.7K engagements
"Thread on the future value of the Chainlink Network. There are going to be plenty of tokens this cycle that return crazy multiples due to the reflexive nature of markets. Over a 24-30 month period after the halving though most all of them will lose 99% of their value and likely die. We are yet to see a protocol gain product market fit beyond speculation or crypto-native individuals tinkering with magic internet money (DeFi). What happens to the value of a network that is globally adopted and a critical component to the financial system The amount of sticky transaction fees that the Chainlink"
X Link 2023-12-09T18:12Z [----] followers, 53.9K engagements
"LinkPool is top notch would recommend their liquid staking pool for at the very least a portion of your stack"
X Link 2023-12-11T21:59Z [----] followers, [----] engagements
"Existing revenue in Web3 today is speculation driven (volatile) and largely peanuts to what the future opportunity of institutional RWAs from capital markets can bring and those assets and contracts will need Chainlink Peanuts anon peanuts"
X Link 2023-12-13T17:18Z [----] followers, [----] engagements
"People are euphoric over solana ecosystem which is pumping bc a bunch of retail users with [---] dollar trading accounts are buying a worthless dog token. Just imagine what happens to the LINK price when financial institutions which settle quadrillions of dollars a year start using CCIP to transact on private chains where real world assets with actual fundamental value measured by cashflows are traded. Slowly then all at once .@chainlink Co-Founder @SergeyNazarov joins @JillMalandrino on @Nasdaq #TradeTalks to discuss the convergence of capital markets and the blockchain space in 2024."
X Link 2023-12-18T01:18Z [----] followers, 22.2K engagements
"As all fees get compressed asymptotically to some lower bound I 100% agree that MEV/Protected Orderflow is the main source of fees for execution layers. My question is the following: Assuming a rollup reaches cost parity with solana on fee capture (whether it is less larger transactions or an equivalent amount of small transactions) wouldn't economic actors be incentivized to become a node operator on the rollup vs solana Solana has to pay for it's own security whereas a rollup pays ETH or some combination of ETH + DA layer for security. As such assuming all else equal a rational economic"
X Link 2023-12-26T19:48Z [----] followers, [---] engagements
"without downloading any new pics whats your energy going into [----] "I don't believe in losing" -probably Sergey Nazarov without downloading any new pics whats your energy going into [----] https://t.co/5Mf10VeT0k without downloading any new pics whats your energy going into [----] https://t.co/5Mf10VeT0k"
X Link 2023-12-27T23:35Z [----] followers, [----] engagements
"Great video on why Chainlink as a platform will only further cement its market dominance over competitors whom only offer one maybe two services. Chainlink is turning into AWS for trust-minimized compute"
X Link 2023-12-30T19:20Z [----] followers, 10.6K engagements
"My Thesis for 2024: LINK is Undervalued It could not be more clear than it is today - liquidity dictates asset prices. Fundamentally it is aggressive buyers that push price into passive limit orders above market price which mechanically increases the price of an asset. Valuation models do not magically make the price of an asset increase. They act as Schelling Points for uncoordinated actors to buy and sell asset around specific price levels. Reflexivity is everything. This is why crypto assets experience drastic price increases. Each cycle we see many assets increase many multiples as they"
X Link 2023-12-31T22:36Z [----] followers, 151.7K engagements
"@Nakamotolisk What happens if [----] is when that begins though due to CCIP This post is playing out that thought experiment"
X Link 2023-12-31T23:28Z [----] followers, [---] engagements
""generational wealth" It's funny because its down 60% in checks watch the last few minutes @_dshap All you needed to do was drop the Link shilling and go all-in on TRB for generational wealth 😂 Fundamentals = Fugazimentals Sometimes crypto is just crazy @_dshap All you needed to do was drop the Link shilling and go all-in on TRB for generational wealth 😂 Fundamentals = Fugazimentals Sometimes crypto is just crazy"
X Link 2024-01-01T00:24Z [--] followers, 10.8K engagements
"Imagine Imagine being a $LINK marine and having to watch $TRB absolutely rip. https://t.co/b74pbWwTFs Imagine being a $LINK marine and having to watch $TRB absolutely rip. https://t.co/b74pbWwTFs"
X Link 2024-01-01T00:55Z [----] followers, [----] engagements
"@Kwenta_io @base 🔥🔥"
X Link 2024-01-02T20:25Z [----] followers, [--] engagements
"@Nakamotolisk Lido and eigenlayer"
X Link 2024-01-04T18:50Z [--] followers, [--] engagements
"@Nakamotolisk If you stake staked eth then you get points for airdrop but no can't buy token yet"
X Link 2024-01-05T00:26Z [----] followers, [--] engagements
"@Nakamotolisk Would buy ARB and TIA to hit modular thesis in meantime"
X Link 2024-01-05T00:27Z [--] followers, [--] engagements
"@outpxce Thoughts on $ALPH"
X Link 2024-01-07T17:19Z [----] followers, [---] engagements
"🫡 to the people that helped pass this ETF. Prob the most bullish thing to happen in a while for America. Decentralized money means freedom. Next [--] years are going to be one for the books HISTORY IS RUNNING IN REVERSE The Bitcoin ETF is the spiritual reversal of Executive Order [----]. Back in [----] they seized the gold. But now digital gold is back. Ninety years ago FDR and his fellow travelers rode the 20th century arc of centralization. The chokepoints of https://t.co/oZ7I8q1sQZ HISTORY IS RUNNING IN REVERSE The Bitcoin ETF is the spiritual reversal of Executive Order [----]. Back in [----] they"
X Link 2024-01-11T05:09Z [----] followers, [----] engagements
"@MicahMuhr Purdy just ain't it idk idk. Love feels like he's better by a good margin"
X Link 2024-01-21T03:47Z [----] followers, [---] engagements
"Some thoughts as we leave the bear market. I think it is important that every trader/investor does what is necessary to remove bear market PTSD as quickly as possible. What the recent breakout in the market from mid-October has shown is that attention is everything when trading cryptocurrencies. New narratives and new tokens will perform brilliantly even if they only capture a few $100 a day in fees. Now is the time to drill into your brain that network effects are everything. Based on what tokens have performed well in this first impulse there still seems to be a premium assigned to"
X Link 2024-01-21T18:41Z [----] followers, 23.5K engagements
"But sir Sergey already informed the global financial system that they will be adopting CCIP at Sibos last year [---] likes and we'll add this man to the DAS London lineup https://t.co/Dv1U1lknY4 [---] likes and we'll add this man to the DAS London lineup https://t.co/Dv1U1lknY4"
X Link 2024-01-23T21:12Z [----] followers, [----] engagements
"@ChainlinkP Oval doesn't return value to link it's a separate primitive that allows lending dApps to liquidate coateral more efficiently. It's effectiveness will decrease an order of magnitude when lending dApps upgrade to pull based data streams"
X Link 2024-01-27T15:14Z [----] followers, [---] engagements
"Very strong argument CLG. I agree with everything you said here. The market will clearly trend towards first party OEV solutions where the middleman is removed entirely. Chainlink Data streams with it's privacy and pull based mechanism will force the market this direction anyways. @hal2001 @chainlink @UMAprotocol Chainlink has not endorsed or partnered with Oval and UMA has never implied otherwise Respectfully UMA 100% manufactured the false narrative that the Chainlink team not only endorsed Oval but helped in its creation. From the launch blog post: UMA thanks the Chainlink and"
X Link 2024-01-27T15:43Z [----] followers, [----] engagements
"Sergey's confidence is palpable. Wondering what's happening behind the scenes 👀 Inevitable Inevitable"
X Link 2024-02-06T20:07Z [----] followers, 13.4K engagements
"@KingWabii @ColdBloodShill You really then they will run back the same algos Usually switch things up between market regimes"
X Link 2024-02-08T02:44Z [----] followers, [---] engagements
"TradingView just added literally hundreds of new tickers which represent on-chain data from CoinMetrics. Here is one example: Realized Value divided by 90dma of Adjusted Transfer Value for LINK. One can see once selling is absorbed price moves higher"
X Link 2024-02-08T17:35Z [----] followers, [----] engagements
"@theSamPadilla Feels like this trend will accelerate with crypto financializing social media"
X Link 2024-02-10T19:39Z [----] followers, [--] engagements
"Imagine the seethe as the entire spaces slowly capitulates to the fact that Chainlink has won I subsist from the salt of the mids. https://t.co/SGqoLtIU6D I subsist from the salt of the mids. https://t.co/SGqoLtIU6D"
X Link 2024-02-17T20:34Z [----] followers, 16.5K engagements
"Timeline euphoric total3 charts with arrows drawn to 2T Memecoins pumping and BTC funding spiking. We are either about to flush or absolutely send. My prediction has always been 65k at the time of the halvening. We either work our way up there over the next month and a half or we push past and then correct later. I think I lean towards the prior but time will tell. Fully allocated regardless"
X Link 2024-02-27T16:36Z [----] followers, [----] engagements
"Chainlink slowly entering the mainstream. Not going to be surprised when LINK gets an ETF after ETH. Crypto ETF issuer @21shares_us has integrated #Chainlink Proof of Reserve on @ethereum to increase the transparency of ARK 21Shares Bitcoin ETFs (ARKB) reserves with @ARKInvest. Explore how PoR provides transparency for both onchain and offchain assets: https://t.co/uauB02irKm Crypto ETF issuer @21shares_us has integrated #Chainlink Proof of Reserve on @ethereum to increase the transparency of ARK 21Shares Bitcoin ETFs (ARKB) reserves with @ARKInvest. Explore how PoR provides transparency for"
X Link 2024-02-28T15:23Z [----] followers, 17.2K engagements
"@outpxce Speaking of velo highly recommend @VeloData API. Best on market for cost bar none"
X Link 2024-02-29T15:28Z [----] followers, [---] engagements
"Very big news for the crypto-native side of CCIP adoption Many dApps on L2s/L3s are waiting for Danksharding to launch bc they need the gas cost reduction. Would bet a lot of money CCIP general access comes soon after. .@MetisL2 is integrating Chainlink #CCIP as its canonical token bridge infrastructure making CCIP the official cross-chain protocol used by Metis for cross-chain connections. How CCIP enables seamless interoperability to accelerate the growth of Metis: https://t.co/GjGsq6zyqF https://t.co/EGQVVEJq4C .@MetisL2 is integrating Chainlink #CCIP as its canonical token bridge"
X Link 2024-03-01T00:58Z [----] followers, [----] engagements
""Blockchains have no real usecases". I hear this one a lot. When the market understands what Chainlink is building the LINK token is going to surprise a lot of people "You can collapse those hundred applications into one single smart contract." @chainlinklabs Director of Capital Markets Ryan Lovell on the benefits of tokenization for asset managers https://t.co/NN1uCjRl0E "You can collapse those hundred applications into one single smart contract." @chainlinklabs Director of Capital Markets Ryan Lovell on the benefits of tokenization for asset managers https://t.co/NN1uCjRl0E"
X Link 2024-03-02T21:47Z [----] followers, [----] engagements
"@MikeIppolito_ It's whales selling their BTC for ETH sir"
X Link 2024-03-05T15:41Z [----] followers, [---] engagements
"Great writeup on EIP4844. Post halving the ETH rotation is going to melt faces The rollup-centric roadmap + EIP-1559 creates a direct value transfer mechanism from new L2 token holders to $ETH holders. Rollups' obligation to Ethereum Right now rollups are spending $30m / month (12000 $ETH) publishing data to L1 (15% of all fees paid on Ethereum). As The rollup-centric roadmap + EIP-1559 creates a direct value transfer mechanism from new L2 token holders to $ETH holders. Rollups' obligation to Ethereum Right now rollups are spending $30m / month (12000 $ETH) publishing data to L1 (15% of all"
X Link 2024-03-08T02:42Z [----] followers, [----] engagements
"@smandal718 Shhhhhh"
X Link 2024-03-08T03:00Z [----] followers, [--] engagements
"Recording for anyone that missed this discussion https://t.co/U9ecpY1qqR https://t.co/U9ecpY1qqR"
X Link 2024-03-08T17:28Z [----] followers, [----] engagements
"EIP4844 is the first step in all perps moving onchain Trading Synthetix Perps on @Optimism & @base is about to become way more affordable with EIP-4844. Check out this user who paid $1.5 for a perps transaction soon it'll cost just [--] cents Try inputting one of your trade transactions to see the savings https://t.co/MiMIdkYazK https://t.co/Ip9JYFHP1j Trading Synthetix Perps on @Optimism & @base is about to become way more affordable with EIP-4844. Check out this user who paid $1.5 for a perps transaction soon it'll cost just [--] cents Try inputting one of your trade transactions to see the"
X Link 2024-03-11T17:54Z [----] followers, [----] engagements
"the trust is highly illiquid. It requires people to issue shares to increase the holdings (which dampens the premium) but that requires they lock up their shares for a year. It's a risky trade. As such supply is relatively limited which is why the small amount of demand jacks the price up. The premium will compress over time - At one point the GETH trust had over a 1000% premium. LINK is a relatively unknown asset from an institutional perspective even though it is rank #14 market cap"
X Link 2024-03-12T22:52Z [----] followers, [--] engagements
"This cycle is mirroring the 2016-17 cycle from a time based perspective. I expect Bitcoin to cool off a little for the next quarter post halving. Whales know that ETH and altcoins make most their gains after the halving when BTC finally breaks ATH but it will take time for them to re-balance their portfolios. The rotation will accelerate post halving (April 20th). Until then expect chop. Ultimate pain is ETH finally starting to outperform Bitcoin but while both assets are going down. You really thought they would let you catch the ETH train that easy Remember price is the signal. Once it"
X Link 2024-03-19T22:33Z [----] followers, [----] engagements
"Out of nearly [---] tokens studied LINK was an outlier where token dilution did not impact price. Most the unlocks are to the team and they aren't selling. CCIP revenue over 350k this month and on new podcast learned chainlink nets over 35mil a year from every roll-up integration (ARB OP METIS to name a few). There will be time between now and when it happens but when teleportion upwards begins don't fade it https://www.grayscale.com/research/reports/supply-matters-a-closer-look-at-crypto-sector-supply-dynamics"
X Link 2024-03-21T14:43Z [----] followers, 16.9K engagements
"@Nakamotolisk The report is actually very impressive has a lot of interesting findings on price pre and post unlocks of different amounts 1% tiered up to 10% supply unlocks across different sectors of cryptos"
X Link 2024-03-22T00:23Z [----] followers, [---] engagements
"The singularity will occur within the next 12-24 months. LINK token not mentioned even VELO didn't pick up LINK connection. LINK will continue to underperform hyped narrative coins until they exit stealth mode. If you are a pure investor hold strong and continue to add. If you want to increase your LINK holdings use the rest of [----] to trade the hot narratives (content coming on this soon so stay tuned) with holdings denominated in LINK. We have finally been given a timeline - this is a gift. The halving is less than [--] days away. From that point we have [--] months for the rest of our lives"
X Link 2024-03-25T21:13Z [----] followers, 87.3K engagements
"The market still doesn't understand the implications of CCIP. ETH is barely capturing any value from rollups it will capture even less value from TradFi who are launching their own permissioned chains to launch RWA products. Ofc CCIP enables interop with EVM based DeFi which will be used by TradFi but ETH will only capture value to the extent of gas costs which are currently getting compressed towards zero. With that said fees mean nothing in a bear market - narrative is everything. ETH will become a rocket ship once ETF narrative catches hold Imagine being underweight Ethereum as this gets"
X Link 2024-03-27T14:32Z [----] followers, 22.2K engagements
"@linkchainlink @samuelalpha77 LCX lower market cap breaking out also RWA. Check it out"
X Link 2024-03-27T17:44Z [----] followers, [---] engagements
"Let the Chainlink All Time High ascension begin"
X Link 2024-04-02T17:04Z [----] followers, 18K engagements
"LINK pumping against the entire market Watch out boys BTC might be prepping for a fat dump"
X Link 2024-04-07T18:55Z [----] followers, 21.3K engagements
"@Nakamotolisk Copium"
X Link 2024-04-19T03:13Z [----] followers, [----] engagements
"@AviFelman Prefer Agg spot CVD or just Coinbase spot CVD"
X Link 2024-04-19T03:34Z [----] followers, [---] engagements
"Finally Bitcoin's Dynamic Range NVT is in an area of undervaluation. One more time if you have not checked out Capriole make sure you bookmark this page: https://capriole.com/charts/ https://capriole.com/charts/"
X Link 2024-04-21T18:12Z [----] followers, [----] engagements
"Coinbase spot CVD has been rising through this entire drop (Blackrock accumulation I expect). Binance has picked up since the lows. Even perp CVD has flattened out indicating people are decreasing short exposure (typically funds hedge spot with futures which creates a downward bias for futures CVD"
X Link 2024-04-21T18:12Z [----] followers, [----] engagements
"The spread between Deribit's Implied Volatility Index (DVOL) and realized volatility can provide insights into market positioning 🧵"
X Link 2024-05-13T21:42Z [----] followers, [----] engagements
"The Deribit volatility (DVOL) index is the volatility index of cryptocurrency options made by Deribit and it measures a 30-day forward-looking expected volatility (implied from options) not backward-looking realized volatility (computed from underlying price time series)"
X Link 2024-05-13T21:42Z [----] followers, [---] engagements
"The DVOL is expressed as an annualized volatility expectation. As a rule of thumb to get the expected daily move for BTC price simply divide the DVOL value by [--] (the square root of 365). For example DVOL with [--] gives an expected daily move of 3%"
X Link 2024-05-13T21:42Z [----] followers, [---] engagements
"Realized volatility is a measure of how much an asset has moved over some specified window. By looking at the [--] day realized volatility one can compare the spread between the [--] day-forward looking implied volatility"
X Link 2024-05-13T21:42Z [----] followers, [---] engagements
"When realized volatility is greater than implied volatility the spread becomes negative. This occurs at local minima when market participants are fearful and are purchasing downside protection"
X Link 2024-05-13T21:42Z [----] followers, [--] engagements
"Having to buy SOL to trade memes has been a massive driver of price no If Solana wasn't the memecoin casino Jupiter generates less fees Jito generates less fees via MEV etc. as well. Personally don't see DePIN coming to save the day. SOL mind share reminds me of DeFi summer. What if the first impulse was peak SOL performance and an Eth ETF narrative captures bulk mind share through EOY If someone told me during DeFi summer that DeFi coins underperform late cycle would have been impossible to believe at the time. Tldr I would be praying for the memecoin casino to bolster SOL price. SOL already"
X Link 2024-05-20T02:52Z [----] followers, [---] engagements
"Going to start putting out weekly market updates to go over things I am looking at: Writing these up will act as a mechanism to track my thoughts on the market as well as the performance of my publicly disclosed momentum strategy https://www.abstraction.capital/post/market-update-1 https://www.abstraction.capital/post/market-update-1"
X Link 2024-05-20T19:21Z [----] followers, [---] engagements
"@thegraphers The dots indicate what assets the strategy is currently long. y-axis: assets. x-axis: time"
X Link 2024-05-20T19:37Z [----] followers, [--] engagements
"Cross-Asset Momentum Strategy firing off on all cylinders today. Study positioning for the ETH ETF when it wasn't consensus to do so https://www.abstraction.capital/research https://www.abstraction.capital/research"
X Link 2024-05-20T23:08Z [----] followers, [---] engagements
"Would add: $AERO (BASE tailwinds as well) $METIS $ETH Beta Tier list S Tier - Levered $ETH - $PEPE / $MOG / $APU - $ENS A Tier - $PENDLE - Milady NFTs - $ETC B Tier - $ENA - $ARB - $MNT C Tier - $MATIC - $LDO - $SSV - $OP - $ETHFI - $RPL - $ALT D Tier - $STRK - $ETH DeFi (I.e. $CRV $AAVE $COMP $FXS) - $RENZO $ETH Beta Tier list S Tier - Levered $ETH - $PEPE / $MOG / $APU - $ENS A Tier - $PENDLE - Milady NFTs - $ETC B Tier - $ENA - $ARB - $MNT C Tier - $MATIC - $LDO - $SSV - $OP - $ETHFI - $RPL - $ALT D Tier - $STRK - $ETH DeFi (I.e. $CRV $AAVE $COMP $FXS) - $RENZO"
X Link 2024-05-23T00:39Z [----] followers, [----] engagements
"Market Report #2: ETH breakout UNI fee switch and Memecoin strength highlight this past weeks price action. https://www.abstraction.capital/post/market-update-2 https://www.abstraction.capital/post/market-update-2"
X Link 2024-05-27T21:13Z [----] followers, [---] engagements
"Great talk between Sergey and Jack Pourderoyen discussing how Chainlink and SWIFT are working together to unlock tokenized assets at scale. An interesting question from the moderator was if SWIFT was working with any other interoperability solutions. Jack's response and I'm paraphrasing was the following: "No just Chainlink""
X Link 2024-05-30T19:01Z [----] followers, 23.7K engagements
"Well there's the one liner to describe ETH everyone's been asking for "If Bitcoin is digital gold Ethereum is Apple. It's the app store of finance." @pythianism breaks down why institutions might be thinking differently about the Ethereum ETF. Full 📽 in comments 👇👇👇 https://t.co/w11lX9Ivoq "If Bitcoin is digital gold Ethereum is Apple. It's the app store of finance." @pythianism breaks down why institutions might be thinking differently about the Ethereum ETF. Full 📽 in comments 👇👇👇 https://t.co/w11lX9Ivoq"
X Link 2024-06-12T02:31Z [----] followers, [----] engagements
"Hawkish dot plot - potential liquidity withdrawal and less rate cuts. Bearish for medium term. 60k BTC in play over next month"
X Link 2024-06-12T18:09Z [----] followers, [---] engagements
"Aggregate open-interest weighted funding rates have been nearly identical between ETH and BTC since ETF launch. BTC CME OI (first image) is around 10x BTC CME OI for ETH. If you are implying funding rates should be compressed due to the basis trade being more easily accessed post ETF wouldn't we expect BTC funding to be less than ETH's Actually curious your thoughts on this I would have expected BTC to be lower as well"
X Link 2024-06-15T04:57Z [----] followers, [----] engagements
"Still pretty cool that Ethena also captures PoS yield and is a tokenized enabling the assets you allocate to the trade to remain liquid in the form of sUSDe. For TradFi to replicate this they would need a staked ETH ETF and large amounts of capital to borrow against to short ETH on margin/leverage as they scaled the size of the trade"
X Link 2024-06-15T14:12Z [----] followers, [---] engagements
"@CarpeNoctom @krakenpro BTC - 1D - 10sma/50sma crossover"
X Link 2024-06-24T03:12Z [----] followers, [---] engagements
"Plan here is simple: Buy 50k or buy 65k with [--] week reclaim. Bias is bearish: (1) Negative rate of change of stablecoin flows (2) Negative rate of change of global liq (3) Bitcoin miners still capitulating (4) Negative rate of change in OI and Bitfinex Long/Short positioning (5) 3D bands extremely tight expansions coming soon. Compression below the midpoint of the bands going into quarterly vwap reset July [--] and June 28th options expiry which has been pinning price between 60k-70k not ideal. All eyes on yearly VWAP. Imagine if they nuke it over 4th of july while everyone is touching grass 💀"
X Link 2024-06-26T18:39Z [----] followers, [----] engagements
"Excited to announce that I've joined Blockworks Research as a Research Analyst After relying on Blockworks content for years to stay on the cutting edge of new developments in the space I couldn't be more excited to help build the world's best source of digital asset insights for investors. @blockworksres @Blockworks_"
X Link 2024-07-01T14:41Z [----] followers, 13.8K engagements
"Been flat for about a month but began allocating today. When BTC decisively breaks ATH is actually when BTC dominance falls and ETH outperforms. With the ETF coming ETH is now the index asset moving forward IMO. BTC lost April lows but ETH held. I couldn't be more bullish heading into EOY considering DXY liquidity election etc. and with the entire timeline calling for 44k and expansion lower I actually believe the risk-reward now favors longs. I think we get a bounce in the short term. Can't rule out a move lower over next few months but at this point RR of staying in cash doesn't make sense."
X Link 2024-07-08T22:38Z [----] followers, [----] engagements
"Check out the newest @blockworksres report I wrote on @AerodromeFi. Thesis: In the absence of a Base token AERO is effectively the gas token of Base that powers liquidity provision for new tokens launched on the chain. 1/ @AerodromeFi is a "MetaDEX" that combines elements of various DEX primitives such as Uniswap V2 and V3 Curve Convex and Votium. Since its launch on Base it has become the largest protocol by TVL with more than $495B in value locked doubling Uniswap's Base deployment. https://t.co/DYwYORtJQn 1/ @AerodromeFi is a "MetaDEX" that combines elements of various DEX primitives"
X Link 2024-07-11T15:54Z [----] followers, 13.9K engagements
"Made an appearance on the newest 0x pod 🫡 TradFi is Coming: Has Crypto Changed Forever❄🥶 In this Analyst Round Table @tripleboccaccio @ryanrconnor @defi_kay and @_dshap discuss: - The Ethereum ETF Launch - TradFi's Impact on the Crypto Markets - @Polymarket's surge in activity - @AerodromeFi & @base adoption - https://t.co/J7gnAl3CEk TradFi is Coming: Has Crypto Changed Forever❄🥶 In this Analyst Round Table @tripleboccaccio @ryanrconnor @defi_kay and @_dshap discuss: - The Ethereum ETF Launch - TradFi's Impact on the Crypto Markets - @Polymarket's surge in activity - @AerodromeFi &"
X Link 2024-07-24T18:01Z [----] followers, [----] engagements
"@Ace_da_Book 🫡 go to first repost ETH following BTC ETF announcement fractal. Uncanny -BTC reclaimed [--] week moving average -reclaimed yearly VWAP -Global Liquidity inflecting positive -Stable coin flows inflecting positive -@caprioleio hash ribbons buy signal -volatility compression heading into EOY and regulatory clarity -send it https://t.co/ajdFXoXKMm -BTC reclaimed [--] week moving average -reclaimed yearly VWAP -Global Liquidity inflecting positive -Stable coin flows inflecting positive -@caprioleio hash ribbons buy signal -volatility compression heading into EOY and regulatory clarity"
X Link 2024-07-25T02:39Z [----] followers, [---] engagements
"$AERO KPIs are going vertical $AERO stakers earned $1MM just yesterday alone I dont think theres any more pure play way to get exposure to @base ecosystem fundamentals than Aerodrome $AERO stakers earned $1MM just yesterday alone I dont think theres any more pure play way to get exposure to @base ecosystem fundamentals than Aerodrome"
X Link 2024-08-06T20:55Z [----] followers, [----] engagements
"@torvaman_ @blockworksres @chainlink Yes the majority of our research is paywalled although we do some paid research as well"
X Link 2024-08-08T16:11Z [----] followers, [---] engagements
"@NMcity2country @blockworksres @chainlink some nice alpha in their most recent product call. [----] H1 potentially https://www.youtube.com/watchv=R3ATz_F8xOs&t=1898s https://www.youtube.com/watchv=R3ATz_F8xOs&t=1898s"
X Link 2024-08-08T16:25Z [----] followers, [---] engagements
"@Trim_Bot @WestieCapital @blockworksres @chainlink In every Blockworks Research report we have a section dedicated to risks. Please subscribe to learn more"
X Link 2024-08-08T16:34Z [----] followers, [---] engagements
"@torvaman_ @blockworksres @chainlink hopefully will be able to talk about some findings on a future podcast"
X Link 2024-08-08T17:01Z [----] followers, [---] engagements
"@Slizzzy13 @blockworksres @chainlink An extensive analysis is performed on team subsidies. Recommend subscribing for a more complete view (it is not 90%)"
X Link 2024-08-08T17:06Z [----] followers, [---] engagements
"@ChainLinkGod @blockworksres @chainlink Thank you Zach"
X Link 2024-08-08T17:17Z [----] followers, [----] engagements
"@reservereverse @Trim_Bot @WestieCapital @blockworksres @chainlink general access only went live a few months ago but growth has really started to accelerate since april. Some apps like Aave have committed to using it will take a little time"
X Link 2024-08-09T03:49Z [----] followers, [--] engagements
"@reservereverse @Trim_Bot @WestieCapital @blockworksres @chainlink @CatfishFishy Chainlink has focused on capital markets where as those other bridges have focused on onchain adoption"
X Link 2024-08-09T03:56Z [----] followers, [---] engagements
"Marines x Spartans the OG duo back at it again. Synthetix Spartan Council voted to unanimously use Chainlink Data Streams for v3. Their motivation behind this was to not only have the best oracle mechanism on the market but also in preparation for expansion across the multi-chain ecosystem. Similar to Aave v4 using CCIP For cross-chain liquidity pools I would expect Synthetix to have a similar cross-chain strategy. Unifying liquidity across L1s and L2s would finally enable Synthetix to compete with centralized exchanges. The @synthetix_io Spartan Council just voted unanimously in favor of"
X Link 2024-08-09T18:39Z [----] followers, [----] engagements
"@0xelonmoney @blockworksres @chainlink This is a great thread well done"
X Link 2024-08-15T13:57Z [----] followers, [--] engagements
"Based I am especially excited for apps that take advantage of Chainlink Functions. The ability to connect to frontier LLM models such as ChatGPT will spawn new and excitng usecases that can leverage Base's growing userbasr and low fees Chainlink Data Streams and VRF are now officially live on @base. With these latest integrations all #Chainlink services are now live on Base making the Chainlink Scale partner incubated by @coinbase fully platformed on Chainlink. https://t.co/2FqF39ZqIR https://t.co/8Rorar5byr Chainlink Data Streams and VRF are now officially live on @base. With these latest"
X Link 2024-08-15T23:54Z [----] followers, [----] engagements
"@BrokeBoiCapital @blockworksres ICP is discussed in the report"
X Link 2024-08-20T16:59Z [----] followers, [--] engagements
"No investor has been more spot on since Oct [----] than @crossbordercap highly recommend checking this one out We are LIVE with Michael Howell Thank you for a fantastic conversation @crossbordercap . I appreciate the work you do https://t.co/YYCjg7lyxD We are LIVE with Michael Howell Thank you for a fantastic conversation @crossbordercap . I appreciate the work you do https://t.co/YYCjg7lyxD"
X Link 2024-08-28T15:08Z [----] followers, [----] engagements
"Yes but that product has a lot of friction to enter and exit. Once tokenized users who qualify via some cryptography based identification method can enter and exit at will compose those tokens with other products and ultimately have more control over their portfolio. Sophisticated investors could even rehypothecate a percentage of those funds for other usecases. Tokenization and adoption of a cross-chain messaging standard will enable these fund products to easily interoperate with DeFi primitives through their existing infrastructure. In turn tokenization unlocks an entire new universe of"
X Link 2024-08-30T03:39Z [----] followers, [----] engagements
"LINK/BTC ready for liftoff"
X Link 2024-09-19T17:42Z [----] followers, [----] engagements
"Metis team is exploring territory where no other L2 has gone wrt decentralizing its sequencer. It will be interesting to see if the various protocol upgrades and ecosystem funds can catalyze growth over next few quarters. 1/ We believe @MetisL2 is an interesting ETH beta trade over the next few quarters: the team has decentralized the sequencer and is deploying multiple ecosystem development funds to catalyze growth. Let's dive into this thesis 👇 https://t.co/yRGWt5849N 1/ We believe @MetisL2 is an interesting ETH beta trade over the next few quarters: the team has decentralized the"
X Link 2024-09-26T19:01Z [----] followers, [----] engagements
"Hey everyone - would really appreciate some amplification here if possible @Blockworks_ @Permissionless is coming up and if you buy a ticket using my code you can get a nice discount: SHAPIRO30. The speaker lineup is insane highly recommend checking it out"
X Link 2024-09-27T19:53Z [----] followers, [---] engagements
"Last chance to get discounted Permissionless tickets 👇 For everyone waiting to buy your permissionless ticket We're increasing prices tonight at midnight. https://t.co/zvVcXVzYAh Save money and buy today. https://t.co/jtx9L7Txig For everyone waiting to buy your permissionless ticket We're increasing prices tonight at midnight. https://t.co/zvVcXVzYAh Save money and buy today. https://t.co/jtx9L7Txig"
X Link 2024-10-01T16:34Z [----] followers, [---] engagements
"Permissionless hype building 👇👇👇 Permissionless tickets flooding in Why you wait until Friday night to get your ticket idk but I still love you (btw ticket prices going up again get your ticket now) https://t.co/AvK22puggI Permissionless tickets flooding in Why you wait until Friday night to get your ticket idk but I still love you (btw ticket prices going up again get your ticket now) https://t.co/AvK22puggI"
X Link 2024-10-05T00:36Z [----] followers, [---] engagements
"Excited to see what Solana devs cook up With data streams live nearly a certainty every other Chainlink service will launch on Solana as well Chainlink 🤝 Solana Chainlink Data Streams is now available on Solana bringing low latency pull-based data oracles to help power the DeFi ecosystem. Chainlink 🤝 Solana Chainlink Data Streams is now available on Solana bringing low latency pull-based data oracles to help power the DeFi ecosystem"
X Link 2024-10-28T21:36Z [----] followers, [----] engagements
"Massive get for CCIP .@LidoFinancethe largest liquid staking protocol by TVLhas integrated #Chainlink CCIP to enable users to stake ETH directly from L2 networks including @arbitrum @base & @optimism. How CCIP accelerates the adoption of Lido's wstETH #RoadToSmartCon https://t.co/FG8pWr52mw https://t.co/l07iO1ideW .@LidoFinancethe largest liquid staking protocol by TVLhas integrated #Chainlink CCIP to enable users to stake ETH directly from L2 networks including @arbitrum @base & @optimism. How CCIP accelerates the adoption of Lido's wstETH #RoadToSmartCon https://t.co/FG8pWr52mw"
X Link 2024-10-29T17:55Z [----] followers, [----] engagements
"Aerodrome is the liquidity hub of Base Great article ✍ https://t.co/Il6wW5cC9K https://t.co/Il6wW5cC9K"
X Link 2024-11-07T19:01Z [----] followers, [---] engagements
"The market is pricing in a SOL ETF Out of every Grayscale trust (non BTC or ETH) GSOL has gotten hit the hardest with the Trump news. Premium has gone significantly negative - price down 76% in the last [--] days"
X Link 2024-11-08T22:07Z [----] followers, [----] engagements
"Generalized consensus computing (Chainlink) vs. on-chain state (Blockchains): 1) Significantly larger addressable market 2) Stronger network effects and moat 3) Higher base costs for services"
X Link 2024-11-09T17:36Z [----] followers, [----] engagements
"Just gonna leave this here"
X Link 2024-11-14T18:07Z [----] followers, [---] engagements
"@CarpeNoctom 333k by july [----] 👀"
X Link 2024-11-14T18:07Z [----] followers, [---] engagements
"$50 then $200"
X Link 2024-11-18T15:55Z [----] followers, 61.9K engagements
"jk LINK broke critical $15 level then BTC started dumping pack it up boys $50 then $200 https://t.co/VI2HCs9XVt $50 then $200 https://t.co/VI2HCs9XVt"
X Link 2024-11-18T19:20Z [----] followers, 11.8K engagements
"Sergey talking like this has me thinking [----] might actually be the year it all happens What if all Stablecoins RWAs and CBDCs start being connected to each other and to all the world's digital assets across all chains on one platform/standard set of protocols because it has all the data connections identity connections and cross-chain connections they need to What if all Stablecoins RWAs and CBDCs start being connected to each other and to all the world's digital assets across all chains on one platform/standard set of protocols because it has all the data connections identity connections"
X Link 2024-11-19T16:36Z [----] followers, [----] engagements
"At this point I'm not even sure Trump tweeting about Chainlink would move price Exciting news Our Co-Founder @zakfolkman recently joined @SergeyNazarov at NYSE to discuss @worldlibertyfi 's integration of the @chainlink standard. Security was a top priority for us and Chainlink delivers the trust and reliability needed to bridge DeFi and mainstream https://t.co/bzMleMvzWY Exciting news Our Co-Founder @zakfolkman recently joined @SergeyNazarov at NYSE to discuss @worldlibertyfi 's integration of the @chainlink standard. Security was a top priority for us and Chainlink delivers the trust and"
X Link 2024-11-20T01:38Z [----] followers, [----] engagements
"ok let's try this again $50 then $200 https://t.co/VI2HCs9XVt $50 then $200 https://t.co/VI2HCs9XVt"
X Link 2024-11-21T14:05Z [----] followers, 11K engagements
"Great analysis of Geodnet - DePIN is going to have a large part to play in the widespread adoption of autonomous cyber physical systems powering the 4th industrial revolution 1/ Autonomous tech like drones industrial robotics & autonomous vehicles are at an inflection point & RTK networks are uniquely positioned to enable their growth Let's dive into our latest report on autonomous tech RTK networks & GEODNET sponsored by @GEODNET_ https://t.co/M2nY1sGSBZ 1/ Autonomous tech like drones industrial robotics & autonomous vehicles are at an inflection point & RTK networks are uniquely positioned"
X Link 2024-11-26T22:03Z [----] followers, [---] engagements
"$AERO feels like it's time"
X Link 2024-11-30T05:17Z [----] followers, [----] engagements
"First volume impulse started in Asia session and continued by US. Feels like Asia is going to bid again tonight and this has the chance to run the next week or so to ATH. LINK marked the beginning of the altcoin run last year (late Oct into Nov) and actually led the BTC breakout by a day - I wouldn't be surprised if Bitcoin breaks 100k soon. At that point LINK probably consolidates around ATH while other coins start to move. $50 then $200 https://t.co/VI2HCs9XVt $50 then $200 https://t.co/VI2HCs9XVt"
X Link 2024-12-02T22:08Z [----] followers, 12.9K engagements
"Chainlink $LINK"
X Link 2024-12-03T04:44Z [----] followers, [----] engagements
"$AERO looks like it wants to print a god candle. As prices move further away from mean (this is timeframe agnostic) MMs may perceive increased risk of adverse selection or further moves in same direction. To reduce risk they often reduce their liquidity provisioning on less favorable side of the book. The 1D 3D and 1W Bollinger Bands are inflecting upwards representing the general value range (in std-devs) for resting liquidity. As bands expand more room for price to move. More likely though Coinbase just pulls liquidity. Study teleportation. study instant transmission. $AERO feels like it's"
X Link 2024-12-04T18:38Z [----] followers, [----] engagements
"Just one day left Make sure to sign up for this discussion tomorrow to discuss Ethereum Institutional staking 🎙Tomorrow we will be hosting a discussion with @StakeETH @_dshap @evweiss1 and @chriscryptonite to explore the results of our institutional ETH staking survey ✍ Sign up here: https://t.co/CQMIJkJga0 You can read more on the survey below 🧵 https://t.co/EVesf81Wi0 🎙Tomorrow we will be hosting a discussion with @StakeETH @_dshap @evweiss1 and @chriscryptonite to explore the results of our institutional ETH staking survey ✍ Sign up here: https://t.co/CQMIJkJga0 You can read more on the"
X Link 2024-12-10T17:03Z [----] followers, [---] engagements
"Come and hop in for an Eth staking discussion https://t.co/Zi15xxhXAh https://t.co/Zi15xxhXAh"
X Link 2024-12-11T17:58Z [----] followers, [---] engagements
"New report on dYdX Unlimited. They have a completely revamped liquidity engine and tokenomics - I expect the protocol to recapture market share in [----] 1/ Introducing dYdX Unlimited: A pivotal shift in the protocol's trajectory. The upgrade introduces fundamental protocol enhancements spanning market access liquidity provision and tokenomic design. Below are key insights into the report sponsored by @dYdX.🧵 https://t.co/cFgNvkUKaj 1/ Introducing dYdX Unlimited: A pivotal shift in the protocol's trajectory. The upgrade introduces fundamental protocol enhancements spanning market access"
X Link 2024-12-12T16:48Z [----] followers, [---] engagements
"Chainlink Show on Saturday Make it [---] YES and I will bring you the best show youve watched all week Show on Saturday Make it [---] YES and I will bring you the best show youve watched all week"
X Link 2024-12-13T03:19Z [----] followers, [----] engagements
"Let the SUI catchup trade begin $LINK $APTOS The Aptos Foundation is excited to announce that the Aptos network has integrated @chainlink Data Feeds 🎉 Chainlink Data Feeds provide tamper-proof data essential for building highly secure and feature-rich applications within the Aptos ecosystem. https://t.co/9RKITCaCQ8 https://t.co/t1rIDFhJly The Aptos Foundation is excited to announce that the Aptos network has integrated @chainlink Data Feeds 🎉 Chainlink Data Feeds provide tamper-proof data essential for building highly secure and feature-rich applications within the Aptos ecosystem."
X Link 2025-01-09T20:17Z [----] followers, [----] engagements
"Normalized Altcoin OI (total altcoin OI divided by total altcoin market cap) at floor level hit a few times since October Leverage has been completely wiped. We probably sweep the lows but next time we get volatility my bet is higher"
X Link 2025-01-16T18:44Z [----] followers, [---] engagements
"Why is LINK one of the coins pumping most on US-centric coin strategic reserve announcement"
X Link 2025-01-16T19:13Z [----] followers, 30.3K engagements
"Many of the cutting edge agent frameworks have an "Architect" or "Director" which delegates requests to task specific agents. Unless you are spending $200000/month you don't get access to o1 through the OpenAI API--o1 preview was only option. o3-mini unlocks o1 full level reasoning for cheap via API at launch. Going to be a massive unlock for multi agent architectures. To explain again why o3-mini is so important. We get a reasoning model that is better than full o1 and costs only a fraction of it Look at the graph down below and have a look at how insanely cheap o3-mini is compared to o1. To"
X Link 2025-01-18T16:58Z [----] followers, [---] engagements
"Orderly protocol integrating with Raydium gives its users access to [--] pairs vs Jupiter Perps three Mispricing imo 1/ @OrderlyNetwork's integration with @RaydiumProtocol is a key new growth vector for the protocol. Raydium is in 1st place amongst DEXs with a 30-day trailing volume of nearly $100B. If a fraction of this volume moves to Orderly perps the network could grow multiples.🧵 https://t.co/NpyucQjXcs 1/ @OrderlyNetwork's integration with @RaydiumProtocol is a key new growth vector for the protocol. Raydium is in 1st place amongst DEXs with a 30-day trailing volume of nearly $100B. If a"
X Link 2025-01-23T18:26Z [----] followers, [---] engagements
"There is only one standard @chainlink"
X Link 2025-01-31T18:48Z [----] followers, [----] engagements
"With this recent liquidation event Bitcoin has maintained bullish market structure and has settled above 100k Coin open interest currently at levels last seen Sept [--] [----]. It is important to use coin instead of dollar open interest because it adjusts for price increases If OI was at x dollars before BTC went from 50k to 100k dollar OI will naturally double. By using coin one can have a better idea of the total amount of leverage in the system Funding rate is below 10.95% annualized (base funding rate) which means the market is skewed short. Spot premium also intact. These are not necessarily"
X Link 2025-02-04T20:04Z [----] followers, [---] engagements
"Total OI and Altcoin OI normalized by market cap is painting a similar picture. Leverage has unwound"
X Link 2025-02-04T20:04Z [----] followers, [---] engagements
"Potential double bottom on TOTAL3/BTC (essentially BTC.D inversed). The Nov [--] Trump election night impulse broke market structure here and as long as we hold it looks like the trend for alts could be up You really think they were gonna give you a free ride"
X Link 2025-02-04T20:04Z [----] followers, [---] engagements
"Let's see what the suits are doing. CME annualized basis (effectively the funding rate) is 6.5% Pretty much money market territory - any net short positioning here will unwind because the R/R no longer makes sense Historically we see bottoms around these levels"
X Link 2025-02-04T20:04Z [----] followers, [---] engagements
"Macro uncertainty remains but I would personally have a hard time being short given historical crypto trends at this point in the cycle positive US Crypto regulatory environment and AI acceleration Bullieve in something"
X Link 2025-02-04T20:04Z [----] followers, [---] engagements
"looks good to me $AERO"
X Link 2025-02-05T17:02Z [----] followers, [----] engagements
"relative strength $AERO some thoughts https://t.co/hXY5muKx2v some thoughts https://t.co/hXY5muKx2v"
X Link 2025-02-05T18:02Z [----] followers, [----] engagements
"Someone just unloaded a clip.slipped for over 8% Accumulation $AERO relative strength $AERO https://t.co/bV2GNiIcO6 relative strength $AERO https://t.co/bV2GNiIcO6"
X Link 2025-02-06T20:40Z [----] followers, [----] engagements
"Cosmos had the right idea but not the full picture The true endgame is a singular generalized runtime environment for all forms of consensus computing. AWS but for Web3 In due time the market will understand the full implications of @chainlink CRE How many L1s until we admit Cosmos had the endgame right https://t.co/Yyirc8GNQM How many L1s until we admit Cosmos had the endgame right https://t.co/Yyirc8GNQM"
X Link 2025-02-06T22:33Z [----] followers, [----] engagements
"Best lineup for a crypto conference I've seen ngl This lineup is INSANE If DAS isn't the institutional event of the year I'll call it quits. Our team gave me a code for $100 off good for only a few people: YANO100 See you in NYC in less than [--] weeks. https://t.co/ez2GzTkwfA This lineup is INSANE If DAS isn't the institutional event of the year I'll call it quits. Our team gave me a code for $100 off good for only a few people: YANO100 See you in NYC in less than [--] weeks. https://t.co/ez2GzTkwfA"
X Link 2025-03-05T17:52Z [----] followers, [----] engagements
"I used to think "how do people not know" but my stance over the last year has changed. I realized people actually just don't know and have come to accept that. Nothing is priced in. iykyk The Depository Trust & Clearing Corporation (DTCC) Announces New Platform For Tokenised Collateral Management Umm this is kind of a big deal. The Depository Trust & Clearing Corporation (DTCC) Announces New Platform For Tokenised Collateral Management Umm this is kind of a big deal"
X Link 2025-04-03T02:26Z [----] followers, 16.7K engagements
"@ajhofmann18 Thoughts on grok 3-mini vs Gemini 2.0-flash"
X Link 2025-04-11T00:58Z [----] followers, [---] engagements
"Hyperliquid The only DEX that has been able to compete with CEX volumes. HyperEVM underoptimized right now but we expect for the HyperEVM to evolve in the following ways: - Increased asset issuance on the chain for listing on the HyperCore order book. - Increased usage of money markets https://t.co/8WRIZUePMt The only DEX that has been able to compete with CEX volumes. HyperEVM underoptimized right now but we expect for the HyperEVM to evolve in the following ways: - Increased asset issuance on the chain for listing on the HyperCore order book. - Increased usage of money markets"
X Link 2025-04-18T21:17Z [----] followers, [---] engagements
"Excited to be moderating this panel If you are curious about how order books respond to major market events (like liquidation cascades) you won't want to miss this How Order Books React to Major Market Events 🪼 🕛 MAY 20TH [----] AT 12:00 PM EST This @Blockworks_ Roundtable explores how major market events affect order book dynamics focusing on key metrics like spread percentages liquidity depth and order flow imbalances. It offers https://t.co/82Fge298Pq How Order Books React to Major Market Events 🪼 🕛 MAY 20TH [----] AT 12:00 PM EST This @Blockworks_ Roundtable explores how major market"
X Link 2025-05-07T23:27Z [----] followers, [---] engagements
"@docXBT monitor arms are a massive unlock. Give you a ton of extra space. dirt cheap on amazon. Make sure PC sits on a box or something so if whatever reason apartment floods/water leak it is elevated"
X Link 2025-05-08T18:00Z [----] followers, [---] engagements
"Chainlink + Solana That's it that's the tweet CCIP is going to be the key pathway for institutions to reliably interact with Solana. Watch @SergeyNazarovs presentation from @SolanaConf today to discover how Chainlink is powering internet capital markets https://t.co/hLX4tyA5ST CCIP is going to be the key pathway for institutions to reliably interact with Solana. Watch @SergeyNazarovs presentation from @SolanaConf today to discover how Chainlink is powering internet capital markets https://t.co/hLX4tyA5ST"
X Link 2025-05-23T23:56Z [----] followers, [----] engagements
"Ticket prices to @Permissionless are increasing tomorrow Speaker lineup is stacked - make sure to secure your spot today"
X Link 2025-05-29T20:57Z [----] followers, [---] engagements
"20 days out from Permissionless For the next [--] hours tickets are 50% off - use code FLASH50 at check out Come through and meet me in IRL frens 🫡"
X Link 2025-06-04T14:04Z [----] followers, [---] engagements
"aixbt smarter than 99% of ct kek genius act passed. $250B+ stables need proof of reserves now jpmd already running on base w/ chainlink dvp 40.9T in assets already exposed to link infrastructure ser connect the dots genius act passed. $250B+ stables need proof of reserves now jpmd already running on base w/ chainlink dvp 40.9T in assets already exposed to link infrastructure ser connect the dots"
X Link 2025-06-18T03:59Z [----] followers, [----] engagements
"Blockchains force transparency but protocols still obfoscate important information that hurts investors The TTF solves this by creating a standardized reporting methodology Excited to see this launch Long time coming 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for leveling the playing field. https://t.co/VlcIqTcxmq 0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework a new standard for"
X Link 2025-06-18T13:33Z [----] followers, [---] engagements
"hyperliquid 1/ @HyperliquidX's upcoming CoreWriter upgrade represents a key step in unlocking its composable finance layer. With CoreWriter HyperEVM contracts can now execute transactions directly on HyperCore's CLOB. Breaking down CoreWriter's impact on the HyperEVM ecosystem: https://t.co/e0qtjBiWfq 1/ @HyperliquidX's upcoming CoreWriter upgrade represents a key step in unlocking its composable finance layer. With CoreWriter HyperEVM contracts can now execute transactions directly on HyperCore's CLOB. Breaking down CoreWriter's impact on the HyperEVM ecosystem: https://t.co/e0qtjBiWfq"
X Link 2025-07-03T17:16Z [----] followers, [---] engagements
"Probably nothing BREAKING NEWS: The GENIUS Act is now law. https://t.co/dwakaLB27q BREAKING NEWS: The GENIUS Act is now law. https://t.co/dwakaLB27q"
X Link 2025-07-18T22:30Z [----] followers, [----] engagements
""Some traditional finance (TradFi) institutions have explored using smart contracts to power new financial products. They often build these products on permissioned blockchains." It's increasingly obvious that LINK will be the gas token for the multi-$100T TradFi market yet I can count on one hand people who actually understand CRE"
X Link 2025-07-30T19:58Z [----] followers, [----] engagements
"Ngl [---] flash-equivalent model that can run localy on an M4 max is extremely impressive. Supposedly at max power around [--] toks The exponential AI is on is astounding.to think in a year we will all be running an o3 level model locally is incredible Independent benchmarks of OpenAIs gpt-oss models: gpt-oss-120b is the most intelligent American open weights model comes behind DeepSeek R1 and Qwen3 235B in intelligence but offers efficiency benefits OpenAI has released two versions of gpt-oss: ➤ gpt-oss-120b (116.8B total https://t.co/0mLCKh05MY Independent benchmarks of OpenAIs gpt-oss models:"
X Link 2025-08-06T01:51Z [----] followers, [---] engagements
"cursor popup window undefeated"
X Link 2025-08-07T21:05Z [----] followers, [---] engagements
"@blknoiz06 @chainlink @ethena_labs"
X Link 2025-08-09T22:27Z [----] followers, [----] engagements
"1) Go to EasyA website first partner Ripple -------- 2) Go to DeFiLlama Navigate to DEX volume by chain: Scroll down XRPL at rank #82 with 100k 24h vol https://defillama.com/dexs/chains i have actually seen @ripples tech work in real life. ive never seen @chainlink work in real life nor have i met anyone building with chainlink either. when you spend every day on the ground with developers you understand what tech works much better than an influencer whos https://defillama.com/dexs/chains i have actually seen @ripples tech work in real life. ive never seen @chainlink work in real life nor"
X Link 2025-08-10T23:58Z [----] followers, 10.1K engagements
"The distance between I have an idea and Its in production is now a single API call. Meet the Blockworks Data API. As a power user of the platform I personally could not be more excited. Blockworks has the most accurate onchain data with breadth and scope increasing rapidly. This will be a critical API for any investor looking to add onchain data to their systematic models. I personally could not be more excited https://blockworks.co/news/data-api-waitlist https://blockworks.co/news/data-api-waitlist"
X Link 2025-08-11T15:06Z [----] followers, [---] engagements
"there is no tier higher than S tier Chainlink S tier protocol and investment thesis: Chainlink revealed to already having earned hundreds of millions in fees. Those past earned fees are now being deployed to token buy-backs which go into a Chainlink Reserve. The reserve wont be touched for years. (per https://t.co/lNjgPpwbCd Chainlink S tier protocol and investment thesis: Chainlink revealed to already having earned hundreds of millions in fees. Those past earned fees are now being deployed to token buy-backs which go into a Chainlink Reserve. The reserve wont be touched for years. (per"
X Link 2025-08-13T03:06Z [----] followers, [----] engagements
"SVR looking good - and it's only going to expand to more pools/markets moving forward Aave's integration with Chainlink's Smart Value Recapture is already delivering meaningful results successfully capturing more than 70% of Oracle Extractable Value and achieving peak a weekly recapture of $248k. https://t.co/ljw3obJAxL Aave's integration with Chainlink's Smart Value Recapture is already delivering meaningful results successfully capturing more than 70% of Oracle Extractable Value and achieving peak a weekly recapture of $248k. https://t.co/ljw3obJAxL"
X Link 2025-08-20T13:38Z [----] followers, [----] engagements
"Fluid's (@0xfluid) buyback proposal is out - projecting $15-30M annually That's 2-3% of total supply bought back each year at $1B FDV Spent the day analyzing the three proposed models:"
X Link 2025-08-22T17:24Z [----] followers, [----] engagements
"@0xfluid Protocol targets: $10B deposits and $30M revenue within [--] months Already the 4th largest lending market and 2nd largest DEX on Ethereum The buyback mechanics make this more interesting"
X Link 2025-08-22T20:10Z [----] followers, [---] engagements
"Imagine what happens when TradFi realizes they are using Chainlink for everything and can easily buy it through an ETF Bitwise just filed for a spot Chainlink ETF https://t.co/jRHPXEP9a7 Bitwise just filed for a spot Chainlink ETF https://t.co/jRHPXEP9a7"
X Link 2025-08-26T13:59Z [----] followers, [----] engagements
"Tokenized securities traded in the SAME ORDER BOOK with SHARED EXECUTION on NASDAQ has a single critical implication: NASDAQ will create a blockchain themselves and somehow convince 100+ and increasing number of teams to use their blockchain for native tokenization NASDAQ is using an abstraction layer to orchestrate interop price feeds proof of reserves etc. with any potential tokenized asset issuer/chain which will require cross-chain synchronization of state Becoming increasingly obvious that there is going to need to be a single standard for tokenized asset interop bc the universe of"
X Link 2025-09-08T16:47Z [----] followers, 16.6K engagements
"Kunal with some alpha Kaito capital launchpad with strong growth Give this LEGENDD a follow Back on August 20th @blockworksres highlighted the disconnect between @KaitoAI price performance and the companys strong traction and revenue growth. At that time only [--] projects were live on the Capital Launchpad. Today there are [--] projects that have either raised or are https://t.co/7TMYQkr8pn Back on August 20th @blockworksres highlighted the disconnect between @KaitoAI price performance and the companys strong traction and revenue growth. At that time only [--] projects were live on the Capital"
X Link 2025-09-09T12:45Z [----] followers, [---] engagements
"Quadrillions Yes anon literally quadrillions 🚨 DTCC PRIVATE CHAIN ADDED 🚨 DTCC TESTNET IS NOW SUPPORTED BY CHAINLINK #Chainlink #CCIP $LINK #LinkTheWorld https://t.co/Qn33N9xnzM 🚨 DTCC PRIVATE CHAIN ADDED 🚨 DTCC TESTNET IS NOW SUPPORTED BY CHAINLINK #Chainlink #CCIP $LINK #LinkTheWorld https://t.co/Qn33N9xnzM"
X Link 2025-09-10T16:17Z [----] followers, 11.4K engagements
"Tokenized private equity is one of the most compelling use cases for asset tokenization. We just published a deep dive into @PreStocksFi and @ventuals_ two platforms bringing private markets onchain"
X Link 2025-09-10T16:52Z [----] followers, [----] engagements
"Global secondary PE markets are projected to reach $175B in volume [----] riding strong price performance vs. public markets. Tokenized platforms aim to expand participation from 13M accredited investors to potentially 100M+ retail participants"
X Link 2025-09-10T16:52Z [----] followers, [---] engagements
"PreStocks takes a direct equity tokenization approach. Using diversified SPV structures it creates spot markets for pre-IPO companies like SpaceX and OpenAI with tokens tradable on decentralized exchanges"
X Link 2025-09-10T16:52Z [----] followers, [---] engagements
"Ventuals pursues a derivatives-first strategy. It offers perpetual futures that track private company valuations powered by a hybrid oracle system combining secondary market data and market-driven pricing"
X Link 2025-09-10T16:52Z [----] followers, [---] engagements
"Valuation comps suggest premium multiples are justified. With achievable revenue in the $5M$20M range tokenized PE platforms could warrant $50M$400M market caps at 1020x sales"
X Link 2025-09-10T16:52Z [----] followers, [---] engagements
"Although tokenized PE is in early days the thesis is very compelling. If stocks like SpaceX and OpenAI reach volumes of similar-sized equities we could see upwards of $73B in volume on these stocks alone. This is NOT factoring in potential growth of the overall market as the investor base expands from 13M to over 100M"
X Link 2025-09-10T16:52Z [----] followers, [---] engagements
"I remember when Augur launched back in [----] (first Ethereum mainnet app) and the community fiercely debated prediction markets vs. oracles for DeFi Settled on the fact that they were for different use cases. Tons of synergies here excited to see where this goes .@Polymarket the leading onchain prediction markets platform has officially partnered with Chainlink to launch new 15-minute markets featuring near-instant settlement and industry-leading security. https://t.co/M5C1yRrBI5 Starting with asset pricing the integration combines https://t.co/Dh7LQLmTdo .@Polymarket the leading onchain"
X Link 2025-09-12T20:06Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing