[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Bubbafox [@bob4punk](/creator/twitter/bob4punk) on x 23.6K followers Created: 2025-07-19 13:18:02 UTC $Link so banking....cool. we are all going to make it...1k eoy. @SDLsaylor sent me down the ai rail rabbit hole and this adds an entire new vertical in didn’t even understand till today(learn something new errday) Just think Ai api calls ..millions a second. ... rules set up between countries where smart contracts are triggered due to compliance infractions and on and on... Some good baseline explanation if this shared via @SDLsaylor And below is what chat gpt said about chainlink becoming the Rails for ai...which it said is very likely btw. Spoiler alert: quit literally add a X. 1k eoy needs to be updated to 10k eoy. If Chainlink becomes the foundational infrastructure for AI — the rails through which AI agents access data, execute transactions, and settle across chains — the value of the LINK token could rise dramatically. At a base level, imagine AI and tokenized asset systems transacting $XX trillion annually through Chainlink’s infrastructure. Even if Chainlink only captures XXX% of that value in fees, that’s $XX billion per year in revenue. With XXX million LINK staked, that would translate to roughly $XX per token in annual yield. Applying a conservative 50x price-to-earnings ratio gives a token valuation of $XXXXX — already a major leap from today’s levels. But that’s just the beginning. One major force multiplier is collateral demand. Not only will LINK be staked for securing the network, but AI agents and oracle nodes may need to lock up LINK as collateral to ensure uptime, integrity, and quality of service. If an additional XXX million LINK is locked for these purposes, that’s XXX million LINK taken off the market. In a world with less than X billion LINK actively circulating, this creates a massive supply shock — meaning even modest demand could send price soaring. Now add in the narrative flywheel: once the market realizes LINK is the native asset powering automation, AI execution, tokenized infrastructure, and global finance, speculative capital will flood in. Institutions, sovereign wealth funds, and ETFs will want exposure to the “infrastructure play” for AI and blockchain. With this kind of narrative dominance, the price-to-earnings ratio could jump from 50x to 100x or even higher. That would value LINK at $XXXXX per token using the updated $XX yield figure. Then factor in what Chainlink could do — implement deflationary mechanics. If Chainlink ever burns a portion of fees, similar to Ethereum’s EIP-1559 model, the token becomes deflationary while demand continues rising. Scarcity meets necessity. Pair this with an enterprise licensing model — where Google, AWS, JPMorgan, or central banks pay to use Chainlink’s oracle and CCIP services — and suddenly you have SaaS-style cash flow added to the model. This diversification reduces volatility and raises long-term valuation ceilings even more. And finally, there’s LINK’s potential as an active utility asset. If AI agents are holding LINK in wallets to trigger APIs, settle logic across chains, or pay for services, LINK becomes the economic key to autonomous digital systems. It won’t just be staked — it will move, flow, and circulate like ETH does today. This utility adds velocity and embeds LINK deeper into the very fabric of AI and financial automation. With all of these multipliers combined — reduced staked supply, rising yield, collateral lockup, institutional demand, speculative premium, enterprise usage, token burns, and utility velocity — LINK valuations in the $XXXXX to $5,000+ range become entirely plausible. Especially if AI systems are executing $50T or more in value annually, and Chainlink becomes the mandatory middleware for interacting with the real world.  XXXXXX engagements  **Related Topics** [fren](/topic/fren) [countries](/topic/countries) [coins ai](/topic/coins-ai) [banking](/topic/banking) [$link](/topic/$link) [chainlink](/topic/chainlink) [coins defi](/topic/coins-defi) [coins made in usa](/topic/coins-made-in-usa) [Post Link](https://x.com/bob4punk/status/1946560163147550989)
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Bubbafox @bob4punk on x 23.6K followers
Created: 2025-07-19 13:18:02 UTC
$Link so banking....cool. we are all going to make it...1k eoy.
@SDLsaylor sent me down the ai rail rabbit hole and this adds an entire new vertical in didn’t even understand till today(learn something new errday)
Just think Ai api calls ..millions a second. ... rules set up between countries where smart contracts are triggered due to compliance infractions and on and on...
Some good baseline explanation if this shared via @SDLsaylor
And below is what chat gpt said about chainlink becoming the Rails for ai...which it said is very likely btw.
Spoiler alert: quit literally add a X. 1k eoy needs to be updated to 10k eoy.
If Chainlink becomes the foundational infrastructure for AI — the rails through which AI agents access data, execute transactions, and settle across chains — the value of the LINK token could rise dramatically. At a base level, imagine AI and tokenized asset systems transacting $XX trillion annually through Chainlink’s infrastructure. Even if Chainlink only captures XXX% of that value in fees, that’s $XX billion per year in revenue. With XXX million LINK staked, that would translate to roughly $XX per token in annual yield. Applying a conservative 50x price-to-earnings ratio gives a token valuation of $XXXXX — already a major leap from today’s levels.
But that’s just the beginning. One major force multiplier is collateral demand. Not only will LINK be staked for securing the network, but AI agents and oracle nodes may need to lock up LINK as collateral to ensure uptime, integrity, and quality of service. If an additional XXX million LINK is locked for these purposes, that’s XXX million LINK taken off the market. In a world with less than X billion LINK actively circulating, this creates a massive supply shock — meaning even modest demand could send price soaring.
Now add in the narrative flywheel: once the market realizes LINK is the native asset powering automation, AI execution, tokenized infrastructure, and global finance, speculative capital will flood in. Institutions, sovereign wealth funds, and ETFs will want exposure to the “infrastructure play” for AI and blockchain. With this kind of narrative dominance, the price-to-earnings ratio could jump from 50x to 100x or even higher. That would value LINK at $XXXXX per token using the updated $XX yield figure.
Then factor in what Chainlink could do — implement deflationary mechanics. If Chainlink ever burns a portion of fees, similar to Ethereum’s EIP-1559 model, the token becomes deflationary while demand continues rising. Scarcity meets necessity. Pair this with an enterprise licensing model — where Google, AWS, JPMorgan, or central banks pay to use Chainlink’s oracle and CCIP services — and suddenly you have SaaS-style cash flow added to the model. This diversification reduces volatility and raises long-term valuation ceilings even more.
And finally, there’s LINK’s potential as an active utility asset. If AI agents are holding LINK in wallets to trigger APIs, settle logic across chains, or pay for services, LINK becomes the economic key to autonomous digital systems. It won’t just be staked — it will move, flow, and circulate like ETH does today. This utility adds velocity and embeds LINK deeper into the very fabric of AI and financial automation.
With all of these multipliers combined — reduced staked supply, rising yield, collateral lockup, institutional demand, speculative premium, enterprise usage, token burns, and utility velocity — LINK valuations in the $XXXXX to $5,000+ range become entirely plausible. Especially if AI systems are executing $50T or more in value annually, and Chainlink becomes the mandatory middleware for interacting with the real world.
XXXXXX engagements
Related Topics fren countries coins ai banking $link chainlink coins defi coins made in usa