@DesmoJustin

$LINK Marine. Make it to the yacht party or sink with the ship. #IYKYK OK;LG Anything I say is not financial advice. Good vibes only.

San Francisco, CA
Joined February 2017
M⬡T⬡ Dude retweeted
We can now correlate all this institutional adoption of Chainlink directly to $LINK token usage: From the public GitHub PRs (first two screenshots attached): 🔹 "cre:workflow:compute (ms)": compute is its own billable resource. 🔹 "emitted for successful and failed executions": every run is billed. 🔹 "bills them from the enclave's own measurement": confidential workflows are billed too, by time inside the enclave (trusted execution environment for private/confidential computations). From the DTCC Demo we can see that those CRE Orchestration fees are paid in LINK (screenshots 3 and 4 attached as examples). So: - Institutions adopt Chainlink through CRE. - Each workflow, as seen in the DTCC AppChain demo, consists of multiple orchestration fees (+ CCIP fees), each paid in LINK. - In the DTCC demo, there were 4 separate orchestration fees and 1 CCIP fee - that's 5 separate LINK fees in total. - If there were any margin calls or collateral swaps, more thorough compliance checks, or any Confidential Compute required in that demo, that would likely require further Orchestration/CCIP fees. - The Chainlink Github shows that CRE billing for each execution is proportional to the compute time in milliseconds required. Therefore: - The more separate workflow steps where the user signs, the more orchestration fees incurred. - The more computations in a workflow, the more orchestration fees incurred. - The more complex those computations, the more orchestration incurred. - Data Feeds/Streams also required in DTCC Demo for continuous collateral pricing, which is another Chainlink service used (usually subscription-based, per-use based if AI Agents using CRE. In summary: Institutional adoption up > LINK fees up $LINK token absolutely needed
🚨🚨🚨 Chainlink CRE fees may be much higher than we initially estimated 🚨🚨🚨 👀 We were assuming that there's only 1 orchestration fee in this DTCC transaction, but it looks like there's actually 4 separate orchestration fees, plus a CCIP fee too 👀 𝐓𝐡𝐚𝐭'𝐬 𝟓 𝐬𝐞𝐩𝐚𝐫𝐚𝐭𝐞 𝐟𝐞𝐞𝐬 𝐩𝐚𝐢𝐝 𝐢𝐧 𝐋𝐈𝐍𝐊 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐨𝐧𝐞 𝐭𝐫𝐚𝐧𝐬𝐚𝐜𝐭𝐢𝐨𝐧. 🔥🔥🔥 The CRE orchestration fee isn't charged once per transaction. It's charged on every workflow step a user signs (see attached images - blurry because they're screenshots from the live demo). In the DTCC demo at Sibos, every wallet signature shows "Orchestration fee 0.01 LINK": 13:30 Create financing contract 14:48 Deposit $10m tUSD 17:22 Request $5m loan against MSFT 29:44 Repay loan That's 4 separate Orchestration fees, paid in LINK. On top of that there's a separate CCIP fee (20:15) for bridging the collateral to the DTCC AppChain. Repo + securities lending is $20T+ a day. Even a tiny share, with multiple LINK fees per transaction, adds up fast. The scaling is clear: more steps in a workflow means more fees. $LINK
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Let’s be clear: The President is advocating for an attack on 10+ million U.S. residents in two of America’s largest cities. This is not normal. None of this is. And we will continue to remind folks of that every day.
Trump on Iran: Let 'em take out Los Angeles and San Diego, it's a small price to pay
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M⬡T⬡ Dude retweeted
$LINK We will see this
🤖 Made with AI
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M⬡T⬡ Dude retweeted
He said he won’t explain further. I will. Chainlink is becoming the infrastructure connecting tokenized assets, stablecoins, institutions and blockchains. Most of the market is still valuing $LINK like an oracle. That gap won’t last forever.
It's 2AM on a weekend in a bull market Time to wake up and start bull posting altcoins You don't have enough Chainlink $LINK I will not explain further
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It's 2AM on a weekend in a bull market Time to wake up and start bull posting altcoins You don't have enough Chainlink $LINK I will not explain further
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M⬡T⬡ Dude retweeted
Sergey Nazarov and Bitwise just bought another $3.15m worth of $LINK. CCIP 2.0, an institutional-level bridge, was launched and is targeting capital markets at Sibos. Bitwise keeps buying $LINK steadily without a second thought. Chainlink is trading above $14. The technology is running ahead, still leaving the price far behind!
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M⬡T⬡ Dude retweeted
🚨BREAKING: Chainlink has been selected as an official data oracle for Open USD (OUSD)! Open Standard is supported by 200+ financial giants including Visa, Mastercard & Stripe, and now $LINK sits at the data layer powering its onchain infrastructure. @chainlink keeps becoming impossible for global finance to avoid!
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M⬡T⬡ Dude retweeted
The launch of CCIP 2.0 is something we've been working on with the world's top financial institutions for a while, we have now implemented their feedback on what is needed for institutional grade bridging of data and the movement of the digital assets themselves across both public and private chains. The response from the capital markets community here at Sibos has been very positive, and it is clear that the additional compliance, risk management, configurability and network participation capabilities of CCIP 2.0 are something that institutions find attractive and useful. I think the digital asset industry will end up at a new level of risk management for their data all of their tokenized value; where digital assets that are not bridged via a secure method and/or are relying on data that can be manipulated, will be viewed as much more risky. If the digital assets that bridge via providers which are not secure by default and/or keep repeatedly losing bridging keys, then they will receive worse asset risk scores which necessarily leads to worse terms for their usage as collateral, their inclusion on a balance sheet, and various other use cases. In some cases we are already seeing that having unreliable bridging or easy to manipualte data for valuation is leading to some digital assets to not be accepted for collateral or other users cases at all. We are now working closely with top FMIs, the leading banks, top asset managers, top GSIs and various capital markets technology providers to enable digital assets to operate in a derisked way, to unlock the liquidity found in public chains and to efficiently connect the next generation of digital assets to the benefits of DeFi. coindesk.com/business/2026/0…
CCIP 2.0 is officially live. The infrastructure for the next $600 trillion in onchain finance is now in your hands. 🧵⬇️
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M⬡T⬡ Dude retweeted
"Swift moves the equivalent of the world's GDP roughly every three days" $LINK is underrated and undervalued by about a 100X (for starters)
TODAY: Chainlink announced it is working to enable financial institutions to connect to @swiftcommunity’s blockchain ledger through the Chainlink platform. Swift moves the equivalent of the world's GDP roughly every three days ⬇️
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Is this really too much to ask for? ethereum:0x514910771af9ca656af840dff83e8264ecf986ca
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M⬡T⬡ Dude retweeted
JUST IN: Chainlink launches CCIP 2.0 to give apps more control over their security
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$LINK / $BTC looking kinda spicy Years of rejection and now it’s finally trying to break out If this holds, $LINK season might be loading Higher we go bros
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M⬡T⬡ Dude retweeted
Sibos Day 2 at the Chainlink booth @TomZschach, formerly of Swift, and @robbieklages from The Rollup discussing what they’re seeing across institutional finance at Sibos.
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M⬡T⬡ Dude retweeted
IYKYK $LINK
JUST IN: 🇺🇸 $2.8 trillion Citi partners with Coinbase to enable stablecoin payments for institutional clients.
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I would love a $200 $LINK – at Brisbane, CA
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M⬡T⬡ Dude retweeted
BREAKING: Chainlink is officially connecting banks to Swift’s blockchain ledger, enabling 24/7 cross-border payments using tokenized deposits.
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M⬡T⬡ Dude retweeted
$LINK is an absolute machine. ATHs will get OBLITERATED.
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M⬡T⬡ Dude retweeted
$LINK If you're not bullish enough, now is the time to be Breaking above the 6-year resistance
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