has been right for the last 6 years, CEO of being unemployed, truthbomb deployer about $link, dropping one banger tweet after another
Uranus
Joined November 2021
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That $link still is above $11 despite all the recent nothingburgers and disappointments is beyond my believe.
Will probably fix itself soon though
Hey baggys good news for you.
You can buy $link at $3 soon.
I know you look at this like a great opportunity.
I always thought oracles work 24/7 anyways.
Seems like @chainlink has to make an advertisement in 2026 for exactly that.
Weird.
Soon those plebs will stop working on slide rules and use computers.
this is no FUD. But… retweeted
Great write-up from @ChainLinkGod
A solid explanation on why Chainlink Labs is $LINK driven.
But I’m left wondering:
How do $LINK Reserve deposits impact Chainlink Labs value?
This 🧵 will highlight this dynamic, shedding some light on the big picture.
Let’s dive in ⬇️
Fundamentally, tokens are an incentive alignment mechanism
This is no different for $LINK
Unlike many crypto projects which have two competing sets of stakeholders (equity investors and token investors), Chainlink has just one: token holders
CLL employees don’t receive any company equity as part of their comp structure, but rather receive base comp in local currency and long-term incentives tied to $LINK
As a result, every individual at CLL helping build Chainlink has a direct financial incentive in seeing the token capture value from Chainlink’s success, their financial outcome is tied to it
Personally, some of the largest $LINK whales I personally know work for CLL, the incentive alignment is strong
Yes, there are still challenges to overcome and improvements to be made, all feedback is heard loud and clear
But I wouldn’t mistake opacity and strategic risk aversion as a lack of economic alignment
this is no FUD. But… retweeted
Chainlink buys 1.5M ethereum:0x514910771af9ca656af840dff83e8264ecf986ca a quarter. And releases 20M.
Q3 Reserve inflow: 1.54M LINK
Quarterly unlocks: ~20M LINK
(June: 21M unlocked, 18.37M sent to Binance)
That’s 13x more supply out than in
And that 1.5M isn’t the buyback you think it is.
The Reserve doesn’t burn anything. It moves LINK
into a timelocked treasury controlled by Labs.
LINK holders get no vote on its policy.
Holders have no claim on company revenue beyond
what lands in the Reserve.
There’s no public rule on what % of revenue has to
go in.
How much value flows to LINK is entirely at management’s discretion.
That’s where the conflict of interest in this thread comes from.
Every LINK that goes into the Reserve is revenue
Labs doesn’t keep, and Labs is the one deciding.
Honestly, the tech is the best in the space.
But if you’re wondering why 7 years of institutional
headlines haven’t moved the price, the answer isn’t
the business. It’s these numbers.
Great write-up from @ChainLinkGod
A solid explanation on why Chainlink Labs is $LINK driven.
But I’m left wondering:
How do $LINK Reserve deposits impact Chainlink Labs value?
This 🧵 will highlight this dynamic, shedding some light on the big picture.
Let’s dive in ⬇️
Anotherone bites the dust
ethereum:0x514910771af9ca656af840dff83e8264ecf986ca I think I've reached a point where diversification is becoming more important to me.
I waited until LINK.NYC to reassess but today, I sold 75% of my all ethereum:0x514910771af9ca656af840dff83e8264ecf986ca Avg cost of all those were $18. So taking the loss on those.
I'm maintaining roughly 25% of my portfolio exposure through $GLNK shares and June calls. Still a substantial position and exposed to the asymmetry.
My biggest investing successes came from concentrating heavily in a few asymmetric opportunities in the stock market where you are a direct shareholder.
With Chainlink, my conviction in its business and critical infrastructure hasn't changed. But I've come to accept a legitimate risk: Chainlink's success doesn't necessarily guarantee LINK token value accrual like owning shares in a stock. This is a fact and a risk that one has to accept when investing in any crypto.
Payment Abstraction and the Reserve are promising, but questions around tokenomics remain. ethereum:0x514910771af9ca656af840dff83e8264ecf986ca also trades with the broader crypto market, a space filled with misinformation and narratives that often overshadow fundamentals.
I simply don't want my portfolio overly dependent on something this abstract, especially when I see other asymmetric opportunities with clearer paths to shareholder value. Opportunity Cost is a very real thing.
Here's where I'm looking to reallocate the rest of my capital:
$AMD: Going back to the one I was in from the 20s and sold in the triple 100s to rotate to Chainlink. Huge upside over the next five years. I believe this becomes a multitrilliondollar company.
$HIMS: Significantly mispriced. A market cap repricing play where 10x over the next 3–4 years isn't out of the question.
$NAUT: Big asymmetric bet. If execution goes right, the upside could be obscene. Have done a lot of DD on this and their latest earnings show they are goig in the right direction and the risk reward is really good at these levels imo.
However, its still pre-revenue, so substantial risk and as a result size accordingly.
$NFLX: Trading around 18x earnings at $62. I see significant value over a five year horizon. Already accumulating and will continue averaging down, with $54-58 being my absolute sweet spot.
I'll also maintain 10–15% cash reserves for future opportunities.
This isn't FUD. The bears haven't won. I still strongly believe Chainlink is one of the most misunderstood and biggest asymmetric opportunities in the market. I just don't know and no one knows when we see price movement and don't want all my capital exposed.
But being right about the technology and being right about the investment aren't necessarily the same thing.
I'll continue covering Chainlink alongside these other investments.
this is no FUD. But… retweeted
ethereum:0x514910771af9ca656af840dff83e8264ecf986ca I think I've reached a point where diversification is becoming more important to me.
I waited until LINK.NYC to reassess but today, I sold 75% of my all ethereum:0x514910771af9ca656af840dff83e8264ecf986ca Avg cost of all those were $18. So taking the loss on those.
I'm maintaining roughly 25% of my portfolio exposure through $GLNK shares and June calls. Still a substantial position and exposed to the asymmetry.
My biggest investing successes came from concentrating heavily in a few asymmetric opportunities in the stock market where you are a direct shareholder.
With Chainlink, my conviction in its business and critical infrastructure hasn't changed. But I've come to accept a legitimate risk: Chainlink's success doesn't necessarily guarantee LINK token value accrual like owning shares in a stock. This is a fact and a risk that one has to accept when investing in any crypto.
Payment Abstraction and the Reserve are promising, but questions around tokenomics remain. ethereum:0x514910771af9ca656af840dff83e8264ecf986ca also trades with the broader crypto market, a space filled with misinformation and narratives that often overshadow fundamentals.
I simply don't want my portfolio overly dependent on something this abstract, especially when I see other asymmetric opportunities with clearer paths to shareholder value. Opportunity Cost is a very real thing.
Here's where I'm looking to reallocate the rest of my capital:
$AMD: Going back to the one I was in from the 20s and sold in the triple 100s to rotate to Chainlink. Huge upside over the next five years. I believe this becomes a multitrilliondollar company.
$HIMS: Significantly mispriced. A market cap repricing play where 10x over the next 3–4 years isn't out of the question.
$NAUT: Big asymmetric bet. If execution goes right, the upside could be obscene. Have done a lot of DD on this and their latest earnings show they are goig in the right direction and the risk reward is really good at these levels imo.
However, its still pre-revenue, so substantial risk and as a result size accordingly.
$NFLX: Trading around 18x earnings at $62. I see significant value over a five year horizon. Already accumulating and will continue averaging down, with $54-58 being my absolute sweet spot.
I'll also maintain 10–15% cash reserves for future opportunities.
This isn't FUD. The bears haven't won. I still strongly believe Chainlink is one of the most misunderstood and biggest asymmetric opportunities in the market. I just don't know and no one knows when we see price movement and don't want all my capital exposed.
But being right about the technology and being right about the investment aren't necessarily the same thing.
I'll continue covering Chainlink alongside these other investments.
Imagine you traveled to linkNYC and got this dogshit that happened yesterday.
And your token instantly dumps to the yearly low.
I couldn’t make this shit up in my wildest dream.
$link: are you winning anon?
$links own weird thingy in nyc and we instantly hit yearly low.
Expected
Market down 10-15% and $link the highest traded token.
And you low iq jimpanses celebrate this on my timeline like it’s bullish.
lil pleb they sold $link that’s it Kek
Some interesting things are starting to line up for Chainlink leading up to some big events.
NYC event this week (something new will be announced), then DTCC App Chain launch Q1.
If this really is the beginning of agentic trading between Tradfi/Defi/AllFi, they will all need to be connected across their chains (JPM Chain etc). $LINK will be necessary. You’re about to see a lot of people talking about Chainlink.
nitter.cf/wallstengine/status/21…
Up until 3 years ago there were many new crypto projects I loved to invest my money in.
In the last 3 years there was 1 project ($hype) I invested in. Everything else was just crap tbh.
Was just wondering where to ape few grand, they ended up in etfs.
Crypto got boring
this is no FUD. But… retweeted
Congrats linktard 🤣🤣
Really exciting to see major financial institutions like @CharlesSchwab do a deep dive into the @chainlink story. The world is changing quickly.
schwab.com/learn/story/crypt…
