@deep_feesi
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⬡⎔⬡Truthseeker⬡⎔⬡v0.1 Staker⬡⎔⬡$LINK
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Joined November 2024
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SH AYN E ⬢●⬡LA NK retweeted
Replying to @linkmarine
What they thought the Oracle Problem was versus what it actually is
I don't care or think about XRP, but I used to... And was SURE 10 to 1 would be quickly taken back after XRP ran from .50 cents to $3
But that was years ago...
...hope you made money. $LINK
SH AYN E ⬢●⬡LA NK retweeted
I said Chainlink's $200 target was built backwards from Bitcoin and Ethereum price targets, not from Chainlink own numbers.
Turns out I only read half the report. Got the full thing after. It's my bad, there's actually a lot more going on.
@chainlink isn't just the oracle anymore. It's basically four things stacked together: bringing data on-chain, moving assets across chains safely, letting institutions check compliance stuff (KYC, jurisdiction, limits) before anything settles, and a layer that ties all that into one workflow instead of a bunch of random integrations. Other projects can do one of these. Nobody else does all four.
They also did the fee math properly this time, not just the ratio shortcut. Tokenized assets growing 12x by 2028, but RWA data is heavier than crypto-native data, so oracle fees from institutions likely grow closer to 20x. DeFi assets growing 37x by 2030. Blend it together, weighted, and they land on roughly 25x fee growth by 2030, which is where the 25x price implied by $200 actually comes from underneath the ratio.
So there's a fee model behind it. I was wrong to imply otherwise.
To be clear, I'm not saying $200 is the ceiling either. If tokenization plays out anywhere close to what's forecast here, properly pricing what Chainlink becomes: the data layer, the compliance layer, the settlement rails for actual institutions, is a much bigger exercise than any single price target on a research note.
Everyone's going to screenshot the headline and move on. I read the actual math behind it, and it's more interesting.
1. That $200 number isn't built from @chainlink. It's built from bitcoin:native and $ETH.
The bank has a target for Bitcoin ($500K) and a target for Ethereum ($40K), both by 2030. Then they took Chainlink's price and divided it by those two numbers to get a ratio. Then they said "this ratio will keep shrinking because Chainlink will outperform," and worked backwards to land on $200.
They didn't sit down and ask "how much money does Chainlink actually make, and what's a fair price for that." They took two other predictions, assumed a shrinking ratio, and ethereum:0x514910771af9ca656af840dff83e8264ecf986ca price fell out the other end as a byproduct.
2. The guy who wrote this report has changed his mind on those exact Bitcoin and Ethereum numbers multiple times in the last year. Bitcoin went from a $300K target, to $150K, to $100K, in the span of a few months. Ethereum went from $7,500 down to $4,000.
Now, in this same report, those long-term 2030 numbers are quietly back to full moon mode. $500K Bitcoin. $40K Ethereum. Right after getting cut twice in the near term.
cnbc.com/2025/12/09/standard…
So the Chainlink target is sitting on top of two assumptions that already broke once this year. If they break again, $200 breaks with them. It was never standing on its own legs.
Now, don't get me wrong. The actual story underneath all this is legit. RWA moving onto blockchains is happening, it's growing fast, and whenever that happens, someone has to carry trustworthy data onto the chain: stock prices, real estate values, whatever's being tokenized. Chainlink is the biggest player doing exactly that. Handles the majority of that data flow across the entire industry.
So what you've got is a real trend, wrapped around a made-up number, delivered by a source that's proven it can flip its own targets in months.
Will $LINK have any involvement?
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Replying to @JesusMartinez
🤖 Made with AI
US 401k Advisor needed? I'm sure this is one of the best plans available, and my AI assistant assures me I should be opening more.
Where my white tail hunters at?
This old man is running CIRCLES around this man.
Do not look away. youtu.be/qjKwhqgiVAs?si=EYEg…
It's been a long time. If you can see this interact with this post. Also, tell me what's happened to rtj?
SH AYN E ⬢●⬡LA NK retweeted
Replying to @gainzy222
Hey gainzy, go ahead and double down, go harder with your genius short position 🤣
It appears that iso 20022 compliant fiat transfers on SWIFT are not all coming on chain this month.
Only that partner banks who ARE using digital assets - stables to start, and RWAs after CLARITY passes - will be able to use SWIFTs CRE/CCIP enabled tech.
So the future looks bright, is inevitable, and this excites me. However, I am tired, there's nothing else for me to do but stack and wait, and my blue check is expiring. So, not that I have a huge audience, but I'm taking a break.