$LINK v0.1 | $ETH | $BTC | Digital asset trader & independent analyst. Tracking filings, patents & institutional adoption. Self-custody maxi.
On a boat (seasonally)
- Tweets 42,484
- Following 1,001
- Followers 5,855
- Likes 140,439
What if the biggest mistake in crypto is valuing $LINK against crypto?
The real TAM is global finance, tokenized assets, payments, data, AI and every chain that needs to talk to anything else.
I broke down why the market may be thinking way too small 👇
piped.video/HqkABKbp-i8
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Arca retweeted
My good friend Monte Carlo and I ran Bitcoin out to 2034. 5,000 times 🎲
Not one run ended below today's $80K.
The median finish: $1.48M 🚀
- - -
Each line on the chart is one run, and the pink curve on the right shows the final distribution in 2034. Even the bottom 5% finish around $464K, almost 6x from here.
He's very optimistic, and honestly so am I 😄
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Arca retweeted
For the second week in a row, LINK has been the most traded asset on Coinbase for Agents.
The top 3 assets by notional trading volume from 10/19 to 10/25:
🥇 $LINK
🥈 $BTC
🥉 $ETH
Coinbase for Agents is now natively available on Grok, Grok Bot, Perplexity Computer, Composio, and via MCP on other AI platforms.
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The Hong Kong Gold Exchange is bringing its gold-backed token to $LINK CCIP.
Each XGZ is one gram of 99.99% gold held in HKGX-approved vaults, and 1,000 tokens can be redeemed for a physical kilo bar after KYC. Today XGZ lives on $ETH. CCIP is how it reaches other chains.
Supply is still small, about 39,000 tokens. What stands out is the issuer: an exchange whose history goes back to 1910.... I'm sure its nothing.
x.com/chainlink/status/21148…
ROAD TO Link:NYC
NEW: The Hong Kong Gold Exchange (HKGX), the world’s fourth-largest gold trading venue by volume, is bringing its gold-backed token to Chainlink CCIP.
@goldzipxgz is integrating CCIP with @midaslabsxyz, enabling HKGX backed XGZ to move securely across blockchains.
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8/13/26
Assignee: Joshua Combs
Computer-Implemented Method and System for Implementing Real-Time Royalty and Enforcing Real-Time Royalty Payments in a Blockchain Network.
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New $LINK patent reference from 8/13/26.
This one is built to kill ASCAP, BMI, and SESAC.
Real-time music royalties.
Streamed second = paid second. No PROs, no quarterly checks, no middlemen.
Written directly into the spec: @chainlink
Let's read it. 👇
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10/20/26
Assignee: Degensoft Ltd. (@1inch co-founders)
Dynamic Multi-Path Transfers
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The co-founders of @1inch just received their third US patent of the year.
This one is the brain: a system that maps every route between two tokens across thousands of exchanges and solves for the best possible fill.
Third filing. Same $LINK whitepaper in the record.
🧵👇
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10/22/26
Method and System for Gaming Random Number Generation
Assignee: Nan-Hsuan HSU
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The house always wins because the house controls the dice.
A patent published this week pulls the dice out of the operator’s code and seeds them with @chainlink VRF.
Slot machines. Fish-hunting cabinets. Loot drops.
Casino randomness just got an oracle. $LINK 🧵
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Chainlink says CustodySync is only the first of several announcements this week, with Link:NYC streaming live Oct 29… 👀
Starting with custody and DeFi lending rather than anything retail tells you who this week is aimed at.
ethereum:0x514910771af9ca656af840dff83e8264ecf986ca $35 waiting room.
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The house always wins because the house controls the dice.
A patent published this week pulls the dice out of the operator’s code and seeds them with @chainlink VRF.
Slot machines. Fish-hunting cabinets. Loot drops.
Casino randomness just got an oracle. $LINK 🧵
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Arca retweeted
Thanks for sharing @AndrewMcMarkets
We feel Chainlink is one of the purest ways to get exposure to RWA adoption / tokenization.
Not a recommendation***
Past performance is no guarantee of future success
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…
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13F tidal wave incoming... 🚨⚠️
Altium Investment Strategies increased its $GLNK holdings by nearly 204%, more than tripling its position.
I suspect this is just the beginning. Watch the filings.
🚨 Altium Investment Strategies just filed a new $GLNK position.
FL-based sub-advisor. Quant models. Institutional mandates. ~$517M AUM.
10,000 shares. Q1 2026 13F.
They build for family offices and RIAs.
Not retail. Not speculative.
Model-driven $LINK allocation. Carry on.
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Arca retweeted
DTCC Tokenization Service Will Go Live on October 28th.
One day before $LINK:NYC where the CEO of the DTCC will speak👀
All eyes on the 29th of October 👀
$Link Hmmm a day before LINK NYC 🤔maybe...nah...well..nah..
nitter.siddz.com/The_DTCC/status/211114…
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Zoom out.
One of the largest routing engines in DeFi spent 2026 turning its stack into US patents and kept pointing the examiner at the same Chainlink design document.
Not a partnership announcement. A property record.
The infrastructure trade is already on file. $LINK
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