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日拱一卒王小楼
|Individual Investor|AI + Web3 | Only screening, not educating|Kindness: altruism is not good for oneself; Smart: altruistic and self-interested|going to sea|
The Flywheel Effect of Chainlink and Investment Opportunity Analysis
Chainlink's "flywheel effect" is accelerating, which may be one of the most undervalued investment opportunities in this cycle.
1️⃣ From the data, Chainlink's adoption rate is experiencing explosive growth.
📊 Locked value surges: TVS is expected to grow by 90% by 2025, surpassing $93 billion, capturing 68% of the DeFi market share.
🏦 Institutional adoption leads: Integrated by giants like SWIFT, JPMorgan, UBS, and Mastercard, its adoption in traditional finance far exceeds that of other protocols.
💰 LINK reserve mechanism activated: This is the true value-capturing flywheel - all enterprise collaboration revenue and on-chain fees are automatically converted to LINK and locked, directly translating network growth into token buying pressure.
2️⃣ Comparing valuation differences:
XRP has a market cap of $194 billion, with a TVL of only $85 million.
LINK has a market cap of $16 billion, but a TVL of $84.6 billion - 1000 times higher than XRP!
What does this mean? Chainlink protects actual on-chain value 1000 times more than XRP, yet its market cap is only 1/12th of XRP's.
🎯 Core logic:
RWA tokenization wave → needs oracle price feeds → Chainlink's monopoly position (84% market share on Ethereum) → revenue growth → automatic LINK buybacks → supply tightening → price increase.
This is the "selling shovels" business model. Regardless of which L1 wins or which RWA application succeeds, Chainlink will be the infrastructure beneficiary.
3️⃣ On the technical side:
LINK has just broken through the $20 resistance level, which is equivalent to ETH's critical $4000 position.
Since the activation of the reserve mechanism, LINK has risen nearly 50%. This is just the beginning - when institutional funds truly flow into the RWA track, Chainlink, as core infrastructure, will experience a real value reassessment.
25,62K
I didn't care much about the price before, but now I've realized that the best approach is to short when it drops and go long when it rises. This isn't fence-sitting; it's following the trend.
Also, don't buy NFTs (you can ask @anymose96 for the reason), but of course, don't hesitate to take advantage when you can get them for free.
Always remember one thing: you're here to make money 😄, not to collect little pictures.
@KaitoAI

smokey15.8. klo 02.10
goodbye my yapybara friend, it was a good run
i bought this because i thought it would be easy for the Kaito team to drive significant value to a small collection of 1500 NFTs
but it obviously doesn’t make sense for their business model, you win some and you lose some.

1,74K
Here's a little-known fact that everyone might not know:
JUP has created three projects valued at over 1 billion.

Kash (🐱, 🐐)12.8. klo 15.51
gentle reminder:
@JupiterExchange has created 3 tokens that are each above $1 billion in market cap.
the holy trinity: JUP, JLP, and jupSOL
5,15K
How can I become the first person to promote @edgeX_exchange in the Chinese-speaking region?
Add restrictions. If it still doesn't work, then keep adding conditions.


edgeX14.8. klo 17.03
edgeX just crossed $2B in 24h volume. 🌊
Depth without limits.
Liquidity for all.

15,17K
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