我们很高兴地发布Chainlink Reserve——此次更新的重点是建立一个LINK通证的战略链上储备。 Chainlink Reserve将集成了Chainlink标准的大企业所缴纳的用户费用以及Chainlink在链上产生的服务费转换成LINK通证进行积累，以支撑Chainlink网络的长期可持续增长。 Chainlink Reserve采用了支付抽象（Payment Abstraction）功能，并使用Chainlink服务以及去中心化交易基础设施将将链下和链上收入转换成LINK通证。 市场对Chainlink的需求已经为我们带来了数亿美元的收入，其中一大部分来自于大企业集成Chainlink平台所支付的链下费用。 随着全球众多主流银行和资本市场机构对Chainlink标准的需求不断增长，这种新的支付方式将随着行业一同兴起。 Chainlink Reserve在发布初期已积累了价值逾100万美元的LINK通证。在未来几个月中，会有更多服务收入被转换成LINK通证并放入Chainlink Reserve中，因此储备规模将持续增长。 Chainlink Reserve在未来多年内都不会撤出，因此其规模预期将随着时间推移不断扩大。我们坚信，随着行业对Chainlink独特能力的需求不断加深，Chainlink服务将被越来越多用户采用，而这将推动Chainlink Reserve进一步增长。 🧵👇

tbh @KyleSamani is right here, but I want to push the thesis further: we’re about to hit peak UI/UX. From here, every non‑agentic digital interaction gets gamified and hypergamblified including retail trading. The failure mode of past web3 “games” was endogeneity: play‑to‑earn loops entertaining themselves. Self‑referential tokens, circular sinks/sources, no exogenous orderflow, no real price discovery. The winning pattern is finance → content, not content → finance. Keep risk explicit, measurable, and streamable. Entertainment wraps the trade, there really isnt any need to obscure it. Even non‑crypto creators are noticing. We’re about to close a deal with a very well‑known esports creator (no names right now) with an enormous audience because they see what’s happening: gamified spot‑market interactions are a massive monetization unlock vs. simple promo/publishing deals. iGaming giants see the same thing from the other side. They want rails to bring trading‑like instruments into entertainment: onchain assets smooth EV, create fresher games, and reduce working‑capital drag, because you can just mint magic internet money. I’ve proven it’s an amazing consolation + retention mechanic over the past 16 months with my own products. Think embedded gamification for retail trading, the way embedded finance transformed consumer fintech a decade ago. It’s already starting onchain. So the convergence is inevitable: trading × entertainment × gambling collapses into one onchain surface. Risk becomes content; liquidity becomes distribution. The synthesis is lining up for a Cambrian explosion. There are multiple pieces to build in this stack, including incredibly large SAM stand‑alone products, but a few enormous winners will emerge. Cracked zoomer devs will be vibe coding games on @RemixGG_ hooking it up to systems that provide the mech design, settlement, bankroll, liquidity routing and verifiability for trade execution + settlement. Someone needs to build the rails for that. Gmultiply.

Najważniejsza bitwa w tym cyklu: ŻABY VS PSY $APU $PEPE / $SHIB $DOGE

Ten cykl rynku jest zbyt pesymistyczny wobec aktywów innych niż BTC. Ale czy to nie jest również oczyszczenie bańki w tej branży? Tradycyjne fundusze muszą przejść proces akceptacji nowych aktywów. BTC to tylko początek. Nie będzie końcem. Pragnienie kapitału spoza branży do ekspozycji na kryptowaluty będzie tylko rosło w ciągu najbliższych 1-3 lat. Należy mieć pełne zaufanie do aktywów kryptograficznych z PMF i dochodami z przepływu gotówki. W przeciwnym razie lepiej wycofać się z rynku, po co jeszcze być w tej branży? Wierz w coś.