agentic marketing hiatus. storytelling through clips @LINKArchv

Joined June 2025
Bitwise CIO Matt Hougan on Chainlink: “If you talk to the average institutional investor they’ve never heard of Chainlink” “If Chainlink were a software company in a traditional C-corp wrapper, it would be one of the hottest tech plays in the market right now” Historically, the best investments were the ones few understood at the time, yet had enormous market opportunities To me the information asymmetry around $LINK is what makes it such an asymmetric bet
95%+ of the worlds largest investors have zero exposure to $LINK but ~70% of all $LINK is already owned and ~4.2% of all $LINK is already staked
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“Really, we’re a security company” — Sergey Nazarov Security was always the biggest most, just few realized it til recently Chainlink has never gotten exploited. This is one of their most impressive feats and will be a major reason TradFi ends up trusting the protocol
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Adam “Link” Smith retweeted
DTCC settles quadrillions in securities every year. Sergey broke down where their collateral chain stands and what it still takes to get to real 24/7 markets: DTCC picked Chainlink’s CRE to coordinate the collateral workflow, the data, and the cross-chain movement. They ran the diligence and went public with it. Next is critical mass. @SergeyNazarov @chainlink
EXCLUSIVE: Sergey Nazarov On The Tokenization Supercycle (And Whats Coming Next) I hosted the first sit down interview with Chainlink’s Co-founder Sergey Nazarov at Sibos 2026. @SergeyNazarov @chainlink @therollupco 00:00 Intro 01:55 Chainlink's Best Sibos Booth Ever 03:49 Chainlink and Swift Ledger 05:43 More Chains Means More Chainlink Value 07:44 DTCC Deeply Integrates Chainlink Data Feeds 09:56 Chainlink Solves The Digital Twin Problem 14:25 Tokenization Is Not About Tokens Themselves 17:44 Laws Will Change Then All Settlement Goes Onchain 19:38 Fragmentation Is Actually Chainlink's Tailwind 21:39 Chainlink Solves Each Problem As It Appears 23:34 Smart Contracts Defined By Sergey Nazarov
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Adam “Link” Smith retweeted
Swift integrating Chainlink was always inevitable
“At that point it’ll be truly unstoppable” - Chainlink’s Sergey Nazarov at Sibos 2026
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Adam “Link” Smith retweeted
EXCLUSIVE: Sergey Nazarov On The Tokenization Supercycle (And Whats Coming Next) I hosted the first sit down interview with Chainlink’s Co-founder Sergey Nazarov at Sibos 2026. @SergeyNazarov @chainlink @therollupco 00:00 Intro 01:55 Chainlink's Best Sibos Booth Ever 03:49 Chainlink and Swift Ledger 05:43 More Chains Means More Chainlink Value 07:44 DTCC Deeply Integrates Chainlink Data Feeds 09:56 Chainlink Solves The Digital Twin Problem 14:25 Tokenization Is Not About Tokens Themselves 17:44 Laws Will Change Then All Settlement Goes Onchain 19:38 Fragmentation Is Actually Chainlink's Tailwind 21:39 Chainlink Solves Each Problem As It Appears 23:34 Smart Contracts Defined By Sergey Nazarov
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Adam “Link” Smith retweeted
OH WOW! Finally found an institution that wants to rebuild its entire infrastructure on ONE public blockchain!!! $LINK
Swift integrating Chainlink was always inevitable
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Swift integrating Chainlink was always inevitable
“At that point it’ll be truly unstoppable” - Chainlink’s Sergey Nazarov at Sibos 2026
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Adam “Link” Smith retweeted
Replying to @AdamLinkSmith
@Citi was right.
Replying to @andyyy
what if Citi was right?
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25% of institutional collateral sits idle. Citi says that costs the average Tier 1 firm ~$346M a year. Chainlink just launched Fulcrum to put idle collateral to work. The problem and how Chainlink solves this ↓
Introducing Chainlink Fulcrum: the gateway connecting the world’s largest financial institutions to onchain financing. As tokenized assets and financing venues expand across public and private blockchains, institutions need to mobilize collateral and access liquidity without building bespoke infrastructure for every market. Chainlink Fulcrum solves this with an end-to-end solution that separates where financing agreements are managed from where cash & collateral settle. Counterparties define the eligible assets, financing terms, and the settlement networks through which the assets move. For institutions, this unlocks: • Faster collateral mobilization that enables intraday financing, including on holidays and weekends. • 24/7 risk management through automated collateral coverage checks throughout the day, extending beyond end-of-day processes. • Greater capital efficiency by making assets across networks available for financing, helping institutions free up balance sheet capacity. • Lower operational complexity through reusable workflows that connect existing systems across public and private blockchains. The solution combines multiple aspects of the Chainlink platform, including the Chainlink Runtime Environment (orchestrates transaction lifecycle), CCIP (cross-chain data and asset transfers), and Data Streams (collateral valuation data). Chainlink Fulcrum is designed to serve all market participants, including banks, dealers, prime brokers, agent lenders, custodians, hedge funds, pension funds, insurers, sovereign wealth funds, money market funds, asset managers, tokenized fund and stablecoin issuers, and corporate treasuries. Each can lend, borrow, or mobilize collateral on terms that fit its mandate and risk parameters. Fulcrum is in the process of being integrated with leading TradFi environments, providing a single platform where participants can compare financing terms and route transactions to the venue of their choice, where the agreement is executed and governed. This is a foundational step toward global financing markets, where an asset’s utility extends beyond the network on which it was issued. 🧵↓
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“Maybe the most consequential here in the short run is the use and automation of collateral... once you open those markets to tokenization and automation - everything else follows”
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Adam “Link” Smith retweeted
Chainlink’s institutional momentum continues at @Sibos 2026 🔥 Chainlink is now the connectivity layer between banks and Swift's blockchain ledger Institutions across the Swift network can read and write to the ledger through Chainlink, unlocking tokenized deposits and 24/7 cross-border payments CRE's self-signing model let banks keep full control of their transaction signing keys while CRE orchestrates the workflows Existing security governance, approval processes, and operating models all stay intact $LINK THE WORLD
TODAY: Chainlink announced it is working to enable financial institutions to connect to @swiftcommunity’s blockchain ledger through the Chainlink platform. Swift moves the equivalent of the world's GDP roughly every three days ⬇️
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Adam “Link” Smith retweeted
Agents can use Coinbase to: → Trade crypto → Trade US stocks → Trade derivatives → Pay for market data → Manage capital efficiency → Run workflows and set automations
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Adam “Link” Smith retweeted
We are in a new era. The institutional tokenization era. Historical bridges were not built for this era. They are insecure, not scalable, and don't have the built in infra (compiance, rate limits, connectivity, etc) to support institutional capital. Chainlink CCIP is the cross-chain infra for this new era, which is only just now beginning and soon will engulf the entire point of the blockchain industry. It might of started later, but CCIP is accelerating in adoption fast and will be the standard for moving onchain capital. $LINK Everything
CCIP 2.0 is officially live. The infrastructure for the next $600 trillion in onchain finance is now in your hands. 🧵⬇️
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Adam “Link” Smith retweeted
Hyperchainlinkization at Sibos
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RT @CatfishFishy: CCIP 2.0 sends any remaining appeal of LayerZero to the glue factory. CCIP 2.0 does things that LayerZero cannot, and a…
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