Oooft not looking good for $link.
chainlink CCIP generating $4.2m annualized in fees against a $9b market cap. that's a 0.046% yield on your position. meanwhile circle is deploying native USDC on 15+ chains, permanently deleting the single largest cross-chain use case from CCIP's addressable market. the SWIFT pilot has been "coming soon" for 2 years. if CCIP fees don't hit $18m annualized by Q1 2027 the token accrual thesis is dead and LINK stays an infrastructure charity
Raydio retweeted
If you’re in the UK, install a VPN app now. It might get removed from an App Store any moment.
I’ve been in a country where this happened.
I know how this plays out.
This Post is from an account that no longer exists. Learn more
Raydio retweeted
🚨Just 120 hours ago, PewDiePie dropped an AI assistant.
No subscriptions.
No account.
No cloud.
Runs on your computer.
57,000+ GitHub stars already: 🧵
Raydio retweeted
"Intellectuals are naturally seduced by the idea of a planned society, because they think they will be in charge of it."
--Philosopher Roger Scruton
Raydio retweeted
Let's unpack this..
What if the White House has no intention of reopening the Strait of Hormuz?
What if this war is really about ships & tariffs?
I had a long discussion with senior DOE official yesterday on background. I can’t share any details but it’s clear everyone’s Strait of Hormuz calculus is wrong.
We need to go back to the drawing boards.
That's it. That's the tweet. Now a hypothetical 🧵 with my personal thoughts.
This quoted post is unavailable.
Raydio retweeted
Correct - in fact it is the offices, factories and businesses like banks who have seen an actual bill cut with their tax rate dropping by 7p
Raydio retweeted
Here’s a list of world leaders (Lenin, Mussolini, Hitler, Franco, Mao, Castro, Pol Pot, Idi Amin, Saddam Hussein, Gaddafi, Khomeini, Maduro, Assad etc) who abolished jury trials and the dates they. It now includes British Labour Prime Minister Keir Starmer in 2025.
Raydio retweeted
Chief Treasury Secretary James Murray stares dead-eyed at @EdConwaySky who explains that Labour will raise taxes by more than any Parliament since the 70s.
Raydio retweeted
Rachel Reeves budget dumps a fiscal bomb under Reform -most of the £26bn hike land in 2029 - they will inherit:
⏺️A structural deficit
⏺️The biggest tax burden in UK peacetime history
⏺️Tax hikes scheduled to activate on their watch
But the bond market may destroy her first.
$link is the worst performing asset in my portfolio by far. It's actually hilarious. Literal dust accounts have outperformed in % it's literally back at ICO sats.
On the plus side Grok thinks $link is more likely to succeed than fail by 2030.




















