Adam “Link” Smith

At Link:NYC, @SergeyNazarov covers how the adoption of Chainlink, including its new end-to-end solutions, is set to generate increasing revenue This value is cycled back into the network through the Reserve (on-market LINK buybacks) to ensure network security and growth long term Sergey touches on how $LINK plays a critical role in the network, being used to align NOPs, contribute to security via staking, and acquired by TradFi users to pay for services Sergey emphasized that increasing Chainlink adoption is *not* about maximizing any enterprise value or driving value to any equity, but that the LINK token is at the center of the network

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

Finance moving onchain is directly and uniquely bullish for Chainlink adoption, happy to explain 1. Chainlink has expanded far beyond price oracles. Saying Chainlink is primarily a price oracle would be like analyzing Amazon as primarily a bookstore, or Microsoft as primarily a spreadsheet software company. Chainlink is the only all-in-one platform offering data, interoperability, compliance, privacy, and orchestration, all core requirements for the issuance and distribution of institutional tokenized assets: teapaw.org/ChainLinkGod/status/20… 2. As finance moves onchain, simply issuing a token on a blockchain is not sufficient. You need data oracles for NAV, corporate actions, reserve verification, etc. You need cross-chain oracles to transfer value and data between public and private chains (esp. as the cost of launching a chain drops to zero). You need compliance oracles for KYC/AML verification and various policy enforcements for regulated digital assets. You need privacy oracles to make data available onchain without revealing the underlying datasets/PII and while preserving data licensing restrictions. You need legacy-system oracles to enable institutions to access public/private chains through their existing enterprise systems and messaging standards. And you need orchestration oracles to enable institutions to establish complex business workflows that span multiple public/private chains, enterprise systems, and oracle services. Chainlink is the ONLY platform that offers all of these services, including packaged together into end-to-end solutions (e.g., DvP settlement, tokenized deposit workflows, etc.) 3. As for price oracles, as long as there are multiple trading/liquidity venues, multiple chains, and multiple CEXs, you need external price oracles that provide *full market coverage* by aggregating market data across all venues to raise manipulation costs. Otherwise, you introduce a significant attack vector. We have seen time and time again how using a single DEX pool as a price oracle has led to a dApp getting exploited/manipulated/rekt. There's no way to know whether a DEX/liquidity pool will keep consistent liquidity over time. As new DEX models appear and new trading venues launch, a pool that is liquid enough to use as an oracle today can be dangerously manipulable tomorrow as liquidity shifts. That is why Chainlink data has powered the vast majority of DeFi for the past 5+ years. Liquidity moving between venues becomes a non-issue, and builders can focus on their core business logic instead of building and maintaining price oracles Watch @Chainlink's presence at Swift's @Sibos conference next week, it should be very enlightening about why some of the world's largest financial institutions and market infrastructures have adopted Chainlink infrastructure Btw respect the takes you give on L1 chain commoditization/overvaluation, I may not agree with where capital will flow or what L1 assets will reprice to, but this thesis is obviously a blind spot and emotional topic for many market market participants

🚨 NEW info just dropped about why the Wyoming government deprecated @LayerZero_Core and migrated $FRNT to @Chainlink CCIP 👀 And it doesn’t look good 🤦‍♂️ According to @LawhornKA, CISO of the Wyoming Stable Token Commisison (@wyostable), the Commission conducted an extensive review of LayerZero Labs’ security posture and access-control processes From this review, they discovered a repeated pattern of major operational security failures at @LayerZero_Labs, including: - the failure to maintain proper control of a critical private key used to manage a live production FRNT deployment (!!) - a recent access-control issue in which the company failed to transfer a production authorization to the Commission - inadequate disclosures provided about incidents, both public and private Yes, you read that right, LayerZero Labs lost control of a private key used to manage a live production deployment of the Wyoming state government’s stablecoin This massive issue is in ADDITION to the $292 million LayerZero exploit, in which hackers affiliated with North Korea (DPRK) breached LayerZero Labs’ infra And in addition to LayerZero Labs’ mismanagement of 3 production multisig keys that were engaged in non-multisig related activity (incl “McPepes” memecoin trading) on their production 2-of-5 Gnosis Safe multisig used to manage billions in user value TL;DR: Based on all available public information, @LayerZero_Labs has one of the worst operational security track records in the entire blockchain industry and should be never allowed to touch a multisig private key ever again