LinkBoi

YUGE ALPHA: $14 Trillion AUM @BlackRock ENDORSES @chainlink AS THE STANDARD

Sergey held a panel with BlackRock's former Head of strategic ecosystem partnerships Joseph chalom to talk about @chainlink as the immersive standard for interoperability and data.

It's 9 minutes of Audiovisual gold.

First he talks about the 3 most important things that could reshape traditional finance:

- identity
- reliable data
- compliance and corporate action processing

He's literally describing chainlink

He also Points to $LINK economics:
"the economic incentive model that requires Oracles to produce reliable data and get rewarded in $LINK is a massive breakthrough"

The last thing he talks about is interoperability and the need for an orchestration layer that connects these different chains and again he reminds us that @BlackRock can't do it without A partner, while looking at Sergey

BlackRock explaining that @chainlink is the key to the next generation of finance and approving the $Link token as an incentive to set up a DON Exosystem for reliable data might be the most bullish news we've ever heard.

Next post Will also be Alpha about the tokenomics of the $LINK token

If you want to hear some alpha on the Swift ledger and @chainlink, do this:

Go to the site of Swift en watch the video called The Swift Ledger: from vision to implementation from sibos 2026

Watch the first half, then go watch on YouTube: chainlink reveals groundbreaking digital Asset solution at sibos 2024 | Sergey Nazarov keynote

You can't tell me the video of the Swift ledger is almost word for word the explanation Sergey gave about it at sibos 2024.

I know @nullpackets will like this one👀

(I will post the videos from Swift in a couple of days but rn I don't have the time to download and post it)

Chainlink and Swift are addressing a structural problem that Ripple’s approach with RLUSD was never well positioned to solve for banks.

Using RLUSD for cross-border payments enables atomic settlement on-chain, but without settlement in (or as) commercial bank money that stays on the banks’ own balance sheets, the capital still ends up sitting idle in new “nostro/vostro-style” positions. As @TomZschach has framed it, you are essentially just moving the capital into a new waiting room.

Swift’s ledger enables atomic (or near-atomic) orchestration and matching of tokenized deposits. However, if banks still have to pre-fund nostro/vostro accounts with those tokenized deposits, the waiting-room problem remains.

This is where @Chainlink’s turnkey tokenized deposits come in, a solution announced at Link:NYC (no detailed information was provided, so the following is my own reading of how the product is likely to work).

Turnkey tokenized deposits should allow banks to move quickly and efficiently between traditional balance-sheet deposits (and their underlying liquidity, including central-bank reserves where relevant) and tokenized deposits. This would make it possible to transact instantaneously on the Swift ledger without having to pre-fund accounts with idle tokenized deposits.

In practice, a bank could start from its existing balance sheet and an ISO 20022 message. Chainlink’s solution would then translate that into a tokenized deposit that can be used for the transaction on the Swift ledger (and reverse the process afterward).

I can also see Chainlink using similar infrastructure to bridge into stablecoins or CBDCs when needed.

We still have almost no public details on the exact design, but this is a realistic and coherent direction for the product.

$13.4T AUM Charles Schwab unlocks investing in $LINK $AVAX and $SOL for their 40 million clients.

Mind you, total crypto market cap is $2.5T.

We are still very early.

$LINK is an easy 10-100x from here.

It’s becoming clearer every day that @chainlink will see more adoption than every other crypto project combined over the next couple of years.

The main criticism is that $LINK won’t capture any value. I think that’s nonsense.

I’m confident that once adoption really takes off, the team will find ways for $LINK to capture a meaningful share of the ecosystem value.