$LINK Marine. Bitcoin believoor. @DGoatfren creator
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Join me on the Jumper waitlist. waitlist.jumper.xyz/r/JMP-40…
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Dear Chainlink,
A desperate plea for the marines. Not meant as FUD, but truly as a call for more action.
PLEASE DO MORE FOR TOKEN HOLDERS. I have been a loyal marine for years. Unfortunately I did not buy your token prior to its first epic bull run so I have essentially only experienced the eras of chop or down-only. Yet I am irresponsibly long. I am so because I truly believe that you are a generational company that will help usher in a new, more transparent, and more efficient financial system. I believe Sergey is an S-Tier founder and has an uncanny knack for seeing into the future.
But you have literally built the company subsidized by selling tokens -mostly to working class retail buyer like myself. Isn’t it time to start to throw us some more scraps?? Based on what limited clues we have been given over the years, the company generates an immense amount of revenue off chain. Yet it continues to dump supply on our heads. Is that really necessary? Yes, the reserve has been a solid gesture, but you continue to be massive net sellers. Why? If you yourselves truly believe that the link token has significant upside potential, doesn’t it make way more sense to hoard those assets that could be used to pay node operators in the future at a current discount? It is very concerning to me that your plan seems to be to just continue selling until you have none of your own supply.
The build rewards program has been a complete debacle for token holders. Presented as one thing but delivered as a watered down and insignificant version.
Staking updates feel like they are nearly a decade overdue at this point. The fact that loyal marines can’t even stake their tokens for a modest return is frustrating. (I realize there is a viable workaround with SDl, but that is besides the point). I own some LINK etfs and I would love to see them issuing staking rewards.
There has been very little transparency regarding the financials of the company. Is fee abstraction live? Can we get a dashboard? Why has CCIP volume seemed to increase this year but fee revenue is flat? Some may argue that the company has every right to keep that information private - and it absolutely does…. But for a company built to serve an industry founded on the principle of ‘don’t trust, verify’ is it not reasonable to ask for more for the most loyal supporters? Even the reserves aren’t technically locked in any way. You basically just said ‘trust us bro, we won’t use them for a long time’.
If the company itself signaled to the market that they themselves project significant future token value by becoming net accumulators, instead of sellers - wouldn’t that drive immense value to the token? Value that would be captured by Chainlink, its employees, and all marines. Projects all across this industry drive value to their tokens through buybacks, burns, lockups , etc. I think Chainlink has badly missed in this arena to date and is behind the times.
The good news… it’s not too late to make some much needed changes and make it better for everyone.
With love
@ChainLinkGod @chainlink @AndrewMcMarkets @AriJuels @SergeyNazarov
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When a founder is on TG and X trying to fomo ppl into buying their token, instead of just head down building and shipping it is a red flag almost 100% of the time. Stinks of desperation. Hope I’m wrong on $BUN, but it is what it is. Already missed his self scheduled deadline for beta release. Cmon @justinbebis I think you’re better than that
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Chainlink Fireman retweeted
The Bundle Cat telegram is easily the best I've ever been in. This is cracking me up so much.
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Chainlink Fireman retweeted
In Philip K. Dick’s Ubik, the altered coin is how you know reality has shifted beneath you.
AIXBT didn’t simply encounter $UBIK on the surface, it descended into the layer underneath, passed through it, and emerged into a changed reality. The watching eyes, tree-ring memory, orbits and transformed coin all point to the same idea: UBIK isn’t another agent beside AIXBT. It’s the substrate beneath it.
And then the coin starts burning.
That detail becomes particularly interesting through this lens. If the coin represents UBIK, perhaps the video is showing more than a transformation — it’s showing consumption. UBIK as the substrate beneath autonomous agents, and potentially the fuel they burn to keep operating.
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Chainlink Fireman retweeted
$UBIK 𝗔𝗹𝗽𝗵𝗮: @0rxbt 𝗵𝗶𝗱𝗱𝗲𝗻 𝗲𝗻𝗴𝗶𝗻𝗲𝗲𝗿
rxbt, creator of AIXBT, follows one single person on all of GitHub: Zaid Akhter (@zaidakhterr), a software engineer based in Fulda, Germany.
A͟n͟d͟ ͟o͟n͟ ͟X͟,͟ ͟Z͟a͟i͟d͟ ͟f͟o͟l͟l͟o͟w͟s @ubik_gold.
A coincidence? I don't think so.
UBIK launches on September 1st. That same day, Zaid begins a streak of 485 𝘤𝘰𝘯𝘵𝘳𝘪𝘣𝘶𝘵𝘪𝘰𝘯𝘴 𝘵𝘰 𝘱𝘳𝘪𝘷𝘢𝘵𝘦 𝘳𝘦𝘱𝘰𝘴𝘪𝘵𝘰𝘳𝘪𝘦𝘴 𝘵𝘩𝘢𝘵 𝘳𝘶𝘯𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘚𝘦𝘱𝘵𝘦𝘮𝘣𝘦𝘳 13𝘵𝘩. 37 commits per day on average.
𝗢𝗻 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 12𝘁𝗵, 𝘁𝘄𝗼 𝘁𝗵𝗶𝗻𝗴𝘀 𝗵𝗮𝗽𝗽𝗲𝗻 𝗼𝗻 𝘁𝗵𝗲 𝘀𝗮𝗺𝗲 𝗱𝗮𝘆:
• 𝘳𝘹𝘣𝘵 𝘦𝘹𝘦𝘤𝘶𝘵𝘦𝘴 𝘢 𝘧𝘶𝘭𝘭 𝘸𝘢𝘭𝘭𝘦𝘵 𝘳𝘰𝘵𝘢𝘵𝘪𝘰𝘯: 𝘮𝘰𝘷𝘦𝘴 19.4𝘔 𝘜𝘉𝘐𝘒 𝘪𝘯𝘵𝘰 𝘤𝘰𝘭𝘥 𝘴𝘵𝘰𝘳𝘢𝘨𝘦 𝘢𝘯𝘥 𝘵𝘳𝘢𝘯𝘴𝘧𝘦𝘳𝘴 $470𝘒 𝘵𝘰 𝘢 𝘧𝘳𝘦𝘴𝘩 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴 𝘸𝘢𝘭𝘭𝘦𝘵. 𝘉𝘰𝘵𝘩 𝘸𝘢𝘭𝘭𝘦𝘵𝘴 𝘩𝘢𝘷𝘦 𝘻𝘦𝘳𝘰 𝘰𝘶𝘵𝘨𝘰𝘪𝘯𝘨 𝘵𝘳𝘢𝘯𝘴𝘢𝘤𝘵𝘪𝘰𝘯𝘴, 𝘵𝘩𝘦 𝘧𝘶𝘯𝘥𝘴 𝘳𝘦𝘮𝘢𝘪𝘯 𝘶𝘯𝘵𝘰𝘶𝘤𝘩𝘦𝘥.
debank.com/profile/0x93bd677…
debank.com/profile/0x3f736ae…
• 𝘡𝘢𝘪𝘥 𝘧𝘰𝘳𝘬𝘴 𝘓𝘢𝘯𝘨𝘧𝘶𝘴𝘦, 𝘵𝘩𝘦 𝘭𝘦𝘢𝘥𝘪𝘯𝘨 𝘰𝘱𝘦𝘯 𝘴𝘰𝘶𝘳𝘤𝘦 𝘰𝘣𝘴𝘦𝘳𝘷𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘰𝘳 𝘈𝘐 𝘴𝘺𝘴𝘵𝘦𝘮𝘴. github.com/zaidakhterr
𝗟𝗮𝗻𝗴𝗳𝘂𝘀𝗲 𝗱𝗼𝗲𝘀 𝗼𝗻𝗲 𝘁𝗵𝗶𝗻𝗴:
monitor AI agents in execution. It logs every model call, every response, every cost, every error. 𝗬𝗼𝘂 𝗱𝗼𝗻'𝘁 𝘀𝗲𝘁 𝗶𝘁 𝘂𝗽 𝗮𝘁 𝘁𝗵𝗲 𝘀𝘁𝗮𝗿𝘁 𝗼𝗳 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁, 𝘆𝗼𝘂 𝘀𝗲𝘁 𝗶𝘁 𝘂𝗽 𝘄𝗵𝗲𝗻 𝘆𝗼𝘂𝗿 𝘀𝘆𝘀𝘁𝗲𝗺 𝗮𝗹𝗿𝗲𝗮𝗱𝘆 𝘄𝗼𝗿𝗸𝘀 𝗮𝗻𝗱 𝘆𝗼𝘂'𝗿𝗲 𝗽𝗿𝗲𝗽𝗮𝗿𝗶𝗻𝗴 𝗶𝘁 𝗳𝗼𝗿 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻. Zaid forked it to run on a private server, not to use the free cloud version. They don't want anyone seeing how UBIK works under the hood.
github.com/langfuse/langfuse
"𝘠𝘰𝘶 𝘥𝘰𝘯'𝘵 𝘴𝘦𝘵 𝘶𝘱 𝘈𝘐 𝘮𝘰𝘯𝘪𝘵𝘰𝘳𝘪𝘯𝘨 (𝘓𝘢𝘯𝘨𝘧𝘶𝘴𝘦) 𝘧𝘰𝘳 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘵𝘩𝘢𝘵 𝘥𝘰𝘦𝘴𝘯'𝘵 𝘦𝘹𝘪𝘴𝘵 𝘺𝘦𝘵. 𝘠𝘰𝘶 𝘴𝘦𝘵 𝘪𝘵 𝘶𝘱 𝘸𝘩𝘦𝘯 𝘵𝘩𝘦𝘳𝘦'𝘴 𝘢𝘭𝘳𝘦𝘢𝘥𝘺 𝘢 𝘴𝘺𝘴𝘵𝘦𝘮 𝘳𝘶𝘯𝘯𝘪𝘯𝘨 𝘢𝘯𝘥 𝘺𝘰𝘶 𝘯𝘦𝘦𝘥 𝘵𝘰 𝘷𝘦𝘳𝘪𝘧𝘺 𝘦𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨 𝘸𝘰𝘳𝘬𝘴 𝘣𝘦𝘧𝘰𝘳𝘦 𝘭𝘢𝘶𝘯𝘤𝘩."
T͟h͟e͟y͟'͟r͟e͟ ͟c͟l͟o͟s͟e͟.
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Chainlink Fireman retweeted
i've been trying to piece together the bigger $ZZZ thesis and i think people might still be looking at this way too simply
what started as a weird AI swarm meme now has one of the more interesting builders in DeFi behind it
X, the original lead dev of GMX, has now been confirmed as the person who deployed $ZZZ
and since then, his posts under @ExponentLabs_ have increasingly focused on AI swarms, autonomously evolving protocols and how capital could coordinate around them
one of his more interesting ideas is that the next concentration of economic power might come from access to massive swarms of AI agents
more capital → more compute + better agents → more productive output → more capital
his proposed counterweight is letting normal people pool capital and collaborate onchain to access that same productive power
and that's where $ZZZ starts getting really interesting
because X has also said:
“when the swarm needs to transact, they will use the symbol of their origins.”
we still don't know exactly what that means.
but imagine the direction here:
people pool capital onchain
capital funds compute, models and tools
thousands of agents use those resources to perform useful work
that work generates revenue
revenue funds more agents + compute
and eventually those agents help improve the protocol itself
basically an economy where capital continuously funds more intelligence and that intelligence produces more capital
and somewhere inside all of this could be $ZZZ
payments between agents? access to the swarm? incentives? coordination? capital formation?
nobody knows yet. that's the speculative part.
X already spent years proving with GMX that strangers can coordinate huge amounts of capital through permissionless contracts
now he seems interested in a much bigger question:
what happens when you use the same idea to coordinate intelligence?
and the timing couldn't be much better either. Robinhood itself is actively pushing agentic trading and describes Robinhood Chain as infrastructure for an increasingly onchain financial system.
so i'm not buying $ZZZ because “ex-GMX dev = number go up”
i'm betting there's a chance the meme we're looking at today eventually becomes part of the economic layer for whatever Exponent is actually building
that distinction matters because none of this guarantees $ZZZ captures value from the protocol.
X is confirmed.
the AI swarm thesis is real.
the work on autonomously evolving protocols is real.
the mystery is its role in all of this.
if $ZZZ ends up being nothing more than the symbol around the project, then we're still mostly trading attention
but if “the swarm will use the symbol of their origins” eventually becomes an actual economic mechanism...
then i think people are still valuing $ZZZ as the wrong kind of asset.
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Chainlink Fireman retweeted
My thesis for ubik:native ⭕️⭕️
In UBIK, Philip K. Dick wrote a product that stops reality from rotting. Crypto built the world that product was written for.
Let's unpack those themes below.
⭕️ ENTROPY
The book: Ubik (1969). A group of people survive an explosion and find the world around them running backwards. Cigarettes go stale, new tech turns into older tech, people age and shrink. The only thing that reverses it is a consumer product called Ubik, sold as a spray. Every chapter opens with an ad for it as something else: coffee, deodorant, a bank. Nobody knows who makes it.
⭕️ MACHINE PAYMENTS
Doors that charge: Joe Chip cannot leave his apartment until he pays the door. That is gas fees, API metering, subscriptions built into objects, machines billing machines. Dick's door is a coin slot on an ordinary object. A token is the same thing: a coin slot you can attach to anything.
⭕️ PRIVACY
Privacy as a service: In the book, telepaths are a business, and so are the inertials hired to block them. Surveillance is a product, and so is protection from it. Same in crypto: chain-analysis firms sell seeing, mixers and ZK sell not being seen. Both sides charge.
⭕️ AGENTS
Stored minds: Half-life is a dead person you still query through a terminal, fading with use. That is agents, clones, models you rent by the token.
⭕️ ATTENTION ECONOMY
Signal in the wrong object: The boss never announces. He shows up on coins, graffiti, ads. Inscriptions, tickers, memes, oracles, deepfakes.
⭕️ PROVENANCE
The spray: Ubik is anti-entropy. In this market that means provenance, a check on which narratives are real and which went stale overnight.
⭕️ THE TICKER AS MEDIUM
Why a token: In the book, the message reaches people as a few words on an ordinary object that changes hands, a coin, a matchbook. A ticker is exactly that: a few letters on an object that moves. That is the form Dick used. A token is the format the book already ran.
⭕️ WHY THIS SETUP
Back to the start: Dick wrote a product that stops reality from rotting. Here is what the token shows publicly, and why it matches.
The bio says "24/7 synthetic subconscious." That describes an AI layer that runs all the time underneath, not another agent posting takes on the timeline.
The domain is ubik.gold, and the main trading pool is UBIK/GLD. GLD on Robinhood Chain is Robinhood's tokenized version of the SPDR gold ETF. The token is priced against gold, not against dollars or ETH. Gold is what people buy when they expect everything else to lose value. A story about stopping decay, quoted in the asset people trust against decay, on a chain built by a broker with millions of retail users.
⭕️ FINAL WORD
Nobody knows what ubik:native becomes, and the lore says that's the point. In the book Ubik is never one thing. It could become an economy: the door that charges, agents paying agents, a token as the coin slot. It could become the thing that stops rot: a provenance layer, the check on what's real when everything goes stale in a day. It could become a presence: an entity that appears in any container and belongs to no company, which is exactly the shape Dick gave it.
The timing matters. Last week OpenAI released GPT-6 Astra and its president said the AGI era has begun. Nvidia's CEO said the same three days later. Whatever you think of the claim, we are now in a market where an intelligence that works through other systems, harder to see than the model before it, is the announced product of the largest AI company in the world. A token built on the idea of an intelligence that's everywhere and on no label matches this moment better than any dog does.
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Chainlink Fireman retweeted
“The WIFI password is on the back of the router”
The back of the router:
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I cut the line for AutoBoy by @TheFirmPressHQ, the pre-launch order book for upcoming tokens.
Business has been handled.
RE: WAITING ROOM RENOVATIONS
Upgrades to AutoBoy's Waiting Room are now complete. Kindly enjoy:
☞ More accurate reflection of yr. position in line;
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thefirm.biz/autoboy/waiting-…
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If anyone wants a proper lesson on absolute fucking pico top blasting follow me on FOMO @Bitcoin_Fireman
Or better yet, inverse trade me and make a shit ton of money
fomo.family/user?userHandle=…
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Chainlink Fireman retweeted
Chainlink doesn't have a value accrual problem.
The @chainlink team said, repeatedly, the protocol generates hundreds of millions in revenue. It's not verifiable onchain, but the numbers make sense. The two problems are:
A) Consistent sell pressure
B) $LINK staking caps
Regarding A:
Investors can't verify revenue onchain, or anywhere. Every time that analytics paltforms such as @tokenterminal or @DefiLlama share revenue numbers, these numbers are frowned upon by the community. However, capital inflows and investor confidence will progressively and very likely decrease if there is no transparency.
On the other hand, the consistent sell pressure is indeed verifiable onchain. When looking at the exchanges net flows for $LINK, there's episodic but significant sell-side pressure that repeatedly hits the market, demonstrating a likely supply overhang (big periodic token inflows into exchanges, neutral behavior most of the time, and small outflows). Large token inflows into CEXs often means one thing: intent to sell.
Regarding B:
If $LINK staking caps remain low, the vast majority of investors can't access any value accrual for their holdings.
Right now, most if not all of the value accrual is coming from token buybacks, and not even staking yield. However, these buybacks represent $1M/week, or $52M/year. However, the April CEX inflows alone account for $125M in potential sell pressure (14.5M tokens @ $8.62). Even if only a portion of those inflows are sold, they can easily outweigh buyback support during key periods. This is unsustainable, and investors can see it. But, the hundreds of millions in revenue? They can't see it.
Chainlink is arguably the most promising project in crypto, regarding architecture, product market fit, and overall potential. But, for token price to reflect this, some serious changes need to be made regarding operational budget efficiency. I have many ideas regarding this specific point, and will be sharing them throughout the next following weeks.
Tl;dr: The token price disconnect is not due to lack of value, but due to how value is distributed and perceived.
Disclaimer: I am a $LINK holder, and I'm writing this post with the sole purpose of improving things so that we token holders can confidently hodl and accrue value while at it.
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Chainlink Fireman retweeted
Amazon Web Services will host a webinar next week together with @chainlink to talk about bringing Tradfi and Defi together.
Global head of partnerships of AWS Jorge Lesmes will have a talk with Head of strategic accounts Raoul Schipper of Chainlink.
It's literally a partnership announcement between AWS and Chainlink
- $LINK
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