Regular man during day, blockchain passionate at night.

David Miller ⬡ retweeted
Good morning $KAS
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David Miller ⬡ retweeted
Chainlink benefits from many competing blockchains succeeding simultaneously. Ethereum doesn't necessarily benefit from Solana becoming huge. Solana doesn't necessarily benefit from Ethereum becoming huge. Every other bet in crypto needs a winner. $LINK just needs crypto to grow. And grow it will.
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David Miller ⬡ retweeted
Chainlink is at Sibos 2026, Sept 28 to Oct 1 in Miami. Where the world's largest financial institutions are discussing digital finance for AI-driven economies.
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Founder of Docusign says "Chainlink is inevitable" I tend to believe him
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David Miller ⬡ retweeted
Let's really tackle that question. First, what does tokenization mean? To put an asset with real world implications onto a digital ledger and bound it with it's actual data, within its legal framework and connected to it's rightful owners. This implicates it needs a gigantic amount of constant data. Price, compliance, identity, history, description, ... everything that makes that asset, that exact asset. Then, you'll need to make sure it can move within those digital environments, chain to chain, ledger to ledger without risking any hacks or false data. You'll also need as little friction as possible, payment abstraction, so anyone can pay in any coin they have. A company like that has never existed before, and the upside potential is beyond what we can imagine. @Chainlink does fit this description very well.
If the tokenization thesis is correct and trillions of dollars of new assets move onchain in the coming years, which company will benefit the most?
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David Miller ⬡ retweeted
The limits of Chainlink are literally the limits of human ingenuity. People are going to come along and utilize Chainlink for things nobody has even thought of today. This is how paradigm shifts work. Old usages will be reinterpreted and new ones will be born. $LINK
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David Miller ⬡ retweeted
Whhheeeww. Huge. This is exactly what you want to see for $LINK tokenomics to evolve into the monster we know it can be.
🚨NEW: SEC staff has issued new FAQs clarifying how the Commission’s March interpretive release on digital assets applies to token functionality, staking receipt tokens and investment contracts. Among the guidance: once a network is functional, services to maintain, improve or grow it generally would not count as “essential managerial efforts” under the Howey test. The FAQs reflect staff views and have no legal force or effect.
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David Miller ⬡ retweeted
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: nitter.net/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
I'm not an oracle expert at all but isn't this actually bearish chainlink? I think finance moving onchain means you can use chain native prices from different pools & order books to construct price feeds as needed rather than using an external oracle like chainlink Chainlink does other stuff like bridging, randomness oracles, etc... so maybe all that pops off. I'm really understudied on their business specifically but I think the more interesting conclusion at hand is if we can get enough economic activity onchain to remove the dependency on oracles
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David Miller ⬡ retweeted
The former Deputy General Counsel at Chainlink is now Chief Counsel on the SEC Crypto Task Force. The @chainlink co-founder is on the CFTC Advisory Committee. SEC and CFTC have jointly classified $LINK as a commodity. U.S. Department of Commerce is using Chainlink. The DTCC is integrating CRE and go live is Q4 2026. Project Pangea headed towards T+0 for South Korea/Europe. Swift, UBS, Mastercard, J.P. Morgan, Fidelity, Euroclear, FTSE, S&P. Tokenized funds. Cross-chain collateral. Government data. Regulated futures and ETFs. Staking? Rewards are still mostly emissions. Fee flow from CRE/CCIP/DTCC is still “coming later" despite DTC tokenization go-live just days away. If CRE, CCIP, DTCC, SWIFT, and commodity status are the future of the network, staking should look like it belongs in that future. Regulatory hurdles are not a valid rebuttal when you're in the room shaping the regulations. Yessir, may I have another. 🫡 $LINK

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NEW: @Coinbase Tokenized Stocks launch on @aave V4 on @base, powered by Chainlink data. As Coinbase’s official oracle solution, Chainlink is unlocking a new generation of onchain finance, with AAPLc, NVDAc, & more major U.S. stocks now usable as collateral on DeFi’s largest lending protocol.
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David Miller ⬡ retweeted
Lord have mercy... things are about to get disgusting - $LINK
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David Miller ⬡ retweeted
What if the last 6 years was all just accumulation? What if every institution coming onchain needs Chainlink? What if trillions of dollars of assets come onchain in the coming years? What if? $LINK
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David Miller ⬡ retweeted
“The specific chain is less important to us” - VANGUARD Most are still so focused on the chain that they don’t realize it’s commoditized and is essentially just a database. The data needed to transact has always and will always be the most critical. There’s only one Chainlink.
🚨JUST NOW! “The Future of Blockchain in Traditional Finance” The Philadelphia Fed described it as a discussion about how institutions are integrating blockchain technology into traditional finance. Chainlink described the focus more specifically as what it takes to bring institutional assets onchain at scale and what infrastructure regulated markets require once those assets are onchain. The five people on stage were: @SergeyNazarov — Co-Founder, @Chainlink William Su — @BlackRock John Evans — @Vanguard @joechalom — @SharpLink Josh Lipsky — Atlantic Council, moderator Watch the full talk here!
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David Miller ⬡ retweeted
What if the biggest mistake in crypto is valuing $LINK against crypto? The real TAM is global finance, tokenized assets, payments, data, AI and every chain that needs to talk to anything else. I broke down why the market may be thinking way too small 👇 piped.video/HqkABKbp-i8
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Chainlink is constantly moving with the biggest power players in the world defining the future of finance. They will determine how onchain finance reaches scale, and Chainlink will be critical infrastructure powering it. Bullish $LINK
NEW: CHAINLINK AT THE FEDERAL RESERVE @SergeyNazarov joins leaders from BlackRock, Vanguard, and Sharplink on the trajectory of blockchain adoption across traditional finance at the Federal Reserve Fintech Conference ↓
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Tomorrow. 👀👀 $LINK
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David Miller ⬡ retweeted
NEW: CHAINLINK AT THE FEDERAL RESERVE @SergeyNazarov joins leaders from BlackRock, Vanguard, and Sharplink on the trajectory of blockchain adoption across traditional finance at the Federal Reserve Fintech Conference ↓
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David Miller ⬡ retweeted
Chainlink provides the Chainlink Runtime Environment and data standards for DTCC’s Collateral AppChain to enable 24/7 collateral management, valuation, and interoperability across blockchains.
INTEL: DTCC to launch tokenization service for $114T in assets in Q4 2026
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David Miller ⬡ retweeted
This is $LINK vs. $XRP conference speakers this season. If you're in Ripple, pivot to Chainlink. What are we even doing here. Clean 10x for $LINK to pass $XRP.
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