I am incredibly proud to be part of the #Chainlink community. At SmartCon 2024 🇭🇰, I had the opportunity to meet many amazing people and learn a great deal. （1/3）

October is going to be a big month.

Sibos is one of the most important gatherings in global finance, bringing together the banks, market infrastructures, central banks, and technology providers that operate the world’s financial system. Chainlink’s presence there is nothing new. Its relationship with Swift goes back years, and Sibos has repeatedly been a venue where Chainlink demonstrates how traditional financial infrastructure can connect to blockchains. That history matters. The future of finance will not come from replacing every existing system. It will come from connecting trusted institutional infrastructure with programmable blockchain rails. Chainlink is increasingly becoming the layer that makes that connection possible across data, assets, payments, and settlement. Its growing role at Sibos reflects how far Chainlink has moved into the core infrastructure conversation of global finance.

CHAINLINK BlackRock Vanguard Sharplink

Chainlink, BlackRock, Vanguard, Sharplink, Atlantic Council at The Federal Reserve

Chainlink staking upgrade on deck. 👍 $Link

Tokenized stocks are one of the clearest bridges between traditional capital markets and onchain finance. Coinbase entering this market gives that transition serious weight: with $246B in assets on platform, it is bringing 1:1-backed exposure to major U.S. equities like Apple, Nvidia, Microsoft, Meta, Amazon, Google, and Tesla directly onto Base. Now those assets are becoming productive. Aave, DeFi’s largest lending protocol with roughly $19B in TVL and $13B in active loans, has launched support for Coinbase Tokenized Stocks on Aave V4. Assets including AAPLc, NVDAc, MSFTc, and others can now be used as collateral to borrow USDC. Major U.S. equities are no longer simply represented onchain—they can participate directly in onchain credit markets. And Chainlink sits at the critical infrastructure layer connecting both sides. For Coinbase, Chainlink is the official oracle infrastructure for its Tokenized Stocks. For Aave V4, Chainlink is the exclusive oracle platform powering its markets. That means Chainlink provides the trusted market data required for Coinbase’s tokenized equities to become safely usable as collateral inside Aave. This is why Chainlink’s role in tokenization matters so much. Putting an asset onchain is only the first step. For trillions of dollars in stocks, funds, bonds, and other real-world assets to actually function onchain, they need reliable data and secure interoperability across institutions, blockchains, and applications. Coinbase brings the assets onchain. Aave puts them to work. Chainlink provides the infrastructure that makes the entire system function.

Meet the man behind one of blockchain's most impressive platforms. Here's what you need to know about @Chainlink founder @SergeyNazarov ⬇️ bsc.news/post/sergey-nazarov…

RT @bsilagani: Solana just got Coinbase-wrapped Litecoin. cbLTC is live via @sunrise, powered by @Chainlink CCIP.

ethereum:0x514910771af9ca656af840dff83e8264ecf986ca That’s it, that’s the tweet

SN = SN

Gold has preserved wealth for 5,000 years, yet physical ownership remains costly and cumbersome. Tokenization unlocks global, 24/7 trading and onchain utility. Paxos has already brought nearly $2 BILLION in gold onchain through PAXG. Now, Paxos Labs is launching PAXGy, bringing gold-denominated returns onchain with Chainlink CCIP as its EXCLUSIVE cross-chain messaging provider. As trillions in real-world assets move onchain, Chainlink is becoming the critical infrastructure connecting global finance. The tokenization era is inevitable. Chainlink is powering it.

@chainlink 🤝 @Paxos

🤫🤫🤫🤫🤫🤫

SN, the legend behind Bitc... I mean Chainlink

Another step toward bringing real-world assets onchain. PAXGy is powered by CCIP for cross-chain connectivity and #Chainlink Price Feeds for reliable pricing.

$LINK I went down a rabbit hole trying to understand a massive spike in CCIP usage. What I found matters for $LINK. Today I was looking through Chainlink's CCIP activity and noticed something strange. There were enormous spikes in message activity that completely distorted the normal trend. Instead of immediately calling that adoption, I wanted to know what was actually happening. The first spike, in February, turned out to be mostly noise from an adoption perspective. Almost the entire spike came from Monad. Roughly 102,000 CCIP messages were generated in only ~1,069 transactions, averaging around 96 messages per transaction. So I removed it from the underlying trend. Then I found another spike in July. This one was different. July wasn't batching Between July 8 and July 19, Ethereum suddenly became responsible for thousands of additional CCIP messages. When we compared messages with transactions, they were almost 1:1. These weren't 100 messages being emitted by one transaction like we saw with Monad. There were thousands of actual transactions. So we kept digging. One Ethereum → ADI Chain route accounted for the overwhelming majority of the unusual activity. We then followed an individual transaction all the way across the bridge. On Ethereum we found a transaction depositing 26.88 USDC to ADI Chain via CCIP. From there we extracted its CCIP message ID and sequence number. Then we found that exact message executing on ADI Chain, where 26.88 USDC.e was minted/released and passed through the destination infrastructure. In other words: Ethereum transaction → CCIP message → ADI execution We had confirmed that the July spike represented real cross-chain activity. But that raised a much more important question. Did all of that usage actually generate more money for Chainlink? This is where things got interesting. We took two identical 12-day periods for the Ethereum → ADI corridor. June 26 – July 7 1,111 CCIP calls 1,098 transactions 0.436 WETH in fees Then: July 8 – July 19 12,405 CCIP calls 11,857 transactions 6.909 WETH in fees So: CCIP usage increased 11.2×. $WETH fees increased 15.8×. That's the part of this investigation I think matters most. We didn't model this. We didn't assume it. We watched it happen onchain. One CCIP corridor experienced a sudden increase in usage, and the fees generated by that corridor exploded with it. Now connect that to $LINK This is where the token economics become important. The vast majority of these fees weren't even paid in $LINK. They were paid in WETH. At first glance you might think: How is that bullish for $LINK? Because Chainlink has deliberately designed the system so users don't need to acquire LINK themselves. CCIP supports payment in LINK as well as alternative assets such as native gas tokens and their wrapped equivalents. Chainlink's Payment Abstraction then provides the economic bridge between using Chainlink and $LINK. Chainlink describes the mechanism very clearly: Revenue from enterprise adoption and onchain service usage → Payment Abstraction → $LINK. Users can pay for Chainlink services in other digital assets or fiat. Payment Abstraction is designed to programmatically convert those revenues into LINK, with revenue flowing back into the Chainlink economic system, including the Chainlink Reserve. And we've independently seen that mechanism operating onchain too. We've traced USDC entering Chainlink's Fee Aggregator infrastructure, moving into the conversion process, and actual swaps acquiring LINK before LINK ultimately enters the Reserve. So now we're starting to connect the entire economic loop: Chainlink adoption ↓ More service usage ↓ More fees ↓ Payment Abstraction ↓ Revenue converted into $LINK ↓ $LINK returned to the Chainlink economy / Reserve That is why this little July anomaly matters. Don't extrapolate one corridor into billions of dollars That's not the point. CCIP pricing differs depending on the route, gas costs and type of transaction. Chainlink has also deliberately optimized CCIP pricing to reduce costs as the system scales. And one burst of activity on one route certainly doesn't prove that CCIP adoption is exploding everywhere. But it gives us something we didn't have before: a small real-world demonstration of the economic flywheel. One corridor went from roughly 93 calls per day to more than 1,000. Fees didn't stay flat. They increased almost 16×. Now consider what Chainlink is actually trying to build. Not one Ethereum → ADI corridor. Potentially thousands of connections between chains, applications, banks, market infrastructures, payment systems, tokenized assets and other financial networks. You don't need every institution using those systems to know what $LINK is. You don't even necessarily need them paying their invoices in $LINK. They need to consume @Chainlink services. Payment Abstraction exists to handle what happens after that. And that's the part of the $LINK thesis I think is still poorly understood. For years, people asked: “Where does the value accrue to $LINK?” We're beginning to get an answer that can actually be observed. Usage creates fees. Revenue is converted into $LINK. $LINK is accumulated back into the system. The July spike doesn't prove hyperchainlinkization. But it gives us a glimpse of what the economics could look like if Chainlink actually achieves it. And suddenly the question becomes much bigger: What happens when this isn't one corridor doing 12,000 calls in 12 days? What happens when hundreds, or eventually thousands, of production systems are doing it continuously? That's the bet. Not that people suddenly decide they want to buy $LINK. That the world increasingly uses Chainlink, and the economics of that usage increasingly flow through LINK.

Gold has preserved wealth across civilizations for more than 5,000 years. From ancient empires to modern central banks, it remains one of the most widely recognized stores of value in human history. Yet owning physical gold comes with significant friction. It requires secure custody, transportation, insurance, and verification of authenticity. Trading it across borders introduces additional costs and delays, while dividing a gold bar into smaller, transferable units is hardly practical. Tokenization addresses these limitations. Gold can remain securely stored in professional vaults while its ownership is represented by blockchain-based tokens that can be divided, transferred globally, traded around the clock, and integrated into onchain financial markets. The opportunity is enormous. The World Gold Council estimates that the world’s above-ground gold was worth approximately $29 TRILLION in Q2 2026. Tokenized gold has already surpassed $5 billion in value, with $90.7 billion in trading volume in Q1 2026 alone. Paxos has been at the forefront of bringing this market onchain. Launched in 2019, PAX Gold (PAXG) represents physical gold held in institutional vaults, with each token backed by one fine troy ounce of gold. PAXG has grown into an approximately $1.9 BILLION asset, demonstrating the growing demand for tokenized ownership of one of humanity’s most important assets. Now, Paxos Labs is taking this further with PAXGy, a PAXG-backed token designed to accrue value in gold terms through institutional gold leasing. The launch brings a longstanding institutional gold market onchain, allowing token holders to access gold-denominated returns previously associated with institutional participants. And most importantly, @chainlink is at the center of this expansion. Paxos Labs has selected Chainlink CCIP as the EXCLUSIVE cross-chain messaging provider for PAXGy, enabling holders to move their positions across blockchains without unwinding them first. This extends a relationship dating back to 2021, when Paxos integrated Chainlink Price Feeds to bring PAXG pricing data into DeFi. As trillions of dollars in real-world assets move onchain, the infrastructure connecting these assets to reliable external data and enabling them to move securely across blockchain ecosystems becomes increasingly important. Chainlink is building precisely that infrastructure. Its role extends from bringing real-world financial information onchain to enabling tokenized assets to operate across blockchain networks. Gold is only one asset class. The same infrastructure will be essential as equities, bonds, funds, and other traditional financial assets become tokenized. The tokenization of global finance is inevitable. Chainlink is positioning itself at the core of this transformation.

JUST IN: Chainlink and Infosys partner to accelerate institutional onchain finance The collaboration will explore Chainlink’s CCIP, Runtime Environment and Automated Compliance Engine, connecting Infosys’ traditional financial infrastructure with blockchain-based markets.

36 days until Link:NYC ⛓️