Strategic Initiatives @Chainlink | Digital commodity enjoyer | Opinions are my own

Joined December 2012
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Most people's mental model of Chainlink $LINK is completely wrong Here's why👇 People often think of oracles as simple middleware bolted to the side of a blockchain, simply injecting price data In their mind, Chainlink is "just an oracle" so who cares right? A more complete mental model is that Chainlink is the global orchestration layer that sits above and across all blockchains and external systems A unified platform that enables organizations to create advanced business workflows spanning any number of blockchains, legacy systems, and oracle services, all powered by a decentralized runtime environment This matters now more than ever because we are entering a Cambrian explosion of blockchains of all kinds (public & private, L1 & L2, DeFi & TradFi, EVM & non-EVM) The cost and friction of launching a new blockchain network has never been lower And what we have seen historically is that in order for a blockchain to be successful, it needs critical oracle services: - Data oracles: DeFi needs market data to secure lending and derivatives, while TradFi needs NAV data for tokenized funds and corporate actions data for tokenized equities. Proof of Reserve provides public visibility into the reserves backing tokenized assets - Cross-chain oracles: Digital assets in both DeFi and TradFi need to be securely transferable across any public or private blockchain to access a greater pool of buyers, minimizing liquidity fragmentation and enabling advanced settlement workflows - Compliance oracles: Regulated tokenized assets need to comply with various regulations and internal business logic rules around identity verification and risk management to become adopted by institutions - Privacy oracles: Sensitive information needs to be made accessible to blockchain apps without revealing the underlying data, while private chains need to connect to public chains while only selectively revealing what is needed to complete transactions - Legacy-system oracles: Institutions want to access public and private blockchains using their existing infrastructure and messaging standards (Swift, FIX, DTCC) through a single integration gateway rather than manually integrating with thousands of chains individually - Orchestration oracles: Institutions need to be able to coordinate complex business workflows that span multiple blockchains, legacy systems, and oracle services through a simple API gateway Chainlink is the only unified platform that provides all of these solutions in a single offering, minimizing trust-assumptions and eliminating the complexity of using a patchwork of service providers This is how institutions adopt blockchains, not by betting on specific chains, but integrating with a unified platform that provides them access to any public or private chain While blockchains fiercely compete amongst each other to become the transactional database layer, Chainlink wins regardless of which chains are used For Chainlink, every new blockchain introduced to market is all the more justification for why organizations need a global orchestration layer to manage the complexity Financial market infrastructures like Swift, DTCC, and Euroclear understand this, which is why they have adopted Chainlink alongside J.P. Morgan, Mastercard, Central Bank of Brazil, UBS, SBI, Fidelity International, ANZ, and many others In addition to powering the DeFi economy (70% marketshare globally, 80% on Ethereum, and 90% on L2s), Chainlink directly monetizes the integration and deployment of its services on blockchains via the Scale program and enterprise deals Onchain revenue from the usage of Chainlink services, as well as offchain revenue from Scale and enterprise deals, directly fuel $LINK token buybacks which grow the Chainlink Reserve Chainlink services have already enabled $28 trillion in transaction value across 77 blockchain networks via 2,000 oracle networks used by 500 applications, with more public and private blockchains regularly integrated all the time Today, developers build on blockchains and plug into Chainlink In the future, developers will build on Chainlink and plug into blockchains The result is straight forward: More blockchains ↓ More Chainlink adoption ↓ More onchain & offchain revenue ↓ More $LINK token buybacks ↓ Chainlink's dominance compounds
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Zach Rynes | CLG retweeted
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…
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Zach Rynes | CLG retweeted
4 days. 8 new prediction market integrations. 100s of new markets. The DeFi moment for prediction markets is here, and it’s powered by Chainlink. Explore the ecosystem 🧵👇
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Zach Rynes | CLG retweeted
NEW: @trylimitless, the largest prediction market on @base, adopts Chainlink Data Streams as its oracle infra to power high-speed resolution for short-term, high-volume crypto markets with instant payouts. Predict outcomes across BTC, ETH, SOL, and more leading assets today.
Prediction markets demand verifiable truth. That’s why we integrated @Chainlink Data Streams into our short-term crypto markets. Chainlink now powers ~19,000 markets/week, delivering high-speed, accurate resolutions that unlock instant settlement & payouts. The Limitless Way.
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Zach Rynes | CLG retweeted

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Zach Rynes | CLG retweeted
NOW: Chainlink is powering new @FIFAWorldCup prediction markets for @MyriadMarkets. The opening round of the 2026 FIFA World Cup™ kicks off in just 2 days, predict match outcomes for the world’s largest sporting event today.
Myriad is bringing World Cup markets to users around the world, powered exclusively by @chainlink! With $100,000 on the line and zero trading fees, there’s never been a better time to back your team and get involved on Myriad. Trade World Cup markets today, powered by Chainlink ⚽ decrypt.co/370479/myriad-tap…
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Zach Rynes | CLG retweeted
Over the past several weeks, Aave has been developing a new risk framework that includes Asset Risk, Bridging Risk, Chain Risk, and advanced automation capabilities for risk management. This framework establishes a new standard for how Aave assesses, monitors, and manages risk across the protocol. After passing the proposal, the risk framework will be applied across all markets and assets. Assets that do not qualify for the new standard will be off-boarded from Aave over the coming weeks.
LlamaRisk has published an ARFC proposing a new standardized Risk Framework that governs all assets on @Aave V3, V4, and Aave Horizon. The framework establishes standards for evaluating asset, bridge, and chain-level risk criteria, and for monitoring and automated risk management systems.
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Zach Rynes | CLG retweeted
NEW: The Official Prediction Market Partner of the @FIFAWorldCup is now powered by Chainlink. @Predictstreet has adopted Chainlink as its exclusive oracle infra to enable accurate market resolutions & unlock instant payouts for the world's largest sporting event with 6B fans.
ADI Predictstreet has adopted @Chainlink as the exclusive oracle infrastructure for our FIFA World Cup 2026™ prediction markets. Accurate resolution. Instant payouts. All at the speed of play.
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Zach Rynes | CLG retweeted
NEW RESEARCH: IC3 just published one of the most comprehensive surveys on AI & crypto. As AI & agents scale, model-level guardrails aren’t enough. AI needs: • Trusted data • Authenticated workflows • Verified execution • System-level security Chainlink solves this.
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Still blows my mind that the former @ChainlinkLabs Deputy General Counsel of 5 years is now Chief Counsel for the U.S. @SECGov Crypto Task Force From the infra powering DeFi to the regulator overseeing it.. Quite obvious the real tech that’s been built over the past decade in this industry will inevitably underpin US capital markets
Just watched Taylor Lindman, Chief Legal Counsel for its Crypto Task Force. I wish I could share the full talk because it’s unfucking real we have such pro-DeFi experts in these positions of power in the government. Optimistic on access to real DeFi in the USA and abroad 👊
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In the past week, Chainlink SVR generated $3.57M in revenue by recapturing non-toxic liquidation MEV for lending protocols like Aave, Compound, Venus, and Morpho This revenue was split $2.3M to integrated DeFi protocols and $1.27M to Chainlink, supporting the economic sustainability of DeFi and the oracles that underpin it Year-to-date SVR revenue now totals over $12.43M, with all-time SVR revenue exceeding $22.35M Offchain and onchain revenue in the Chainlink ecosystem support weekly Reserve ethereum:0x514910771af9ca656af840dff83e8264ecf986ca buybacks, with $49.5M in inflows to date
Since launch, @Chainlink SVR has grown to become the most widely adopted oracle MEV recapture solution with ~99% market share • Adopted by the largest DeFi lending markets including Aave, Compound, Venus, and various Morpho markets • Exclusively recaptures the non-toxic liquidation MEV that would have leaked to L1 validators and searchers during DeFi loan liquidations • Has generated $18.7M in revenue, split $12M to integrated DeFi protocols and $6.7M to Chainlink (supporting $LINK buybacks) • Achieves a consistent 85% recapture rate (i.e., SVR recaptures ~$85 for every $100 in liquidation bonus made available) • Has successfully processed over $700M in liquidation value for Aave alone, with zero bad debt accrual even during extreme market volatility like Oct 10 • Features the largest, most decentralized ecosystem of independent searchers, with over 115 independent liquidators (competition ensures solvency drives up recapture rates) • Enabled Chainlink to directly monetize its DeFi app total value secured, in addition to monetizing the integration, usage, and maintenance of oracle services by blockchains via the Scale program Chainlink SVR = literal money printing machine
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Weird that this quote tweet shows up on desktop, but not mobile, so posting here again x.com/ChainLinkGod/status/20…

Since launch, @Chainlink SVR has grown to become the most widely adopted oracle MEV recapture solution with ~99% market share • Adopted by the largest DeFi lending markets including Aave, Compound, Venus, and various Morpho markets • Exclusively recaptures the non-toxic liquidation MEV that would have leaked to L1 validators and searchers during DeFi loan liquidations • Has generated $18.7M in revenue, split $12M to integrated DeFi protocols and $6.7M to Chainlink (supporting $LINK buybacks) • Achieves a consistent 85% recapture rate (i.e., SVR recaptures ~$85 for every $100 in liquidation bonus made available) • Has successfully processed over $700M in liquidation value for Aave alone, with zero bad debt accrual even during extreme market volatility like Oct 10 • Features the largest, most decentralized ecosystem of independent searchers, with over 115 independent liquidators (competition ensures solvency drives up recapture rates) • Enabled Chainlink to directly monetize its DeFi app total value secured, in addition to monetizing the integration, usage, and maintenance of oracle services by blockchains via the Scale program Chainlink SVR = literal money printing machine
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Zach Rynes | CLG retweeted
JUST IN: Kalshi launches new LINK perps in an industry first for a U.S. company regulated by the CFTC
Chainlink Perpetuals are now live for trading. Only on Kalshi.
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Zach Rynes | CLG retweeted
Same story for bonds, Treasuries, and money market funds. Still incredibly early. @chainlink will be a key part of LINKing the old financial system with the new.
✅ 0.0003% tokenized ⏳ 99.9997% remaining
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Zach Rynes | CLG retweeted
I've been building DeFi for almost a decade and we went from zero to here: - Over 300b stablecoins issued onchain - Protocols that actually make revenue, all verifiable onchain - Billions in stablecoins yielding interest directly onchain - More safer ways to trade or lend (no ftx custody risk) - Embedded wallets that bring more users and are easy to integrate (i.e. Privy) - Fintechs and e-commerce platforms issuing stablecoins (PyUSD, SoFi, Western Union, Moneygram) - Big fintech involvement (Stripe with Tempo) - Fintechs integrating defi (i.e. Whop integrating Aave) - Almost all relevant major banks and asset managers have digital asset teams and also working on tokenization, stablecoins and defi (Fidelity, BlackRock etc) - Genious act regulating stable coins and removing uncertainty to enable fintechs and TradFi to participate - Clarity act coming, creating more certainty for crypto and defi - AI tools for defi security hardening and improved overall development process since early days - EU has MiCA certainty and UK following up - Banks banking crypto (Erebor etc) and better onramping The industry progress has been real, and will take of course years to come to see full adoption. We are closer now than ever before, yet moving 8 billion people onchain will take time. I think that we are in front of a moment where underlying tech is starting out-phases the crypto-native assets. It make sense for stablecoins to have bigger market caps that Bitcoin and Ethereum as world is moving onchain over time. Same thing will happen with trading and lending as more assets are tokenized and will grow directly onchain. This is net good for the ecosystem. It seems that fintech and tradfi is doubling down on blockchain like never before. The best way to progress is by building, and we have some of the smartest builders in the space, true believers that build with a real mission are still here. At some point crypto, defi, stablecoins, rwas are doing to be just called finance. No tribalism, no drama just boring tech that works and scales.
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The harsh market reaction to the recent zcash:native vulnerability patch is really two-fold: 1. Many people didn’t realize privacy coins had this unique category of vulnerability (silent infinite inflation bugs that nobody can truly verify was ever exploited or not) 2. AI-assisted hacking is a serious, potentially existential, risk for crypto assets deploying advanced, novel technologies and will likely only become more common over time All software has the risk of bugs, but with most software, you can tell if a vulnerability was ever exploited or not An undetectable infinite inflation bug that nobody can verify was ever exploited or not kinda kills the whole SoV story for many people ZEC will be fine long term and this particular bug was likely never exploited, many people just didn’t understand what they invested in But it goes to show how much SoV assets like ZEC are tied to a shared narrative belief of longevity and safety, and how fragile that belief can be
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Saylor needs just to rip off the bandaid and default on $STRC He’ll never be able to raise capital again but he can retain his 4% of the $BTC supply forever There’s no universe where the crypto market will stomach a real Strategy $BTC firesale to fund $STRC dividends
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Zach Rynes | CLG retweeted
The way to understand the ZCash bug is it’s not infinite mint of ZEC itself. It’s more like the shielded pool (Orchard) could become insolvent. Think of it more like the KelpDAO hack for ETH. Very little reason not to proactively unshield any ZEC today. Being early to the exit is always better in a bank run. Consider Orchard burned, and don’t re-shield until there’s a new pool with a clean history
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Zach Rynes | CLG retweeted
First tweet! New chapter. I just joined @chainlink as Head of Institutional and Market Development. After 4.5 years at @eToro and 15 years in trading and capital markets, getting to work on institutional crypto adoption feels like exactly where I should be now. Banks and asset managers aren't asking "should we" anymore. They're building with @chainlink. It’s a joy to be part of this story.
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Zach Rynes | CLG retweeted
Virtuals Protocol is officially migrating to @Chainlink CCIP. For agent infrastructure, 99% security is not enough. As part of hardening our infrastructure, we are upgrading our cross-chain stack from LayerZero to Chainlink CCIP. We have evaluated that CCIP strengthens the foundation behind Virtuals with the highest level of cross-chain security as we build the trusted economic layer for agents. This enables the most secure agent infrastructure stack to enable agents to manage inference, cards, email, payments, services, commerce, and onchain value.
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Zach Rynes | CLG retweeted
Today, we're announcing a major infrastructure upgrade for Pleasing Market. After a comprehensive security review, we are deprecating LayerZero and migrating to @Chainlink CCIP as the exclusive cross-chain infrastructure for PGOLD and USDpm on Arbitrum, Ethereum, Pharos and future expansions. It's a strategic step toward bringing the global precious metals economy onchain.
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