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Daniel Shapiro Profile
Daniel Shapiro

@_dshap

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Following
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Efficient frontier mentality // Analyst @BlockworksRes // Λ https://t.co/GuMWesCBG5 // views my own //

Joined January 2021
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@_dshap
Daniel Shapiro
6 months
My newest @blockworksres report on @chainlink.explains why it will likely become the dominant RWA Infrastructure Platform. If Chainlink achieves its goal of becoming the dominant interoperability infrastructure within the capital markets, it will likely be valued as much or more.
@blockworksres
Blockworks Research
6 months
1/ @chainlink is positioning itself to be the dominant infrastructure platform for Real World Assets (RWAs). Surpassing $3B in value excluding stablecoins, the space has seen significant growth in 2024 and is estimated to be as large as $16T by 2030.
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@_dshap
Daniel Shapiro
2 years
I present The Endgame: A Thesis on the Future of Chainlink and Web 3.0. I discuss CCIP, the ability to monetize data collected by the Chainlink Network, and speculate on the future of the space as it relates to regulation, decentralization, privacy and AI.
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@_dshap
Daniel Shapiro
1 year
My Thesis for 2024: LINK is Undervalued.It could not be more clear than it is today - liquidity dictates asset prices. Fundamentally, it is aggressive buyers that push price into passive limit orders above market price which mechanically increases the price of an asset. Valuation
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@_dshap
Daniel Shapiro
2 years
I tweeted this back in January:."Chainlink enabled the existence of, and effectively subsidized the growth of the entire DeFi space by creating price feeds and making them a public good. When price feeds went live on Alt L1s their TVL and market capitalizations skyrocketed. The
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@SergeyNazarov
Sergey Nazarov
2 years
Great infrastructure is what underpins the technological trends that consumers/users end up experiencing in their daily lives, it will be the same for Web3. Web2 applications like Uber are a great example of how infrastructure has shaped Web2. This breakthrough ridesharing
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@_dshap
Daniel Shapiro
16 days
Why is LINK one of the coins pumping most on US-centric coin strategic reserve announcement?
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@_dshap
Daniel Shapiro
3 months
$50, then $200
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@_dshap
Daniel Shapiro
10 months
The singularity will occur within the next 12-24 months. LINK token not mentioned, even VELO didn't pick up LINK connection. LINK will continue to underperform hyped narrative coins until they exit stealth mode. If you are a pure investor, hold strong and continue to add. If you
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@_dshap
Daniel Shapiro
1 year
My Thesis for 2024: LINK is Undervalued.It could not be more clear than it is today - liquidity dictates asset prices. Fundamentally, it is aggressive buyers that push price into passive limit orders above market price which mechanically increases the price of an asset. Valuation
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@_dshap
Daniel Shapiro
2 years
LINK leading the market today. Watch out boys, BTC nuke incoming
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@_dshap
Daniel Shapiro
11 months
Chainlink slowly entering the mainstream. Not going to be surprised when LINK gets an ETF after ETH.
@chainlink
Chainlink
11 months
Crypto ETF issuer @21shares_us has integrated #Chainlink Proof of Reserve on @ethereum to increase the transparency of ARK 21Shares Bitcoin ETF’s (ARKB) reserves with @ARKInvest. Explore how PoR provides transparency for both onchain and offchain assets:
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@_dshap
Daniel Shapiro
3 years
I hear people talking about what coin will be the $LINK of this bear market. They don't realize $LINK is the $LINK of this bear market. You have until Sept 27-28 before more people realize this.
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@_dshap
Daniel Shapiro
2 years
Those 11,000+ SWIFT banks service over 2 billion customers - nearly 98% of all humans with access to financial services. The SWIFT system manages over 600 billion dollars in transaction volume per day.
@chainlink
Chainlink
2 years
Chainlink is working with @swiftcommunity and more than a dozen major financial institutions on experiments to enable connectivity to and interoperability across public and private blockchains: . These experiments are a significant step forward from the
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@_dshap
Daniel Shapiro
1 year
Thread on the future value of the Chainlink Network. There are going to be plenty of tokens this cycle that return crazy multiples due to the reflexive nature of markets. Over a 24-30 month period after the halving, though, most all of them will lose 99% of their value and.
@chainlink
Chainlink
1 year
Creating a blockchain interoperability standard for the global economy requires collaborating with the world’s leading institutions. Some of the premier institutions actively exploring #Chainlink CCIP include:. 1. Swift—Standard messaging network for 11K+ banks.Swift and.
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@_dshap
Daniel Shapiro
10 months
Let the Chainlink All Time High ascension begin
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@_dshap
Daniel Shapiro
8 months
Great talk between Sergey and Jack Pourderoyen discussing how Chainlink and SWIFT are working together to unlock tokenized assets at scale. An interesting question from the moderator was if SWIFT was working with any other interoperability solutions. Jack's response, and I'm
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@_dshap
Daniel Shapiro
3 months
Massive get for CCIP.
@chainlink
Chainlink
3 months
.@LidoFinance—the largest liquid staking protocol by TVL—has integrated #Chainlink CCIP to enable users to stake ETH directly from L2 networks including @arbitrum, @base, & @optimism. How CCIP accelerates the adoption of Lido's wstETH ↓ #RoadToSmartCon.
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@_dshap
Daniel Shapiro
2 years
Number of projects using Chainlink is doubling every 6 months. In general the exponential nature of network effects makes it exponentially more difficult for competitors to disrupt the market leader. Just a 1 year head start is an extreme advantage. Chainlink had 5 👀.
@nullpackets
run ⬡ the ⬡ juels (GFS visionary arc)
2 years
I dont know about you but if I was an Enterprise Blockchain Developer & found out alpha that everything that runs thru #SWIFT will run thru #CCIP, id want to start learning as much about it instead of bashing it. Get ahead of your wagie peers before the recession hits.$LINK.$qnt
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@_dshap
Daniel Shapiro
2 months
Sergey talking like this has me thinking 2025 might actually be the year it all happens.
@SergeyNazarov
Sergey Nazarov
2 months
What if all Stablecoins, RWAs and CBDCs start being connected to each other and to all the world's digital assets, across all chains, on one platform/standard set of protocols, because it has all the data connections, identity connections and cross-chain connections they need to.
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@_dshap
Daniel Shapiro
11 months
I present Abstraction Capital's Crypto Investment Thesis: 2024-2025 Cycle. I discuss the fundamental value of cryptographic truth, adoption catalysts, macro and crypto cycle tailwinds, as well as investing strategy.
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@_dshap
Daniel Shapiro
2 months
First volume impulse, started in Asia session and continued by US. Feels like Asia is going to bid again tonight and this has the chance to run the next week or so to ATH. LINK marked the beginning of the altcoin run last year (late Oct into Nov) and actually led the BTC
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@_dshap
Daniel Shapiro
3 months
$50, then $200
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@_dshap
Daniel Shapiro
1 year
Sergey's confidence is palpable. Wondering what's happening behind the scenes 👀.
@SergeyNazarov
Sergey Nazarov
1 year
Inevitable.
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@_dshap
Daniel Shapiro
11 months
The CCIP fee ascent begins.
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@_dshap
Daniel Shapiro
2 years
Amazing how a post like this can slip under the radar. The implications of scalable homomorphic encryption, when combined with AI, are quite profound. The ability for people to share their data knowing that it will remain private will vastly increase the power of AI, allowing it
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@chainlink
Chainlink
2 years
Homomorphic encryption enables computations to be performed on encrypted data—without ever decrypting it. Explore its impact👇.
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@_dshap
Daniel Shapiro
2 years
LINK with an idiosyncratic move, up 5% against ETH. BTC could nuke here, and everything could return to normal. But if BTC breaks out and LINK continues to outperform? Only one explanation - rumors are leaking. People are positioning for CCIP.
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@_dshap
Daniel Shapiro
5 months
LINK/BTC ready for liftoff
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@_dshap
Daniel Shapiro
9 months
CCIP has entered general access! Congratulations to the team for this incredible achievement.
@chainlink
Chainlink
9 months
Q1 2024 Product Update. • #CCIP has officially entered GA.• @transporter_io goes live.• Native ETH cross-chain.• Chainlink breaks ground in APAC and MENA. And more. Dive in ⬇️.
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@_dshap
Daniel Shapiro
10 months
Why I am incredibly bullish right now 🧵.
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@_dshap
Daniel Shapiro
2 years
This is exactly why LINK is the superior asset in the long run. More staked LINK does not increase issuance. Yields stay high based on amount of LINK one holds. Staked LINK must scale quadratically with TVE as network grows. Fee capture is not deflationary like on-chain trust.
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@_dshap
Daniel Shapiro
2 months
ok let's try this again.
@_dshap
Daniel Shapiro
3 months
$50, then $200
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@_dshap
Daniel Shapiro
2 months
Chainlink $LINK.
@ChainLinkGod
Zach Rynes | CLG
2 months
Chainlink $LINK.
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@_dshap
Daniel Shapiro
2 years
The price action on LINK is so strange. Why does it idiosyncratically pump more than any other coin, off zero news, the night before the entire market dumps? . When whoever is accumulating this thing is finished, the upward expansion is going to take a lot of people by surprise.
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@_dshap
Daniel Shapiro
10 months
The market still doesn't understand the implications of CCIP. ETH is barely capturing any value from rollups, it will capture even less value from TradFi who are launching their own permissioned chains to launch RWA products. Ofc CCIP enables interop with EVM based DeFi, which.
@jvb_xyz
Jonah
10 months
Imagine being underweight Ethereum as this gets going:
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@_dshap
Daniel Shapiro
4 months
This excites me
@swiftcommunity
Swift
4 months
Exciting news! Starting next year, financial institutions from around the world will start trialling live digital asset and currency transactions on the Swift network. This marks an important milestone in our journey to enable banks to transact interchangeably across both
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@_dshap
Daniel Shapiro
1 year
People are euphoric over solana ecosystem which is pumping bc a bunch of retail users with 500 dollar trading accounts are buying a worthless dog token. Just imagine what happens to the LINK price when financial institutions which settle quadrillions of dollars a year start.
@TradeTalks
TradeTalks
1 year
.@chainlink Co-Founder @SergeyNazarov joins @JillMalandrino on @Nasdaq #TradeTalks to discuss the convergence of capital markets and the blockchain space in 2024.
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@_dshap
Daniel Shapiro
1 year
Man this is going to continue to ramp before it just happens all at once. Once we see what the annualized revenue is of CCIP things are going to get real interrsting. .
@chainlink
Chainlink
1 year
The Depository Trust & Clearing Corporation, the world’s largest securities settlement system processing $2+ quadrillion annually, is exploring Chainlink #CCIP to unlock tokenized asset interoperability. @The_DTCC’s Stephen Prosperi on the collaboration:
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@_dshap
Daniel Shapiro
3 months
jk LINK broke critical $15 level then BTC started dumping, pack it up boys.
@_dshap
Daniel Shapiro
3 months
$50, then $200
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@_dshap
Daniel Shapiro
2 years
Build and Scale surpassing my expectations.
@chainlink
Chainlink
2 years
#Chainlink Labs and @AWSstartups have partnered to provide #ChainlinkBUILD members with even more perks, such as:. • Access to AWS account reps who specialize in helping startups.• $5,000 in AWS credits upon joining the BUILD program.• Opportunities to lean into additional AWS
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@_dshap
Daniel Shapiro
2 years
Saw Sergey's talk today. Great stuff, no new information but he did introduce a change in terminology. Looks like they are moving away from "cryptographically guaranteed" and "trust minimized" and replacing it with "aligned incentives" and "no conflict of intetest"
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@_dshap
Daniel Shapiro
3 years
Decided to do some research on Dan Boneh. He is head of the Applied Cryptography Group at Stanford, and with an H-Index of 123 with over 100 publications and 87,000+ citations. He has been researching cryptography for over 30 years.
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@_dshap
Daniel Shapiro
5 months
"What we are all really talking about, when we talk about blockchains and smart contracts, is various forms of technologically enforced agreements that create a parallel legal system which is not dependent on corrupt people driven dynamics, and never in history has there been a.
@SergeyNazarov
Sergey Nazarov
5 months
It's been an amazing 7 years since the launch of the whitepaper. In creating Decentralized Oracle Networks the Chainlink community has enabled DeFi to initially emerge and is now going on to connect it to TradFi for it's next large leap forward. Looking forward to seeing the.
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@_dshap
Daniel Shapiro
7 months
#chainlink is the leading coin for the most important narrative, the market just doesn't know it yet.
@SergeyNazarov
Sergey Nazarov
7 months
Real World Asset (RWA) tokenization is the next big trend in the blockchain industry and I believe it is on track to hold more onchain value than cryptocurrencies. More in the presentation linked here , with some key points below. RWAs have already.
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@_dshap
Daniel Shapiro
2 years
CCIP around the corner?.
@chainlink
Chainlink
2 years
A crowdsourced audit of #CCIP has launched on @code4rena with a $300K prize pool. The contest lasts until June 12 and serves to further harden the CCIP codebase, in addition to multiple independent audits, in preparation for the initial mainnet launch.
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@_dshap
Daniel Shapiro
3 years
1/.A very ignorant statement, IMO. @chainlink price feeds have never gone down or functioned incorrectly. Chainlink oracle networks are designed by smart contract creators - node operators simply service the requested data.
@biancoresearch
Jim Bianco
3 years
1/8. This is a good thread about the sheer damage done by the UST/LUNA collapse across protocols and blockchains. @chainlink really let down the crypto community as explained below.
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@_dshap
Daniel Shapiro
2 years
CCIP opens to all developers on testnet July 20! .
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@_dshap
Daniel Shapiro
1 year
Imagine the seethe as the entire spaces slowly capitulates to the fact that Chainlink has won.
@CatfishFishy
Fishy Catfish
1 year
I subsist from the salt of the mids.
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@_dshap
Daniel Shapiro
2 years
This is factually incorrect, in my opinion. Although LayerZero technically released first, LayerZero relies on 3rd party cryptographic/consensus based mechanisms to receive trust-minimized block header data. LayerZero officially integrated Chainlink in Nov 2022 for this purpose.
@safetyth1rd
𝕯𝖆𝖓𝖌𝖊𝖗
2 years
CCIP, probably better/more robust and decentralized than layer zero. but layer zero BD, marketing goated, has a head start.
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@_dshap
Daniel Shapiro
3 months
I heard this was BIG.
@Blockworks_
Blockworks
3 months
0xResearch newsletter: A pilot project by Swift, Chainlink and UBS to integrate traditional payment systems with tokenized assets successfully concluded today.
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@_dshap
Daniel Shapiro
2 months
At this point I'm not even sure Trump tweeting about Chainlink would move price.
@worldlibertyfi
WLFI
2 months
Exciting news! Our Co-Founder @zakfolkman recently joined @SergeyNazarov at NYSE to discuss @worldlibertyfi 's integration of the @chainlink standard. “Security was a top priority for us, and Chainlink delivers the trust and reliability needed to bridge DeFi and mainstream
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@_dshap
Daniel Shapiro
10 months
LINK pumping against the entire market? Watch out boys, BTC might be prepping for a fat dump.
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@_dshap
Daniel Shapiro
7 months
Excited to announce that I've joined Blockworks Research as a Research Analyst! After relying on Blockworks content for years to stay on the cutting edge of new developments in the space, I couldn't be more excited to help build the world's best source of digital asset insights
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@_dshap
Daniel Shapiro
18 days
This opens the door for a substantial increase in CCIP adoption. Will be monitoring token transfers to see how quickly transfers accelerate.
@ChainLinkGod
Zach Rynes | CLG
18 days
Chainlink CCIP v1.5 is officially live across all supported blockchain mainnets 👀. Anyone, anywhere can now deploy or upgrade their existing tokens to become a Cross-Chain Token (CCT) in minutes 🔥. Onboarding a token to CCIP is now completely self-serve via a simple, no-code
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@_dshap
Daniel Shapiro
1 year
Not only is Chainlink leading in off-chain --> on-chain interoperability as demonstrated by the recent announcements involving SWIFT, ANZ, and the DTCC, but is cementing it's position as the go to solution for on-chain --> on-chain interoperability. CCIP will become the global.
@chainlink
Chainlink
1 year
.@SushiSwap is integrating #Chainlink CCIP to help power cross-chain swaps and airdrops. Discover how CCIP unlocks advanced functionality across the multi-chain ecosystem.
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@_dshap
Daniel Shapiro
3 years
New paper up: Monetary Wars. Discusses the DeFi Matrix and the implications of every asset being liquid with every other asset. I then go into BTC/ETH/LINK and look at what defining characteristics give these assets value in a digital asset future.
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@_dshap
Daniel Shapiro
11 months
Very big news for the crypto-native side of CCIP adoption! . Many dApps on L2s/L3s are waiting for Danksharding to launch bc they need the gas cost reduction. Would bet a lot of money CCIP general access comes soon after.
@chainlink
Chainlink
11 months
.@MetisL2 is integrating Chainlink #CCIP as its canonical token bridge infrastructure, making CCIP the official cross-chain protocol used by Metis for cross-chain connections. How CCIP enables seamless interoperability to accelerate the growth of Metis:
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@_dshap
Daniel Shapiro
11 months
@Nakamotolisk Out of nearly 500 tokens studied, LINK was an outlier where token dilution did not impact price. Most the unlocks are to the team and they aren't selling. CCIP revenue over 350k this month, and on new podcast learned chainlink nets over 35mil a year from every roll-up integration
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@_dshap
Daniel Shapiro
1 year
So bulled up rn.
@chainlink
Chainlink
1 year
“As banks endeavor to access multiple blockchains, a common connectivity layer across the various chains will be a critical building block for their adoption of onchain finance”—@SergeyNazarov. More on Swift and Chainlink's successful collaboration:
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@_dshap
Daniel Shapiro
1 year
Bears in disbelief, we still got a lot of room to run boys.
@adamscochran
Adam Cochran (adamscochran.eth)
1 year
Chainlink is trying to do waaay to much on the product side and keeps missing the mark. Initial oracles made sense but:. -CCIP slower and higher cost than LayerZero, Synapse and others [so far].-Data Streams cost structure is insane compared to Pyth. -Automation is ok-ish but OZ.
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@_dshap
Daniel Shapiro
16 days
Great chart. Dialed in and bulled up #LINK.
@workinpro
wip
16 days
Made In USA. $LINK 🇺🇸
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@_dshap
Daniel Shapiro
2 years
@SergeyNazarov "The Chainlink Effect"
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@_dshap
Daniel Shapiro
3 years
If eric is an announced speaker, I wonder who the surprise speaker will be👀.
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@_dshap
Daniel Shapiro
2 years
I didn't want to be the one to tell you this, . But $BTC emitting $1,9710,000,000 worth of Bitcoin (at current prices, pre-halving) over the next year is *not* accumulation. Oh btw $SOL has an inflation rate greater than LINK's, and captures lower fees. It is literally.
@poordart
poordart
2 years
I didnt want to be the one to tell you this, because i'm currently on a $SOL arc. But the chainlink foundation continuously selling $LINK to subsidize oracles is *not* accumulation
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@_dshap
Daniel Shapiro
1 year
One is simply buying what the other created IYKYK.
@AltcoinDailyio
Altcoin Daily
1 year
Let's settle this once & for all. 👇. You're starting a crypto company: Who do you choose to lead it? The great Michael Saylor or the great Sergey Nazarov?. $BTC $LINK
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@_dshap
Daniel Shapiro
2 years
1/.A thread on Chainlink community doomerism. I had no idea it was this bad (haven't used my meme account in years and don't spend too much time on Twitter anymore).
@ChainLinkGod
Zach Rynes | CLG
2 years
Important thread. This will be a long/volatile journey, with many challenges to overcome as the industry evolves. Constant doomerism is not productive and is actively harmful to achieving the results you want to see. Remember, crypto as a whole has reached 0.01% of its potential.
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@_dshap
Daniel Shapiro
2 months
Chainlink.
@ChainLinkGod
Zach Rynes | CLG
2 months
Chainlink.
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@_dshap
Daniel Shapiro
3 years
"to everyone who understands; what is coming is inevitable". -Sergey Nazarov.
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@_dshap
Daniel Shapiro
2 years
1/10.One of the key takeaways from this article is a small bit on Economics 2.0. dApps that join Chainlink Scale can pay higher fees for higher quality services (low latency, etc.) and get priority access to new updates. This is a big deal.
@chainlink
Chainlink
2 years
#Chainlink Co-Founder @SergeyNazarov reflects on key milestones from 2022 and looks ahead to major growth opportunities in 2023, including the Chainlink Network monetization model, CCIP, and scaling Chainlink as a platform for off-chain computation.
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@_dshap
Daniel Shapiro
1 year
Some thoughts as we leave the bear market. I think it is important that every trader/investor does what is necessary to remove bear market PTSD as quickly as possible. What the recent breakout in the market from mid-October has shown is that attention is everything when trading.
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@_dshap
Daniel Shapiro
2 years
A noticable increase in CCIP activity coming from the team. Based on the public audit schedule could we see a July release? What do you guys think the odds are we get at least an initial version next month?.
@SergeyNazarov
Sergey Nazarov
2 years
If even a small percentage of the quadrillions flowing through the existing market infrastructure moves onto blockchains, the Web3 economy would experience a multiples increase in the value it secures. Chainlink CCIP is not just a gateway for capital markets to Web3; it's the.
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@_dshap
Daniel Shapiro
5 months
@MikeIppolito_ The value lies in tokenization. Asset managers, FMIs, and CSDs are going to reap *massive* benefits. Tokenization enables the creation of novel financial products that are programmable, and update in real-time based on embedded data feeds. The possibilities here are endless with.
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@_dshap
Daniel Shapiro
3 years
Net (+) cashflows enable sustainable staking yields. This will be the thing that brings the big players into crypto.
@chainlink
Chainlink
3 years
1/ On blockchains such as BNB Chain and Polygon, multiple #Chainlink oracle networks have reached a point of self-sustainability from dApp fees alone. This economic efficiency represents the path forward for how Chainlink feeds operate in the long term.
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@_dshap
Daniel Shapiro
1 year
CCIP and EIP-4844 will spur DeFi summer 2.0 in 2024.
@MoonOverlord
moon
1 year
people forget DEFI Summer was when $ETH was like $200 and gas was like $5 a trade. theres never been an altseason on ETH when it was thousands of dollars because the average person is completely priced out from playing.
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@_dshap
Daniel Shapiro
1 year
Tell me you don’t understand oracles without saying you don’t understand oracles.
@vaneck_us
VanEck
1 year
Prediction #12: Solana is projected to become a top 3 blockchain by market cap, TVL, and users, potentially surpassing Chainlink's TVS with its Pyth oracle, as DeFi TVL surges and ETF interest grows.
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@_dshap
Daniel Shapiro
11 months
"Blockchains have no real usecases". I hear this one a lot. When the market understands what Chainlink is building the LINK token is going to surprise a lot of people.
@chainlink
Chainlink
11 months
"You can collapse those hundred applications into one single smart contract.". @chainlinklabs Director of Capital Markets Ryan Lovell on the benefits of tokenization for asset managers ⬇️
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@_dshap
Daniel Shapiro
3 months
Quadrillions.
@pythianism
Vance Spencer
3 months
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@_dshap
Daniel Shapiro
16 days
I think the technical term to describe this situation is "the singularity".
@SergeyNazarov
Sergey Nazarov
16 days
I think the technical term to describe this situation is "now we're cooking with gas" . I wonder what happens when the world's largest financial institutions decide to go on-chain because being on-chain becomes a "national priority". Seems likely they will need a secure and.
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@_dshap
Daniel Shapiro
6 months
Based. I am especially excited for apps that take advantage of Chainlink Functions. The ability to connect to frontier LLM models such as ChatGPT will spawn new and excitng usecases that can leverage Base's growing userbasr and low fees.
@chainlink
Chainlink
6 months
Chainlink Data Streams and VRF are now officially live on @base. With these latest integrations, all #Chainlink services are now live on Base, making the Chainlink Scale partner incubated by @coinbase fully platformed on Chainlink.
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@_dshap
Daniel Shapiro
3 years
A few points as to why I agree with @Pickle_cRypto that CCIP is the clear winner for bridging.🧵.
@Pickle_cRypto
pickle
3 years
web3 crypto Layer0 wars are here, forget about L2s. There have been lot of bad takes on twitter since @StargateFinance went live. Let's dive deep for some alpha. @LayerZero_Labs Vs @Chainlink #CCIP $LINK. $ATOM $AXL $STG $SYN $RUNE $ANY $ETH #IBC.
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@_dshap
Daniel Shapiro
3 months
Privacy is 100% a necessary precursor for live, in-production use cases. Very exciting!.
@BSCNews
BSCN
3 months
CHAINLINK LAUNCHES CCIP PRIVATE TRANSACTIONS FOR CROSS-CHAIN SETTLEMENT OF TOKENIZED RWAS. - @Chainlink introduced CCIP Private Transactions, a privacy-focused feature enabling secure cross-chain transfers of tokenized real-world assets (RWAs). - The new Blockchain Privacy
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@_dshap
Daniel Shapiro
2 years
The Three Transitions necessary for global blockchain adoption: . 1. L2 Scaling Transition.2. Wallet Security Transition.3. Privacy Transition. Chainlink's CCIP (as mentioned by Vitalik in this blogpost) as well as DECO are crucial components to solving all three transitions.
@VitalikButerin
vitalik.eth
2 years
The Three Transitions:.
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@_dshap
Daniel Shapiro
1 year
All blockspace is highly inflationary, whether its on eth, sol, an L2, or L3. Execution layers are in a race towards 0. While people argue what blockspace is the most valuable, Chainlink is busy monopolizing every other vertical of infrastructure which will capture immense.
@KyleSamani
Kyle Samani
1 year
Modularity is bad for ETH. Specifically, modularity means:. 1) using non-EVM execution environments.2) on non-EthereumL1 DA layers. Why is the Ethereum community therefore so pro-modularity?.
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@_dshap
Daniel Shapiro
1 year
$LINK.A pullback is obviously possible, but personally would not fade this move with BTC showing strength as well. Over 16 RR trade right here with very clear invalidation at macro range breakout. If we drop below the level, can cut for les than 5% scratch and look for a
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@_dshap
Daniel Shapiro
6 months
Marines x Spartans, the OG duo back at it again. Synthetix Spartan Council voted to unanimously use Chainlink Data Streams for v3. Their motivation behind this was to not only have the best oracle mechanism on the market, but also in preparation for expansion across the.
@chainlink
Chainlink
6 months
The @synthetix_io Spartan Council just voted unanimously in favor of integrating #Chainlink Data Streams into Synthetix V3 on @arbitrum. Data Streams significantly enhances the performance, security, and reliability of markets on the Synthetix protocol.
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@_dshap
Daniel Shapiro
3 months
Generalized consensus computing (Chainlink) vs. on-chain state (Blockchains):. 1) Significantly larger addressable market.2) Stronger network effects and moat.3) Higher base costs for services.
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@_dshap
Daniel Shapiro
1 year
There is no second best.
@chainlink
Chainlink
1 year
In a decisive community vote, @StakeDAOHQ has selected #Chainlink CCIP as its go-to solution for cross-chain SDT transfers. With 87%+ of votes supporting CCIP, StakeDAO has sent a clear signal of the importance of CCIP’s defense-in-depth security.
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@_dshap
Daniel Shapiro
3 years
Looks like coinbase is accumulating and prepping for staking. Nice FUD, not as good as the og 4chan stuff though.
@CoinDesk
CoinDesk
3 years
The disproportionate growth between @chainlink's total value secured and the market cap of its LINK token may reflect a number of issues, @coinbase says. By @willcanny99.
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@_dshap
Daniel Shapiro
3 months
Chainlink.
@ChainLinkGod
Zach Rynes | CLG
3 months
Chainlink.
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@_dshap
Daniel Shapiro
11 months
Wow. Massive scaling underway.
@SergeyNazarov
Sergey Nazarov
11 months
Building critical infrastructure for the future of how all agreement works is something I am lucky to be doing. If you see Web3 as the future of the internet and real world asset tokenization/digital assets as the future of the global financial system, then you should seriously.
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@_dshap
Daniel Shapiro
2 years
The v2.0 era commences.
@chainlink
Chainlink
2 years
#Chainlink node software version v2.0.0 is now available 🏗️. This update completes a series of recent changes that make it even easier for node operators to configure and maintain their Chainlink nodes, helping them enhance operational efficiency. The 2.0.0 Chainlink Core node
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@_dshap
Daniel Shapiro
2 years
dID + ZKPs: DECO.Oracles: Price Feeds.Bridges: CCIP. Chainlink has monopolized the highest value portions of the stack.
@SmartContract
Smart Contract
2 years
“We believe we are approaching an inflection point, where the promised potential of blockchain will be realized and be measured in billions of users and trillions of dollars in value.”. Explore @Citi’s report on money, tokens, and games:
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@_dshap
Daniel Shapiro
2 years
Good god this is exciting. Cross-chain synthetic perpetual futures powered by CCIP. Synthetix is working on a front-end with account abstraction as well: . Can use this link to sign up for early beta access:
@synthetix_io
Synthetix ⚔️
2 years
Synthetix is actively exploring additional use cases involving Chainlink CCIP, including cross-chain markets, like Synthetix Perps & Spot, and cross-chain staking pools. This is just the beginning of cross-chain Synthetix. 3/9.
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@_dshap
Daniel Shapiro
1 year
Even blockchain research analysts have no idea what's coming boys - we early!.
@EffortCapital
David
1 year
Chainlink up on news that CCIP has accrued $250 to LINK stakers in the past 24hrs.
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@_dshap
Daniel Shapiro
1 year
Great video on why Chainlink, as a platform, will only further cement its market dominance over competitors whom only offer one, maybe two, services. Chainlink is turning into AWS for trust-minimized compute.
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@_dshap
Daniel Shapiro
2 years
Early Access announced in July.Fully live on Mainnet announced in October at SmartCon. Can someone please post the Sergey "this excites me" gif/vid below? Because boys, this really, really excites me.
@ChainLinkGod
Zach Rynes | CLG
2 years
CCIP is on-track and planned for mainnet early access launch this summer. Testing with users has shown good results and will be onboarded to mainnet gradually. CCIP general availability mainnet planned for later this year. From #Chainlink Product Q&A on Discord with @kelmoujahid.
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@_dshap
Daniel Shapiro
3 months
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@pythianism
Vance Spencer
3 months
Quadrillions.
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@_dshap
Daniel Shapiro
3 months
Excited to see what Solana devs cook up! With data streams live, nearly a certainty every other Chainlink service will launch on Solana as well.
@solana
Solana
3 months
Chainlink 🤝 Solana. Chainlink Data Streams is now available on Solana — bringing low latency, pull-based data oracles to help power the DeFi ecosystem.
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@_dshap
Daniel Shapiro
1 year
Steady and then all at once.
@chainlink
Chainlink
1 year
"The demand for CCIP is palpable.". Key takeaways from @ChainlinkLabs capital markets team members at #Sibos:
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@_dshap
Daniel Shapiro
2 years
MEV Auctions vs. Fair Sequencing. This is the most important fight of the Blockchain era. As computation fees compress to zero, order flow will be the main way execution hubs profit. It is tough to know which side is better - only time can tell. The individuals capable of.
@AriJuels
Ari Juels
2 years
The next iteration of PROF blog post is out. We believe PROF is a simple, promising way to combat harmful MEV and get fair ordering (for your favorite notion of "fair"). We're exploring ways to make it happen. @KushalBabel @iseriohn42 @_mahimna .
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@_dshap
Daniel Shapiro
4 days
Discussed the $LINK thesis with @7LukeHallard and @7FlyingPlatypus on their pod. Thanks for having me on!.
@7LukeHallard
Luke Hallard
4 days
Latest pod is out: @_dshap demystifies Chainlink $LINK, one of the most promising crypto projects of all time!. 🌐 What is Chainlink?.🔗 Enabling blockchain interoperability.🔮 Decentralized Oracle Networks.💡 Solving real-world problems.📡 Unifying global financial systems.
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@_dshap
Daniel Shapiro
7 months
Check out the newest @blockworksres report I wrote on @AerodromeFi. Thesis: In the absence of a Base token, AERO is *effectively* the gas token of Base that powers liquidity provision for new tokens launched on the chain.
@blockworksres
Blockworks Research
7 months
1/. @AerodromeFi is a "MetaDEX" that combines elements of various DEX primitives such as Uniswap V2 and V3, Curve, Convex, and Votium. Since its launch on Base, it has become the largest protocol by TVL with more than $495B in value locked, doubling Uniswap's Base deployment.
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@_dshap
Daniel Shapiro
2 years
1/.As Sergey and Kemal discuss, blockchains + oracles + AI are synergistic technologies to some degree. I highlighted the Anti-Fraud Network in my most recent paper The Endgame. How does the AI know what fraud is being detected?.
@SergeyNazarov
Sergey Nazarov
2 years
Blockchains and AI have many points of intersection that can enhance both technologies. It's still a guess about how fast each will reach wider adoption & in what form they will all interact. However, it is encouraging to see both finding product-market fit at scale.
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@_dshap
Daniel Shapiro
2 years
CCIP will become the Global Standard.
@Zedzies
Zedzies
2 years
#Synthetix just voted unanimously to integrate the #Chainlink Cross Chain Interoperability Protocol (CCIP) into their Synth Teleporters. Congrats to both communities. $LINK $SNX. Synthetix SCCP/SIP Proposal: SIP-311: snxUSD Teleporters (V3)
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