Chainlink's LINK token has been weighed down by heavy dilution, and it likely falls back to $5 before becoming a good buy. Over the last four years, Sergey Nazarov's side sold about 7% of supply a year while revenue barely grew, and holders get no significant token rights. @AltcoinSherpa calls it a fundamentally strong project that simply lacks a bid. x.com 

Chainlink's token overhang keeps Dogecoin the preferred pick over it. 252 million LINK is still outside circulation, and 70 million of it came out in the last twelve months. That overhang stands even as @thefetztizzle points to Swift ramping up, DTCC's app chain going live in November and Chainlink having no competitors. x.com 

Chainlink's new 24/7 pricing makes tokenized assets usable for lending when traditional markets close. Aave is adopting it for institutional RWA lending, a massive development for LINK's role in always-on finance. Token Terminal puts tokenized stocks at $4.63 billion in market cap; their growth makes the LINK case even more obvious and insanely bullish. x.com  x.com 

Bitcoin's hash ribbon has upgraded to a confirmed buy signal, the regime that has historically marked macro accumulation zones. The 30-day hashrate average holds firmly above the 60-day across three on-chain sources, ending the summer miner capitulation, and price momentum has joined with the 10-day average above the 20-day. Hashrate has stabilized near 900-940 EH/s, and August closed up about 23% with about $2.8 billion of ETF inflows. The signal holds while the 30-day stays above the 60-day. … Show more

Ether should keep rising after a near-term shakeout, as rate-hike expectations that have climbed should ease once the next two weeks of data arrive. As in last year's May-to-July, expect a pullback, then a false breakout to $2,700 into the September 15 final ruling on the CLARITY crypto bill and the September 16 Fed meeting, a sell-the-news drop to about $2,100 after those dates, and then further gains. Bitcoin should follow the same path, possibly with a false break below 75,600. x.com 

Trillions of dollars of tokenized assets coming onchain could drive a generational rally in Chainlink with ample patience. It has spent six to seven years moving sideways amid disillusionment since the COVID bubble, leaving it one of the market's more hated assets. x.com  x.com 

Digital assets including Bitcoin, Ether, Solana and XRP could see the largest crypto rotation ever, as a 1-2% shift out of global equities or a stalled AI trade would dwarf 2017 ICO and 2021 retail money. Unlike earlier retail-and-leverage cycles, spot ETFs can absorb billions, corporate treasuries hold large BTC stacks, and tokenization gives TradFi something to underwrite. The 2024-25 ETF wave proved institutions buy when the wrapper looks like a mutual fund. x.com 

ZEC gains a continuous create-redeem mechanism for the first time as Grayscale's Zcash trust converts to a spot ETF on NYSE. ZEC is back in the zone that capped previous cycles: $22 to $900 in 2017, $18 to $372 in 2021, and $16 to $850 now. Holding $900 keeps the stance long and aggressive; losing it brings $590-600 into view. Whether the broader market retraces in September is the bigger question, but the long-term position is comfortable either way. x.com 

Chainlink's DTCC partnership may be one of the biggest ever by a crypto company, setting LINK up for a 10x in the next liquidity cycle. Per Chainlink, the DTCC, the backbone of US clearing and settlement with $3.7 quadrillion of 2025 volume, is integrating Chainlink data and orchestration standards into its Collateral AppChain for 24/7 collateral workflows. Chainlink looks set to be the tech connecting blockchains with TradFi. The move may wait until liquidity flows back into the market. x.com  … Show more

Bitcoin's bull market is back as the debasement trade returns and crypto's regulatory path clears. Bitcoin has made a higher high and broken above all major moving averages. The Treasury has shown it will intervene in the bond market, regulation is coming from the SEC and CFTC with or without the Clarity Act, and the Genius Act should take effect early next year. Tokenized stocks are reaching major exchanges and perps are going mainstream, setting up a possible joint AI and crypto bull run. … Show more