LINK

opensandshuts

You can't say "utility" in the crypto market without mentioning LINK. It has competition, but lately they've been dropping like flies.

opensandshuts

And LINK. People keep hating on it, but it's utility grows and grows. DTCC, SWIFT. just wait...

opensandshuts

LINK fans know..

Over_Variation_1007

I bought in on XRP, HBAR, QNT, Solana, and LINK during the bull run so I’m down about 50% on those. I also got lucky and sold my Bitcoin and Ethereum near the top. I also sold about 20% of my XRP at $2.75 last September anticipating a bigger drop. I should have sold more.  During the bear market, I have kept buying, but have mostly focused on XRP, Bitcoin, and Ethereum. I’m down about $10K across the coins at loss, but about even when including Bitcoin and Ethereum. I’ll probably sell during the next bull market whenever that and keep DCA’ng every week or two until then. 

sluglife1987

That’s actually one of the better portfolios Iv seen on Reddit. Usually it’s XRP, LINK, Cardano, LTC etc. legacy shit coins that are lower in price than they where 10 years ago

OutcomeBig4141

Especially when RWAs take off. LINK stands to gain from that. 

tequilawhiteclaws

I'm with ya. Was a cardano maxi, sorta still bullish but theyve got a massive branding problem even if the tech is good. It's probably a 3rd world governance + rwa platform eventually. BTC is all brand. 99% of use cases will be ETH + LINK + Google/Apple running private wallets on your phone

zzscrubzz

Consider NFTs dead. Well established altcoins with utility profiles that are publically implemented into global finance such as XRP, LINK, XDC, HBAR, Stellar, etc are the ones to focus on. Ignore the fud, and 'hype', as it largely doesn't matter unless you're a cone who makes their investment decisions based on market sentiment.

Django_McFly

Why not *neither*? LINK never got back to it's 2021 high. SOL got back there for like a day or two then quickly crashed. LINK was ~$50 peak in 2021, ~$25 in 2024... 2024 is with more oracles being used and Chainlink looking brighter than ever, just like now. You'd be lucky to get $15 bucks if the trend continues. ADA is an even worse story. It's like you look at diminishing returns every cycle and are assuming *the last cycle is probably the floor*. Imo that's a super gamble. You could bet on the 999,999/1,000,000 or the 1/1,000,000. If you don't stop being silly and take that easy 999,999/1,000,000 bet... None of those tokens are at attractive prices for risk vs just buying BTC imo. I'm not even a BTC maxi but LINK and ADA are like confirmed dog shit. Hoskinson was throating Trump late 2024 and the token still couldn't get within 50% of the 2021 highs. Sometimes the best thing to do if you MUST do something crypto is to buy some stablecoins 1:1 and get your little 4 to 8 % in defi. Or buy BTC. Or just pick the stuff that's winning rather than going out on a limb for darlings from literally two cycles back.

JustStopppingBye

That’s just objectively wrong. As Chainlink services move into production, usage generates fees and Chainlink’s Payment Abstraction converts those fees into LINK. More institutional usage = more economic activity flowing through LINK. If you think this doesn’t create demand then why are you even invested into crypto and discussing it? 😂 L1 chains are in an even worse position.

SpontaneousDream

SOL had its run. Been down since 2021. [https://www.tradingview.com/symbols/SOLBTC/?timeframe=ALL](https://www.tradingview.com/symbols/SOLBTC/?timeframe=ALL) LINK had its run. Been down since 2020 (and near all time lows). [https://www.tradingview.com/symbols/SOLBTC/?timeframe=ALL](https://www.tradingview.com/symbols/SOLBTC/?timeframe=ALL) Buy shitcoins, stay poor

Elendron

Converted a load to ETH on Monday. It's pumping little bits since while ETH does nothing... The ultimate BS thing is that Link was at my cost basis while I set my LINK/ETH order, then it wicked down, filled, and now I have a tiny capital loss to report. This market shows no mercy.

ubermensch1001

Bottom for ADA was most likely in after the Yoroi wallet hack, where those who were using it as a hot wallet had their funds drained. It went down to 14 cents and smaller holders have more or less completely sold off while whales have loaded up heavily. However, I already have a very large position with this and feel that it would be overexposure to continue making large moves. With that said, it's still very attractive given just how cheap it is right now. I am looking to invest 50%+ of this cash into BTC but would prefer making a large move into one or the other with SOL vs. LINK if I decide to go this route. Easiest decision would be 100% BTC, and right now that is what I'm leaning towards.

Timely-Fig2030

It's not SOL and it's not LINK either. But for your question i would go for LINK, since it was not hyped last cycle. But keep looking out for better tech and i won't spoil it too you.

Suitable_Acadia_190

Not 100%. I play the macro flows & the rotation cycles, when it starts its always been ETH to move before LINK. I mean Solana is great and will grow massively as well, just different scales of tradfi adoption and that's where the real capitol will come from so anything more directly attached to that has reason to grow the fastest and the most.

ubermensch1001

Are you 100% LINK or do you have other positions as well? What are you referring to with your last part here, I don't know enough about Solana and Link right now.

Southern-Bid4831

Solana offre de la liquidité et du rendement via le staking.Chainlink est une infrastructure sous-évaluée sous les 10 $.Une répartition 70 % BTC / 15 % SOL / 15 % LINK serait je pense pour toi la meilleure stratégie

Suitable_Acadia_190

I am what almost all would call irrationally heavy in LINK. Solanas great too, But one of them has partners and a required framework for tradfi with a system & monopoly, that over time, whoevers 2nd in that space will be just a blip in comparison.

PotentialStraight466

Anyone else looking at LINK

opensandshuts

that's why LINK has such a huge potential to be the winning crypto bet. oracle data

Bogdanoff_dump_it

LINK bottomed at $5 in 2023. Maybe we revisit that price again in the coming months.

ubermensch1001

Yeah, I'm actually thinking about LINK given the fact that it's trading around the same levels it was at in 2023.

ubermensch1001

Given how low it is right now I plan on just letting my ADA position ride. BTC is an obvious one. ETH I think is solid but what makes me a bit less excited about it is I don't think it will make massive returns relative to BTC. For instance, in 2021 it peaked at .085 to BTC, so it could maybe do a 2-2.5x compared to BTC at best. The only alts I'm really considering are maybe SOL and LINK.

Mulvita43

Any crypto I have invested in. Soooooo Sol, Hbar, LINK, CC…etc

Epictricker2025

Personally I think I will go heavy into BTC, XRP, some SOL, LINK and HYPE too.

The-great-phoenix

Perp DEX and exchanges obviously like HYPE and LIT but in regards of the rails for DEFI you will be doing fine with some SOL and ETH as they are capturing most of traffic I am as well kind of optimistic about LINK utility

Quirky_File_5189

If buy one of these, strongest is LINK and XRP if you wanna chase the hype. Otherwise another good Alt is TAO.

Legitimate_Hair9266

LINK

HippoOwn1230

Yeah let these people sleep on link, 99% of people have no idea how crucial of a problem is LINK solving in the ENTIRE crypto and also tradfi coming on chain.

Ragnarruss

The technology is great, but the token is not needed. The only reason the token exists was to 1. Raise money from the ICO 2. Raise more capital by constantly selling LINK tokens to retail. The tech is great but the token is a scam. They also wouldnt have been able to do this without our money.

Ypsn

I would go with 80% BTC, 10-15% ETH and 4-10% LINK Maybe link and eth will not be used to tokenize stocks markets but im convinced that their chains will be used. That said I'm no expert, just a dude watching some stuff on the internet

farcry_x1z

When ETH finally decides to pump, LINK will go parabolic

Yodel_And_Hodl_Mode

Oh, this looks bad: > He deleted his post criticizing bitkey not having seed phrases hours before the exploit was public and confirmed. Ironic [LINK](https://x.com/randombtc00/status/2083406589461991533) Perhaps that's not ironic at all. This whole thing is only going to get worse as more people start digging for answers.

Yodel_And_Hodl_Mode

I've noticed that CoinKite CEO Rodolfo Novak, a.k.a. NVK, has been constantly on Xwitter. He hasn't been saying anything, but he keeps reposting stuff. That seemed... odd. Then, I noticed this: > NVK is currently deleting old posts from 2020 to try to clean up the history. Screenshot them while you can. They will all be gone soon. > -- Zach Herbert 🇺🇸 [LINK](https://x.com/zherbert/status/2083377265593692242)

Odd-Description-2770

o que é um LINK e por qual motivo você fez a compra?

Doritos707

DO NOT WASTE YOUR MONEY ON MEME COINS. Buy solid narratives that will actually go up RAIL, CSPR, PYTH, LINK, STX

opensandshuts

if you think banks are good and believe in the power of blockchain, LINK is the best bet.

opensandshuts

Everybody’s been waiting on LINK to make a move. My only guess is they’re waiting til they 1000% dominate the oracle market and then roll out the payment abstraction layer to everything. Either that, or once they’re making billions in fees the reserve will start locking up millions of LINK per month. Either way would work

That_Branch_9538

ChatGPT lists always feel like someone asked their assistant to write a book report, it's thorough but misses the part where the market does whatever the hell it wants. I'd bump DOGE way up that list just because retail fomo is the one thing you can count on, and the target is so low it barely needs a real rally to tag it. AAVE and LINK look like the most sensible bets for staying power though

Superunknown999

Well explain it. I made the statement Link (or any other crypto) has yet to show any actual real world value. It’s a space filled with scams or “projects” searching for problems that don’t exist or operating in spaces that are already solved by existing solutions. Can you actually tell me 1 single thing LINK does that is unique, solves an actual problem in the real world that is more efficient/effective than a non blockchain existing solution? Like what is it exactly that LINK is doing that justifies it having any value at all? Even if the “project” is actually doing something, what economic factors force the LINK token to have value? Can you answer any of this?

Aegonyx

As someone else pointed out. What does LINK do to deserve that price? On the other hand, with today's incident, interoperability will be crucial as everyone will be moving their funds from - to exchanges. A project I found to be very interesting, and weirdly undervalued is Axelar. It has insanely strong integrations, it connects dozens of networks, "secure" and they are implementing a "gasless transfer fee?" Either way, there are many promising projects out there, please DYOR.

HippoOwn1230

Tell me you know nothing about Link without telling me If there is one project in crypto that solves a real problem with deep roots in the industry that’s reaching tradfi via tokenization and it’s only going to get more utility is LINK. If Link disappeared tomorrow more than half of defi would collapse instantly and the shockwave and ripples will be felt which can only be said for Ethereum as well. Everything else is just speculation.

Superunknown999

What exactly does LINK do to deserve anywhere near this price? What problem, in real world terms, is the “project” solving and how, specifically, does that impact the token price? From what I can tell LINK is like every other crypto out there; solving nothing and adding no value in the real world.

pysirlabs

worth keeping in mind LINK's ath was around $53 back in 2021, so a $100-150 target isn't some crazy 50x ask on paper - it's roughly 2-3x ath. the thing is it took a full bull cycle + actual oracle demand (defi tvl growing) to get there last time, not just accumulation alone. are you counting on CCIP adoption specifically for that range or more of a broad alt season repeat?

AutoModerator

Post is by: conto808 and the url/text [ ](https://goo.gl/GP6ppk)is: /r/CryptoMarkets/comments/1vbqoj6/am_i_realistic/ Hey everyone, I’ve been holding LINK since 2020 and I'm really impressed with how the project has been progressing overall. ​My target range to take profit is **$100–$150**. **Do you think I'm being realistic here, or is that too optimistic?** What are your price expectations for LINK (long term ofc)? *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/CryptoMarkets) if you have any questions or concerns.*

Galavanta

LINK's tech is solid but price action has been frustrating for years, your not wrong there. the thing is "big future potential" applies to like half the top 50 and most of them bleed against BTC over full cycles. If you're gonna do it, at least scale your entries based on where risk actually sits instead of going heavy all at once. I track LINK risk on alphasquared and it helps me size positions without the emotional guesswork. Right now alts in general are in a weird spot where adoption metrics and price are completely disconnected, so patience matters more than conviction here.

Party_Operation_9711

LINK isn’t good infrastructure? CCIP is great and they are involved across many projects and institutions already

PuzzleheadedBell4057

DCA monthly on the 15th into BTC, ETH, SOL, XRP, HYPE, LINK, TAO, ZEC and RENDER $100 ea. Have a round-up on my checking account that I empty monthly to fund Doge - about $20-$30/month.

MushrooGuy

Start paying attention to the newest narrative bouncing around... Oracles aren't all they are cracked up to be. If I was going to look at an Oracle, it wouldn't be LINK, it would be RED. At the end of the day though I'm going to look at good infrastructure and neither of the options you put up there. Canton Network will be the next big thing

BrokenHefaistos

ETH, SOL, LINK, AVAX and call me stupid PEPE 🐸 fren

Fortune_Donut7432

I think there's money to be made with XRP. There will be money to be made with LINK too. But you'll have to know when to dump, otherwise you'll be grièvement. For your money.

unknowngloomth

Gas is always paid in ETH, never in the token you're sending. LINK lives on Ethereum, so moving it needs ETH sitting in that same wallet to cover the network fee, even though LINK itself has value, it can't pay for its own gas. Check your real balance on Etherscan. Copy your wallet address from Cake, paste it into etherscan.io, and confirm exactly how much ETH is actually in that address (not just what Cake shows). Check the live gas cost. Etherscan has a "Gas Tracker" page that'll show you what an ERC-20 transfer actually costs right now, in real time. Compare that to your confirmed ETH balance. If ETH is short, top it up in the exact same address. Send a small amount $5 or 10 to be safe from an exchange or another wallet, directly to that Cake Wallet address. Then retry the LINK transfer. If your ETH balance is genuinely enough and it's still failing, that points to something wallet-specific rather than a funds issue worth trying to import into MetaMask via your seed phrase, done privately, never shared with anyone to see if it goes through there. One last thing, you're gonna get DMs offering to "help" now that this is posted. Don't share your seed phrase or private key with anyone, ever, no matter how legit they sound. Everything above you can do yourself

Galavanta

btc and eth are the obvious keepers. SOL and LINK have a case too depending on your conviction. The rest is where it gets tricky because a lot of alts from previous cycles just bleed out slowly and never come back, so holding them "just in case" has a real cost in opportunity. i wouldnt rush to dump everything at current levels though. If you wanna structured way to scale out, look into risk-based approaches where you sell incrementally as risk rises instead of making one emotional decision. I've been using alphasquared's risk scores to guide when I add and when I trim, and it takes a lot of the guesswork out of exactly this kind of dilemma. at least gives you a framework beyond "should I sell or hold. "

BackwardsOnADonkey

I'd increase Chainlink, but then again I'm 100% in LINK

oak1337

HBAR is fuel on the network. Usage forces token demand by protocol rule. LINK is a buyback story. Usage generates company revenue, and the company voluntarily spends some unknown fraction of it buying LINK. It's a "trust me" buyback, not protocol mandatory fuel like HBAR is.

RedKe

Thanks for sharing your thoughts. I feel like this topic can't really be discussed on subreddits dedicated to a single coin properly but I am interested in what fellow HBAR holders think of other coins. I will need to research LINK tokenomics more but I thought even if fiat or other tokens are used for payment those are ultimately exchanged for LINK which increases demand. Algorand used to be one of my top choices but over time I have dropped my interest in it. Although it is great tech it seems to have a poorly organized foundation, and the founder (Silvio Micali) is creating another chain for institutions so seems to have given up on Algorand gaining widespread adoption. NEAR, ICP, SUI, and Aptos seem to have some interesting tech and I hold a little of them in case they take off some day, but I also keep mostly investing in Hedera. I just wish Hedera showed more institutional adoption progress like Stellar, Canton, and ETH seem to be getting.

oak1337

I personally only hold HBAR. If I had to say others... BTC if you believe in the long term narrative. Started as "the new digital currency for the world", but switched to "digital gold" because it was too expensive and slow to transact. Therefore it's really turned into "hold, hope the next guy buys higher". LINK is connected everywhere which is good, but there's no real driver of coin price. The tokenomics are bad, since LINK can be completely circumvented for everything. Another very speculative one, but name recognition can drive price. Algorand is probably the best "traditional blockchain" tech out of the rest. ICP is also good tech, but it's niche. Stellar is getting traction, but has scalability issues. Canton also getting traction, but has God awful tokenomics. Quant is an interesting one, but not sure the total role it will play when things shake out. There's some other interesting ones like Ondo, Render, Bittensor, NEAR, etc... But that's probably where I'd stop. I don't have long term faith in (almost) any of them except Hedera. That's not to say money can't be made along the way.

RedKe

What other crypto do you think have long term potential like HBAR? HBAR, BTC, and LINK are my largest crypto holdings. But I also hold small amounts of multiple other layer 1s.

ashiieyy07

LINK

West_Veterinarian150

Heres my take. 30% BTC NOW, 25-30% ETH maybe when it drops to 1500 again later in the year. 7% LINK, 7% QNT, 5% TAO, 5% LTC, last 15-16% can go straight into some stock or maybe even TON coin they offer 17% apy on staking on tangem. Not bad if the price stays at 1.60 but tbh not all in on TON yet. But you could also add UNI, has big boys in there BlackRock

Peach_Lover_101

My "all time" is break even only due to selling MANA at the top (80x, my only real successful crypto trade). Should have sold everything back then. round tripped the rest of the pile twice like a retard. though if you held about half of your stash in ETH and BTC you shouldn't look as bad as that. The Coinbase bag is mostly dinosaurs: BTC, ETH, LINK, XRP, XLM, ADA, HBAR. Got more adventurous plays on Kraken and Coinbase wallet which honestly, I'm afraid to even look at.

Doritos707

Its 70% Bitcoin and a few utility alts. Example of said alts, not a recommendation: RAIL, GRT, AR, STX, LINK, STRK, API3, PYTH, PHA, BAND. Like these r all literally useful projects.

Used-Assistance-9548

So thank god for a voice of reason who gets it, so since the commodity announcement. LINK being a commodity the copy on chainlinks job postings states that there is equity grants just LINK. So every engineer , researcher and capital markets person is long on LINK and incentivized to route value capture to the token. Also their chief scientist Ari Juels specializes in researching incentives under adversarial conditions, so value capture is not just some half cocked marketing ploy for utility or governance but a game theoretic property that enables security. Many other legitimate tokens are scrambling to reconcile the bifurcation caused by have shareholders and tokenholders , but chainlink sidestepped this ethically by going full in on value capture for the token. Unfortunately there will be quarterly dumps until 2030 or so until they hit the supply cap of 1 billion tokens.

Efficient_Ice_1001

Swift is a just a cooperative for banks and has a €1.1 billion operating revenue, €1 billion in operating cost, thus only around ~€100 million total profit yearly. XRP has $70 billion marketcap and Chainlink has $5 billion marketcap. These two groups have been fighting with the narratives that XRP is going to replace Swift and LINK is going to be adopted by Swift for almost a decade now. None of this will happen but completely irrelevant if it ever did. Swift is essentially a non-profit and makes no money and there is no money to be made by this for these cryptos with massive marketcaps -- it's all just hype.

JLM268

\> Literally using chainlink CCIP for the interoperability layer. \> bearish for LINK.

JustStopppingBye

>it does **not** necessarily mean that the **LINK token** will be directly used or required by every bank transaction on Swift’s network You generated your post with AI and all link services require LINK to be paid directly to link node ops who complete the service. Heres a CCIP transaction with the FEE paid in LINK. [https://ccip.chain.link/msg/0x399d9eff3c58b8b9d25f909b77f689d83f698af5606347d058179074ac9dcb03](https://ccip.chain.link/msg/0x399d9eff3c58b8b9d25f909b77f689d83f698af5606347d058179074ac9dcb03)

Euphoric_Coat_1956

From a crypto investment perspective, many analysts view this as making **Chainlink a key piece of infrastructure** for institutional blockchain connectivity. However, it does **not** necessarily mean that the **LINK token** will be directly used or required by every bank transaction on Swift’s network—the exact commercial use of LINK depends on how institutions deploy Chainlink’s services.

Zhytaleks

BTC and ETH are still the safest long-term bets in my opinion. Beyond those, I'd only allocate a small percentage to projects with real adoption and active development, like SOL or LINK. For a 10+ year horizon, survivability matters more than chasing the next 100x.

Extreme_Exam7914

The reason I like LINK is because it’s down significantly from its ATH, so I feel the downside risk is lower while the upside potential is still strong. It also has a real-world use case, which makes it more attractive as a long-term investment.

JustStopppingBye

Me personally, Ill never invest into another L1 token. As for LINK, the floor has been $5-7 the last few years, so buying now is low risk.

Extreme_Exam7914

Thanks mate, appreciate it, is there any coins you’d advise a look at ? I take it buying now LINK at $7 is excellent value considering past ATH ?

Hurricane_Ivan

I'l read up on it. You should read up on LINK. And how do feel about Original Dollar (OUSD)? Seems that could cause a disruption for many coins.

neo-caridina

Sooooo CC, XLM, ETH, LINK, ONDO, TEMPO, or what?

PhoenixJ3

BTC: store of value ETH: smart contracts XMR: p2p digital cash. Maybe a few other longshots like LINK BCH DOGE for reasons I'm sure you can guess after minimal research.

random5654

Everyone hates on LINK, but it's the glue that holds everything together

RedKe

Hedera HBAR is my top pick but I think BTC, ETH, LINK, and SOL will still be kicking.

cryptolipto

The DTCC and Swift alone are good enough reasons to invest in LINK. Let alone their hundreds of other partnerships. I think LINK is better positioned than Ethereum currently

Efficient_Ice_1001

The question isn't who is selling, the question is who is buying when crypto returns look like this and a safe boring boomer S&P 500 index is returning 164% from early 2018 and 65% from late 2021? LTC is -18 from December 2013 XRP is -55% from December 2017 ADA is -80% from December 2017 ZEC is -45% from January 2018 XMR is -20% from January 2018 ETH is -18% from January 2018 when accounting for inflation LINK is -60% from 2020 SOL is -70% from 2021 price BNB is -20% from 2021 price Even BTC is -13% from 2021 high

Pauliuss

Avax,, LTC, SOL, LINK, DOT, ADA and ATOm

numbersev

LINK, HBAR, XLM. Research them.

ConsistentRub934

LINK is a decent start. I’d look at coins with actual usage and products behind them, not just old ATH charts. NEXO, AVAX, INJ and maybe some RWA names are worth checking among others, but I’d still avoid going all in on one narrative.

Mr_Stimmers

Yeah, the majority of that I’m only holding for tax loss harvesting. I have faith the ETH, SOL, and LINK will recover, and hopefully the ADA (looking very doubtful at the moment). The rest are dead to me.

SeriousGains

Every coin loved by this sub has failed (ADA, LINK, LTC, DOT). Why should ETH be any different?

Havel_Rulez

A few weeks ago Bitcoin hit record number of small transactions. Blockchain is still being used, like LINK is doing badle but it powers Polymarket which is extremely successful. The problem is that chain value doesnt translate to token value. :) I work in the industry.

Nathaenyrendil

These are the ones i've landed on for the next run. (summaries made with help from Gemini) **Internet Computer Protocol (ICP)** Technology wise this is the most interesting.​Internet Computer Protocol is a decentralized network designed to host smart contracts at web speed, effectively acting as a borderless world computer. It recreates the entire back-end of the internet, allows developers to build and run apps entirely on the blockchain, and eliminating the need for centralized corporate cloud infrastructure. **​Hyperliquid** ​Hyperliquid is a high-performance decentralized perpetual exchange (DEX) built on a custom Layer 1 blockchain optimized specifically for trading. It delivers the speed, low fees, and deep liquidity of a centralized exchange while preserving complete user self-custody. **​Chainlink (LINK)** ​Chainlink is a decentralized oracle network that securely connects blockchain smart contracts with external data sources, APIs, and traditional payment systems. It is important because it provides the essential, tamper-proof data bridge required for most decentralized finance (DeFi) and real-world asset applications to function. Pretty much everything uses Chainlink. **​Bittensor (TAO)** ​Bittensor is a decentralized marketplace and protocol for training, sharing, and utilizing machine learning models. It crowdsources artificial intelligence development, creating an open, collaborative alternative to the closed-door AI monopolies of giant tech corporations. **​Render (RENDER)** ​Render is a decentralized network that connects digital creators needing massive computational power with individuals who have idle GPU resources. It radically democratizes access to high-end rendering and AI processing, making digital content creation much cheaper and more scalable. **​Akash Network (AKT)** ​Akash is a decentralized, open-source cloud computing marketplace where users can securely buy and sell computing power. It is important because it offers a highly competitive, censorship-resistant, and permissionless alternative to traditional cloud monopolies like AWS or Google Cloud. **​Arweave (AR)** ​Arweave is a decentralized storage network that offers permanent, immutable data hosting through a one-time, upfront payment. It acts as a permanent collective memory (the "permaweb"), ensuring that valuable historical records, apps, and data can never be deleted or altered.

fkukplaying2

$LINK

Spare-Dingo-531

I think real capital and institutions will come **and use LINK**, I'm just not convinced we will see LINK reprice accordingly. This is one of the biggest challenges of investing in general, stock prices and crypto prices do not always correlate with utility or usage. 25% capped at one billion but released at 7% per year is still 7% inflation, even if the remaining excess supply will be used up in 3 years.

JustStopppingBye

https://chain.link/circulating-supply There’s 25% left capped at 1 billion. It’s crazy that you think this outweighs all their other accolades. \>I don't think the price of LINK will necessarily reflect that for a while. Your alternative is waiting for retail to be the primary driver of DeFi valuations. Where exactly do you think the value is supposed to come from? Without real capital flows and institutional participation, this industry isn’t revisiting those peak era valuations again, let alone surpassing them.

Spare-Dingo-531

As I said, my real problem with link is this: > That being said, there is a large non-circulating supply that is currently being released to the tune of 7% per year. This will almost certainly dilute LINK's value. You're also relying on "The potential scale of tokenized real world assets", but it will take a long time, more than 3 years, for those assets to come onboard. I get that LINK has the potential to secure a lot of value, but I don't think the price of LINK will necessarily reflect that for a while, just like Ethereum didn't move much this cycle, even though it has the potential to replace Bitcoin.

Spare-Dingo-531

Thank you for your comment! That really did expose how little I know about chainlink, so I will have to look into it more. We've had about two Ethereum cycles, one in 2021 and one in 2024 and chainlink did really well compared to other altcoins in **both cycles**. The only other coin that did well in both cycles was AAVE (although AAVE performed better than chainlink). **So I hear you**, chainlink is an excellent coin. That being said, there is a large non-circulating supply that is currently being released to the tune of 7% per year. This will almost certainly dilute LINK's value. You're also relying on "The potential scale of tokenized real world assets", but it will take a long time, more than 3 years, for those assets to come onboard. So until LINK's inflation comes down and until more RWAs come onboard, I don't think LINK's price will live up to the potential. I think it's not the token to get gains for the 2028 halving cycle..... but maybe it will be good for the 2032 one. Also, I'm not convinced Link has strong enough social network effects to lock in usage. But I'll admit I'm not as confident about that though, I need to become more of a LINK nerd and do more research.

kingkongy

My personal opinion is that most alts are useless. LINK and HYPE are probably the only ones I still have some amount of faith in because of the use case and tokenomics (mainly hype). Stock markets and ai names sucked a lot of the liquidity and going from more grassroots to now mainstream hurts the retail driven cycles we had in the past where alts would randomly explode 50%. We fighting wall street algos now not just each other 🤣

JustStopppingBye

\>Chainlink competes with them for dollars of investment. Why put those dollars in LINK as opposed to AAVE? Because Chainlink isn't limited to one protocol and also not to just DeFi. Its infrastructure is already being integrated and tested by major TradFi institutions and networks like Swift and the DTCC. The potential scale of tokenized real world assets and institutional settlement rails is orders of magnitude larger than what exists on public blockchains today. \>I think that reliance does not necessarily equal market capture. Reliable information (like price information) is like a commodity and that makes chainlink a commodity provider. Chainlink services are not free. \>But the best apps will likely rely on multiple sources for data and not depend just on chainlink. Doubt it. AAVE has become the poster boy for secure DeFi largely because it's relied on Chainlink from the very beginning. AAVE is moving to rely exclusively on Chainlink after the $300M exploit involving LayerZero. https://x.com/aave/status/2038727176699117683?s=20 At a certain point, splitting critical oracle dependencies across multiple providers creates more complexity than value. Chainlink has secured tens of trillions of dollars in transaction value and has maintained a perfect track record. \>Uniswap, for example, built its own in house oracle, which means Uniswap doesn't need chainlink to function, even though they often complement each other. Uniswap created their own TWAP oracle by it only works for on-chain price data derived from Uniswap trading activity. It doesn’t fetch or verify external real-world data like chainlink. \>Market capture does not necessarily translate to token price. Chainlink has a 7% inflation rate while AAVE has not just no inflation but a targeted buyback program. Chainlink also has a buy back program. https://metrics.chain.link/reserve \>On the contrary, AAVE and Ethereum have less inflation, but also they have network effects. How does chainlink not have network effects? lol Chainlink dominates the oracle space which little to no competition because they can’t compete with Chainlink. https://www.coindesk.com/business/2026/05/15/lombard-joins-layerzero-exodus-as-usd4-billion-in-assets-switch-to-chainlink-s-bridge Serious protocols switch to chainlink not other way around. Once a protocol integrates Chainlink, they stay because they recognize its unmatched security. You seem to think Chainlink is only a price oracle, which is a major flaw in your argument. Chainlink's value extends far beyond just price feeds. Major institutions like Swift and DTCC are integrating Chainlink’s broader infrastructure stack (Chainlink CRE), which includes CCIP for cross-chain messaging and interoperability. They're not adopting Chainlink because of price feeds alone they're leveraging their entire suite of services designed to connect and move data and assets across different blockchains and traditional financial systems. https://www.dtcc.com/news/2026/may/12/dtcc-collaborates-with-chainlink-to-advance-24-7-collateral-management

JustStopppingBye

\>Chainlink competes with them for dollars of investment. Why put those dollars in LINK as opposed to AAVE? Because Chainlink isn't limited to one protocol and also not to just DeFi. Its infrastructure is already being integrated and tested by major TradFi institutions and networks like Swift and the DTCC. The potential scale of tokenized real world assets and institutional settlement rails is orders of magnitude larger than what exists on public blockchains today. \>I think that reliance does not necessarily equal market capture. Reliable information (like price information) is like a commodity and that makes chainlink a commodity provider. Chainlink services are not free. \>But the best apps will likely rely on multiple sources for data and not depend just on chainlink. Doubt it. AAVE has become the poster boy for secure DeFi largely because it's relied on Chainlink from the very beginning. AAVE is moving to rely exclusively on Chainlink after the $300M exploit involving LayerZero. https://x.com/aave/status/2038727176699117683?s=20 At a certain point, splitting critical oracle dependencies across multiple providers creates more complexity than value. Chainlink has secured tens of trillions of dollars in transaction value and has maintained a perfect track record. \>Uniswap, for example, built its own in house oracle, which means Uniswap doesn't need chainlink to function, even though they often complement each other. Uniswap created their own TWAP oracle by it only works for on-chain price data derived from Uniswap trading activity. It doesn’t fetch or verify external real-world data like chainlink. \>Market capture does not necessarily translate to token price. Chainlink has a 7% inflation rate while AAVE has not just no inflation but a targeted buyback program. Chainlink also has a buy back program. https://metrics.chain.link/reserve \>On the contrary, AAVE and Ethereum have less inflation, but also they have network effects. How does chainlink not have network effects? lol Chainlink dominates the oracle space which little to no competition because they can’t compete with Chainlink. https://www.coindesk.com/business/2026/05/15/lombard-joins-layerzero-exodus-as-usd4-billion-in-assets-switch-to-chainlink-s-bridge Serious protocols switch to chainlink not other way around. Once a protocol integrates Chainlink, they stay because they recognize its unmatched security. You seem to think Chainlink is only a price oracle, which is a major flaw in your argument. Chainlink's value extends far beyond just price feeds. Major institutions like Swift and DTCC are integrating Chainlink’s broader infrastructure stack (Chainlink CRE), which includes CCIP for cross-chain messaging and interoperability. They're not adopting Chainlink because of price feeds alone they're leveraging their entire suite of services designed to connect and move data and assets across different blockchains and traditional financial systems. https://www.dtcc.com/news/2026/may/12/dtcc-collaborates-with-chainlink-to-advance-24-7-collateral-management

Spare-Dingo-531

First, I think Chainlink is an excellent coin and will do excellent in the next bull market. That being said..... > Chainlink doesn't compete with them Chainlink competes with them for dollars of investment. Why put those dollars in LINK as opposed to AAVE? > AAVE infrastructure relies heavily on Chainlink and so does every major dapp on Ethereum. Agree. However, there are two problems. 1) I think that reliance does not necessarily equal market capture. Reliable information (like price information) is like a commodity and that makes chainlink a commodity provider. But the best apps will likely rely on multiple sources for data and not depend just on chainlink. Uniswap, for example, built its own in house oracle, which means Uniswap doesn't need chainlink to function, even though they often complement each other. 2) Market capture does not necessarily translate to token price. Chainlink has a 7% inflation rate while AAVE has not just no inflation but a targeted buyback program. This is why I didn't buy Morpho, Morpho is a fast growing competitor to AAVE but also has high inflation. In short, I don't think LINK has network effects and it is a bad deal when it comes to price dilution. On the contrary, AAVE and Ethereum have less inflation, but also they have network effects. People NEED to diversify their information from LINK alone in order to get the most information value. On the other hand, I think users of Ethereum or AAVE will tend to stick to Ethereum or AAVE, unless they need to change. This is because users of Ethereum or AAVE have to trust their transactions will go through and their loans will be paid back, which creates more user lock-in.

Leynnox

I would keep BTC, ETH if you like it, SOL, and LINK just in case clarity act passes, one day. I'd definitely sell all the other ones, maybe not now, but they're not things I'd like to keep long term.

FollowingFriendly505

Recently started a small position in my portfolio filled with what I believe are some of the cryptos most likely to still be around in 2032-34. Since I expect RWAs to be a regular thing in about 4 years, my take (just as almost everyone) is that altcoins centered around financial bottlenecks will become an international standard for banking and investing infrastructure.As for my current portfolio, my holds are SOL HYPE ONDO LINK VIRTUAL MORPHO Even though HYPE and VIRTUAL won't capture value from direct exposure to broad RWA adoption, they are just too hard to simply overlook.

Andrewshwap

I’ve given up on alts. I’ve held onto alts since the 2021 drop. I sold some for profit but kept AVAX & others hoping to gain some more profit. Only alts I would consider are ETH, SOL, LINK, HBAR. I think I’ll just stick with BTC from now on

No-Decision6640

Haha I feel like I've been saying that for years. Starting to wonder if these projects even consider the token holders. We know LINK is making $.

Backieotamy

ETH, XRP, SOL, HBAR. IMO LINK, AVAX, SUI are decent as well but I am only diversifying so much.

iOCharts_

ETH is probably my highest-conviction alt. Beyond that, I'd look at names with strong ecosystems and actual usage like SOL or LINK. The thesis matters more than the ticker though