Project hub

Chainlink

17 pieces · Apr 2023 to Oct 2026 · 5 flagship

Sectors

DeFi14 Tokenized stocks5 Tooling5 L1/L25 Market structure3 RWA2

Search every mention All projects and tickers

Coverage per year

42023

42024

62025

32026

Start here · the strongest pieces on Chainlink

Explainer16 Oct 2026Metric explained: open oracle-priced propAMM DEX on EVMMetric is an open EVM version of Solana's propAMMs: pools quote off Chainlink or Pyth, LPs fund bins at fixed offsets and curators run pricing. Live since 15 Oct with ~$5.4M TVL and ~$147M day-one volume; he sees tokenized stocks as the first use case.Explainer27 Sep 2023Chainlink CCIP: oracle problem, architecture and ARM networkExplains the oracle problem and why interoperability protocols matter, then details CCIP: router, decentralized oracle networks committing Merkle roots, the Active Risk Management network, on and off ramps, token pools and rate limits.Data07 Aug 2025ALLO valuation range from Bittensor subnets, Flock, TIG and oracle compsBuilds an ALLO TGE FDV range from comparables: Bittensor at $7.2B, prediction subnets totalling $723M, Flock $162M, TIG $167M and oracles. Sets bear $150-250M, base $250-500M and bull $500-750M, doubting anything above $1B at launch.

Timeline · every piece, newest first

2026 3

16 Oct 2026Metric explained: open oracle-priced propAMM DEX on EVMMetric is an open EVM version of Solana's propAMMs: pools quote off Chainlink or Pyth, LPs fund bins at fixed offsets and curators run pricing. Live since 15 Oct with ~$5.4M TVL and ~$147M day-one volume; he sees tokenized stocks as the first use case.ExplainerDeFiTokenized stocksMarket structure137 likes

15 Jul 2026HoodStats v0: realtime analytics dashboard for Robinhood ChainLaunches HoodStats for the two-week-old Robinhood Chain: TVL, TVS, DEX volume, a tracker for 25 stock tokens priced via Chainlink, a meme screener with trap flags, a TA studio and Grok-powered X intel.Build logToolingL1/L2Tokenized stocks26 likes

14 Jul 2026Robinhood Chain analytics terminal preview: stock tokens, memes and X intelPre-launch description of a Robinhood Chain terminal: usage and fees by DEX venue, a stock token tracker reading Chainlink feeds and corporate action multipliers from contracts, a meme screener and a Grok X scan. History is recorded from day one.Build logToolingL1/L2Tokenized stocks24 likes

2025 6

31 Oct 2025Edel thesis: onchain securities lending for tokenized equitiesEdel forks Aave V3 to build a money market for tokenized stocks, targeting the $3.5T annual securities lending market that earns brokers $10B+. Suppliers get auto-compounding aTokens, borrowers post 120-150% collateral.ThesisTokenized stocksDeFiRWA17 likes

28 Oct 2025Edel Finance: cracking open Wall Street's $10 billion honey potArgues Edel can redirect securities lending revenue to asset owners by running an Aave V3 fork for tokenized equities on Ethereum. Covers supply and borrow sides, risk architecture and why capturing a small share of the market would be large by DeFi standards.ArticleTokenized stocksDeFiRWA33 likes

29 Sep 2025eOracle FDV target versus LINK, PYTH, RED, UMA and BANDUses oracle peer FDVs to frame a launch valuation for eOracle, expecting EO to land between Pyth and RedStone at launch with potential to attack the range between Pyth and Chainlink long term.ThesisToolingDeFi22 likes

07 Aug 2025ALLO valuation range from Bittensor subnets, Flock, TIG and oracle compsBuilds an ALLO TGE FDV range from comparables: Bittensor at $7.2B, prediction subnets totalling $723M, Flock $162M, TIG $167M and oracles. Sets bear $150-250M, base $250-500M and bull $500-750M, doubting anything above $1B at launch.DataAIDeFi41 likes

02 Jul 2025Allora: predictive intelligence layer for AI-driven DeFi agentsPositions Allora as a narrowly focused infrastructure layer for predictive intelligence, supplying forward-looking data feeds so AI agents can manage portfolios on forecasts rather than history. Miners are incentivized to improve forecasting algorithms permissionlessly.ThesisAIDeFi40 likes

03 Jun 2025deUSD liquidations and why pegged assets need modular oraclesExplains how Chainlink's VWAP design relayed a 1-block $1.028 deUSD spike from a roughly $200K trade in a thin pool, causing $532K in liquidations. Argues a one-size-fits-all oracle fails for pegged assets and RWAs, and promotes eOracle's modular approach.BreakdownDeFiStablecoins18 likes

2024 4

13 Nov 2024eOracle and Oracle Validated Services: a modular oracle betThesis that eOracle's four-layer OVS model on EigenLayer can break the Chainlink and Pyth oligopoly with specialized, permissionlessly integrable oracles secured by $11.5B restaked ETH. Uses LINK at $13.5B FDV and PYTH at $4B as comps.BreakdownDeFiEthereum25 likes

18 Sep 2024eOracle: restaked slashable oracle and merit-based airdrop thesisArgues eOracle, a slashable oracle built on EigenLayer, can challenge a monopolized oracle market and that its merit-based airdrop rewards real adopters over mercenary farmers. Benchmarks against Chainlink and Pyth FDVs.ThesisDeFiEthereum35 likes

20 Mar 2024Entangle bull case: oracle chain, liquid vaults and valuation compsSummarizes Entangle as an oracle-centric chain with universal data feeds, Photon messaging and liquid vaults, noting a Consensys strategic investment and comparing a $44M mcap with Wormhole, Axelar, Pyth and Chainlink valuations.ThesisDeFiTooling26 likes

08 Feb 2024Entangle: data feeds and liquid vaults pitched as a multi-narrative playArgues Entangle's oracle chain, Photon messaging and liquid vaults for LP tokens touch interop, restaking, RWA, AI, DePIN and gaming, and compares an IDO below $50M FDV with Chainlink, LayerZero, Wormhole, Axelar and Pyth valuations.ThesisDeFiTooling45 likes

2023 4

14 Oct 2023Chainlink CCIP vs LayerZero: DON design, ARM network and security modelsCompares CCIP (committing and executing DONs plus an Active Risk Management layer) with LayerZero's oracle plus relayer model. Argues CCIP is less customizable but more decentralized and secure by default, and weighs this against PoS app-chain interop like Axelar.Market takeL1/L2DeFi6 likes

27 Sep 2023Chainlink CCIP: oracle problem, architecture and ARM networkExplains the oracle problem and why interoperability protocols matter, then details CCIP: router, decentralized oracle networks committing Merkle roots, the Active Risk Management network, on and off ramps, token pools and rate limits.ExplainerL1/L2DeFi42 likes

06 Jul 2023Axelar vs LayerZero security and trust assumptions comparedCompares how Axelar (PoS validator set with threshold signatures) and LayerZero (oracle plus relayer) verify cross-chain messages. Notes voting power concentration at Axelar and LayerZero's closed codebase and censorship risk.BreakdownL1/L2Market structure22 likes

10 Apr 2023Oracle market overview: Chainlink, Chronicle and WINkLink by value securedRanks oracles by total value secured: Chainlink leads, Chronicle is second but serves only MakerDAO, and WINkLink focuses on the Tron ecosystem.DataDeFiMarket structure2 likes

Often covered with

Pyth17 eOracle32 Axelar32 LayerZero35 Robinhood Chain7 DefiLlama13 Edel7 Aave14

Working together

Research, campaigns and builds for deep-tech teams.

View CV A1 Research