/biz/ - Business & Finance

It's mindblowing to me that still to this day so few people in the crypto sphere, and that includes so-called experts, are paying attention to Chainlink,

1. when it's already established a monopoly on the foundational infrastructure/service provisioning slice of the whole pie, meaning it's at the core of most dapps, on most chains/layers, instead of being limited to a niche ecosystem. It's the ultimate backend pipeline play, aka the safest long-term play for patient investors instead of a short-term gambling play based on frontend hype.

2. how by offering a whole suite of different but complimentary products they've secured an obvious moat by locking customers in their ecosystem; meaning a competitor would have to replicate the entire suite or introduce a new attack surface, which long-term will become less and less viable

3. when they're recently started signaling monetization efforts which combined with their actual customer adoption indicates one of the (if not THE) strongest avenues for legitimately sustainable profit generation and value capture in this entire industry WHICH should theoretically trickle down to token holders eventually via staking APR (such as BUIDL airdrops)

4. when, by virtue of being a suite of layer agnostic scalable services, instead of a single static offering (eg, a blockchain or a protocol), they can continue to grow, capture more markets, fuel new narratives, etc. ensuring it's one of the (if not THE) safest long-term bets in this entire industry. What's even crazier to me, is their upcoming products promise to disrupt and create new emerging possibilities in the industry at exponential pace. (ie, CCIP, FSS, DECO, etc. are true innovations, not another L1 or dapp fork, adoption will usher in innovations that aren't foreseen and priced in yet)

5. how they've had virtually no competition in this field for the longest time BUT extremely important players have recently started their offensive to catch up, validating the revenue thesis