Using reasonable (((top-to-bottom))) assumptions, showing our math.
I'll go first >BTC at $1M implied mkt cap of BTC = $21T >BTC is established as the main store of value, but the rest of the space keeps growing with more and more complexity. BTC dominance falls to 10%. implied total crypto mkt cap = $21T/0.1 = $210T >DeFi complexity grows (derivatives etc). As a consequence, TVL as a % of total mkt cap grows from current levels (4%) to around 25% (~2x btc dominance) implied DeFi TVL = $210T *.25 = $52.5T >Chainlink's mkt cap as a % of DeFi TVL has gotten to 30% in good times, right now it's around 8%. As it continues to grow within DeFI (and outside, with CCIP etc), its ratio goes back up. Not quite to the all time highs, but maybe 25% of TVL. implied chainlink mkt cap (fully diluted) = $52.5T * .25 = $13.125T implied LINK price = $13.125T / 1B tokens = $13,125.
>Retards who think the token is not needed don't need to participate.
>13,125 are you from one of those weird countries that put a comma instead of a decimal? why do you only record three decimal places, fuddie when chainlink brand LINK tokens have eighteen digits?
Caleb Adams
sorry to break it to you, but LINK will never be worth more than $80 ever.
Joseph Cox
link runs to $120 in 2025 as part of the next bullrun. It crashes to $35 and stays there until 2027.
Elijah Bailey
It will move around in the $60,000 to $100,000 USD range with less than 1% of the supply available for sale at any time, by 2030. I don't need to plug in any numbers I have literally seen the future.
staking doesn’t need collateral to be the same as TVL
Robert Perez
we already know it's going to $12m, who cares about the inbetween stages
Nathan Butler
It only needed to capture a small percentage of these markets to achieve these prices, however with super linear staking factored in the most it can ever go to us close to high 3 digits. Fuck ari juels
Tyler Wood
Elaborate
Aiden Reed
>Uses comma instead of decimal Like all of the English speaking world?
Cooper Nguyen
>reasonable (((top-to-bottom))) assumptions >implied mkt cap of BTC = $21T how the fuck is that reasonable?
There doesn't need to be a 1:1 collateral anymore between tokens staked and value locked in a contract, significantly reducing the value of each link token.
Charles Rogers
>he thought a system where LINK needed to be worth trillions of dollars each to secure quadrillions of dollars of collateral was actually viable and realistic