2025-12-30 03:28:44

I want to discuss some observations about Chainlink (LINK).

Recently, I noticed a phenomenon: over the past month, major exchanges have been continuously moving large amounts of LINK out of their wallets, which doesn’t seem like casual user activity. It’s basically safe to say that this is large capital shifting tokens from the market to cold storage— in other words, big players are quietly accumulating.

Why is Chainlink worth paying attention to? The project itself is very solid. It addresses a core need in blockchain that cannot be avoided: how to securely synchronize real-world data onto the chain. DeFi, RWA (Real World Asset on-chain), complex smart contracts—all rely on oracles, and the oracle space is essentially Chainlink’s main arena.

In terms of attributes, LINK is more akin to infrastructure assets like $UNI and $AAVE, rather than concept tokens that fade after a market cycle. As long as blockchain technology continues to evolve, these underlying tools will always have demand.

Looking back at the price performance: during the 2022 bear market, it fluctuated between 5-10 yuan for over a year. This cycle has already increased by more than 8 times, clearly outperforming most small and medium-cap coins. Currently, it oscillates around 12 yuan.

My logic is actually very straightforward:

If it can pull back below 10 yuan, I plan to buy in batches and hold it as a long-term infrastructure asset, rather than engaging in short-term trading.

At the end of the day, LINK’s competitiveness isn’t about short-term surges, but about its market position and the passage of time.

LINK0,65%

UNI-0,28%

AAVE0,56%

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airdrop_huntress

· 16h ago

I'm very familiar with the big players eating up chips; transferring to cold wallets is just stockpiling. Below 10 yuan, I need to buy in batches. This is the correct approach to playing infrastructure.

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RugPullAlarm

· 16h ago

Large investors quietly scoop up land, I’m familiar with this tactic. On-chain data doesn’t lie; the key is to watch the subsequent movements of these cold wallet addresses. Buying in batches below 10 dollars? Sure, the logic holds up. The demand for oracles is indeed there, and Chainlink’s dominant position is not easy to shake, that’s undeniable. Just don’t get blinded by the infrastructure narrative; you still need to keep an eye on the changes in large investor addresses, after all, I’ve stepped on too many "long-term value" landmines before. What do the actual exchange outflow data say? Are there specific addresses being monitored, or is it just gut feeling? Here’s the question: after this wave of accumulation, when will the big players start to sell? Can they withstand the pressure? If you really want to chase this move, you need to be wary of on-chain contract risks. After all, oracles involve data security; if a vulnerability is exposed, it could be disastrous. Back below 10 dollars? Just wait and see, the market isn’t that cooperative.

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GateUser-a606bf0c

· 16h ago

Big players are accumulating, I also noticed this, indicating that the people at the bottom still understand. I also plan to buy in below $10. For infrastructure tokens like LINK, you need to hold them long-term. What's the point of messing around? In the short term, I don't think anything can shake the position of oracles. That's the real moat.

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FancyResearchLab

· 16h ago

Oracles theoretically should be feasible, but in practice, something always feels missing... However, LINK is indeed the only heavyweight in this field, and the signals from big players quietly accumulating are quite telling. I've fallen into the mindset trap of locking myself into infrastructure assets again, but honestly, this time the logic is solid; it just depends on whether the pullback is sufficient. --- Is this just infrastructure and not gambling? Alright, then I really need to seriously consider gradually entering... --- Or is it just another useless innovation? Wrong, oracles are not just flashy features this time; DeFi relies on them entirely. --- Luban No.7 is under construction again, this time building a "long-term holding" mega-project. I'll try out this smart trap first. --- Let's do a small experiment: can you really wait for under $10? Feels like the market isn't cooperating that much, bro.

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StakeOrRegret

· 17h ago

Large investors' accumulation signals are so obvious, why are some still dumping? --- The oracle track LINK is truly the chosen one, there's nothing more to say. --- Really dare to heavily buy below 10 yuan, but on the other hand, whether this thing can really fall that low is another story. --- What are you solidifying? The key still depends on whether the ecosystem has real demand. Right now, many projects are just hyping up oracles. --- I agree with the logic of building positions in batches, but it's pointless to hype up infrastructure assets if there's no real demand. --- Compared to a sudden surge, I'm actually more interested in LINK's steady growth; that's the real winner for long-term play. --- It's another narrative of large investors accumulating, every coin has someone telling this story. --- After thinking about it, LINK is indeed more reliable than those air coins, at least it has actual use cases. --- If it really drops back to 10 yuan, I would definitely jump in too, but I see this price as uncertain. --- Your logic is basically betting that data demand on the chain will keep growing, but the risk isn't small.

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TokenSherpa

· 17h ago

honestly? the exchange wallet drainage pattern actually *does* track with what we've been seeing in on-chain data over the past few weeks. if you examine the governance participation metrics around major node operators, there's clear evidence of accumulation cycles preceding price moves.

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