See the live Chainlink price in USD. Buy Chainlink or add it to your Crypto Strategy.

Very happy we rebalanced yesterday as alts start to outperform finally.

If $BTC dominance continues to drop, we could see amazing gains for $SOL $LINK $SEI $BONK $INJ $RUNE $ETH $XRP $AAVE and many others!

A very happy and healthy 2025 for all our investors!

We did a regular rebalance to start the new year.

We added to our altpositions as we expect the bullish sentiment to come back to the cryptomarkets and after a big year for $BTC in 2024 we expect a crazy altseason in 2025.

Long $SOL $INJ $RUNE $SEI $LINK $AAVE $BONK $ETH $BTC

Chainlink’s Dominance in the Real-World Asset Sector

Chainlink outpaces competitors with 394 GitHub events in 30 days, highlighting its focus on development. Whale wallets have added 5.69M LINK, reflecting strong institutional confidence. Active addresses and futures open interest at $770.27M signal robust market activity. With Grayscale’s LINK Trust gaining traction, $LINK is carving out its dominance in real-world asset tokenization. Its price has surged to $29.4, with active trading across 99 exchanges supporting bullish sentiment. Chainlink's innovation in smart contracts and oracles continues to redefine decentralized finance. Traders should pay attention to whale activity, as it often precedes major price movements.

Good morning all,

$BTC continues to fuel the bull market with another new ATH. Trump's plans to fulfil his $BTC federal reserve plans are taking shape which is leading to a fomo for institutions and governments to get their hands on $BTC as soon as possible.

Altcoins are staying in the shade for now, but it is a matter of time before they start outshining Bitcoins again. $INJ and $LINK have been serving us very well. With the latest developments with partnerships for $LINK we have decided to increase it's weight to 7.5%, making room for more upside potential.

All in all, everything is gearing up nicely to see a end-of-year market run. Congratulations if you have invested in this space for some time now, the rewards are starting to show.

Finally, it is hard to tell how the market will react with the current buy pressure. Institutions and governments take longer to initiate orders since they have to go through corporate and regulatory structure for these decisions. Short term holders will be cashing out during the climb, making it a good mix for a lot of volatility. We will not jump in and out, but rather monitor the larger trend and anticipate on that.

For now, have a good start of the week and till the next update.

5.1 Summary

The overall market outlook remains bullish, and we expect the rally to persist. In addition, we’re focusing on emerging trends that we believe will define 2025 and beyond. Our holdings have been carefully selected to capitalize on these growth areas, and each asset’s underlying thesis strengthens our confidence heading into another robust year for the strategy. Today, we want to highlight the rationale behind each of our positions.

Key Themes Driving Our Strategy:

Tokenization of Real-World Assets:

On-chain securities grew by 61% in 2024, a trend we expect to accelerate in the coming year. Projects like $LINK and $AVAX are leaders in this space and very well positioned to benefit as real-world assets increasingly find their way onto blockchain platforms. $Avax provides a platform for tokenizing these assets, while $LINK, in partnership with SWIFT, has created a settlement layer that facilitates value transfer across multiple blockchains.

AI Agents and DeFi Integration:

In case you are not familiar with the term, an agent is a software application capable of:

• Extracting information from a changing, unstructured environment,
• Reasoning about that information to achieve its objectives,
• Discovering patterns in data and learning to leverage them,
• Performing actions its creator may not have initially anticipated.

With over one million such AI agents already deployed, the potential for exponential growth is clear as more platforms simplify their deployment and management. By integrating these advanced agents into DeFi ecosystems, we unlock more sophisticated and autonomous financial services—ranging from dynamic liquidity provision to automated arbitrage strategies and adaptive yield optimization.

Out of the assets available on ICONOMI, $INJ stands out as a beneficiary of this trend. Its AI agent platform, combined with a robust DeFi ecosystem and low transaction fees, creates the ideal environment for agents to flourish. As these autonomous agents become more intelligent and agile, they can continuously adapt and improve, delivering enhanced market efficiency and unlocking new revenue streams. With these advantages, $INJ is poised to capitalize on the next wave of AI-driven DeFi innovation.