Essentially, $LINK is on an interesting area.
Pretty much a high beta play compared to $ETH.
If $ETH moves up, then I would assume that $LINK goes up even more.
What are they building? The best tech in the space, probably.
Discussed this with Sergey in our recent episode here:
The good part is that the markets are, again, providing a lot of opportunities for people to be positioned.
The disconnect between institutional interest and adoption vs. social media retail interest hasn't been as big as ever.
I think that we're going to get a special 2026 and I think that $LINK will be at the forefront.
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