【LINK在憋什么大招？四年前那个剧本可能要重演了】
In the autumn of 2019, within the first three months after LINK launched its mainnet, the price smashed from over 3 yuan down to just above 1. Retail investors complained and grumbled that it was an “air chain.” Then what happened? The moment the mainnet went live, institutions started using it for data services, and the price jumped more than tenfold.
Now it’s the same rhythm again.
LINK has dropped nearly 80% from its peak. Around $ 11, it’s consolidating on reduced volume. The 7-day moving average is still trending downward, but the 24-hour trading volume is actually expanding. What does this indicate? Big funds are rotating positions; retail investors are cutting losses; and smart money is quietly accumulating.
Recently, the community has been talking about PONS (Oracle Network Service), saying this is LINK’s next breakout point. I looked into the whitepaper seriously—honestly, it’s not a brand-new concept. But the direction this time is a bit interesting: it aims to turn oracle services from “wholesale” into “retail.”
What does that mean?
Previously, Chainlink mainly served large institutions—like Morgan Stanley, Goldman Sachs—customers with huge data needs and strong willingness to pay. But PONS wants mid-sized and small projects to be able to use customized oracle services too. That lowers the barrier and makes pricing transparent. For LINK, this could mean the user base may shift from dozens of big customers to thousands of smaller projects.
Does the business logic hold?
Yes—but there’s a condition: someone truly needs to be willing to pay for a “cheaper oracle,” rather than keep using free alternatives. That’s the key to whether PONS can actually be implemented—not technology, but user habits.
I’ve experienced how e-commerce replaced traditional trade. The hardest part wasn’t building the platform—it was convincing old-school suppliers to move their inventory online. Oracles are the same.
Seriously, if the support at $ 10.88 breaks, the next stop could be $ 9. But if it holds, there may be a decent run of行情 before year-end.
Do you think PONS can really be rolled out? Or is it going to be another PPT?
In the autumn of 2019, within the first three months after LINK launched its mainnet, the price smashed from over 3 yuan down to just above 1. Retail investors complained and grumbled that it was an “air chain.” Then what happened? The moment the mainnet went live, institutions started using it for data services, and the price jumped more than tenfold.
Now it’s the same rhythm again.
LINK has dropped nearly 80% from its peak. Around $ 11, it’s consolidating on reduced volume. The 7-day moving average is still trending downward, but the 24-hour trading volume is actually expanding. What does this indicate? Big funds are rotating positions; retail investors are cutting losses; and smart money is quietly accumulating.
Recently, the community has been talking about PONS (Oracle Network Service), saying this is LINK’s next breakout point. I looked into the whitepaper seriously—honestly, it’s not a brand-new concept. But the direction this time is a bit interesting: it aims to turn oracle services from “wholesale” into “retail.”
What does that mean?
Previously, Chainlink mainly served large institutions—like Morgan Stanley, Goldman Sachs—customers with huge data needs and strong willingness to pay. But PONS wants mid-sized and small projects to be able to use customized oracle services too. That lowers the barrier and makes pricing transparent. For LINK, this could mean the user base may shift from dozens of big customers to thousands of smaller projects.
Does the business logic hold?
Yes—but there’s a condition: someone truly needs to be willing to pay for a “cheaper oracle,” rather than keep using free alternatives. That’s the key to whether PONS can actually be implemented—not technology, but user habits.
I’ve experienced how e-commerce replaced traditional trade. The hardest part wasn’t building the platform—it was convincing old-school suppliers to move their inventory online. Oracles are the same.
Seriously, if the support at $ 10.88 breaks, the next stop could be $ 9. But if it holds, there may be a decent run of行情 before year-end.
Do you think PONS can really be rolled out? Or is it going to be another PPT?