Eric Wallach (@ejwallach) / X

Eric Wallach

1,344 posts

Eric Wallach

@ejwallach

Investment Analyst at @PanteraCapital

New York City

Joined December 2017

Pinned
Eric Wallach
@ejwallach
Jun 18, 2025
We @PanteraCapital are excited to partner with @blockworksres on their Token Transparency Framework, alongside Theia and L1D. Its success will mark the end of crypto's information dark age.
Blockworks
@Blockworks
Jun 18, 2025
0/ Token markets are broken & suffer from information asymmetry & hidden risks. We're changing that. Introducing the Token Transparency Framework, a new standard for leveling the playing field.
15K
Eric Wallach
@ejwallach
Apr 6, 2023
Chainlink Network Financials & Valuation [1Q23 Update] • Key Performance Indicators (KPIs) • Chainlink Network Financials • LINK 2.0 Discounted Cash Flow (DCF) Valuation Model • Guide to resources (spreadsheets and Dune queries/dashboards) Tldr; Lots of promise!
80K
Eric Wallach
@ejwallach
Mar 8, 2023
Chainlink Node Operators have generated $189mm in revenue over the last 12 months, or ~$3.15mm in revenue per operator on average. See new USD-denominated dashboard:
Chainlink Revenue (USD) | Dune
From dune.com
52K
Eric Wallach
@ejwallach
Jul 18, 2023
LINK Marines, I created a Dune query that scrapes 'CCIPSend' TXs from ETH logs and calculates TX count, sum of LINK transferred, and equivalent USD transferred: dune.com/queries/2741431. Is that the right way to think about Chainlink Network revenue from CCIP?
Chainlink CCIP Revenue – Ethereum | Dune
From dune.com
41K
Eric Wallach
@ejwallach
Sep 27, 2023
Already on the CCIP Revenue dashboard ;)
Base
@base
Sep 27, 2023
@Chainlink CCIP is now live on Base We're looking forward to seeing how developers use this to build cross-chain applications even faster and unlock new use cases 🔵
13K
Eric Wallach
@ejwallach
Jul 18, 2023
New Dune dashboard displaying Chainlink CCIP revenue across Ethereum, Avalanche, Optimism, and Polygon: dune.com/ericwallach/ch…. Note: I'm still working on tracking payments in alternative assets.
Chainlink CCIP Revenue | Dune
From dune.com
37K
Eric Wallach
@ejwallach
Sep 21, 2023
Just added Arbitrum mainnet to the CCIP dashboard. Now tracking Ethereum, Polygon, Avalanche, Optimism, and Arbitrum.
Chainlink CCIP Revenue | Dune
From dune.com
9.2K
Eric Wallach
@ejwallach
Oct 2, 2023
I was recently talking to a sell-side analyst who said that "the on-chain market seems uninterested in CCIP." But >80 DeFi projects have already integrated CCIP in <3 months!
11K
Eric Wallach
@ejwallach
Sep 27, 2023
The Chainlink CCIP Revenue Dashboard now tracks all supported token types (LINK, WETH, WAVAX, WMATIC, and WBNB) across all supported networks (Ethereum, Avalanche, Polygon, Optimism, Arbitrum, Base, and BNB Chain). Still a work in progress!
Chainlink CCIP Revenue | Dune
From dune.com
6.6K
Eric Wallach
@ejwallach
Apr 5, 2023
New GMX V2 proposal to allocate 1.20% of protocol fees to Chainlink Network in exchange for low-latency oracle services.
21K
Eric Wallach
@ejwallach
Jul 19, 2023
Revised cumulative CCIP revenue. Kudos to the anon who noted cumsum needs to carry forward the last value when there's no new data – crucial for accurate plots!
12K
Eric Wallach
@ejwallach
Mar 24, 2023
Here is Chainlink BUILD incorporated directly into my Chainlink 2.0 valuation model. Now the model reflects LINK stakers earning yield from both (a) gross profit generated by Chainlink Network via price feeds and (b) Chainlink BUILD startup equity.
25K
Eric Wallach
@ejwallach
Feb 5, 2025
Need some yaps. Should I start tweeting about @chainlink again?
7.7K
Eric Wallach
@ejwallach
Jul 19, 2023
Previously my CCIP dashboard only showed daily and cumulative revenue in USD. As requested, I've added revenue in LINK + TX counts.
11K