CHAINLINK: DOES THE 7 YEAR WAIT END IN NOVEMBER ?

• LINK at $16.92 (-68% from ATH), retail appears largely washed out, yet SWIFT's targeted November production rollout could validate 4-year enterprise thesis
• November SWIFT catalyst is the single dominant variable—material adoption unlocks $22-28 base path; delay/underwhelm extends $12-18 range
• EV $24.15 (+42.7%) reflects viable risk/reward, but position sizing discipline critical: cap LINK at 2-3% of total portfolio (or 8-12% of a ≈25% infra sleeve)
• Price follows proof: Watch CCIP monthly volume, named bank onboarding, staking participation—headlines alone won't move it