{"schemaVersion":1,"updatedAt":"2026-09-16T19:40:19.680Z","sources":[{"id":"cre-docs","title":"CRE documentation","url":"https://docs.chain.link/cre"},{"id":"reserve-design","title":"Chainlink Reserve design","url":"https://chain.link/blog/chainlink-reserve-strategic-link-reserve"},{"id":"erc20","title":"ERC-20 token standard","url":"https://eips.ethereum.org/EIPS/eip-20"},{"id":"holders","title":"Blockscout LINK holders","url":"https://eth.blockscout.com/token/0x514910771af9ca656af840dff83e8264ecf986ca?tab=holders"},{"id":"gho-pool","title":"Attributed Ethereum GHO pool transfers","url":"https://eth.blockscout.com/address/0x06179f7c1be40863405f374e7f5f8806c728660a?tab=token_transfers"},{"id":"cre-pr","title":"Core node PR 23727","url":"https://github.com/smartcontractkit/chainlink/pull/23727"},{"id":"cre-removal-pr","title":"Core node PR 23728","url":"https://github.com/smartcontractkit/chainlink/pull/23728"},{"id":"gho-example","title":"Observed successful source-side CCIP transaction","url":"https://eth.blockscout.com/tx/0xc5a5ee89a84a8a454ebe542a7a04e49e5c5370a92876163934f49e6bbd4f6c49"},{"id":"node-v264","title":"Core node v2.64.0 release","url":"https://github.com/smartcontractkit/chainlink/releases/tag/v2.64.0"},{"id":"cre-v264-ancestry","title":"CRE merge versus v2.64.0 ancestry","url":"https://github.com/smartcontractkit/chainlink/compare/eddf5109401b34c0d3bb62c61ae5bc7a705af49a...v2.64.0"},{"id":"automation-sunset","title":"Automation sunset and migration notice","url":"https://docs.chain.link/chainlink-automation"},{"id":"cre-connector-v264-ancestry","title":"Connector cleanup merge compared with v2.64.0","url":"https://github.com/smartcontractkit/chainlink/compare/39de8244b2b7aa3ff49b56f642253e5c8b3c3347...v2.64.0"},{"id":"gho-launch-arbitrum-proposal","title":"Aave Arbitrum Remote GSM launch proposal","url":"https://github.com/aave-dao/aave-proposals-v3/blob/881dc2ae3ff949b015b749d6b77ed2b22faf0ab5/src/20260512_Multi_RemoteGSMLaunchArbitrum/RemoteGSMLaunchArbitrum.md"},{"id":"gho-launch-arbitrum-tx","title":"Ethereum mint and bridge transaction","url":"https://eth.blockscout.com/tx/0x43a980f31ee053ed5e9224244293896a28e8bb6434262fb901ba8e7f1eb43ac6"},{"id":"gho-launch-arbitrum-message","title":"CCIP delivery to Arbitrum","url":"https://ccip.chain.link/msg/0xcf28b9383b4db582c5cadcad086dc6a4f5fb254764c4e73d58ba3bd7f75fd605"},{"id":"gho-launch-monad-proposal","title":"Aave Monad Remote GSM launch proposal","url":"https://github.com/aave-dao/aave-proposals-v3/blob/881dc2ae3ff949b015b749d6b77ed2b22faf0ab5/src/20260701_Multi_RemoteGSMLaunchMonad/RemoteGSMLaunchMonad.md"},{"id":"gho-launch-monad-tx","title":"Ethereum mint and bridge transaction","url":"https://eth.blockscout.com/tx/0x54cc456c9c7909bfe342a2b6ef4a3c924f439b131f3d92da0d1181a527e838d3"},{"id":"gho-launch-monad-message","title":"CCIP delivery to Monad","url":"https://ccip.chain.link/msg/0x4005acc7127f868ce6655ac17156fc9ea7ecd7709ec04751ac1e3748af659b04"},{"id":"cosmos-removal-pr","title":"Core-node Cosmos support removal proposal","url":"https://github.com/smartcontractkit/chainlink/pull/23734"},{"id":"wallet-sequence-incoming","title":"Tracked wallet 100,000 LINK transfer","url":"https://eth.blockscout.com/tx/0x3c66093120f0c4e18af3766cec55d4412be6e0f8da0e7c01e9e8157e7b68620e"},{"id":"wallet-sequence-recipient","title":"Indexed recipient LINK transfers","url":"https://eth.blockscout.com/api/v2/addresses/0x020e3cb2db423994eb70156bb87299f68b7ef11f/token-transfers?type=ERC-20&token=0x514910771af9ca656af840dff83e8264ecf986ca"},{"id":"cosmos-v264-ancestry","title":"Cosmos merge versus v2.64.0 ancestry","url":"https://github.com/smartcontractkit/chainlink/compare/fa897c3d55f584de6ece6255c061b8ef6904d0d5...v2.64.0"}],"claims":[{"id":"cre-role","kind":"fact","status":"active","statement":"CRE coordinates workflows that connect offchain data and onchain actions, running them across Chainlink oracle networks.","scope":"CRE product architecture","sourceIds":["cre-docs"],"observedAt":"2026-09-14T02:54:25.238167+00:00","reviewedAt":"2026-09-14T02:54:25.238167+00:00","recheckAfterDays":90,"reviewTrigger":"Official architecture or execution model changes."},{"id":"link-distribution","kind":"fact","status":"active","statement":"Transfers can redistribute LINK between addresses without changing total token supply. Circulating supply and total supply are different quantities.","scope":"ERC-20 balances; do not sum wrapped representations across chains as native LINK supply","sourceIds":["erc20"],"observedAt":"2026-09-14T02:54:25.238167+00:00","reviewedAt":"2026-09-14T02:54:25.238167+00:00","recheckAfterDays":90,"reviewTrigger":"Token accounting or circulation methodology changes."},{"id":"reserve-path","kind":"fact","status":"active","statement":"Payment Abstraction converts payment assets into LINK. The Reserve accumulates LINK sourced from onchain service fees and offchain enterprise revenue. A reserve deposit is downstream of payment and conversion.","scope":"Reserve design, not proof of the origin of each deposit","sourceIds":["reserve-design"],"observedAt":"2026-09-14T02:54:25.238167+00:00","reviewedAt":"2026-09-14T02:54:25.238167+00:00","recheckAfterDays":90,"reviewTrigger":"Reserve contracts, routing or funding policy changes."},{"id":"cre-host-cleanup","kind":"hypothesis","status":"superseded","statement":"The removal of legacy workflow-host options is consistent with consolidation of the workflow execution layer.","scope":"PR 23727 only; not release, deployment, performance or adoption evidence","sourceIds":["cre-pr"],"observedAt":"2026-09-12T14:55:09.164258+00:00","reviewedAt":"2026-09-12T14:55:09.164258+00:00","recheckAfterDays":7,"reviewTrigger":"PR head/state, dependency pin or release inclusion changes.","revision":"a04e49eb1d6070e9d6c147df3fd9556d050908e1","monitorSourceIds":["cre","creDependency","releases"],"supersededBy":"cre-host-cleanup-merged"},{"id":"gho-source-call","kind":"observation","status":"active","statement":"A successful ccipSend transaction includes 372,313.091328541175442568 GHO transferred into the attributed Ethereum pool.","scope":"One source transaction only; destination execution, customer identity and fees unverified","sourceIds":["gho-example"],"observedAt":"2026-09-13T14:08:47Z","reviewedAt":"2026-09-13T15:52:41.942Z","recheckAfterDays":7,"reviewTrigger":"Transaction correction, reorganization or matched destination evidence.","monitorSourceIds":["gho"]},{"id":"cre-connector-original","kind":"observation","status":"superseded","statement":"The inspected PR 23728 patch retained compute_action while removing web API connector paths.","scope":"Historical patch; no longer the current interpretation","sourceIds":["cre-removal-pr"],"observedAt":"2026-09-12T23:03:17.585Z","reviewedAt":"2026-09-12T23:03:17.585Z","recheckAfterDays":7,"reviewTrigger":"Superseded by a changed patch.","revision":"031b498","supersededBy":"cre-connector-correction"},{"id":"cre-connector-correction","kind":"observation","status":"superseded","statement":"The later PR 23728 patch removes compute_action too, retaining workflow_syncer in the outgoing connector.","scope":"Correction to the earlier internal patch review; not a deployment claim","sourceIds":["cre-removal-pr"],"observedAt":"2026-09-13T15:52:41.942Z","reviewedAt":"2026-09-13T15:52:41.942Z","recheckAfterDays":7,"reviewTrigger":"PR head/state or patch changes.","revision":"a33523f355589695b68d7ac435c517f3eba56943","monitorSourceIds":["openPulls"],"supersededBy":"cre-connector-merged"},{"id":"cre-host-cleanup-merged","kind":"observation","status":"active","statement":"PR 23727 merged on September 14, 2026 with the previously inspected head. Its merge commit is not an ancestor of v2.64.0.","scope":"GitHub merge and tag ancestry, not proof of deployed production usage; equivalent changes by another route not exhaustively checked.","sourceIds":["cre-pr","cre-v264-ancestry"],"observedAt":"2026-09-15T02:01:21.368Z","reviewedAt":"2026-09-15T03:43:44.243024+00:00","recheckAfterDays":7,"reviewTrigger":"Revert, dependency change, new containing release or deployment evidence.","revision":"eddf5109401b34c0d3bb62c61ae5bc7a705af49a","monitorSourceIds":["cre","creDependency","releases"]},{"id":"automation-removal-v264","kind":"observation","status":"active","statement":"Node v2.64.0 removes the legacy ocr2automation plugin; the official Automation documentation directs migrations to CRE.","scope":"Published software and documented migration path; application retention and fee migration unmeasured.","sourceIds":["node-v264","automation-sunset"],"observedAt":"2026-09-15T02:01:21.368Z","reviewedAt":"2026-09-15T03:43:44.243024+00:00","recheckAfterDays":14,"reviewTrigger":"Release correction, revised migration guidance or verified application migration outcomes.","monitorSourceIds":["releases"]},{"id":"cre-connector-merged","kind":"observation","status":"active","statement":"PR 23728 merged on September 15, 2026 with head a33523f355589695b68d7ac435c517f3eba56943. The reviewed connector patch removes compute_action and legacy web API methods while retaining workflow_syncer. Its merge commit is not an ancestor of v2.64.0.","scope":"GitHub merge and selected connector patches; release deployment and equivalent changes by another route are not established.","sourceIds":["cre-removal-pr","cre-connector-v264-ancestry"],"observedAt":"2026-09-15T05:23:57Z","reviewedAt":"2026-09-15T15:11:23.772Z","recheckAfterDays":7,"reviewTrigger":"Revert, containing release or verified deployment evidence.","revision":"39de8244b2b7aa3ff49b56f642253e5c8b3c3347","monitorSourceIds":["releases","openPulls"]},{"id":"gho-governance-launch-funding","kind":"observation","status":"superseded","statement":"Two governance-executed 50M GHO mint-and-bridge transactions funded the Arbitrum and Monad Remote GSM launches. Their pool deposits total 100M GHO and 50.674% of recorded Ethereum pool inflows from June 18 through September 14, 2026. CCIP reports both messages successful; matched source payments total 0.117065724794582431 LINK.","scope":"Two explicitly traced launch messages, not recurring customer demand, total CCIP fees, profit or verified downstream GSM usage. Destination success is reported by the CCIP API; receipts not independently replayed.","sourceIds":["gho-launch-arbitrum-proposal","gho-launch-arbitrum-tx","gho-launch-arbitrum-message","gho-launch-monad-proposal","gho-launch-monad-tx","gho-launch-monad-message"],"observedAt":"2026-09-16T03:20:07.949326Z","reviewedAt":"2026-09-16T03:20:07.949326Z","recheckAfterDays":30,"reviewTrigger":"Receipt or provider correction, ledger window change, attribution correction, or new evidence of subsequent reserve/GSM use.","supersededBy":"gho-launch-window-2026-09-16"},{"id":"cosmos-removal-proposed","kind":"observation","status":"superseded","statement":"Core-node PR 23734 proposes removing the Cosmos plugin, related relayer construction, configuration, command-line commands, key handling and HTTP routes. The release note calls this deprecated support. The reviewed PR is open and no longer draft.","scope":"Selected patches at the pinned head; not a merged release, production shutdown, all Cosmos services, user impact or measured fee change.","sourceIds":["cosmos-removal-pr"],"observedAt":"2026-09-16T03:27:35.458Z","reviewedAt":"2026-09-16T03:30:08.304662Z","recheckAfterDays":7,"reviewTrigger":"Head/state changes, merge, release inclusion or verified operator migration.","revision":"b29bd60801fae94196ef861f920580332f6179a5","monitorSourceIds":["openPulls","releases"],"supersededBy":"cosmos-removal-merged"},{"id":"wallet-nine-transfers","kind":"observation","status":"active","statement":"On September 16, 2026, 0x0757e27ac1631beeb37eed3270cc6301dd3d57d4 sent 100,000 LINK to 0x020e3cb2db423994eb70156bb87299f68b7ef11f. Within 84 seconds, the recipient sent nine indexed transfers of 10,000 LINK to nine different addresses.","scope":"Blockscout-indexed Ethereum LINK transfers. Sequence only; the recipient already had transaction history. Common ownership, the source of the outgoing funds, recipient purpose and sales are unverified.","sourceIds":["wallet-sequence-incoming","wallet-sequence-recipient"],"observedAt":"2026-09-16T13:42:55.983Z","reviewedAt":"2026-09-16T13:42:55.983Z","recheckAfterDays":7,"reviewTrigger":"Indexer correction, verified recipient attribution, or evidence that changes the sequence interpretation.","monitorSourceIds":["largeWallet"]},{"id":"cosmos-removal-merged","kind":"observation","status":"active","statement":"Core-node PR 23734 merged on 2026-09-16T15:50:48Z with unchanged reviewed head b29bd60801fae94196ef861f920580332f6179a5. The patch removes the deprecated Cosmos plugin and related node interfaces. Merge commit fa897c3d55f584de6ece6255c061b8ef6904d0d5 is not an ancestor of v2.64.0.","scope":"Reviewed GitHub merge and ancestry; not proof all Cosmos services have ended, equivalent changes by other routes are absent, or operators have deployed the removal.","sourceIds":["cosmos-removal-pr","cosmos-v264-ancestry"],"observedAt":"2026-09-16T19:35:28.913Z","reviewedAt":"2026-09-16T19:38:22.081Z","recheckAfterDays":7,"reviewTrigger":"Revert, release containing the merge, or verified operator deployment.","revision":"fa897c3d55f584de6ece6255c061b8ef6904d0d5","monitorSourceIds":["openPulls","releases"]},{"id":"gho-launch-window-2026-09-16","kind":"observation","status":"active","statement":"Two governance-executed 50M GHO mint-and-bridge transactions funded the Arbitrum and Monad Remote GSM launches. Their pool deposits total 100M GHO and 50.294% of recorded Ethereum pool inflows from 2026-06-19 through 2026-09-15. The reviewed CCIP bundle reports both messages successful; matched source payments total 0.117065724794582431 LINK.","scope":"Two explicitly traced launch messages, not recurring customer demand, total CCIP fees, profit or verified downstream GSM usage. Destination success is reported by the CCIP API; receipts not independently replayed. Seed evidence dates are retained in data/gho-investigation.json; this update replays that reviewed evidence against the refreshed ledger.","sourceIds":["gho-launch-arbitrum-proposal","gho-launch-arbitrum-tx","gho-launch-arbitrum-message","gho-launch-monad-proposal","gho-launch-monad-tx","gho-launch-monad-message"],"observedAt":"2026-09-16T19:37:30.839Z","reviewedAt":"2026-09-16T19:40:19.680Z","recheckAfterDays":30,"reviewTrigger":"Receipt or provider correction, ledger window change, attribution correction, or new evidence of subsequent reserve/GSM use."}],"metrics":[{"id":"wallet-change","question":"Where has observed LINK custody shifted?","population":"Fixed first-observation top-50 Ethereum address cohort","unit":"LINK; integer raw amounts at 18 decimals","mechanics":"First-to-latest balance difference. Redistribution does not require issuance. Net zero can conceal intermediate transfers.","coverage":"Point-in-time top-holder pages; missing address is unknown, not zero; no block pin.","display":"Rank comparable nonzero changes; state time window, cohort, unchanged and missing counts. Suppress flat line charts.","neverInfer":["buying or selling","one address equals one owner","global wallet flow"],"claimIds":["link-distribution"]},{"id":"gho-pool-flow","question":"How does activity through the attributed Ethereum pool vary over time?","population":"Indexed GHO Transfer events involving the tracked pool","unit":"GHO per complete UTC day","mechanics":"Incoming and outgoing token transfers may reflect bridging, liquidity or operations. Self-transfers appear on both sides.","coverage":"Completed 90-day pagination; omit partial days. Explorer history, not independent finality.","display":"Paired daily bars with visible dates, zero baseline and exact table; incomplete scan is not zero activity.","neverInfer":["completed cross-chain message count","distinct paying applications","Chainlink revenue"],"claimIds":["gho-source-call"]},{"id":"reserve-additions","question":"Is the rate of reserve accumulation changing?","population":"Verified reserve deposits from the attributed payment path","unit":"LINK per deposit or complete week","mechanics":"Periodic funding batches separate payment time, conversion time and deposit time. Weekly cadence is an observation to verify, not a protocol guarantee.","coverage":"Require attributed deposit transactions and explicit period coverage.","display":"Deposit-event or complete-week bars; label incomplete weeks. Do not add aggregator receipts to the same downstream deposits.","neverInfer":["all network revenue","profit","five busy days means concentrated customers"],"claimIds":["reserve-path"]},{"id":"development","question":"Which technical changes have progressed toward production?","population":"Explicitly reviewed repository, PR, commit and dependency","unit":"Evidence milestones, not commit-count score","mechanics":"Open PR → merged code → containing release → verified deployment are distinct evidence stages.","coverage":"Core-node sample; other repositories and private work excluded.","display":"Name source and observation date; concise product context; unknown release/deployment states remain unknown.","neverInfer":["adoption from merge","fees from commit count","performance gain without measurement"],"claimIds":["cre-role","cre-host-cleanup-merged","automation-removal-v264"]},{"id":"gho-launch-adjustment","question":"How much of observed GHO pool inflow came from documented protocol launch funding?","population":"All recorded incoming transfers to the attributed Ethereum pool during complete covered UTC days; exactly two classified transaction/log pairs.","unit":"GHO raw 18-decimal integers; per-message LINK fee raw integers.","mechanics":"Join governance execution to mint, bridge funding, pool lock, CCIP message and matching fee-token transfer; classify only those matching transfers.","coverage":"Existing completed pool ledger plus two reviewed Blockscout receipts, verified payload identities, pinned governance proposals and CCIP API message records.","display":"Show classified versus remaining inflows, common dates, optional launch exclusion with rescaling disclosed, and trace links. Missing or revised matched logs fail closed.","neverInfer":["other inflows are organic","two messages establish typical fees","token volume is revenue","CCIP receipt proves subsequent GSM usage"],"claimIds":["gho-launch-window-2026-09-16"]},{"id":"recipient-followup-flows","question":"Do the nine recipient wallets send LINK to shared destinations over time?","population":"The nine fixed recipient addresses of the September 16 10,000 LINK transfers; Ethereum LINK only.","unit":"Raw LINK integers; distinct source addresses; cumulative observed transfers.","mechanics":"Deduplicate by transaction/log identity, reconcile complete provider scans since the case, exclude original seed receipts from additional inflows and internal cohort movement from external outflows. Group external destinations by exact address.","coverage":"Bounded resumable Blockscout scans. Published data requires all nine seeds and complete address windows. Balances are individually timed provider observations; one-hop destinations only.","display":"Destination bars only when positive external flows exist. Dates and unknown identity visible. 1/7/30-day checkpoints use first complete scan started after due time and show delays. No retention chart from account balances.","neverInfer":["transfer is sale","same destination proves common owner","current balance is retained seed funding","no missing rows because the provider returned a page","checkpoint balance is block-pinned"],"claimIds":["wallet-nine-transfers"]}],"questions":[{"id":"ccip-retention","question":"Do the same attributed applications keep using CCIP?","needed":["Source and destination message IDs and status","Versioned application-to-contract evidence","Complete observation windows"],"blockedBy":"Pool Transfer logs alone do not identify applications or prove delivery."},{"id":"custody-paths","question":"Are distributions reaching exchange custody, staking or bridges?","needed":["Versioned verified entity/address labels","Transfer paths and internal-transfer exclusions","Reconciled block coverage"],"blockedBy":"Explorer names alone cannot identify beneficial owners or sales."},{"id":"cre-release-path","question":"When does a reviewed CRE change reach a deployed service?","needed":["Merged commit and dependency pin","Containing release","Public deployment evidence"],"blockedBy":"PR activity and published version numbers alone do not establish deployment."},{"id":"automation-cre-retention","question":"How many former Automation applications migrated to CRE and retained paid execution?","needed":["Attributed pre-sunset Automation application cohort","Verified successor CRE workflows","Comparable execution and payment coverage"],"blockedBy":"Sunset notices and node code removal do not measure migration completion or retained demand."},{"id":"gho-post-launch-utilization","question":"How much of the bridged launch allocation reached the destination GhoReserve and was subsequently used for GSM swaps?","needed":["Destination receipt and Collector-to-GhoReserve transfers","Attributed reserve and GSM contracts","Completed swap-event history and inventory observations"],"blockedBy":"This investigation verifies the launch purpose and CCIP-reported receipt; subsequent funding and swap utilization are not yet joined."}]}