Chainlink (Link) is immersed in narratives in trend: Tokenization and Rwa.
Chainlink’s corporate adoption and its tools is already a reality, not speculation.
Chainlink (Link), the cryptocurrency of the homonymous decentralized oracles network, is positioned as one of the clearest options to obtain profits in the present market cycle, according to analyst Milescher. This, due to its central role in trends such as the token and assets of the real world (RWA).
In the last two years, the total value blocked in RWA has grown from approximately 1,000 million to more than 13,000 million, one of the most prominent expansions within the cryptocurrency ecosystem.
Deutscher Point out that financial institutions recognize the limitations of the traditional SWIFT system and They look for comprehensive platforms that avoid fragmentation in the fulfillment of operations. This need has promoted actors such as Blackrock, which drives tokenization, and companies such as Stripe and Circle, who develop their own networks.
In this context of multiple networks, Chainlink acts as a universal translator that allows the value of assets such as actions, bonds or real estate to the decentralized environment through oracles.
As defined by crypto -cyptotics cryptopedia, RWA are tokens that represent tangible assets that exist outside the digital field such as works of art, real estate properties, raw materials or merchandise. They also represent intangible assets such as bonds, patents, copyright, credits and concessions.
With a market share of 84% in the oracles segment in Ethereum and a 68% participation throughout the Defi ecosystem, Chainlink ensures, until July, 84,650 million dollars in total protected value. This position makes it A key supplier for a market that is projected to billions of dollars In tokenized assets, the specialist argues.
Deutscher compares this traction with that of XRP, the cryptocurrency of the Ripple Labs company that has historically been linked to institutional adoption, but currently has a value blocked in Defi close to 85 million dollars. Although XRP market capitalization is more than 12 times higher than Link, The analyst considers that Chainlink’s relative value is more attractive.
The analyst also recalled that the Oracles Network has advanced in adoption by actors of traditional finance, with integrations that include Swift, DTCC, Euroclear, JPMorgan and Mastercard. As you see, these agreements generate income through on-chain rates and corporate contracts, which in turn feed the newly created Chainlink reserve.
This strategic reserve automatically converts income, whether ETH, USDC or other assets, to tokens link acquired in the market, which are destined for a long -term growth treasury.
The reserve mechanism, combined with the Link Staking that offers a performance close to 4.32% per year, creates a cycle in which the adoption promotes income, these generate purchases of links in the market, which reduces the circulating offer and reinforces the safety and utility of the network. Deutscher describes this process as a “flywheel” or impulse wheel that connects buying growth and pressure continuously.
Expanding the ecosystem
In addition to what Deutscher says, Chainlink continues to expand its ecosystem with integrations that cover from asset token to defi and gaming solutions.
Between June 30 and July 6, he added 18 new integrations in networks such as Base, BNB Chain, Ethereum, Optimism, Polygon and Solana. Projects such as Akationiat, Botanix Labs and Matrixdock are among those incorporated, diversifying use cases and reinforcing the presence of the network in multi-chain environments.
For Deutscher, the thesis key is that, although the industry does not know what layer 1 or the dominant RWA application will be, It is known that Chainlink provides the infrastructure that connects these systems. Its role resembles that of an essential supplier of tools in a gold fever, where profits come from enabling the ecosystem rather than competing in the final product.
The analyst compares Chainlink with technological platforms such as AWS, Azure or Google Cloud, but applied to the decentralized field. He believes that if these divisions were independent, their valuation would be billion. And maintains the idea that Chainlink represents an equivalent for the decentralized economy by providing fundamental B2B infrastructure for its operation.
In a market where the institutionalization of cryptocurrencies and the expansion of tokenization advance in an accelerated way, Chainlink’s dominant position in the oracles sector, its network of alliances with global financial entities and its economic model based on recurring purchases of its token place it, according to Deutscher, as a strategic option to capture value in this cycle.
