Standard Chartered sees potential for LINK to rise to $200: a bet on asset tokenization
My market analysis indicates that Chainlink (LINK) is becoming one of the key beneficiaries of the global trend toward tokenization of real-world assets (RWA). In my latest review, I estimate the growth potential of this token at approximately 25 times from current levels around $8, which implies reaching the $200 mark by the end of 2030.
At the core of this optimistic scenario lies Chainlink's positioning as critically important infrastructure for the entire tokenized asset ecosystem. The protocol is essentially the only end-to-end platform capable of supporting the full lifecycle of such assets—from issuance to circulation in both decentralized finance (DeFi) and the traditional financial system.
As assets transition to on-chain formats, the market will require reliable external data sources, secure cross-chain interoperability, and compliance tools. These are precisely the areas Chainlink addresses, making it an indispensable link in the new financial infrastructure.
I also expect network fee generation to grow in the same proportion—approximately 25 times by the end of the decade. Among the users of Chainlink's services are already giants such as SWIFT, DTCC, Euroclear, JPMorgan, Mastercard, UBS, Fidelity, and S&P Global. This confirms the institutional level of trust in the protocol.
However, it is worth highlighting three key risks to this forecast:
- slower pace of institutional tokenization than expected;
- competition from specialized providers in individual market segments;
- technical or configuration failures that could undermine trust in the platform.
It is important to note that the RWA market is already showing impressive growth: from April to June, the volume of such assets on lending platforms and decentralized exchanges reached $7.4 billion, compared to $2.3 billion a year earlier.
My comment: The forecast looks ambitious but not without merit. The key question is whether Chainlink can maintain its dominance in oracles and expand its role into a full-fledged standard for RWA. Given the current adoption dynamics and interest from traditional financial institutions, the scenario appears realistic, although it requires patience from investors. I recommend viewing LINK as a long-term strategic asset rather than a tool for short-term speculation.