Standard Chartered: LINK could grow to $200 thanks to tokenization
My market analysis indicates that Chainlink (LINK) is among the most promising assets in the context of institutional tokenization. According to recent estimates, which I consider quite well-founded, the price of LINK could reach $200 by the end of 2030. This implies growth of approximately 25 times from current levels around $8.
The key thesis here is Chainlink's positioning as critical infrastructure for tokenized assets. The protocol effectively claims the role of an "end-to-end platform" capable of servicing the full lifecycle of such instruments—from issuance to circulation in DeFi and traditional finance. As real-world assets are moved on-chain, the market will require reliable external oracles, secure cross-chain interoperability, and compliance tools. These are precisely the niches Chainlink fills.
Particular attention is drawn to the forecast for growth in network fee revenue—expected to increase approximately 25 times by the end of the decade. Among the protocol's clients and service users are giants such as SWIFT, DTCC, Euroclear, JPMorgan, Mastercard, UBS, Fidelity, and S&P Global. This is not just a list of names—it is a signal of real institutional demand that is already materializing in concrete integrations.
However, risks cannot be ignored either. First, the pace of institutional tokenization may be slower than expected. Second, specialized providers could capture part of the market in certain segments. Third, any technical or configuration failures could undermine trust in the platform. This is a standard set of threats for any infrastructure project, but in Chainlink's case, the cost of error is particularly high.
Notably, the volume of RWA on lending platforms and decentralized exchanges has already reached $7.4 billion in April-June, compared to $2.3 billion a year earlier. This confirms that the tokenization trend is not just alive—it is accelerating.
My comment: The $200 forecast looks ambitious but not fantastical. If Chainlink maintains its role as a key bridge between traditional finance and blockchain, and institutional flows continue to grow, the 25x potential by 2030 is quite achievable. However, it is worth remembering that such targets are sensitive to macroeconomic conditions and the speed of regulatory framework adoption.