LINK to $200: Standard Chartered sees 25x potential in Chainlink
My analysis of the tokenized assets market has led me to fresh data from a major banking player: the target price for Chainlink (LINK) is set at $200 by the end of 2030. This implies growth of roughly 25 times from current levels around $8, and I consider such a scenario ambitious but not without merit.
The key thesis here is Chainlink's positioning as fundamental infrastructure for the tokenization of real-world assets (RWA). In my practice, protocols that can claim the role of a "unified end-to-end platform" capable of servicing the full lifecycle of digital assets—from issuance to compliance—are rare. This is precisely what sets LINK apart from competitors.
As traditional assets are moved on-chain, the market will require reliable oracles for external data, secure cross-chain bridges, and tools for meeting regulatory requirements. Here, Chainlink holds a dominant position, confirmed by its client list: SWIFT, DTCC, Euroclear, JPMorgan, Mastercard, UBS, Fidelity, and S&P Global. Network fee revenue is expected to grow 25-fold by 2030, which correlates with my forecasts for scaling the RWA sector.
Risks that cannot be ignored
However, I would not advise investors to blindly rely on this forecast. I will highlight three key risks that could disrupt the growth trajectory:
- Slowdown in institutional tokenization — if major players delay adoption, demand for Chainlink's services will not materialize in full.
- Competition in niche segments — specialized providers could capture part of the market in specific areas, such as cross-chain or compliance.
- Technical failures — any error in configuration or security could undermine trust in the platform, which is critical for an infrastructure project.
It is worth noting that the volume of RWA on lending platforms and DEXs has already grown to $7.4 billion in the second quarter, compared to $2.3 billion a year earlier. This confirms the trend but also amplifies sector volatility.
My conclusion: the $200 forecast looks realistic provided that tokenization accelerates and Chainlink maintains its technological leadership. But in the current market phase, investors should factor in a high risk of correction—a fundamentally strong project is not immune to short-term declines.