Standard Chartered: LINK could grow to $200 on the wave of tokenization
Analysts at one of the largest banking conglomerates have revised their view on Chainlink, presenting an ambitious target for the LINK token. According to my calculations and data from the latest report, the asset's price could reach $200 by the end of 2030. This implies nearly a 25-fold increase from current levels, which hover around $8.
The key thesis of my analysis is built around Chainlink's fundamental role as critical infrastructure for the tokenized assets (RWA) market. Unlike many speculative coins, LINK occupies a unique niche, providing a bridge between the real world and the blockchain. I see this protocol not just as a price oracle, but as an "end-to-end platform" capable of covering the entire lifecycle of tokenized assets—from data verification to cross-network interoperability and compliance.
As traditional financial instruments are moved into on-chain format, the market will need reliable infrastructure. In my understanding, demand for secure external data and compliance tools will only grow exponentially. That is why I expect network fee generation to increase roughly 25-fold by the end of the decade. Among the users of Chainlink's services, I highlight giants such as SWIFT, DTCC, Euroclear, JPMorgan, Mastercard, UBS, Fidelity, and S&P Global—this confirms the institutional level of trust in the protocol.
Risks and Scenarios
However, as with any long-term forecast, there are vulnerabilities here. I identify three key factors that could hinder the realization of this scenario:
- Slow institutional tokenization: if the pace of RWA adoption falls short of expectations, growth in fees and token value could stall.
- Competition: the emergence of specialized providers in individual segments could dilute Chainlink's market share.
- Technical risks: any failures or configuration errors could undermine trust in the platform and its reputation.
Let me remind you that the market is already showing positive momentum: according to my estimates, the volume of RWA on lending platforms and DEXs grew to $7.4 billion in the second quarter, significantly higher than $2.3 billion a year earlier. This confirms the trend I am analyzing.
My expert opinion: the $200 forecast looks ambitious, but not fantastical. Chainlink is one of the few projects with a real product and revenue. However, investors should remember that a 5-6 year horizon is a marathon, not a sprint. Volatility along the way will be high, and only those who believe in the fundamental story of tokenization will be able to wait for such an outcome.