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77 likes and I’ll leak Standard Chartered’s Chainlink — Owning The Rails research report
$LINK
Standard Chartered initiates coverage of Chainlink $LINK, forecasting a price of $200 by end of 2030
The bank sees Chainlink underpinning the tokenization trend, a market set to grow to $4 trillion by 2028
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CryptoticT retweeted
NEW: @Figure is bringing the $1.6+ trillion U.S. auto loan market to DeFi, powered by Chainlink.
Backed by auto loans from Figure, @HastraFi’s AUTO markets are now live and secured by Chainlink Data Streams on @kamino.
AUTO is officially live on Solana.
• Backed by U.S. auto loans originated by Agora
• Delivered to DeFi through @Figure Forge
• Looping/lending strategies now available across @kamino
• Vault curation by @SentoraHQ ; market making via @RockawayX
• Powered by @Chainlink Data Streams
From a single asset that redefined an RWA category, to a multi-asset marketplace for onchain yield.
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CryptoticT retweeted
If the DTCC is using Chainlink for nav data, CCIP for cross-chain, Chainlink ACE powers the compliance and identity features of the ERC-3643 token standard that the DTCC is standardizing on (so far), and Chainlink CRE is the orchestration layer of the DTCC collateral Appchain (and probably most smart contract workflows from here on out), how do you just connect to a chain like the XRPL that none of this runs on?
Everyone thinks it’s LINK “maxis” that just hate in XRP, but Chainlink is critical infrastructure the entire industry is converging around. Just because the DTCC is chain agnostic doesn’t mean it can feasibly deploy to ANY chain by design. The amount of retooling on the backend for DTCC to deploy to XRPL is prob exclusionary.
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CryptoticT retweeted
@chainlink knew EXACTLY where to position themselves for strategic success and maximal effectiveness.
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Fees are growing as more complex transactions are required. ATH value transfered in a day is still 2x higher than today, but fees generated today are much higher.
Soon we will see $1 billion transferred per day. If fees scale same at current ratio, it’d be $90k a day/$33mil a year.
It is a 90,900x P/E for the base:0x88fb150bdc53a65fe94dea0c9ba0a6daf8c6e196 marketcap to equal $3 Trillion (current marketcap of every crypto combined). Each ethereum:0x514910771af9ca656af840dff83e8264ecf986ca cube would be worth $3k at minimum.
$ETH current P/E is over 100,000, 90,900 P/E for a measly $1 Billion in daily CCIP volume is easy.
This is only one revenue stream for $LINK , this doesn’t include revenue from data stream subscriptions, integration fees, CRE fees, or other products.
When trillions come on chain, $1billion in daily value transferred is conservative. Both SWIFT and DTCC already are estimated to transfer more than $1 trillion in daily transfers by themselves. Both are using $LINK to come on-chain.
Fees will also likely scale at greater ratio than we see currently further making this a conservative projection. Institutional flows need access to more data than the current predictive markets we see from fees today.
$LINK is setting itself up to be more valuable than every current crypto project combined.
#CCIP today
Value transferred: $84,303,824.8
Top sent token: $syrupUSDC @maplefinance: $33,815,957.2 (40.1%)
Transactions: 5,509
Fees: $7,638.7
Top sender: @Predictstreet: Tx: 2,333 (42.3%), Fees: $4,003.6 (52.4%)
Pools open. Stake your LINK today at stake.link
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CryptoticT retweeted
#CCIP today
Value transferred: $84,303,824.8
Top sent token: $syrupUSDC @maplefinance: $33,815,957.2 (40.1%)
Transactions: 5,509
Fees: $7,638.7
Top sender: @Predictstreet: Tx: 2,333 (42.3%), Fees: $4,003.6 (52.4%)
Pools open. Stake your LINK today at stake.link
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$LINK and CCIP setting new ATH for fees with less than 2.5k daily transactions.
Soon it’s millions of transactions per day. Clarity will lead to the tokenisation of the American Financial world. More countries will follow and all need $LINK for data.
Get ready or you’re NGMI.
UPDATE: Odds of the Clarity Act passing are skyrocketing after two major developments in the last 24 hours.
NOBLE (National Organization of Black Law Enforcement Executives ) became the first major law enforcement organization to endorse the bill, saying it strengthens law enforcement while preserving existing criminal authorities.
Then, the Major County Sheriffs of America (MCSA) also shifted its position after discussions with the Administration. (More info in my original post below).
This major shift in stance from these two groups and it’s clearly showing in both the prediction and Crypto markets.
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If pools expand or “Staking 1.0” opens with limited slots or priority windows, having your $LINK already in a cold wallet / self-custody address positions you for both revenue sources:
Potential staking rewards (securing the network paid fees for service to DONS)
Ongoing benefit from Reserve accumulation (buy pressure + ecosystem support for all holders)
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