Chainlink might develop into a foundational layer for conventional finance as capital markets more and more embrace blockchain infrastructure, in accordance with a report from funding financial institution Jefferies following a name with Chainlink co-founder Sergey Nazarov.
The decentralized oracle community connects sensible contracts to real-world information and off-chain methods, enabling superior use instances like tokenized asset settlement, parametric insurance coverage and cross-chain messaging.
Jefferies mentioned LINK (LINK), Chainlink’s native token, will profit as tokenization accelerates.
As of September, Chainlink secured $103 billion in property by way of its oracle feeds, up from $23 billion in early 2024, supporting over 2,500 initiatives. Partnerships with establishments comparable to Swift, DTCC, Euroclear and JPMorgan (JPM) underscore its position in bridging crypto and TradFi, wrote analysts Andrew Moss and Matthew Molta.
Tokenization, changing real-world property into programmable digital tokens, is driving demand for infrastructure that may securely hyperlink on-chain and off-chain environments. Chainlink’s Cross-Chain Interoperability Protocol (CCIP) and Decentralized Oracle Networks (DONs) handle this problem, supporting real-time settlement and automation throughout finance, insurance coverage, and provide chains, the analysts wrote.
Jefferies mentioned digital asset adoption stays early, however tokenization pilots are shifting shortly towards manufacturing. With LINK used to pay for companies, node operations and staking, rising demand for Chainlink’s infrastructure might present token holders a name on future money flows.
Whereas rivals like LayerZero and Pyth exist, Chainlink’s community results and first-mover benefit could give it a sturdy moat in blockchain infrastructure, the financial institution mentioned.
The analysts estimated that tokenized asset worth has reached $30 billion excluding stablecoins, a 253% enhance 12 months so far.
As tokenization reduces operational prices and will increase liquidity, Jefferies mentioned it expects institutional traders emigrate towards blockchain-based settlement layers, putting Chainlink on the heart of the transition.
Learn extra: Polymarket Connects to Chainlink to Minimize Tampering Dangers in Worth Bets



