Standard Chartered forecasts Chainlink (LINK) could reach $200 by the end of 2030—a 25-fold increase from $8 when the report was shared Aug. 10. The projection hinges on explosive growth in tokenized real-world assets, which the bank expects to reach $4 trillion by 2028.
Geoff Kendrick, Standard Chartered's global head of digital asset research, tied the valuation directly to oracle economics. As RWA tokenization accelerates, demand for secure external data on-chain will surge, driving higher fee generation for Chainlink and supporting the price target.
The report also forecasts a 37-fold rise in tokenized and crypto-native assets deployed in DeFi, reaching $2.7 trillion by 2030. Kendrick argued that only Chainlink currently offers the combination of trusted data feeds, cross-chain interoperability, privacy-preserving compliance, and integration with traditional finance that these assets require.
Chainlink maintains an commanding lead among oracle providers. Its total value secured stands at $34.4 billion, according to DefiLlama. Chronicle, the second-largest provider, secures $7.36 billion.
On-chain data supports the thesis. Tokenized RWA trading volume on DEXs hit $141 billion in July, a 19.5 percent increase from June and a new all-time high. Public equities drove much of the surge, per CryptoRank.
Kendrick flagged risks to the thesis: slower-than-expected institutional tokenization, new specialist oracle competitors, and technical setbacks for Chainlink's infrastructure. As of Aug. 22, LINK traded at $11.53.
