From 20 USD to 800 USD? The logic of value reassessment under the fundamental changes of Chainlink.

Institutional reports point out that Chainlink is already an infrastructure monopoly for financial tokenization, and the fundamentals have shifted, but are undervalued and have great growth potential. This article is derived from an article written by PANews and has been organized, compiled and written by Dynamic District. (Synopsis: JPMorgan Chase completed transactions on the public chain "for the first time", cooperated with Ondo and Chainlink to settle tokenized assets, and accelerated the integration of DeFi) (Background supplement: Ethereum staking revenue permanently declined? Aave Integrates Chainlink SVR or Rewrites the DeFi Landscape The market is still looking at LINK in the old light, and the fundamentals have fundamentally shifted. If you've been following the crypto market lately, you've noticed LINK's strong performance. Public data shows that LINK is up nearly 30% in the latest month; For an old coin with a tepid narrative, this performance is bright enough, and there has been more and more discussion about LINK on social media recently. But while most people are still debating whether LINK is just an "oracle token," the world's largest financial institutions, such as JPMorgan Chase, SWIFT, Mastercard, and DTCC, have quietly deployed Chainlink at the heart of their blockchain strategy. Recently, crypto investor M31 Capital released a 90-page in-depth research report that gave a bold prediction: LINK also has 20-30x upside potential. The report argues that the wave of tokenization of global financial assets will bring $30 trillion in opportunities, and Chainlink is not one of the participants, but the only infrastructure monopolist in the field of blockchain intermediary software. TechFlow has interpreted and organized the report, sifting out the key insights and data for better reading. Core investment logic: relatively undervalued, "buy" narrative emerges The report generally concludes that LINK represents one of the best risk/reward investment opportunities in the crypto market right now, with several core arguments as follows: Key beneficiaries of the $30 trillion megatrend – The global financial system is undergoing a transformation to tokenization Complete monopoly of on-chain financial intermediaries – no competitor provides equal technical reliability and institutional trust Misunderstood assets – despite unparalleled integration and dominant market share, But the market cap is well below its strategic value 20-30 times the real upside – in contrast, the objectively poor benchmark XRP is trading 15 times higher than LINK Specifically, the report specifically explains why LINK is currently undervalued in 3 ways. Invisible beneficiaries of the RWA wave The tokenized real asset (RWA) market has grown 2.5x since 2024. BlackRock's BUIDL tokenized money market fund has reached $2 billion; Traditional financial giants such as JPMorgan Chase, Goldman Sachs, and Charles Schwab are no longer pilots, but are actually deployed. But how do tokenized U.S. Treasuries know current interest rates? How to verify physical reserves of gold tokens on the chain? How to ensure security and compliance in cross-chain asset transfer? They all need Chainlink. The premise of everything is to have a trusted data and interoperability layer. Business monopoly, but undervalued Chainlink is a true monopolist in its field: $24 trillion+ in on-chain transaction value has achieved $85 billion in total value protection through Chainlink (TVS) 18 billion+ total number of verified messages 50+ blockchain integrations, 500+ application integrations No competitor offers Chainlink A combination of technical reliability, product breadth, compliance capabilities and institutional trust. Once integrated, it becomes mission-critical infrastructure with high switching costs and self-reinforcing network effects. For comparison, XRP has 15 times the market cap of LINK, but does not have one-tenth the actual value of LINK. Narrative reversal For years, LINK has been saddled with the negative narrative of "team smashing". But the introduction of the LINK reserve mechanism in August 2024 brings changes. Previous: Chainlink Labs Sells Tokens to Fund Operations, Causing Constant Selling Pressure Now: Hundreds of millions of dollars of corporate revenue are automatically converted into LINK purchases, creating continuous buying Coupled with more cooperation expectations, more institutional pilots will go into production in the next 12-18 months, and verifiable on-chain revenue will soar significantly. The market is still looking at LINK in the old light, and the fundamentals have fundamentally shifted. This perception gap is where huge investment opportunities come from. The Chainlink Deployment Map report for global financial giants also lists some key collaboration use cases, especially traditional financial giants. SWIFT: In November 2024, traditional SWIFT messages were used to trigger on-chain token operations using Chainlink CCIP Participating institutions include: ANZ, BNP Paribas, BNP Mellon, Citi, Clearstream, Euroclear, Lloyds Bank, etc.; Successfully simulated the transfer of tokenized assets between public and private chains J.P. Morgan Kinexys: In June 2025, J.P. Morgan's blockchain division, Kinexys, and Ondo Finance completed the first cross-chain delivery pair payment (DvP) Settlement Chainlink role: CRE ( enterprise-class operating environment ) Orchestrate workflows, CCIP protocol secures cross-chain messages White House Recognition, Technology and Policy Endorsement: White House Crypto Summit, Founder Sergey Nazarov invited to speak directly with the President and Cabinet officials White House Digital Asset Report – Chainlink is officially recognized as the core infrastructure of the digital asset ecosystem Chainlink Publishes Detailed Scenarios for 10+ Federal Agency Blockchain Use Cases Crucially, these are not isolated experiments, and each successful pilot represents a use case. There is a shadow of Chainlink in these use cases, but it doesn't necessarily stand in front of the stage. Not only oracles, the monopoly of middleware Many people's perception of Chainlink is still in the "price oracle" stage. In fact, Chainlink has built a complete ecosystem of blockchain intermediary software, becoming an indispensable bridge between blockchain and the real world. Its products cover five key areas: Data (Data) provides market data streams ( such as price sources ), proof of reserves (Proof-of-Reserve), verifiable randomness (Verifiable Randomness), and ultra-low latency data streams. These functions ensure that blockchain applications can reliably obtain off-chain data, supporting various scenarios such as financial applications, games, and insurance. Compute (Compute) provides off-chain computing capabilities ( such as complex calculations through Functions ) and event-driven automation. This enables the blockchain to handle complex logic and computations without excessive consumption of on-chain...