SKN | Tokenized RWA Surge to $4T Could Push Chainlink LINK to $200 by 2030: Standard Chartered

Key Points :

Standard Chartered’s digital asset research team forecasts that Chainlink’s LINK token could rise to $200 by the end of 2030 as the tokenized real-world asset market expands toward $4 trillion by the end of 2028. The bank expects increasing tokenization to create greater demand for secure external data, interoperability and compliance infrastructure, potentially strengthening Chainlink’s fee generation. Standard Chartered also projects tokenized and crypto-native assets deployed in decentralized finance could reach $2.7 trillion by 2030, although slower institutional adoption, competition and technical setbacks remain risks to the forecast.

Standard Chartered Sees Major LINK Upside

Chainlink’s LINK token could rise more than 25-fold by the end of the decade if the tokenization of real-world assets develops as projected, according to Standard Chartered.

Geoff Kendrick, the bank’s global head of digital asset research, forecasts LINK could reach $200 by the end of 2030, compared with approximately $8 at the time of the report.

The forecast is based largely on expectations that tokenized assets will require increasingly sophisticated blockchain infrastructure to bring external financial data securely onchain.

Tokenized RWA Market Could Reach $4 Trillion

Standard Chartered expects the tokenized real-world asset market to reach approximately $4 trillion by the end of 2028.

As traditional financial assets increasingly move onto blockchain networks, applications will require reliable information about prices, ownership, market conditions and other external data.

Kendrick argues that this expanding requirement could increase demand for Chainlink’s oracle infrastructure and potentially generate higher fees for the network.

The thesis positions Chainlink as an important infrastructure layer connecting traditional financial information with blockchain-based assets.

DeFi Assets Could Reach $2.7 Trillion

Standard Chartered also forecasts a significant expansion in tokenized and crypto-native assets deployed across decentralized finance.

The bank projects that this market could reach approximately $2.7 trillion by the end of 2030, representing a 37-fold increase from current levels.

According to Kendrick, the expansion would create demand for trusted data, interoperability between blockchain networks, privacy-preserving compliance systems and connections with existing financial infrastructure.

The report argues that Chainlink is currently positioned to provide these services at scale.

Tokenized Asset Trading Continues to Grow

The forecast comes amid evidence of increasing activity in tokenized markets.

Tokenized real-world asset trading on decentralized exchanges reached a record $141 billion in July, representing a 19.5% increase from the previous month, according to data cited in the report.

The increase was driven largely by growing activity involving tokenized public equities.

The development highlights how tokenization is expanding beyond traditional fixed-income products and into a broader range of financial assets.

Chainlink Leads Oracle Market

Chainlink remains the largest decentralized oracle provider by total value secured, according to DeFiLlama data cited in the report.

Chainlink’s oracle infrastructure secured approximately $34.4 billion, compared with around $7.36 billion secured by the second-largest provider, Chronicle.

Oracles are critical to blockchain applications because they provide smart contracts with information originating outside their native networks.

As tokenized securities and financial products become more sophisticated, reliable access to external data could become increasingly important for pricing, settlement, risk management and compliance.

Risks Could Challenge the $200 Forecast

Standard Chartered’s forecast is not without risks.

Kendrick identified slower-than-expected institutional adoption of tokenized assets as one potential obstacle to Chainlink’s growth.

Competition from specialist oracle providers could also limit Chainlink’s market share or fee generation.

Technical setbacks represent another risk, particularly as financial institutions increasingly depend on blockchain infrastructure for high-value transactions and regulated financial products.

These factors could prevent the tokenization market from expanding as rapidly as the bank currently expects.

Closing Insights

Standard Chartered’s $200 LINK forecast reflects a broader thesis that the growth of tokenized real-world assets could create substantial demand for blockchain infrastructure connecting traditional finance with decentralized networks. If the RWA market reaches $4 trillion and DeFi adoption expands as projected, Chainlink could benefit from increasing demand for data, interoperability and compliance services. However, the forecast remains dependent on institutional adoption, Chainlink’s ability to maintain its position in the oracle market and the successful development of the infrastructure supporting tokenized financial assets.