Chainlink could become a fundamental layer for traditional finances as capital markets adopt more and more blockchain infrastructure, according to a Jefferies investment bank report after a call with Chainlink Sergey Nazarov co -founder.
The decentralized Oracle Network connects intelligent contracts to real world data and systems outside the chain, allowing advanced use cases such as liquidation of tokenized assets, parametric safe and cross -chain messages.
Jefferies said Link (Link), Chainlink’s native token, will benefit as tokenization is accelerated.
As of September, Chainlink obtained $ 103 billion in assets through its food in Oracle, compared to $ 23 billion in early 2024, which supports more than 2,500 projects. Associations with institutions such as Swift, DTCC, Euroclear and JPMorgan (JPM) underline their role in the crypto bridge and traditions, wrote analysts Andrew Moss and Matthew Molta.
Tokenization, converting real world assets into programmable digital tokens, is promoting the infrastructure demand that can safely link chain environments and outside the chain. The Cruzada chain interoperability protocol of Chainlink (CCIP) and the decentralized Oracle networks (Don) address this challenge, which supports the liquidation and real -time automation between finance, insurance and supply chains, the analysts wrote.
Jefferies said that the adoption of digital assets is still early, but tokenization pilots are moving quickly towards production. With the link used to pay the services, node operations and participation, the growing demand for Chainlink infrastructure could provide tokens headlines a call on future cash flows.
While there are rivals such as Layerzero and Pyth, the effects of the Chainlink network and the advantage of the first movement can give it a durable pit in Blockchain infrastructure, the bank said.
Analysts estimated that the value of the tokenized assets has reached $ 30 billion, excluding Stablecoins, an increase of 253% year to date.
As the tokenization reduces operating costs and increases liquidity, Jefferies said institutional investors migrate to blockchain settlement layers, placing the chain link at the center of the transition.
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