Institutional adoption versus token value capture
Gate argues that Chainlink's expanding role in tokenized assets and cross-chain finance can outweigh LINK's sensitivity to broader crypto swings. ETHNews reports Coinbase adopted Chainlink for tokenized stocks and Aave V4 accepts seven of those tokens as collateral.
AINvest says the $30 trillion cumulative transaction value is not revenue that flows through LINK, creating a gap between usage and value capture. 24/7 Wall St. reported that the Infosys deal named no banks, set no timeline, and committed to no fee payments, while LINK remains down 43% for the year.
Is Chainlink a Good Investment? Institutional Adoption, RWA Growth, and LINK Price Outlook | Gate BlogChainlink Price Builds Higher Lows as Institutional Deals Stack Up - ETHNewsChainlink's $120M Whale Buying Is a Price Bet — the Reserve Is the Signal That MattersChainlink's Infosys Deal: 1.7 Billion Bank Accounts, But Why Did LINK Drop 4%? - 24/7 Wall St.