ChainLink could become a fundamental layer of traditional finance, because the capital markets are increasingly adopting blockchain infrastructure, according to a report by the investment bank Jefferies following a call with the co -founder of Chainlink, Sergey Nazarov.
The decentralized oracle network connects intelligent contracts to real data and out -of -chain systems, allowing advanced use cases such as token asset regulation, parametric insurance and transversal messaging.
Jefferies said Link (link), the native token of Chainlink, will benefit as the tokenization accelerates.
In September, Chainlink obtained $ 103 billion in assets thanks to its oracle flows, compared to 23 billion dollars at the start of 2024, supporting more than 2,500 projects. Partnerships with institutions such as SWIFT, DTCC, Euroclear and JPMorgan (JPM) underline its role in bridging crypto and tradfi, analysts Andrew Moss and Matthew Molta wrote.
Tokenization, converting active active ingredients into programmable digital tokens, stimulates the demand for infrastructure that can safely link chain and out chain environments. The transversal interoperability protocol of ChainLink (CCIP) and Oracle Networks (Donations) decentralized report this challenge, supporting the regulations and automation in real time through the finance, insurance and supply chains, analysts wrote.
Jefferies said that the adoption of digital assets remains early, but that the tokenization pilots move quickly to production. With Link used to pay the services, node operations and jalitude, the growing demand for the ChainLink infrastructure could provide tokens to the call for future cash flow.
While rivals like Layerzero and Pyth exist, the effects of the ChainLink network and the advantage of the first engine can give it a lasting gap in Blockchain infrastructure, the bank said.
Analysts have estimated that the value of assets in Tokenized has reached $ 30 billion excluding stablecoins, an increase of 253% to date.
While tokenization reduces operational costs and increases liquidity, Jefferies said that it expects institutional investors to migrate to blockchain -based settlement layers, placing an access to the center of the transition.
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