Standard Chartered Forecasts 25-Fold LINK Surge to $200 Amid $4T RWA Boom

Woofun AI reports that Geoff Kendrick, global head of digital asset research at Standard Chartered, has issued a bullish forecast for Chainlink (LINK), linking its potential valuation surge to the expansion of tokenized real world assets (RWA). The core thesis posits that the impending boom in on-chain asset representation will necessitate robust external data feeds, directly benefiting Chainlink's fee generation and token utility.

The financial projections outline a dramatic expansion in market size, with tokenized RWAs expected to hit $4 trillion by the end of 2028. Consequently, Kendrick anticipates a 25-fold increase in LINK's value, pushing the token from its current $8 level to $200 by the end of 2030, a figure shared with the media.

Additionally, the report forecasts a 37-fold rise in tokenized and crypto-native assets deployed in decentralized finance, totaling $2.7 trillion by the end of 2030.

Woofun AI data shows these assets will demand trusted data, interoperability between networks, privacy-preserving compliance, and integrations with existing financial systems, capabilities Kendrick asserts "only Chainlink is currently equipped to provide."

Market momentum is already evident, with tokenized RWA trading on decentralized exchanges (DEXs) reaching an all-time high of $141 billion in July, reflecting a 19.5% monthly rise largely driven by public equities, according to data provider CryptoRank. In the oracle sector, Chainlink remains the dominant provider for cross-chain communication, securing $34.4 billion in total value. Chronicle ranks second with $7.36 billion, per data aggregator DefiLlama, highlighting a significant gap between the market leader and its closest competitor.

Despite the optimistic outlook, Standard Chartered identifies specific headwinds that could derail the price target. These risks include slower-than-expected institutional tokenization initiatives, intensifying competition from specialist oracle providers, and potential technical setbacks. This marks a cautious acknowledgment that infrastructure dominance does not guarantee linear financial growth amidst evolving market dynamics.