Tokenized finance is growing beyond crypto-native assets while simultaneously drawing attention to blockchain infrastructure. Against that backdrop, Standard Chartered Bank expects tokenized assets to grow from roughly $340 billion to $4 trillion by 2028.
As that market expands, more assets will require reliable data and cross-chain connectivity, creating a larger addressable market for Chainlink [LINK]. Standard Chartered argues this rising demand could significantly boost LINK’s valuation, with some projections suggesting a path toward $200.
However, the implied 25-fold increase requires more than rising tokenization volumes. Chainlink must convert greater infrastructure use into higher fees and sustained LINK demand.
Therefore, the $200 target ultimately depends on whether ecosystem growth translates into measurable value for the token itself.
Chainlink’s CCIP activity grows along tokenization demand
Standard Chartered’s $200 target ultimately rests on Chainlink securing enough activity as tokenized finance expands. Notably, the current ecosystem activity provides an early measure of that position.
At press time, Chainlink secured $48.32 billion, while cumulative transaction value enabled exceeds $33 trillion.
Moreover, within that activity, CCIP has processed over $4.9 billion in transactions during Q2, an increase of 353% from last year’s second quarter. Supporting that milestone, Chainlink reported over $7 billion in migration activity in its Q2 report.
That growth is significant as it provides the required infrastructure for increasing amounts of tokenized assets to access additional markets. However, with growth comes competition.
Therefore, the altcoin needs CCIP volumes and secured value to keep rising, while stronger fee generation would confirm that infrastructure adoption is translating into economic value.
ETF inflows support institutional demand
Beyond infrastructure growth, LINK’s market outlook also depends on whether fresh capital is absorbing tokens already available for trading. Spot ETFs added $150,310 on the 10th of August, ending several sessions without net inflows.
This lifted cumulative inflows to $128.29 million, showing institutional exposure remains intact despite slower recent allocations. Meanwhile, net assets increased to $110.46 million, which adds another layer of demand but remains modest relative to LINK’s market size.
The main implication arises through the interaction between these types of inflows and exchange supply. While ETF inflows persist, if reserves continue to decline, fewer tokens may be readily available to support current demand.
As a result, that could potentially lead to tighter liquidity. Yet, stronger and sustained inflows are still needed to materially influence LINK’s broader valuation.
Final Summary
- Chainlink gets a $200 target as Standard Chartered ties its outlook to tokenization growth and rising CCIP activity.
- LINK ETF inflows add institutional demand, though current flows remain modest relative to its valuation needs.
