Grayscale calls Chainlink the ‘crictical connective tissue’ of tokenized finance
Analysis
Price Impact
HighGrayscale, a major institutional asset manager, identifies chainlink as the 'critical connective tissue' for tokenized finance and real-world assets (rwa), positioning it as core infrastructure for the next phase of blockchain adoption. this strong endorsement from a significant player can attract substantial institutional interest and investment.
Trustworthiness
HighGrayscale is a highly reputable and influential asset manager in the crypto space. their in-depth research reports are taken seriously by investors and institutions, lending significant credibility to their analysis.
Price Direction
BullishThe report highlights chainlink's essential role in the rapidly growing tokenization market (from $5b to $35.6b since early 2023) and successful pilots with major institutions like jpmorgan. this fundamental utility and demonstrated institutional adoption create strong bullish sentiment.
Time Effect
LongThe analysis focuses on chainlink's role in orchestrating a 'tokenization boom' and 'next phase of blockchain adoption,' which are long-term, multi-year trends rather than short-term catalysts. the impact will likely unfold over an extended period as rwa tokenization matures.
Original Article:
Article Content:
Amin Haqshanas 5 minutes ago Grayscale calls Chainlink the ‘crictical connective tissue’ of tokenized finance Grayscale says Chainlink will anchor the next phase of blockchain adoption, positioning LINK as the core infrastructure powering tokenization. Listen 0:00 61 News COINTELEGRAPH IN YOUR SOCIAL FEED Grayscale has said that Chainlink will be at the center of the next major phase of blockchain adoption, referring to the project as the “critical connective tissue” that links crypto to traditional finance. In a recent research report , the asset manager argued that Chainlink ( LINK )’s growing suite of software tools is emerging as essential infrastructure for tokenization, crosschain settlement and the broader shift toward real-world assets on blockchain rails. “A more accurate description of Chainlink today would be modular middleware that lets on-chain applications safely use off-chain data, interact across blockchains, and meet enterprise-grade compliance needs,” Grayscale wrote. The company added that this expanding footprint has helped turn LINK into the largest non–layer 1 crypto asset by market cap (excluding stablecoins), giving investors exposure to multiple ecosystems rather than a single chain. Related: Asset manager Grayscale Investments files for US IPO Chainlink will orchestrate tokenization boom According to Grayscale, tokenization is the clearest pathway where Chainlink’s value becomes obvious. Today, nearly all financial assets, from securities to real estate, are still recorded on off-chain ledgers. For these assets to gain the efficiency and programmability of blockchains, they must be tokenized, verified and connected to external data sources. “We expect Chainlink to play a central role orchestrating the process of tokenization, and it has announced a variety of partnerships, including with S&P Global and FTSE/Russel, that should help it do so,” the asset manager wrote. The tokenized asset market has grown from $5 billion to more than $35.6 billion since early 2023, according to RWA.xyz. Total RWA onchain. Source: RWA.xyz Related: Emory University ups stake in Grayscale’s Bitcoin ETF to $52M Chainlink, JPMorgan, Ondo Complete first crosschain DvP settlement In June, Chainlink, JPMorgan’s Kinexys network and Ondo Finance completed a crosschain delivery-versus-payment (DvP) settlement between a permissioned bank payment system and a public blockchain testnet. The pilot connected Kinexys Digital Payments, JPMorgan’s permissioned payment network, with Ondo Chain’s testnet, which specializes in tokenized real-world assets. Using Chainlink’s Runtime Environment (CRE) as the coordination layer, the settlement exchanged Ondo’s tokenized US Treasurys fund, OUSG, for fiat payment without the assets leaving their native chains. Magazine: 2026 is the year of pragmatic privacy in crypto — Canton, Zcash and more # Blockchain # Altcoins # Chainlink # Grayscale # RWA # Tokenization # RWA Tokenization Add reaction