My thesis for 2026:
RWAs are going to push $LINK into an escape velocity event.
Currently, there are about $20B worth of RWAs onchain. $LINK mc is about $10B. Remember these numbers.
Look at DeFi growth and what $LINK went through with that. DeFi TVL topped out around $200B at the end of 2021 and it's never gone higher than that. Curious link has struggled since then as well no?
The fact of the matter is that there's not enough $ here and it's been chasing that high ever since. RWAs are going to make those numbers look like a joke.
We're getting better regs. The DTCC is on board. The SEC is all about it. It's happening.
Tokenization is going to explode and link is a natural proxy bet on this coming to fruition.
Chainlink services become essential for all these tokenized assets coming.
It's inevitable and now just a waiting game.
