6th August 2025 > > LINK & tokenisation.
- Mark Timmis
- Aug 6
- 3 min read
tl;dr
Another look at LINK, though this should not be considered a recommendation. Tokenisation will be the single biggest shake-up of TradFi, powered of course by cryptos.
Market Snap
Market Wrap
That dip to close to $112k took out a lot of leveraged longs, which is no bad thing for the rest of us. The spot BTC ETFs have seen four consecutive days of outflows totalling over $1.5bn. The price of BTC is holding up well against that backdrop. For now.
Occasional Series – Doncha love Central Bankers (Shurely it’s shpelt with a “W”– Ed.)
Last Wednesday, as a prelude to his manipulation of US interest rates to the detriment of literally absolutely everyone on the planet, Jerome Powell, Chair of the Fed, described the US labor market as “solid”.
The data since then begs to speak otherwise as monthly employment “growth” (all public sector related) is at the lowest level since the pandemic. Powell, as hapless as our own incumbent in the UK, the utterly useless Andrew Bailey, has access to these stats long in advance of their release.
Why is it that the bureaucratic elite cannot help but always lie to us mere plebs?
Curious Cryptos’ Commentary – LINK (Chainlink)
LINK regularly appears in the CCC. It is one of the few, very early alts that had a sound business case to address an actual need. In this case, a decentralised source of information initially for use in DeFi, but is also immediately relevant to tokenisation which is set to revolutionise TradFi investing. If you don’t believe me, then ask Larry Fink, founder and CEO of the world’s largest investment manager, BlackRock, who is firmly of the opinion that tokenisation of TradFi assets is a multi-trillion opportunity in the near future.
Chainlink has announced the launch of Data Streams for U.S. equities and ETFs:
Johann Eid, Chief Business Officer at Chainlink Labs explains:
“With Chainlink Data Streams’ fast, reliable, and context-rich market data, production-ready tokenized financial products tied to U.S. equities and ETFs can now be launched directly onchain.”
If you are interested in how the process actually works, there are some pretty diagrams in the press release. The key need is that the data is timely, accurate, and reliable. Chainlink has a long (in crypto terms) and respected history of doing just that with crypto prices. A product like this is necessary for the success of tokenisation. Maybe that will be by Chainlink, or perhaps another provider, but one thing we know for sure. It is going to happen.
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For disclosure purposes, the CC Treasury has been invested in LINK since early 2019.
Curious Cryptos’ Commentary – Tokenisation
For a bit of context on the above, a report by Security Token Market (not necessarily a totally impartial observer) makes for some interesting reading:
As of today, there is about $50bn in tokenised stocks, bonds, and real estate. Tokenisation of cash in the form of stablecoins is much larger, but even combined these numbers are relatively small.
Larry Fink put a figure of $2.5 - $13 TRILLION by 2030, though that is a rather wide range. The Boston Consulting Group estimates $19 TRILLION by 2033. The World Economic Forum’s figure is over $10 TRILLION by 2030. McKinsey has forecasted $2 - $4 TRILLION at the same date. Standard Chartered has landed on $30.1 TRILLION (a remarkably precise figure) by 2034. The report above is the daddy of them all, at $30 - $50 TRILLION by the end of this decade (I knew that would get your attention).
I think the point is plain – no-one knows for sure the size of this opportunity except in one crucial detail.
Tokenisation is going to be massive.
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