Analysis of Chainlink's Flywheel Effect and Investment Opportunities

The "flywheel effect" of Chainlink is accelerating, and this may be one of the most undervalued investment opportunities in this cycle.

1️⃣ From the data, Chainlink's adoption rate is experiencing explosive growth.
📊 Locked value surges: TVS grows by 90% in 2025, surpassing $93 billion, with a market share of 68% in DeFi.

🏦 Institutions adopting leading solutions: Integrated by giants such as SWIFT, JPMorgan, UBS, Mastercard, etc., with a level of adoption in traditional finance far exceeding other protocols.

💰 LINK reserve mechanism activated: This is the true value capture flywheel - all enterprise collaboration revenue and on-chain fees are automatically converted to LINK and locked, directly transforming network growth into token buying pressure.

2️⃣ Compare the valuation differences
XRP market capitalization is 194 billion USD, and TVL is only 85 million.

LINK has a market capitalization of 16 billion USD, but its TVL is 84.6 billion - 1000 times higher than XRP!

What does this mean? Chainlink has on-chain protection of value that is 1000 times more than XRP, yet its market capitalization is only 1/12 of XRP.

🎯 Core Logic:
RWA tokenization wave → Requires oracle price feeds → Chainlink monopoly position (Ethereum 84% market share) → Revenue growth → Automatic buyback of LINK → Supply contraction → Price increase

This is the "selling shovels" business model. No matter which L1 wins or which RWA application succeeds, Chainlink will be the beneficiary of the infrastructure.

3️⃣ On the technical side
LINK has just broken through the $20 resistance level, which is equivalent to ETH's $4000 key position.

Since the launch of the reserve mechanism, LINK has risen by nearly 50%. This is just the beginning - when institutional funds truly flow into the RWA sector, Chainlink, as core infrastructure, will experience a real revaluation of its value.