LINK could be next in line after Standard Chartered’s UNI and AAVE targets sparked sharp repricings

Summary

Standard Chartered initiated coverage of Chainlink (LINK) with a $200 target for 2030, with a step-up path of $13 by end-2026, $41 in 2027, $82 in 2028, and $133 in 2029. At current prices near $7.47–$8.27, that implies roughly 27x upside by 2030. The bull case is built on tokenization growth: tokenized assets rising from about $340 billion now to $4 trillion by 2028, and DeFi assets expanding to $2.7 trillion by 2030. The bank expects Chainlink fees to grow about 25x as institutional adoption increases. Chainlink is already the largest oracle network, securing over $110 billion in value, with major users including Swift, DTCC, Euroclear, JPMorgan, Mastercard, UBS, Fidelity, and S&P Global. CCIP volumes have surged, with more than $7 billion in token value migrating to it and $4.9 billion in Q2 volume, up 353% year over year. Key risk: Chainlink could remain widely used infrastructure without enough fee or reserve value flowing to LINK holders.