🔗 Chainlink – Global Oracle: CCIP x Mastercard, Quarterly Revenue & Roadmap 2025

(Data updated until 07/2025 and is just basic information about the project to facilitate basic evaluation – Not investment advice)

1/ 🧵 Overview & Impact

- Chainlink is the leading decentralized oracle network, providing Price Feeds, VRF, Data Streams, and CCIP – Cross-Chain Interoperability Protocol – for over 50 blockchains.

- From 04/2025, the number of Data Streams increased by +242%, integrating 37 new chains and total on-chain value reached $20 trillion (TVE).

2/ Key milestones 06/2024 – 07/2025

- Q2 2024: Expanding Proof-of-Reserve, Daily Reference Price. CCIP v1.0 launches, cross-chain volume increases by +900% compared to Q4/2023.

- Q1 2025: Launch Automated Compliance Engine (ACE), Multistream data feeds, launch Smart Value Recapture (SVR) integrated with Aave, expanding CCIP to 50 chains.

- 06/2025: Mastercard integrates CCIP – allowing 3.5 billion cards to directly buy crypto on-chain, activating revenue opportunities from CCIP fees.


3/ 🔹 Quarterly Revenue

📌 Average ~4.6 million USD/month from Oracle services → ~13.8 million USD/quarter ().

🌐 Estimated total revenue (DeFi + non-DeFi): ~62.5 million USD/quarter (~250 million USD/year).

📈 Q2/2025: Revenue growth recorded thanks to CCIP + Mastercard → can help CCIP fees > token issuance and start burning LINK.

4/ Tokenomics & Inflation Mitigation

- Total supply is 1 billion $LINK , circulating ~678 million.

- Chainlink Economics 2.0 introduces a burn fee mechanism, staking v0.2 (45 million LINK cap), yield ~4%.

- Recently, the number of wallets holding 100k–1M LINK increased by 8% since May.

5/ Ecosystem & Development

- Q1 2025: 77 new Data Streams, SVR/Ace/CRE developed; expanding from 14 to 50 chains.

- CCIP expansion: integrating Solana, Tron, Monad Testnet.

- Governance and government collaboration: Chainlink participated in an event at the White House, working with the US, Singapore, and Abu Dhabi governments ().

6/ Looking towards the future & roadmap

- Q3–Q4 2025: CCIP expands to non-EVM chains, CCIP v1.6 – increasing scalability & fault-proof.

- CRE launch: continue developing the CRE enterprise sandbox, transition Key services to CRE framework (Data Feeds, Streams).

- Build Program: deploy Chainlink BUILD token rewards mechanism for contributors.

- SVR & Payment Abstraction: expanding both in terms of chains and applications across various DeFi areas.


7/ Opportunities & Challenges

✅ CCIP + Mastercard = new revenue fee opportunities, opening up to mainstream users.

✅ The burn fee mechanism could help LINK become a net-deflationary asset.

✅ Seizing the wave of high-frequency oracle, compliance, government & TradFi adoption.

⚠️ Competition from ChainX, Band Protocol, Glassnode,… needs to maintain technology & ecosystem advantages.

⚠️ The tokenomics mechanism is still new, needs to monitor the efficiency of burn/trading fees.


8/ Summary & Insights

🔹 Chainlink maintains its dominant position as an oracle; stable revenue ~60 million USD/quarter.

🔹 Partnership with Mastercard helps the CCIP application become “mainstreamed” on-chain.

🔹 New solutions (ACE, SVR, CRE) and a clear roadmap are key long-term growth factors.

🎯 Hashtags

#Chainlink #Oracle #CCIP #Mastercard #DataFeeds #SVR #CRE #DeFi #LINK #BuildProgram #crypto