Whales are sweeping up 31 million USD in LINK! The Chainlink flywheel effect is activated!
The perfect resonance of capital, technology, and mechanisms is pushing Chainlink towards the core hub of the crypto economy.
The focus of the cryptocurrency market is once again on Chainlink (LINK)
The dual engines of whale accumulation and institutional-level cooperation, combined with a revolutionary token economic model, are pushing this oracle leader to the critical point of value reassessment.
While the market chases trendy tokens, the smart capital has quietly laid out a grand strategy.
One, whale activity: a bullish signal of 31 million USD
The flow of capital has always been a weather vane for the crypto market, and the recent on-chain dynamics of LINK can be described as a 'whale' explosion:
1. Four-day frenzy: On August 19, a single whale address withdrew LINK worth 31 million USD from Binance, causing market turbulence.
2. Multiple whales collaborating: On August 17, four whales withdrew 404,800 LINK (approximately 10 million USD) from Binance within 24 hours, with one holding increasing to 721,300 LINK (worth 17.44 million USD).
Strategic intent behind the behavior:
· Long-term locking signal: Whales transferred tokens to private wallets, significantly reducing exchange circulation and short-term selling pressure.
· Staking and value capture: As Chainlink staking rewards (annualized about 4.32%) and reserve mechanisms go live, whales may seek higher compound returns.
· Market confidence leverage: The entry of institutional-level players conveys a strong bullish psychological hint to retail investors—'smart money is already in position.'
Recent key data statistics on LINK withdrawals by whales
Date Amount Withdrawn Value Source
August 19, 2025 1.29 million LINK 31 million USD Onchain Lens
August 17, 2025 404,800 LINK 10 million USD The Data Nerd
August 16, 2025 124,800 LINK 2.73 million USD Onchain Lens
Two, fundamental leap: from DeFi oracle to cornerstone of trillion-dollar RWA
Chainlink has broken through the 'crypto-native' boundaries, becoming the core pipeline between traditional finance and the on-chain world:
1. A golden endorsement of institutional trust
· Payment giant Visa: integrating Chainlink oracles for on-chain settlements;
· NYSE parent company ICE: cooperating to provide real-time pricing for Forex and precious metals, connecting trillion-level traditional markets;
· Financial infrastructure king alliance: SWIFT, JPMorgan, DTCC (US settlement giant) have all integrated its network.
The entry of traditional finance is essentially a vote of confidence in the 'reliability' of Chainlink—these institutions will not tolerate systemic risks arising from data errors.
2. The 'shovel seller' monopolizing explosive growth in RWA
Tokenization of real-world assets (RWA) is the fastest-growing crypto track currently:
· Two years of 13x expansion: market size skyrocketed from 1 billion to 13 billion USD;
· The essential position of the oracle: Assets like stocks, bonds, and real estate must rely on secure price feeds;
· Chainlink's dominant share: 84% market share in the Ethereum oracle market, 68% total market share.
"No matter which chain wins, Chainlink is the winner"—analyst Miles Deutscher points out the irreplaceability of its infrastructure.
3. TVS breaks through 93 billion USD: the underlying logic of the moat and income
Total Value Secured (TVS) is the core metric for measuring Chainlink's network utility:
· Projected to surge 90% by 2025, exceeding 93 billion USD, covering 453 projects and 21 chains;
· Network effects self-reinforcing: High TVS attracts more projects to join ('No one gets fired for choosing Chainlink');
· Revenue potential is linked: although there are no direct charges, the massive TVS lays the foundation for future staking rewards and protocol monetization.
Three, the flywheel effect is activated: the nuclear weapon of token economics
The most disruptive upgrade of Chainlink in 2025 lies in the qualitative change of its value capture mechanism:
▶ $LINK reserve mechanism: revenue automatic conversion engine
· Automatically convert and lock enterprise cooperation income (like Visa, ICE transaction fees) and on-chain service fees into LINK tokens;
· Reserves have accumulated over 1 million USD, increasing with the adoption rate index.
▶ The tightening effect of staking
· Users stake LINK for rewards (annualized 4.32%), continuously withdrawing tokens from the circulating market;
▶ Flywheel cycle: growth → deflation → further growth
Increased adoption → Higher revenue → More $LINK purchased and locked → Enhanced network security → Improved utility
This mechanism directly converts business growth into token purchasing power, and since its launch, LINK's price has surged nearly 50%.
Four, value reassessment: Why are analysts calling out a 60 USD target?
Compared to similar projects, LINK is severely undervalued:
· Market cap/TVS ratio reveals bubbles:
· XRP market cap 194 billion USD, on-chain TVL only 85 million USD;
· LINK market cap 16 billion USD, TVS as high as 84.65 billion USD—ensuring value exceeds XRP by a thousand times, yet the market cap is only 1/12 of it;
· Technical breakout at key levels: the 20 USD weekly resistance (analogous to ETH's 4000 USD) has been overcome, opening up upward space;
· Institutional target price: Analysts combine RWA growth and the flywheel effect to project a 4-fold increase by 2025 (60 USD).
Conclusion: A value singularity driven by three engines
When whales vote with 31 million USD in real money, when Visa and ICE entrust their financial lifeblood to its network, when the token economic model completes a 'self-circulation' closed loop—
Chainlink has transformed from an oracle service provider into an invisible hub of the on-chain economy.
The crypto industry has never been short of narrative bubbles, but scarce are the triple validations of: monopoly status, income flywheel, and institutional trust.
As the RWA wave pulls trillions of global assets onto the chain, Chainlink's flywheel is spinning faster and faster.
Those drawn to the actions of whales will soon discover—the true value lies not in short-term fluctuations, but in whether it sits on the essential path of capital flow.
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