$LINK — The infrastructure trade
The biggest financial institutions are increasingly experimenting with tokenized assets.
The latest example: London Stock Exchange Group plans tokenized UK shares, showing that traditional finance is moving further toward blockchain-based settlement.
That makes infrastructure plays more interesting.
And this is exactly why I keep $LINK on the radar.
If trillions of dollars eventually move on-chain, the infrastructure connecting blockchains to real-world financial data could become enormously valuable.
Not a quick pump thesis.
A multi-year infrastructure thesis.
The biggest financial institutions are increasingly experimenting with tokenized assets.
The latest example: London Stock Exchange Group plans tokenized UK shares, showing that traditional finance is moving further toward blockchain-based settlement.
That makes infrastructure plays more interesting.
And this is exactly why I keep $LINK on the radar.
If trillions of dollars eventually move on-chain, the infrastructure connecting blockchains to real-world financial data could become enormously valuable.
Not a quick pump thesis.
A multi-year infrastructure thesis.