1. Overview of Key Events
On August 7, 2025, the Chainlink Foundation released an official announcement launching the Chainlink Reserve Plan, aimed at establishing a strategic reserve of LINK tokens based on on-chain and off-chain revenue, which has attracted attention in the cryptocurrency field.
2. Specifics of the Reserve Plan
(1) Method of Establishing Reserves
Through the Payment Abstraction mechanism, enterprise service revenue and on-chain service fees are automatically converted into LINK tokens to accumulate reserves. Initially, over 1 million dollars worth of LINK tokens have been successfully accumulated, laying the foundation for the subsequent expansion of reserve scale.
(2) Reserve Utilization Planning
The Chainlink Foundation has made it clear that this reserve plan will not involve any withdrawals in the coming years, meaning these LINK tokens will be held as a strategic reserve over a longer period, continuously impacting the total amount of LINK tokens in circulation and the supply and demand relationship in the market.
3. Background and Impact Relations
In the cryptocurrency ecosystem, Chainlink, as an important decentralized oracle project, has its LINK token's value closely related to project development and ecological layout. This strategic reserve plan is, on one hand, an attempt by the Chainlink Foundation to strengthen ecological construction and enhance the long-term value stability of LINK tokens; on the other hand, building reserves with on-chain and off-chain revenue also reflects the project's deep layout in token economics in commercial operations, which is expected to enhance market confidence in LINK tokens and influence investor decision-making and market trading behavior.
Additionally, the text mentions JPMorgan's research report on 'the development of decentralized finance and asset tokenization falling below expectations' (published 6 minutes ago), which, although not directly related to the Chainlink reserve plan, shows that there are differing judgments and dynamics in industry development from the perspectives of current cryptocurrencies and traditional financial institutions. Chainlink's actions may also be one of the strategies for industry participants to respond to developmental uncertainties and strengthen their own ecosystems.
