LINK dispara com otimismo no maior pico do ano – será que os traders acertaram dessa vez?
O token LINK está em alta enquanto o sentimento do mercado atinge seu melhor desempenho em 2025. Os bulls parecem estar no controle — ou será só mais uma armadilha de liquidez disfarçada de 'narrativa fundamentalista'?
Com traders apostando pesado na Chainlink, a pergunta que fica é: até quando a música vai tocar? Afinal, no mundo das criptos, até os 'fundamentos' podem ser pump-and-dump com branding sofisticado.
LINK rallies on its expanded role as top oracle token
LINK is also riding on the RWA narrative, as the main provider of infrastructure and reliable pricing data for multiple projects. Due to demand for DeFi services and complex products, Chainlink now secures a record amount of funds, with a peak share of the oracle market.
Chainlink now secures over $62B in total value, making up around 61% of the oracle market. The oracle serves 453 projects on 21 chains, focusing on the most liquid protocols. Other oracles specialize in different niches, but none has managed to catch up with the first-mover advantage of Chainlink.
LINK also has a prominent position among RWA tokens, with a $15.9B market cap, out of a total of $57B. LINK also expanded, despite the overall RWA narrative losing a net 5% in the past three months.
The token is also an outlier as a part of the ‘Made in USA’ narrative, where LINK is among the top 10 selected assets. The recently adopted favorable regulation of crypto in the USA is seen as an opportunity for the oracle project.
Chainlink gets a boost with peak transactions
The recent LINK rally coincided with one of the year’s busiest periods in terms of active daily transactions.
The Chainlink network still carries a relatively low baseline of active wallets, but that number of participants is generating a significant number of transfers. The LINK token is tied to oracle services, signaling the growing demand for price information requests.
The other major source of demand for Chainlink is the usage of its cross-chain protocol, CCIP. Demand for cross-chain transfers picked up in July and August, coinciding with the overall demand for crypto and DeFi usage.
USDC and LBTC are the top assets using CCIP, with activity picking up since July. | Source: Dune Analytics.
The CCIP is driven mostly by cross-chain movements of stablecoins, especially USDC. It’s seen as one of the more secure protocols, offering better safeguards compared to standard bridges.
CCIP also reflects the increased usage of L2 chains, with the most traffic coming from Arbitrum and Base. As a whole, the Chainlink project benefits from the general increased usage of the Ethereum ecosystem.
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