Written by: Yangz, Techub News

Chainlink, a quietly diligent infrastructure project in the industry, experienced a strong surge in August. According to Binance market data, since the beginning of August, LINK has risen from about 16 USDT to a peak of 27.87 USDT, reaching a new high since December last year, with a monthly increase of nearly 75%.

Of course, this strong market trend is not coincidental; it is the result of multiple favorable factors converging. The implementation of the LINK reserve plan, the accumulation by whales, collaborations with several traditional financial giants, and the "national-level verification" from the U.S. Department of Commerce last night have collectively built a solid foundation for LINK's value discovery.

LINK Reserve Plan and Whale Accumulation

Amid the wave of listed companies allocating various crypto assets, Chainlink has taken a unique approach by launching a strategically significant LINK Reserve Plan based on the protocol itself. The core of this upgrade is to establish a mechanism that automatically converts ecological income into on-chain LINK reserves—by utilizing Payment Abstraction infrastructure to convert off-chain income generated by large enterprises adopting Chainlink standards and on-chain service fees into LINK tokens, thereby directly providing endogenous momentum for the network's long-term growth and sustainability. It is not an exaggeration to say that LINK's recent surge may stem from this significant initiative announced earlier this month.

According to the reserve data analysis dashboard created by Chainlink, the reserve plan has currently accumulated 193,076 LINK, with a total value of approximately 4.7 million USD. Additionally, Chainlink has made it clear that there will be no withdrawals from this reserve in the coming years, which means that the scale of LINK reserves will continue to expand, while the circulating supply of LINK will gradually tighten.

Meanwhile, this official commitment has been echoed in the secondary market accumulation behavior of "whale" addresses.

On August 18, according to X user Ai Yi, four addresses starting with 0x99b, 0x4a8, 0x4EB, and 0xa36 increased their holdings by 580,995 LINK within 24 hours, valued at approximately 13.86 million USD. Among them, the address starting with 0x4EB was particularly active, subsequently withdrawing 211,346 LINK from Binance, bringing its total accumulation over three days to 932,000 LINK, with a total value of up to 21.88 million USD.

In addition to these keen "whale" investors, institutional recognition has also arrived. On August 28, Nasdaq-listed real estate asset management company Caliber announced that its board has officially approved the establishment of a digital asset strategic treasury, explicitly including Chainlink's LINK token in its support scope. This move not only echoes the market confidence brought by the reserve plan but also further strengthens the narrative logic of LINK's transition from a crypto-native asset to an institutional-level strategic reserve asset.

National-Level Verification and Continued Deepening Cooperation with Traditional Finance

In addition to the market confidence brought by the LINK reserve plan and whale accumulation, Chainlink has been continuously advancing strategic cooperation with traditional financial giants this summer, and the "national-level verification" honor obtained yesterday further solidifies its core position in cryptocurrency infrastructure.

Last night, Chainlink announced a collaboration with the U.S. Department of Commerce (DOC) to bring key macroeconomic indicators released by the Bureau of Economic Analysis (BEA) onto the blockchain, including real GDP, personal consumption expenditures (PCE) price index, and actual final sales to private domestic buyers. This "national-level endorsement" not only provides an unprecedented reliable data source for on-chain applications but also signifies that oracle technology has received formal recognition at the national level.

Furthermore, against the backdrop of the RWA tokenization wave sweeping the industry, Chainlink's cooperation with traditional financial institutions is also deepening.

In July, Chainlink announced its role as the official oracle infrastructure for the xStocks Alliance, providing pricing support for all tokenized stocks and ETFs; on August 11, Chainlink announced a partnership with the parent company of the New York Stock Exchange, Intercontinental Exchange (ICE), to integrate global foreign exchange and precious metals pricing data from the ICE Consolidated Feed into Chainlink Data Streams, promoting the development of institutional-level applications such as asset tokenization and automated settlement; on August 25, Japanese financial services company SBI Holdings announced a partnership with Chainlink to jointly explore cross-chain tokenization of physical asset transactions and cross-border payment innovation solutions.

Although these collaborations are only part of Chainlink's ecological layout, they fully reflect the high recognition of its technical solutions in the traditional financial sector. Chainlink's broad recognition is inseparable from its solid technical foundation and compliance construction. Chainlink stated in its announcement that more than 2,400 protocols are currently integrated with it. Additionally, many of the world's largest financial institutions and market infrastructures, such as Swift, Euroclear, Fidelity International, UBS, and ANZ, have adopted Chainlink to accelerate the implementation of their blockchain and tokenized assets.

It is worth noting that Chainlink announced last week that it has obtained ISO 27001 and SOC 2 Type 1 certifications, becoming the first oracle platform in the blockchain industry to achieve such security compliance. Specifically, these certifications cover Chainlink's data standards (including price oracles and asset proofs) and cross-chain interoperability protocols (CCIP), with all reviews conducted by the independent accounting firm Deloitte according to the attestation standards set by the American Institute of Certified Public Accountants.

Moreover, market confidence in Chainlink is also reflected in financial product innovation. On August 26, Bitwise submitted an application for a Chainlink ETF to the U.S. SEC, indicating that the traditional financial sector is viewing LINK as an important asset for allocation.

Summary

This summer, Chainlink has achieved a comprehensive breakthrough from market performance to infrastructure status. The strong rise in LINK's price is not coincidental but rather the result of the enhancement of its intrinsic value and external recognition. By reducing the market circulation of LINK through the reserve plan, combined with large-scale accumulation by whale addresses, Chainlink has formed a solid value support on the supply side. Meanwhile, the national-level data collaboration with the U.S. Department of Commerce, deep interactions with traditional financial giants like ICE and SBI, and obtaining industry-leading security certifications further reinforce its position as a core infrastructure from the demand and credit sides.

From the DeFi oracle "leader" to a key bridge for the integration of traditional finance and blockchain, Chainlink is redefining its role in the industry. In the future, if related ETF applications and more institutional-level applications can be steadily implemented, Chainlink's ecological boundaries will continue to expand, and its true value discovery journey may just be beginning.

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