At @Chainlink’s Link:NYC 2026, Sergey covers the history of credit markets, how Chainlink powers the majority of DeFi lending, and how l Fulcrum and CustodySync are bringing institutional capital to onchain markets Chainlink connects qualified custodians + institutional capital + onchain lending venues to unlock real world utility for tokenized assets Tokenized RWAs and onchain credit markets will grow to encapsulate much of what we consider to be “crypto” today, we’re at end of the “email stage” and beginning of the “e-commerce” stage of blockchain adoption The ultimate unlock from this is 24/7 collateral management, access to global liquidity, and the growth of assets tokenized onchain (which is still a small % of global assets) Chainlink is accelerating this future by providing a set of technical standards (e.g., CCIP, Data Feeds) and now also end-to-end solutions that package those standards into one-click solutions (e.g., CustodySync, Fulcrum)