Chainlink (LINK) vs. XRP: In-depth analysis of the winner's logic and value investing adopted by institutions in the wave.

As regulations supporting Crypto Assets attract a large influx of funds, institutions are increasingly adopting Blockchain technology. This article delves into why market experts believe that Chainlink (LINK) is more advantageous than XRP in capturing the trillion-dollar asset tokenization value, analyzing its core technology, partnerships, and the potential impact on Chainlink stake yields and long-term investment value.

Core Argument: The Value Bet on Infrastructure and Single Chains

Market expert Zach Rynes pointed out that the decentralized oracle network Chainlink is better prepared than XRP to capture the impending institutional blockchain adoption and the trillion-dollar asset tokenization wave. Although the products of both do not compete directly, their roles in the ecosystem are starkly different. Investing in XRP is essentially betting that financial institutions will prioritize XRPL over other ledgers (including private chains); while investing in Chainlink is betting on the broad adoption of blockchain technology itself by institutions, regardless of which underlying chain they choose. Chainlink has become the infrastructure empowering the entire ecosystem by providing key blockchain oracle services such as cross-chain interoperability and automated compliance.

Technical Advantages: Why Chainlink is the Preferred Choice for Institutions

Chainlink's core capabilities are essential for institutions seeking to enter the RWA space (Real World Asset tokenization). Its oracle network provides accurate asset net value ( NAV ) data for tokenized funds, offers corporate action data for tokenized stocks, and enables secure asset transfers across different blockchains through cross-chain oracles, supporting key workflows such as delivery versus payment ( DvP ). Additionally, its traditional system oracles allow financial institutions to interact with blockchains using existing infrastructures like SWIFT, significantly lowering integration barriers. Currently, Chainlink has secured over $92 billion in total value locked ( TVL ) across more than 450 applications on over 60 chains, far exceeding the approximately $100 million DeFi TVL on XRPL.

Market Trends and Value Capture: The Rise of the Infrastructure Layer

Experts further point out that there is a trend of "marginal compression" in the blockchain field, where the value generated by transaction ordering is increasingly captured by the application layer rather than the underlying network. This shift highlights the importance of infrastructure providers like Chainlink, which achieve service monetization through enterprise-level partnerships and integration solutions. Although XRP aims to become a bridging currency, Chainlink's ability to facilitate the cross-chain transfer of stablecoins and other assets reduces the demand for a single intermediary currency.

Price Performance and Future Outlook

Despite the fact that as of the time of writing, the price of LINK is currently $24, having dropped nearly 5% in the last 24 hours, its long-term performance remains impressive, with an increase of up to 140% this year, ranking it among the top performers in the market. Its position as a key provider of cross-chain interoperability solutions, as well as its leading advantage in institutional partnerships (such as with the Central Bank of Brazil), provides solid support for its long-term value.

Conclusion

Overall, the competition between Chainlink and XRP is fundamentally a value proposition battle between "infrastructure that empowers the entire industry" and "single-chain tokens." Against the backdrop of institutional adoption, Chainlink, which provides indispensable middleware services, may have a broader and deeper investment logic, making it more advantageous in capturing the long-term benefits brought by the institutionalization of Blockchain. Investors should pay attention to its technological implementation progress and ecosystem expansion.