Chainlink (Ticker: LINK)

Checked and torture-pilled.

I hate how realistic this scenario is...

and then $12, then $13 then $12 then $11 then $12... Meanwhile BTC will continue to rise, Monero will rise, Solana will rise, Injective will rise, Avax... (not Avax).

Just answer me.

45-60 this year is my target range.

We are all either big brained or retarded, I don’t know which yet.

To estimate a fair value for LINK, consider TVS by Chainlink enabled protocols. Suppose Chainlink oracles secure $300B across DeFi. If protocols require staking between 0.1% to 20% of that value to ensure data integrity and reduce risk, then $300M to $60B in LINK would be needed as collateral.

Required Stake = TVS * Staking Ratio (0.001 to 0.20)
Token Price = Required Stake / Effective Circulating Supply

For example, with 800M LINK in circulation and 100M staked, the effective supply is 700M. This yields an estimated price of $0.42 to $85, depending on how much of the TVS requires staking.

The actual value of LINK also depends on staking incentives like rewards and slashing risk, staking pool limits, token velocity, and whether protocols use rehypothecation or delegation. Although this is an oversimplified way of finding a fair value assesment. It should not be a substitute for other macro factors.

This is also outside of speculation. DeFi could eventually grow to a few trillion and it wouldn't matter how much LINK secures if they remain the most dominant player in the industry. This is also outside of revenue generation.

It's also imperative that regulation gets passed, if it doesn't DeFi won't grow into trillions. We are currently in the next phase of commercial blockchain adoption.

If retail comes back then we see around 80 dollar at the height of the cycle Q1 '26.
If Chainlink community stops being faggy pepe frog passive aggressive losers and embraces SEXYLINK we will see $360

Thanks.

Both I think, big brained in discovering it and retarded in projecting its price.

Anon, just tell me the price of LINK before EoY.

EoY? 50 dollars minimum if BTC reaches a strong ATH and they finally flow back into alts.

but bullish estimates that DeFi will grow at 40% CAGR so by 2030 100+ dollars would be the floor.

$1988

If the stablecoin bill becomes law, and the market structure bill becomes law, and Chainlink is the most widely used oracle and 'proof of' solution, we could see some serious shit. Chainlink may fly as high as $25-30 if that happens.

Don't know and don't care. I'll just buy more. We have to wait for all billion tokens to be in circulation for any actual movement. At the moment the current business model is taking straight up cash payments in return for link tokens in their stash. This could possibly be for legal reasons, could be because sergey wants to give them a discount for being early, who fucking knows. But eventually this style of transaction will no longer be possible once all billion tokens are circulating on chain. This is where the fuddies start with their shadowlink BS but we all know that isn't happening and that's when actual link price goes up because they will have to actually buy on chain. Basically just DCA until 2030.

Q1 2026 cycle top $50-$300
Base case $150

Don't you think this time, the money won't flow into alts as institutions are only interested in BTC?

Kek.

You got me there for a second, kek.

How old are you? I can wait 2 years tops.

Huh? Peak is this year, amigo.

the only alts that are pumping right now are centralized solutions like sui and hype. For retail, it's hard to say. It's hard justifying that they will en mass again just buy random tokens again.

SUI is pumped by CZ, and HYPE is pumped by mainland Chinese VCs. Retail will never come back, is what I assume.

Prob about 120 eoy 300 into next. conservative but i'm no psychic

$12.85

Completely unbiased 3rd party just looking at the recent price action

First off, it’s completely reliant on ETH which has been itself a shitshow lately

So it’ll only go up if eth is up violently. Even so, etc traced back 1800-2600, link didn’t even get back to 18. I think if Eth can touch 4k soon we see link at 20, if 5k link can hit 30. But that’s hopium I think. This year is clearly the year of only bitcoin. So I’d say hold BTC and consider timing the alt market in October and you could MAYBE see link at 40 next year

Or just hold a meme coin like Pepe and get a 4x this year and a 5x next year

it’s completely reliant on ETH

followed by 2 paragraphs of nonsense
obvs my last post 4mins previous triggered this one
So easy to coax them out lol

They're paid to do this rubbish. Imagine telling your kids that was your job oh jeez

my unbiased take?
sure.
I don't hold any chainlink and i do not short any chainlink.

i reckon its going up.
up, up and up and when its gone up its going to go down and then up and then down and then up and then down and then it will go up again and again and again and again and then it will go down, up, down, up , down and then up, up, up, up.

at some point it will do a -50% in a day and a bunch of people will sell in panic. then a year from that, everyone will have forgotten and it will have 2x from there.

chainlink pumps when you least expect it.
i repeat, chainlink goes up when you least expect it.

DISCLAIMER: THIS IS NOT FINANCIAL ADVICE. THE AUTHOR OF THIS POST DOES NOT HAVE ANY FINANCIAL INTERESTS IN THIS ASSET AND HAS NO CONFLICTS OF INTEREST TO REPORT. AUTHORS PREDICTION MIGHT BE WRONG OR IT MIGHT BE RIGHT AND HE CAN NOT BE HELD RESPONSIBLE FOR ANY LOSSES INCURRED BY FOLLOWING THIS ADVICE.

at some point it will do a -50% in a day and a bunch of people will sell in panic. then a year from that, everyone will have forgotten and it will have 2x from there.

SO IT'LL END UP IN THE SAME EXACT SPOT AND HOLDERS WILL HAVE WASTED YET ANOTHER YEAR HOLDING THIS DOGSHIT TOKEN?

read the beginning.
besides, one year is not much. look at the chart i posted.

besides, how does $200 sound?

Saving that for when someone goes price x chart

To estimate a fair value for link, go look and see what its currently being traded at.

It'll hit at least $30-40 again this year but I think breaking ATH might be more of a next year thing.

Unfortunately going based off just the market cap doesnt imply fair valuation. Similar to a P/E ratio it can imply a company is either overvalued or undervalued.

this analysis is so pea brained. The amount of link staked is irrelevant to the circulating supply.

The supply is capped at 1 billion forever. So yes staked amount is necessary to factor into actual demand. If the pool were to be expanded and filled to 100M today, the current price would be 17.3 USD.

The collateralize on the network, the necessary amount needed for its relative TVS depends on either the price appreciating or the pool expanding. If the price lowers for too long then its an incentive to expand the pool itself.

To collateralize on the network*