Kenny.eth
Kenny.eth|Jul 19, 2025 01:33
LINK's Historical Opportunities - GENIUS Act Genius Act, combining 1:1 high liquidity reserves, monthly transparent disclosure AML/KYC、 Freezing and cross chain traceability requirements are written into federal law, meaning that any compliant stablecoin must be connected to on chain reserve verification, cross chain communication, and compliant identity infrastructure. The Web3 project, which is at a bottleneck in key areas such as oracle machines, cross chain interoperability, compliant identity, and stablecoin native settlement networks, will directly benefit from the huge market opportunities brought by regulatory driven demand. GENIUS has written transparency, real-time performance, and cross chain compliance into the law. Chainlink LINK happens to be leading in these three tracks and has established deep partnerships with mainstream stablecoins and financial institutions. When the US market welcomes the outbreak of compliant stablecoins, issuers can hardly avoid Chainlink's PoR and CCIP in order to quickly meet regulatory requirements, which naturally increases the demand for LINK as a network fuel and pledged asset. The Genius Act of GENIUS sets rigid compliance requirements such as 1:1 high liquidity reserve, monthly public disclosure, and annual audit for payment stablecoins, and clarifies their cross chain circulation and anti money laundering obligations; These terms naturally require real-time proof of reserve and compliant cross chain communication (CCIP) infrastructure, which is highly compatible with Chainlink's existing products. Therefore, the stricter the new regulations and the more compliant issuers there are, the stronger the demand for Chainlink oracle and LINK tokens. After the bill is released, JPMorgan Chase, Bank of America, and others are considering initiating stablecoins. If only 5 large banks issue and each clears $10 billion per day, the PoR request volume and cross chain calls can expand by tens of times. On chain compliance infrastructure has high barriers and few competitors. Chainlink has been validated in pilot projects such as SWIFT, ANZ, DTCC, etc., with a wide moat. The monthly chart of LINK is still in an upward trend, and there is a chance to return to the previous high of around 38 in the second half of the year, and then break through 80 or even $120 in 2026. nfa.
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