Chainlink's LINK is the best way to express a bullish view on tokenization, because institutions are tokenizing via Chainlink's platform and its moat brings pricing power, unlike generalized L1s and L2s. Token value capture is the missing piece: much revenue is hidden, high emissions have hurt, staking has stalled since 2023, and CLARITY Act delays have slowed traditional finance moving onchain. One final generational buying chance may come in September or October; 2030 is the likely timeline. x.com x.comÂ
