According to @milesdeutscher, XRPL DeFi total value locked is approximately $85 million (source: Miles Deutscher on X). According to @milesdeutscher, Chainlink total value secured is $84.65 billion with an increasing DeFi market share now at 68% (source: Miles Deutscher on X). According to @milesdeutscher, this means Chainlink secures over 1,000x more on-chain capital than XRPL DeFi TVL, highlighting Chainlink’s dominant security footprint across DeFi (source: Miles Deutscher on X). According to @milesdeutscher, traders can use the 1,000x TVS-to-TVL differential and the 68% share as quantitative benchmarks when comparing LINK versus XRP ecosystem traction within DeFi (source: Miles Deutscher on X).

According to @milesdeutscher, uncertainty over the winning L1 and the leading RWA dApp makes Chainlink the picks-and-shovels trade powering multiple chains and tokenization infrastructure. Source: @milesdeutscher on X. Chainlink provides oracles and CCIP used in enterprise and RWA pilots, including Swift experiments on cross-chain tokenized asset transfers and DTCCs Smart NAV fund data initiative. Sources: SWIFT, DTCC, Chainlink Labs. For traders, this frames LINK as infrastructure exposure across ecosystems tied to RWA and corporate chain activity rather than a single L1 bet. Source: @milesdeutscher on X.

According to @alice_und_bob, infrastructure overhead in crypto is expected to become irrelevant over time as interoperability solutions, wallets, bridges, and oracles improve, source: @alice_und_bob. For trading, this view points to monitoring cross-chain costs and execution routes as maturing tooling could reduce friction across networks in the coming years, source: @alice_und_bob.

According to Ai 姨, since the Trump World Liberty team's address first allocated $LINK on December 12, both the DeFi and oracle sectors have returned to the forefront of narratives, resulting in a 29% short-term increase in LINK's price. Chainlink (LINK) remains the leader in the oracle sector, both in terms of market capitalization and Total Value Secured (TVS). However, a closer look at DeFiLama's Oracles page reveals that after the 2021 DeFi boom, Chainlink's dominance is being challenged.