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ETF flows this week showed nearly $664 million in net outflows across the sector. In contrast, Chainlink’s Grayscale ETF (GLNK) attracted $4.05 million in inflows, signaling a divergence in institutional preferences. Ethereum’s Grayscale Spot ETF (ETHE) posted about $52 million in outflows during the same period.
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DeFi-related on-chain activity has rebounded as major upgrades push efficiency higher, with daily transactions rising and on-chain liquidity strengthening. Data from DeFiLlama as of press time place total value locked across all Layer-1s around $170 billion, reclaiming that level for the first time since the 2022 bear market. Chainlink’s integration into the Global Alliance for KRW Stablecoins (GAKS) and the rising use of its oracles underpin its centrality to DeFi infrastructure, helping to reinforce a $70 billion total value secured (TVS) this quarter.
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Against that backdrop, institutional flows into LINK appear more fundamentals-driven than speculative. Chainlink’s ETF inflows continue to outpace rival assets such as Dogecoin, whose net inflows remain well below LINK even though DOGE’s market cap is nearly three times larger. With TVS at $70 billion, ongoing global stablecoin integration, and strong on-chain traction, Chainlink is consolidating its position as a core DeFi infrastructure provider.
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