Chainlink’s RWA Moat: Can Oracle Fees Scale With Tokenization?
Chainlink launched 24/5 U.S. Equities Streams on March 5, 2026. The piece assesses whether oracle fees can scale with RWA tokenization, citing low-frequency NAV updates and Treasury-heavy volumes. It frames Chainlink's real-world asset position as a moat while questioning the fee-scaling thesis.
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