随着 DeFi 项目抛弃 LayerZero，Chainlink 成为 KelpDAO 漏洞利用的 30 亿美元不太可能的赢家
Burns Brief
锁定总价值超过 30 亿美元的加密项目已将其跨链基础设施迁移到 Chainlink 的跨链互操作性协议（CCIP），此前该协议价值 2.92 亿美元。这一消息令市场参与者感到不安，空头希望压低价格，而多头则试图捍卫关键支撑位。观察 $ETH $SOL $LINK 的反应 - 高于或低于关键水平的决定性走势将确认下一个趋势。
Crypto projects with more than $3 billion in total value locked have migrated their cross-chain infrastructure to Chainlink’s Cross-Chain Interoperability Protocol (CCIP) following a $292 million exploit at KelpDAO, which heightened scrutiny of bridge security across decentralized finance. Chainlink confirmed the migration wave, saying four protocols, including KelpDAO, Solv Protocol, Re, and Tydro, had begun decommissioning legacy oracles and bridge systems in favor of CCIP. The shift has also fed into LINK’s market performance. CryptoSlate data shows the token rose 15% to $10.52, its highest level since January, as traders responded to the acceleration in CCIP adoption. Blockchain analytics firm Santiment said the rally came alongside a tightening in LINK’s available supply on exchanges. According to the firm, LINK's exchange reserves fell by 13.5 million LINK over five weeks, representing more than 10.5% of the exchange-held supply recorded in early April. Chainlink's LINK Price Performance and Exchange Reserves (Source: Santiment) The price move reflects a broader reassessment of Chainlink’s role in crypto infrastructure. After years of being known primarily for price feeds and oracle services, the network is now becoming a direct beneficiary of DeFi’s search for safer cross-chain rails. Why are DeFi protocols embracing Chainlink’s CCIP? Cross-chain bridges allow tokens, NFTs, and data to move between otherwise separate blockchain networks. This means these platforms let users shift liquidity between ecosystems, such as moving assets from Ethereum to Solana , without relying on a centralized exchange. That function has become essential as DeFi has spread across multiple blockchains. Lending markets, staking tokens, stablecoins, and tokenized assets increasingly depend on infrastructure that can move value between networks without fragmenting liquidity or locking users into a single chain. However, bridges have also become one of crypto’s most frequently attacked
Key Takeaways
- Chainlink confirmed the migration wave, saying four protocols, including KelpDAO, Solv Protocol, Re, and Tydro, had begun decommissioning legacy oracles and bridge systems in favor of CCIP
- The shift has also fed into LINK’s market performance
- 52, its highest level since January, as traders responded to the acceleration in CCIP adoption
- Blockchain analytics firm Santiment said the rally came alongside a tightening in LINK’s available supply on exchanges
- According to the firm, LINK's exchange reserves fell by 13