Chainlink has been selected as the exclusive infrastructure provider for SBI Digital Markets (SBIDM), the digital asset division of Japan’s SBI Group, which manages over $78 billion in assets. The deal comes as Chainlink introduces new technology and the supply of its LINK token on exchanges hits multi-year lows.
Under the partnership, SBIDM will integrate Chainlink’s Cross-Chain Interoperability Protocol (CCIP), allowing tokenized real-world assets to move seamlessly across public and private blockchains. The integration will use CCIP Private Transactions to protect sensitive information, such as transaction amounts and counterparty details.
SBIDM is also exploring Chainlink’s Automated Compliance Engine (ACE) to enforce policy-based compliance across different jurisdictions, as part of its plan to become a comprehensive digital asset ecosystem supporting issuance, settlement, and secondary trading.
The collaboration builds on prior work between SBI and Chainlink, including Project Guardian with UBS Asset Management in Singapore, which demonstrated blockchain automation in fund management. Chainlink has also partnered with global financial institutions such as SWIFT, Mastercard, Euroclear, UBS, and ANZ.
The partnership coincides with Chainlink’s November 2025 infrastructure rollouts, including the Chainlink Runtime Environment (CRE), a new orchestration layer for its services, and Chainlink Confidential Compute (CC), which will enable confidential smart contracts for enterprises starting in 2026.
LINK’s market performance has been volatile, declining 36.7% over the past month to $14.96, though it saw a modest 1% recovery in the last 24 hours. On-chain data shows the supply of LINK on exchanges has fallen to 143.5 million tokens, the lowest since October 2019. Whale accumulation is at a multi-year high, suggesting reduced selling pressure and growing long-term investor confidence.
Analysts remain optimistic, citing institutional partnerships, technological advances, and token scarcity as potential drivers for renewed price momentum in the coming months.
