XRP, ETH, SOL, LINK Look Cheap—The Catalysts That | XRP News

A new report from market knowledgeable Sam Daodu argues that a number of large-cap cryptocurrencies, together with XRP, are nonetheless “undervalued” relative to the exercise and infrastructure building beneath them. 

In Daodu’s view, the altcoin market hasn’t absolutely recovered from the drawdown that pushed crypto into bear territory—an setting the place most main tokens have fallen a lot more durable than Bitcoin (BTC) and have struggled to regain momentum.

The Ethereum Puzzle

The knowledgeable begins with Ethereum (ETH), mentioning an fascinating disconnect; the price is down, but the community’s utilization stays robust. Ethereum is trading about 57% beneath its August 2025 all-time high of $4,946. But he stresses that on-chain fundamentals don’t line up with that degree of weak spot. 

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Ethereum, he says, holds roughly $43 billion in complete worth locked (TVL) throughout its decentralized finance (DeFi) protocols—more than some other blockchain—whereas additionally sustaining the biggest pool of DeFi capital, the widest stablecoin base, and a few of the deepest trading infrastructure within the ecosystem. 

Daodu hyperlinks half of that valuation hole to an improve schedule geared toward enhancing efficiency. He factors to Glamsterdam, focused for mid-2026, as a potential catalyst that would handle the longstanding complaints which have saved ETH beneath present peaks regardless of file on-chain exercise. 

CLARITY Act Momentum For XRP

XRP is one other centerpiece of the report, and Daodu’s case is constructed on the concept that the ledger is seeing elevated exercise whilst price consolidation continues. He says XRP has spent a lot of 2026 trading between $1.30 and $1.50, sitting round 62% beneath its July 2025 high of $3.65. 

While that appears like a stagnant vary on charts, Daodu argues the XRP Ledger has been “busier than ever.” He factors to each day transactions hitting 3 million in March, pushed by new trading swimming pools, stablecoins, and real-world property (RWAs) transferring onto the chain.

Then got here a regulatory turning level. On May 14, the US Senate Banking Committee superior the CLARITY Act in a 15-9 vote. He describes the invoice as one that might completely classify XRP as a commodity underneath federal law, with the subsequent step being consideration on the Senate ground. 

Daodu emphasizes that whereas the joint SEC-CFTC ruling already gave XRP commodity standing on the company degree, an company ruling could be reversed by a future administration—whereas laws is more durable to undo. 

That distinction, he says, is a component of why establishments proceed accumulating XRP even because the token’s price has struggled. He provides that Standard Chartered expects the invoice might convey an estimated $4 billion to $8 billion into spot XRP ETFs and push the token to not less than $8.

Solana’s ‘Price Vs Fundamentals’ Case

Solana’s part follows a related price vs. fundamentals theme. Daodu says SOL peaked at $295 in January 2025, then slid practically 70% to $85. Even with that stress on the chart, he argues the community’s trajectory stays constructive. 

He highlights the March 17, 2026 SEC-CFTC steerage that labeled XRP and Ethereum as digital commodities, noting that the steerage additionally coated Solana and cleared the security label that had saved massive funds cautious. 

On prime of that regulatory backdrop, Daodu factors to developer growth and utilization metrics. Solana reportedly added more than 11,500 new builders within the first 9 months of 2025, second solely to Ethereum. 

Why Chainlink Looks Cheap

Chainlink, Daodu suggests, could also be undervalued exactly as a result of it doesn’t at all times dominate mainstream retail conversations. He says LINK trades round $9.50, down 82% from its May 2021 all-time high of $52.99. 

But he argues that Chainlink’s position within the market is much larger than its spot price response. Daodu factors to Chainlink’s price feeds and its Cross-Chain Interoperability Protocol (CCIP), describing how these instruments underpin the real-world asset (RWA) financial system. 

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He additionally factors to scale and quantity. Daodu says Chainlink secures over $75 billion in complete worth throughout crypto, and that CCIP alone strikes round $18 billion in switch quantity each month. 

Analysts, he provides, project the oracle sector might grow tenfold by 2030, and that if the prediction holds, Chainlink can be positioned because the spine of that enlargement. 

Featured image created with OpenArt; chart from TradingView.com