XRP, ETH, SOL, LINK Look Cheap—The Catalysts That Could Drive The Next Leg Up
A brand 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 constructing beneath them.
In Daodu’s view, the altcoin market hasn’t absolutely recovered from the drawdown that pushed crypto into bear territory—an atmosphere the place most main tokens have fallen a lot tougher than Bitcoin (BTC) and have struggled to regain momentum.
The Ethereum Puzzle
The knowledgeable begins with Ethereum (ETH), pointing out an attention-grabbing disconnect; the worth is down, but the community’s utilization stays robust. Ethereum is buying and selling 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.
Ethereum, he says, holds roughly $43 billion in whole worth locked (TVL) throughout its decentralized finance (DeFi) protocols—greater than another blockchain—whereas additionally sustaining the most important pool of DeFi capital, the widest stablecoin base, and among the deepest buying and selling infrastructure within the ecosystem.
Daodu hyperlinks a part of that valuation hole to an improve schedule aimed toward enhancing efficiency. He factors to Glamsterdam, focused for mid-2026, as a possible catalyst that might deal with 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 value consolidation continues. He says XRP has spent a lot of 2026 buying and selling 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 day by day transactions hitting 3 million in March, pushed by new buying and selling 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 below federal regulation, 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 might be reversed by a future administration—whereas laws is tougher to undo.
That distinction, he says, is a part of why establishments proceed accumulating XRP even because the token’s value has struggled. He provides that Standard Chartered expects the invoice may 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 an analogous value vs. fundamentals theme. Daodu says SOL peaked at $295 in January 2025, then slid almost 70% to $85. Even with that strain on the chart, he argues the community’s trajectory stays constructive.
He highlights the March 17, 2026 SEC-CFTC steerage that categorised XRP and Ethereum as digital commodities, noting that the steerage additionally coated Solana and cleared the safety label that had saved giant funds cautious.
On prime of that regulatory backdrop, Daodu factors to developer development and utilization metrics. Solana reportedly added greater 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 all the time 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 available in the market is much greater than its spot value response. Daodu factors to Chainlink’s value feeds and its Cross-Chain Interoperability Protocol (CCIP), describing how these instruments underpin the real-world asset (RWA) economic system.
He additionally factors to scale and quantity. Daodu says Chainlink secures over $75 billion in whole worth throughout crypto, and that CCIP alone strikes round $18 billion in switch quantity each month.
Analysts, he provides, challenge the oracle sector may develop tenfold by 2030, and that if the prediction holds, Chainlink can be positioned because the spine of that growth.
Featured picture created with OpenArt; chart from TradingView.com