Market Signal Briefing

Analyst’s Disclosure:I/we have a beneficial long position in the shares of FANG, OXY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Disclaimer: I am not an investment advisor and this is not a recommendation to buy or sell a security. Investors are recommended to read all of the company's filings and press releases as well as do their own research to determine if the company fits their own investment objectives and risk portfolios.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

XRP crashed from $2.83 to $1.77 before rebounding to $2.44 — still down 14% in 24 hours but showing early signs of recovery.Exchange supply stayed flat through the drop, confirming a derivatives-led panic rather than spot-driven selling, as Wyckoff VSA shows liquidation pressure cooling.Whales added 1.04 billion XRP ($2.54 billion) during the crash, signaling accumulation at the bottom and supporting a potential rebound toward $2.74–$2.82.XRP price saw one of its sharpest drops of the year. It plunged from $2.83 to as low as $1.77 in a matter of hours before bouncing to around $2.44.

Even after that rebound, the token is still down about 14% in 24 hours and nearly 20% weekly. But the data shows this wasn’t a normal sell-off — it was a panic-led, derivatives-driven flush, not real token selling. And now that the XRP price rebound is shaping up, a key group is seen adding to the token stash.

Sponsored

Sponsored

Panic-Led Derivatives Crash, Not Spot SellingOn-chain data confirms that this was not a wave of investors dumping tokens.

Over the past month, XRP’s supply on exchanges has hardly moved, even through this violent drop, showing that few coins were sent to exchanges for sale.

XRP Supply On Exchanges: SantimentInstead, the slide possibly began in the derivatives market, where over-leveraged long positions got liquidated as prices broke key support levels. When that happens, exchanges automatically close futures contracts, triggering forced selling in order books — even though no tokens move on-chain.

Want more token insights like this? Sign up for Editor Harsh Notariya’s Daily Crypto Newsletter here.

This off-chain panic shows up clearly in the Wyckoff Volume Spread Analysis (VSA): a huge red bar formed at the peak of the liquidation wave, followed by yellow bars as the selling eased.

XRP Price Fractal: TradingViewSponsored

Sponsored

That shift from red (full selling control) to yellow (weaker control) usually means forced liquidations are cooling down.

Wyckoff Volume Spread Analysis (VSA) tracks how price and volume interact to show when buying or selling pressure dominates. VSA doesn’t know where that volume comes from — it doesn’t distinguish between spot selling and derivative-driven liquidations.

The last time XRP’s Wyckoff bars showed a similar red-to-yellow transition in early May, the token rebounded over 54% from its lows. If this pattern repeats, a similar move could follow once the panic fades. And that puts the XRP price target of $2.74 in play.

Whales Accumulate as the Market CoolsWhile smaller traders were being flushed out, whales were quietly buying.

Sponsored

Sponsored

Data from Santiment shows that wallets holding more than 1 billion XRP increased their holdings from 23.98 billion to 25.02 billion after the crash — an addition of roughly 1.04 billion XRP, worth about $2.54 billion at the current XRP price.

That behavior aligns with the on-chain picture: no major spike in exchange balances and rising whale holdings mean this wasn’t spot selling — it was a derivatives panic met by whale accumulation.

XRP Whales Start Buying: SantimentNote: The stable exchange supply also fits the picture. Large holders usually buy through OTC deals or internal swaps. Hence, their accumulation doesn’t immediately show up as on-chain exchange outflows.

Such setups often mark the bottom phase of a sentiment-driven crash, where strong hands absorb weak hands before a recovery begins.

Sponsored

Sponsored

XRP Price Eyes “This Rebound Target” as Recovery BuildsAt press time, XRP trades at $2.44. This level aligns with the 0.5 Fibonacci level from the previous swing high to the $1.70 zone, the newest multi-week low.

If XRP manages a daily close above $2.43, the structure strengthens for a move toward $2.59. That could be followed by $2.82 (key resistance). That aligns with the Wyckoff projection of over $2.74, presented on the earlier chart.

XRP Price Analysis: TradingViewAn XRP price fall below $2.28, however, would weaken the setup and open downside risks to $2.05.

With whales accumulating, exchange supply stable, and panic liquidations easing, the data points to a clear shift in sentiment. This wasn’t real capitulation — it was a sentiment-driven washout that might have set the stage for XRP’s next short-term rebound.

Disclaimer

In line with the Trust Project guidelines, this price analysis article is for informational purposes only and should not be considered financial or investment advice. BeInCrypto is committed to accurate, unbiased reporting, but market conditions are subject to change without notice. Always conduct your own research and consult with a professional before making any financial decisions. Please note that our Terms and Conditions, Privacy Policy, and Disclaimers have been updated.

Despite current bearish sentiment, experts see Bitcoin’s (BTC) short-term crash as a temporary setback, with the asset poised for further gains.

With Bitcoin nearing the $110,000 support level, analysts believe it could be headed for a blow-off top, a rapid, steep price surge driven by frenzied buying, typically followed by a sharp correction.

Specifically, in an X post on October 11, Glassnode co-founders Jan Happel and Yann Alleman, who use the pseudonym Negentropic, noted that the flash crash highlights Bitcoin’s resilience. 

Their outlook pointed to a short-term breakdown at $118,000 but emphasized that this event is only a temporary bump in the road. They predict that volatility will persist over the coming days, but prices are likely to climb higher by the end of the month.

This flash crash creates an even stronger case for a blow off top.

If you look at $btc it has just proven its resilience. This is a prelude to the correction that we will get when the actual top sets in.

Our flash crash signal on @bitcoinvector showed the short term…

— 𝗡𝗲𝗴𝗲𝗻𝘁𝗿𝗼𝗽𝗶𝗰 (@Negentropic_) October 10, 2025

Clearing the way for blow-off top
On the other hand, macroeconomist Henrik Zeberg echoed this view, describing the crash as a clearing mechanism that could set the stage for a blow-off top. 

He warned that investor FOMO (fear of missing out) may drive a surge in buying, creating a dynamic that could push Bitcoin even higher before a market correction occurs.

Overall, experts recommend long-term strategies, such as dollar-cost averaging (DCA), to navigate the turbulence.

100% agree!

In its own weird way…. The flash crash cleared the path for the BlowOffTop.

Market top is NOT in. And now investors will FOMO in which will create a new Dynamic.

Strange – and unbelievable? Perhaps!

But – that is what I see https://t.co/eAfZAc0xo7

— Henrik Zeberg (@HenrikZeberg) October 11, 2025

This outlook comes after Bitcoin led the cryptocurrency market in wiping out over $400 billion in 24 hours as investors reacted to a new trade war escalation between the United States and China. 

Notably, after appearing to make progress, both countries are now considering new retaliatory tariffs, which have spooked investors.

Bitcoin price analysis 
By press time, Bitcoin was trading at $111,683, having crashed over 8% in the past 24 hours, while on the weekly timeline, the asset has plunged 8.6%. 

Bitcoin seven-day price chart. Source: Finbold
As things stand, bulls need to step in to help Bitcoin maintain the $110,000 support level for room to reclaim the $115,000 resistance zone.

Featured image via Shutterstock

Key Takeaways
What triggered the recent downward pressure on Chainlink’s price? 
The market crash, combined with the Chainlink team unlocking and depositing 18.75 million tokens into Binance, intensified selling pressure.

What do technical indicators suggest about LINK’s short-term outlook?
With the Stochastic RSI at 18 and DMI at 8, LINK shows strong bearish momentum and could drop to $15.5 if conditions persist.

After the market crash, Chainlink [LINK] plummeted 65.3% to a 2-year low of $7.9 before rebounding. At press time, Chainlink was trading at $17.39, marking a 21.89% decline on the daily charts. 

Amid this market breakdown, the Chainlink team made a very unexpected move, causing further market tension. 

Chainlink team unlocks 18.75 million tokens
Surprisingly, amid market turmoil, the Chainlink team unlocked 18.75 million tokens, from non-circulating supply, worth $387 million according to Onchain Lens. 

Shortly after, the team deposited these tokens into Binance after a 4-month dormancy. When non-circulating supply enters circulation, it negatively impacts price in the short term if demand fails to match. 

Typically, moving tokens into exchanges precedes selling activity, which in turn causes intense downward pressure on an asset.

Historically, Chainlink wallet transfers have aligned with periods of poor performance on LINK’s price charts. 

Retail investors also dump aggressively
Interestingly, as the market started to decline, small-scale investors on the spot market also rushed to cash out. 

According to Coinalyze, Chainlink recorded 11.46 million in sell volume, compared to 10.1 million. As a result, the market recorded a negative buy-sell delta of -1.36 million, a clear sign of aggressive selling. 

Source: Coinalyze

Furthermore, exchange activity also echoed this selling trend. On the 10th of October, Exchange inflow reached a 7-month high of 16.4 million, before dropping to 2 million on the 11th of October. 

Source: CryptoQuant

As a result, Exchanges Netflow also jumped to a 7-month high of 9.3 million tokens before dropping to -873.5k at press time. 

Often, increased selling activity has historically preceded lower prices, which explains the phenomenon witnessed over the past day. 

Futures slip significantly!
As expected, following the market crash, investors panicked and pulled out capital, while others were forcibly liquidated. 

On the 10th of October, CoinGlass reported a sharp spike in liquidation activity, with $167.34 million in long positions and $15.4 million in short positions wiped out.

Source: CoinGlass

This trend continued on the 11th of October, with $1.2 million in liquidation. In total, $183.94 million worth of futures positions were liquidated over the past 24 hours. 

Meanwhile, Open Interest (OI) dropped 47.79% to $717.35 million, while Derivatives Volume jumped 222.9% to $5.3 billion. When OI drops, it indicates reduced new position openings in the market. 

Source: CoinGlass

Surprisingly, examining Derivatives data, AMBCrypto determined that the volume uptick was driven by demand for short positions. 

At press time, this ratio fell to 0.91, signaling that most participants are bearish and betting for prices to drop further.

More losses ahead for LINK?
According to AMBCrypto, Chainlink plunged as the broader market crashed, followed by massive exchange deposits from the non-circulating supply wallet.

These market conditions resulted in massive downward pressure on LINK’s price charts. For that reason, its Stochastic RSI dropped to 18, at press time, hitting oversold territory.

Source: TradingView

At the same time, its Directional Movement Index (DMI) plummeted to 8, further validating this trend shift.

Typically, when momentum indicators hit such lows, it signals strong downward momentum and its continuation potential.

Therefore, if current market conditions persist, LINK could drop to $15.5. However, if the wider crypto market rebounds, as buyers buy the dip while macroeconomic uncertainty cools down, LINK will eye to reclaim $22.

Morpho is an innovative decentralized finance (DeFi) protocol designed to optimize lending and borrowing markets. Built on top of established liquidity pools, it enhances efficiency by matching lenders and borrowers directly whenever possible, while still relying on underlying protocols for security and liquidity.

This dual-layer approach allows the protocol to deliver improved interest rates and capital efficiency without sacrificing the reliability of existing DeFi infrastructure. By bridging peer-to-peer matching with protocol-level guarantees, the platform has positioned itself as a forward-looking solution in the evolving DeFi landscape.

The Role of the MORPHO Token
At the heart of the ecosystem lies the MORPHO token, which plays a central role in governance and community participation. Token holders can propose and vote on protocol upgrades, fee structures, and strategic initiatives, ensuring that the platform evolves in a decentralized and transparent manner.

Beyond governance, the token also serves as a mechanism to align incentives between users, developers, and liquidity providers. This alignment fosters long-term sustainability and encourages active participation in the protocol’s growth.

Why Morpho Matters for the Future
As the cryptocurrency market matures, protocols like Morpho highlight the shift toward efficiency-driven innovation. Its ability to enhance yield opportunities for lenders while reducing costs for borrowers makes it a compelling project to watch.

Moreover, the token’s governance model reflects the broader trend of community-driven ecosystems, where decision-making power is distributed rather than centralized. These qualities make the protocol a strong candidate for long-term relevance in the DeFi sector.

Setting the Stage for 2025–2030
With growing institutional interest in DeFi and increasing demand for efficient lending solutions, Morpho’s trajectory between 2025 and 2030 will be closely followed by investors and analysts alike. Understanding its fundamentals is essential before exploring potential price scenarios in the years ahead.

MORPHO Price Prediction 2025 – 2030
Morpho Price Outlook for 2025

According to data from CoinCodex, MORPHO’s price action in 2025 is expected to remain within a relatively modest trading channel, fluctuating between $1.33 and $1.90. This projection suggests an average annualized price of $1.49, which translates into a potential return on investment of -0.75%. This outlook highlights opportunities for traders who may seek to capitalize on downward momentum through short positions.

On the other hand, alternative technical forecasts present a more optimistic scenario for 2025. Analysts suggest that the token could continue its upward trajectory, potentially reaching a peak price of $3.40 during the year. The average price is projected at $2.83, with the lowest expected level around $2.26.

How Morpho Could Perform in 2026
CoinDataFlow’s latest experimental simulation suggests that MORPHO could see modest gains in 2026, with its value potentially rising by 9.17% to reach around $2.06 under favorable conditions. Throughout the year, the token’s price is expected to fluctuate within a broad range, from a low of $0.466 up to $2.06.

In contrast, some technical analysts outline a more optimistic path for the token during the same period. If the token manages to hold support levels between $2.10 and $2.20, it could establish the foundation for a stronger rally. Breakout structures point toward potential upside targets of $3.80, with consolidation phases anticipated above $2.90.

Projected Trends for Morpho in 2027

DigitalCoinPrice analysts project that by 2027, MORPHO could begin the year at $5.56 and trade near $6.76. This forecast represents a significant increase compared to the previous year’s levels, signaling growing confidence in the token’s long-term potential. Such an upward move would mark a notable step in the protocol’s market development.

Meanwhile, other expert forecasts point to an even more ambitious outlook for the token in 2027. Technical analysis suggests that with continued capital inflows into the crypto sector, the token could reach a peak price of $7.17 during the year. Under this scenario, the average trading value is expected to hover around $6.61.

Analyzing Morpho’s Market Potential in 2028
Forecasts for 2028 suggest that MORPHO could trade within a channel ranging from $1.85 to $2.68, with an average annualized price near $2.00. If realized, this scenario would represent a potential ROI of 37.99%, signaling a notable improvement compared to earlier years.

At the same time, more optimistic technical models point toward a broader upward trajectory for the token in 2028. Analysts indicate that a broadening channel could push the token’s value as high as $5.40, with Bollinger midline support around $4.20 serving as a key stabilizing level.

What to Expect from Morpho by 2029

Experimental simulations for Morpho’s 2029 outlook indicate a strong potential for growth, with the token’s value projected to climb by 264.98% under the most favorable conditions. In this scenario, the token could reach as high as $6.89, while trading activity throughout the year is expected to fluctuate between $2.18 and $6.89.

At the same time, other forecasts present a more ambitious trajectory for the token in 2029, driven by continued adoption and increasing regulatory clarity. Analysts suggest that the token could achieve a peak price of $10.95, with a potential low of $9.81 and an average value converging around $10.38.

Long-Term Morpho Forecast for 2030
Analyst projections for 2030 indicate that MORPHO could maintain steady growth, with forecasts suggesting the token may cross the $9.46 mark during the year. Price expectations also include a potential minimum of $8.95 and a maximum of $10.33, reflecting a relatively stable trading range compared to earlier years.

Other technical perspectives present a slightly different scenario, with the token projected to reach highs near $8.50 while averaging around $6.00 throughout 2030. These models emphasize the importance of maintaining key support levels above $4.00, which could serve as a foundation for long-term resilience.

Conclusion
Morpho stands out as a DeFi protocol that blends efficiency, security, and community-driven governance, making it a project with strong long-term potential. From 2025 through 2030, forecasts highlight both conservative and bullish scenarios, reflecting the volatility and opportunity within the crypto market. While predictions vary, Morpho’s fundamentals and adoption trends suggest it will remain a significant player in decentralized finance as the sector continues to mature.

The Price Predictions published in this article are based on estimates made by industry professionals, they are not investment recommendations, and it should be understood that these predictions may not occur as described.

The content of this article should only be taken as a guide, and you should always carry out your own analysis before making any investment.

Bitcoin could climb as much as 21% in the next seven days if October's historical patterns hold, according to economist Timothy Peterson.

Why Trust CoinGape

CoinGape has covered the cryptocurrency industry since 2017, aiming to provide informative insights to our readers. Our journal analysts bring years of experience in market analysis and blockchain technology to ensure factual accuracy and balanced reporting. By following our Editorial Policy, our writers verify every source, fact-check each story, rely on reputable sources, and attribute quotes and media correctly. We also follow a rigorous Review Methodology when evaluating exchanges and tools. From emerging blockchain projects and coin launches to industry events and technical developments, we cover all facets of the digital asset space with unwavering commitment to timely, relevant information.

The crypto market is sharply down today as global risk sentiment deteriorates following renewed trade tensions between the United States and China. Bitcoin leads the decline, dropping 8.1% in the past 24 hours, while other top assets such as Ethereum and Solana also tumble. Meanwhile, investors are turning cautious as macroeconomic shocks continue to dictate short-term market behavior and shape the broader BTC price narrative.

Bitcoin Price Action: Breakout Turns Bearish As BTC Targets $100K Retest
Bitcoin’s daily chart reveals a clear incoming break below the ascending channel that supported its uptrend through much of 2025. The move signals weakening technical strength as selling pressure intensifies after weeks of failed attempts to breach the $125K resistance.

The current Bitcoin market price trades at $111,871, hovering near a critical mid-range support level. Notably, the Parabolic SAR dots have flipped above the price candles, confirming a shift in short-term control toward sellers. Meanwhile, the RSI sits near 43, suggesting declining buyer conviction and room for further downside.

Bitcoin now trades within a broad consolidation zone stretching from $100K to $125K. A decisive close below the trendline could open the door for a full retest of the $100K region before any rebound attempt occurs. However, if bears maintain momentum, the correction could deepen further—an outcome that would heavily influence the long-term BTC price prediction heading into 2026.

BTC/USD 1-Day Chart (Source: TradingView)
Trump’s 100% Tariff Sparks $19B Liquidation Bloodbath Across Crypto Markets
The U.S. President Donald Trump’s sudden declaration of a 100% tariff on Chinese imports has shaken global markets, igniting one of the most intense selloffs of 2025. The measure, scheduled to take effect on November 1, 2025, was described as a retaliatory response to China’s export restrictions, escalating already fragile trade relations.

The impact on digital assets was immediate. Bitcoin, Ethereum, and Solana all recorded steep declines within hours, resulting in a record-breaking $19.3 billion in liquidations across exchanges. More than 1,000 leveraged traders lost six-figure sums, while several accounts were completely wiped out—including one with over $19 million in losses on Hyperliquid.

This unprecedented liquidation event underscores the vulnerability of crypto markets to macroeconomic policy shocks. The sudden collapse in confidence has disrupted technical setups and amplified short-term bearish momentum. As geopolitical uncertainty lingers, Bitcoin’s recovery potential remains constrained, with volatility expected to persist through the final quarter of 2025.

To sum up, Bitcoin price faces intensified selling after the tariff-driven crash, with bears maintaining control below the mid-range zone. A retest of the $100K support appears increasingly likely before any meaningful rebound occurs, as macroeconomic tension continues to suppress buying interest. If global trade conditions worsen and sentiment remains fragile, the correction could deepen into early 2026. 

Billy Markus, the co-creator of Dogecoin and one of the crypto community’s most outspoken figures, has shared his thoughts on the market’s sharp downturn during what traders had been calling “Uptober.”

In a post on X (formerly Twitter), Markus, also known as Shibetoshi Nakamoto, criticized the excessive optimism surrounding Uptober, a month traditionally associated with bullish momentum in digital assets, arguing that misplaced enthusiasm and speculative leverage contributed to the crash.

anyone who said uptober should be slapped in the face

HOT Stories

— Shibetoshi Nakamoto (@BillyM2k) October 10, 2025 His remarks came amid what some analysts have labeled the biggest liquidation event in crypto history, wiping out billions in leveraged positions and sending shockwaves through the broader digital asset market.

$16 billion crypto bloodbathThe crypto market endured a brutal correction this week, triggered by new U.S. tariffs and export controls targeting China. The U.S. government’s announcement of an additional 100% tariff on Chinese goods and restrictions on software exports sparked panic across global markets, while crypto bore the brunt of the reaction.

Looks like Trump put 100% tariffs on crypto

— zerohedge (@zerohedge) October 10, 2025 Bitcoin, which had hit an all-time high above $125,000 earlier in the week, plunged by more than 12%, dropping below the $113,000 mark.

According to data from Coinglass, more than $19 billion in leveraged positions were liquidated in the past 24 hours, affecting over 1.6 million traders worldwide. More than $7 billion of these liquidations occurred in just one hour on Friday, marking an unprecedented wave of forced selling.

Crypto market reactionsDespite the shock, leading industry voices are urging calm. Michael Saylor, CEO of MicroStrategy, reaffirmed his conviction in Bitcoin, noting that such volatility is part of its long-term growth cycle.

Anthony Pompliano also offered a contrarian perspective, tweeting:

If you were bullish on bitcoin and stocks two days ago, you should be even more bullish now.

None of the fundamentals changed in the last 48 hours.

We simply got a healthy reset that wiped out the excess leverage in the system.

Now the market is cleared to go higher.

— Anthony Pompliano 🌪 (@APompliano) October 11, 2025 Crypto analyst Michaël van de Poppe went further, suggesting that altcoins may have finally found their bottom. 

This is the bottom on #Altcoin & #Bitcoin.

The biggest liquidation crash in history.

COVID-19 was the bottom of the previous cycle.

This is the bottom of the current cycle.

— Michaël van de Poppe (@CryptoMichNL) October 11, 2025 BTC enthusiast Samson Mow emthasized that October is not done yet.

There are still 21 days left in Uptober.

— Samson Mow (@Excellion) October 11, 2025 Meanwhile, James E. Thorne pointed out that Bitcoin’s price remained above $110,000, underscoring the asset’s structural strength.

Bitcoin.

Largest Liquidation event ever and Bitcoin is sitting at $114K.

Think about that for one minute.

— James E. Thorne (@DrJStrategy) October 11, 2025 Dogecoin suffers 26% single-day dropWhile the broader market bled, Dogecoin (DOGE) emerged as one of the hardest-hit large-cap cryptocurrencies. 

Source: CoinMarketCapDOGE tumbled 26% in a single day, marking one of its steepest declines of the year. The sell-off triggered widespread panic among retail traders, with liquidations spreading across retail-focused exchanges.

Despite the setback, some traders remain optimistic about Dogecoin’s long-term prospects. Prominent crypto analyst Kaleo recently outlined an extremely bullish forecast for DOGE, using a comparative valuation model based on Bitcoin’s market performance.

According to Kaleo’s “Bitcoin math,” Dogecoin could reach $6.942 per coin if Bitcoin climbs to $500,000 in the current cycle — a projection that would imply a $10 trillion Bitcoin market cap and DOGE capturing nearly 10% of that value, similar to its relative performance during the last bull run.

This under-the-radar cryptocurrency could be the next Ethereum.

When it comes to cryptocurrency investing, Bitcoin (BTC -7.69%) and Ethereum (ETH -11.66%) typically get all the headlines. And for good reason. Both are up about 30% for the year, and both should be core components of any well-diversified crypto portfolio.

But if you only have $500 to spend on crypto right now, there might be a better option: Solana (SOL -16.29%). The sixth-biggest cryptocurrency in the world is up about 40% during the past 90 days, and is suddenly gaining a lot of attention due to the likely introduction of spot crypto exchange-traded funds (ETFs). Here's why you should consider Solana to be the next crypto in your portfolio.

Image source: Getty Images.

Is Solana the heir apparent to Ethereum?
Soon after it launched back in March 2020, Solana immediately made headlines as a potential Ethereum killer. Just like Ethereum, Solana is a smart contract blockchain network with a very diversified blockchain ecosystem.

But there's one key difference: Solana is blazingly fast, and much cheaper to use. The total throughput capacity on Solana is now more than 100,000 transactions per second. By way of comparison, the core Ethereum blockchain struggles to process 30 transactions per second.

What's really exciting is that all of that amazing throughput capacity is now being put to work, generating a surprising amount of revenue for Solana blockchain ecosystem partners. 

According to investment firm 21Shares, Solana generated more than $2.85 billion in revenue during the past 12 months. This revenue came from a variety of activities, including decentralized finance (DeFi), cryptocurrency trading, meme coins, decentralized physical infrastructure (DePIN), and artificial intelligence (AI). That's on par with the 12-month revenue figures of companies such as Palantir Technologies (PLTR -5.41%) and Robinhood Markets (HOOD -8.77%).

The rise of Solana treasury companies
At one time, digital asset treasury companies were limited exclusively to Bitcoin. These companies raise money from outside investors, and then immediately use that money to invest in one specific cryptocurrency. The pioneer here is Strategy (MSTR -4.57%), which has now accumulated $78 billion worth of Bitcoin.

But of late, new publicly traded Solana treasury companies have launched as well. All told, there are 18 different companies that hold more $4 billion in Solana. That's roughly equivalent to 3% of Solana's total circulating supply.

The important point here is that this new source of demand is likely to send Solana higher. That has been the case with the Bitcoin treasury companies and the Ethereum treasury companies. In some instances, these new Solana treasury companies have secured multi-billion-dollar commitments from outside investors. So there is money just waiting to be put to work buying Solana.

The new Solana ETFs
I've saved the best for last, and that's the imminent launch of Solana ETFs. These spot ETFs will work just like the spot Bitcoin ETFs and the spot Ethereum ETFs. They will hold just a single cryptocurrency (in this case, Solana), and will give investors exposure to the spot price of Solana via a familiar investment product.

While the level of institutional demand for Solana is nowhere near that for Bitcoin or Ethereum, it's nonetheless impressive. According to the latest fund flow data from CoinShares, more than $1.5 billion has already flowed into Solana this year via a variety of different investment products. Earlier this year, JPMorgan Chase (JPM -1.45%) suggested that as much as $6 billion might flow into the Solana ETFs once they start trading. So this, too, is an important source of new demand.

How to put $500 to work
The current price of Solana is about $220 (as of Oct. 9). Thus, for a modest investment of $500, you would be able to pick up two Solana coins, and still have some money left over. Any extra funds could then be used to buy shares of the new Solana ETFs when they start trading.

Admittedly, Solana is only up 13% for the year. But in 2023, Solana absolutely went ballistic, increasing in price by more than 900%. So if you are looking for a high-upside, fast-growth crypto capable of generating triple-digit returns, look no further than Solana.

JPMorgan Chase is an advertising partner of Motley Fool Money. Dominic Basulto has positions in Bitcoin, Ethereum, and Solana. The Motley Fool has positions in and recommends Bitcoin, Ethereum, JPMorgan Chase, Palantir Technologies, and Solana. The Motley Fool has a disclosure policy.

The ADA price saw fresh momentum in Q3 2025 as Cardano achieved several key milestones. One of the biggest highlights was a new governance election, which demonstrated the community’s role in shaping the future of the project.

At the same time, progress on Bitcoin integration moved forward, a crucial step for introducing new opportunities and adding more value to Cardano’s long-term prospects.

In addition, steady activity across tokens and exchanges reflected consistent interest from the market throughout the third quarter. 

Traders also kept a close eye on historical price records, with crypto expert @cryptorecruitr revealing an ADA price prediction to $1 and above if a decisive move from $0.86 breaks above the $0.90 resistance.

ADA Price To Hit $1 Soon
Cardano (ADA) has been showing a promising trend in recent sessions. The price pattern is forming higher highs and higher lows, which often suggests growing momentum in the market.

Advertisement
 

This kind of movement is usually seen as a positive sign for traders, as it indicates that buyers are stepping in at higher levels and supporting the price each time it dips.

At the moment, ADA is trading within the $0.65 to $0.8 range. This area has become an important zone to watch closely. 

If ADA manages to hold this level and push higher, there is a strong possibility of a breakout toward the next resistance zone.

Traders often pay close attention to resistance levels, as they represent areas where selling pressure might increase and slow down the price rally.

However, if ADA fails to maintain its current upward momentum, it could see short-term pullbacks. Still, the overall trend of higher highs and higher lows suggests that buyers are in control for now, taking the price to $1.

Bitcoin’s exchange deposits are currently hovering around 6-year lows as the bull market enters its final stage. The largest cryptocurrency by market capitalization has recently posted a new All-time High (ATH) above $125k and has been looking increasingly bullish this quarter. It has posted a new high weekly close ever in its history as well.

Why Do Bitcoin Exchange Deposits Matter?
Centralized cryptocurrency exchanges like Binance, Bitget, Bitfinex, Coinbase, Bitstamp, and others hold a large portion of the BTC in circulation. It is typically worth millions of BTC or hundreds of billions of dollars. When there is an increasing influx of BTC into exchanges, it usually indicates increasing selling activity that can bring the spot price down. On the other hand, if the exchange balances are depleting, the situation points to an increased buying activity that can drive the spot price upwards.

According to a popular crypto exchange balance reporter on X, the exchange balances are now the lowest they have ever been in the last 6 years. They tweeted:

“SIX YEARS LOW

2,861,359 $BTC (-18,896 in 24h)”

Advertisement
 

These record-low exchange reserves were probably a big catalyst in propelling the premier digital currency to new ATH at the end of last week.

BTC Exchange-Bitcoin/USD Correlation
Here is the relationship between the BTC spot price and exchange reserves for the last 10 years:

Image Source: Macromicro.me
The correlation graph shows that when the exchange reserves plummet hard, the Bitcoin price index jumps upwards, sometimes with a delay. Overall, exchange reserves have been trending largely downward for a better part of the last 2 years, while Bitcoin/USD has continued to trend upwards.

We have already gone below 5-year lows and are currently hovering near 6-year lows. This is great news for the bullish cause, as a supply shock as large as this is likely to keep the pressure on buyers and push the market even higher.

The Future
The recent decrease in BTC exchange reserves shows the bull market is heating up considerably at the start of the last quarter of 2025. Bitcoin, as well as other top digital assets, is likely to continue to post new ATHs. However, the exchange balance statistic is essential because it can provide traders with a fair warning of an imminent market top, allowing them to take advantage of this information. 

Bitcoin temporarily slipped to $104,000 late Friday, its lowest point in ten months, after President Donald Trump hiked tariffs on Chinese exports and froze outbound shipments of critical tech software. It was an 8.4% plunge, and it came during a historically turbulent trading session that rattled both global traditional markets and crypto exchanges.

Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure

The European financial system is going through a quiet yet profound transformation as new information suggests Ripple has found its way into the heart of the Eurosystem’s digital framework. 

According to documents shared by crypto commentator SMQKE on X, Ripple’s integration into the European financial system is through a partnership with SIA, an Italian payments infrastructure provider known for supporting many of the European Central Bank’s systems.

From SWIFT To The Eurosystem
Ripple has always positioned itself as a challenger to SWIFT in global payments with its RippleNet blockchain solution that promises faster, cheaper, and more transparent cross-border transactions. Its technology has been adopted by several financial institutions, especially in the Middle East, but its quiet introduction into Europe’s financial backbone through the Eurosystem could be Ripple’s most consequential achievement yet.

Documents show that Ripple has been formally integrated into the Eurosystem through its strategic partnership with SIA, an Italian payments infrastructure provider that connects hundreds of European institutions via its SIAnet and SIAchain frameworks.  

‼️SEPTEMBER 2025 BANK OF GREECE SPEECH REVEALS 2026 LAUNCH OF INTEROPERABLE DLT–TARGET SYSTEM LINKING CRYPTO ASSETS WITH CENTRAL BANK MONEY‼️

Central Bankers are calling this the “Short Term Solution.”💯

Hybrid Systems.💎

The interoperability between crypto asset platforms and… pic.twitter.com/OTKu7bGHDi

— SMQKE (@SMQKEDQG) October 7, 2025

SIAchain, developed by SIA, is a private blockchain network that connects more than 580 institutions globally using the SIAnet secure communication layer. The platform supports multiple distributed ledger technologies, including Ripple. 

Ripple’s presence within SIAchain effectively builds a bridge between Europe’s most important payment systems like TARGET2, TIPS, and the European Collateral Management System, and blockchain technology. This connection allows tokenized assets and central bank money to flow within the same secure environment, including Ripple.

XRPUSD now trading at $2.47. Chart: TradingView
The DLT-TARGET Initiative
This integration is part of the Eurosystem’s DLT-TARGET initiative. DLT-TARGET is a program that’s designed to link blockchain networks with the European Central Bank’s settlement systems. The pilot phase has already processed more than 200 transactions valued at over €1.6 billion, showing the system’s readiness for real financial operations. Therefore, SIAchain’s structure effectively allows the use of Ripple’s technology to facilitate interoperability in the European Union without compromising the Eurosystem’s regulatory or operational standards.

The Bank of Greece has been a major contributor to the Eurosystem’s DLT efforts. Bank of Greece Governor Yannis Stournaras noted on September 29 that stablecoins, which is now a $250 billion market, cannot be ignored, as they have become a substantial part of the financial ecosystem. As such, they must be integrated into mainstream financial systems under proper oversight. 

The institution’s work focuses on connecting tokenized assets with central bank money, a step aligned with Ripple’s technological framework and the broader European blockchain strategy. The aim is for central bank money settlements for DLT-based transactions in relevant platforms to be ready by next year. 

Europe’s financial system is gradually moving to a future where blockchains and central bank infrastructure will work hand in hand. Ripple and XRP are well positioned to take advantage of this movement.

Featured image from Unsplash, chart from TradingView

Editorial Process for bitcoinist is centered on delivering thoroughly researched, accurate, and unbiased content. We uphold strict sourcing standards, and each page undergoes diligent review by our team of top technology experts and seasoned editors. This process ensures the integrity, relevance, and value of our content for our readers.

Sign Up for Our Newsletter!
For updates and exclusive offers enter your email.

Scott Matherson is a leading crypto writer at Bitcoinist, who possesses a sharp analytical mind and a deep understanding of the digital currency landscape. Scott has earned a reputation for delivering thought-provoking and well-researched articles that resonate with both newcomers and seasoned crypto enthusiasts.
Outside of his writing, Scott is passionate about promoting crypto literacy and often works to educate the public on the potential of blockchain.

Ethena's synthetic dollar fell off its peg Friday after crashing to $0.65 on Binance, wiping out investor confidence in what was marketed as a stablecoin with yield. The stablecoin, called USDe, is supposed to stick to the value of the U.S.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Every analyst covering the stock thinks it's heading higher from here.

Wall Street's sell-side analysts are, in general, an optimistic bunch. Even so, it's rare that every analyst covering a company has a price target above the current stock price. That would imply that there's near universal agreement that the stock is currently underpriced by the market. It's not easy to get that level of agreement among analysts.

But one incredible growth stock currently trades well below every price target from the 34 analysts covering it. In fact, one analyst recently reiterated his price target, suggesting that the stock could rise as much as 118% within the next year based on its price as of this writing.

Here's why analysts are so bullish on Atlassian (TEAM -2.05%).

An AI-powered cloud business
Morgan Stanley analyst Keith Weiss thinks Atlassian shares could be worth $320 within the next year. The big driving force behind the valuation is Atlassian's shift to a cloud-first model.

Atlassian develops enterprise software specializing in project planning, collaboration, and service management. Over 300,000 customers use its software, ranging from individuals all the way up to big enterprises with thousands of employees.

The company is planning to sunset the option to install its software in private data centers, instead requiring customers to subscribe to its own cloud platform. That will start next March, when the company stops selling new subscriptions for the data center software. Two years later will be the last date for existing customers to renew their subscriptions, and the entire offering will end in March of 2029.

The company is already seeing excellent progress migrating customers to the cloud. Management said migrations increased 60% year over year during fiscal 2025. It expects that trend to continue over the next few years.

Migrating customers to the cloud comes with several advantages for Atlassian. First and foremost, it simplifies its software development as it only has to worry about the cloud platform instead of all types of iterations of data centers used by its customers. That will enable it to roll out new features or modules and upsell customers, generating additional revenue.

Artificial intelligence is a key growth driver for Atlassian's cloud revenue, as it offers more robust capabilities on its cloud platform. It added AI capabilities to the Premium and Enterprise editions of its products in 2023, and it saw 40% growth in annualized recurring revenue for those products in 2025. It now counts over 2.3 million AI users. As it continues to roll out new AI features, cloud migrations will accelerate, as will net revenue retention, which already sits at an impressive 120%.

The cloud has one more benefit for Atlassian. It can renegotiate contracts to require more upfront revenue. Weiss expects that factor to show up in its fiscal 2026 earnings, with strong revenue growth and operating margin expansion.

Management reiterated its expectations to generate revenue growth at an average rate of 20%-plus per year between 2025 and 2027. With 2025's revenue coming in just under 20% higher and the outlook for 18% growth in fiscal 2026, management is suggesting that revenue will accelerate in fiscal 2027. Whether that revenue acceleration comes within the next year or in a couple of years, Atlassian is well-positioned to see its operating margin expand as it sunsets the data center business and improves its cloud offering.

Can the stock climb 118%?
Atlassian's stock exceeded $320 per share back in 2021. However, the stock price has been cut by roughly two-thirds since hitting its peak. Investors today have an opportunity to pick up shares at a relative bargain.

Not only has the stock come down in price, but Atlassian's operations have improved. Its stock now trades for just 6.5 times management's fiscal 2026 sales outlook. Its adjusted price-to-earnings ratio of 35, based on analysts' forward expectations, is very attractive for a company growing revenue by 20% per year with potential to expand its profit margin.

Analysts' expectations for Atlassian are high -- higher than management's own expectations. But even if the company only manages to meet management's conservative outlook, the stock looks underpriced at the current level. It could easily outperform the market. Whether it hits $320 per share will depend on a lot of factors, some within Atlassian's control and many outside of it.

Annie Dean, a Vice President at Atlassian, is a member of The Motley Fool’s board of directors. Adam Levy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Atlassian. The Motley Fool has a disclosure policy.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

The world wasn't going to let Nvidia dominate the global market forever.

There's no denying Nvidia (NVDA -4.84%) has earned its place as the world's biggest publicly traded company. Its technology is the heart and soul of most of the planet's artificial intelligence (AI) platforms, and AI itself is working to become one of the most revolutionary inventions of all time. That's why so many companies here and abroad continue buying as many of Nvidia's accelerators as Nvidia can sell them.

As could have been predicted, though, the company's near monopoly of the AI hardware market wasn't going to remain unchecked forever. Competitors like Intel and Advanced Micro Devices want to capitalize on the opportunity as well, while governments grow leery of their businesses becoming too dependent on a single supplier of any crucial technology.

That's certainly been the case in China, anyway. While Beijing was tolerant of the use of American-made AI processors when the industry was in its infancy, trade tensions and national security concerns soon prompted a homegrown response. No surprises there.

What's surprising is the organization leading China's AI hardware development effort. That's Alibaba Group (BABA -8.45%). Yes, China's e-commerce giant. Even more surprising is that the e-commerce powerhouse is doing a great job on the AI development front. It may even become the Nvidia of China.

And if that's what's in the cards, investors have much to gain.

Image source: Getty Images.

Alibaba is leading China's AI charge
The bulk of Alibaba's revenue still comes from e-commerce. More than half of its Q2 2025 sales came from domestic e-commerce operations, while another 15% was driven by its international e-commerce efforts.

Alibaba is more than e-commerce, though. While still relatively small, the company's cloud computing arm -- which includes its nascent AI business -- accounts for another 15% of its total sales, and it was the second quarter's fastest-growing arm with a year-over-year improvement of 26%. If it continues expanding at its current pace, it could eventually become the company's biggest business.

This is possible, too, and even likely, given how far along the company now is on this front.

While Alibaba's been working on its T-Head parallel processing unit for a while now, the version of the processor chip unveiled last month is noteworthy. Namely, it almost perfectly matches the performance specs of Nvidia's flagship H20 GPU meant for export to overseas users. In theory, there is no reason for a Chinese firm to choose the H20 over Alibaba's silicon, particularly given that the latter costs about 40% less.

It's not just hardware, though. The software Alibaba is typically pairing with its AI solutions is at least as marketable as Nvidia's CUDA ecosystem, if not more so. That's because Alibaba is largely building its AI platforms in a way that makes it easy to use open-source software, which tends to be more flexible than closed-off systems like Nvidia's CUDA.

The company has also made clear to all potential customers that its cloud solutions and artificial intelligence solutions are meant to be purchased in tandem, with many of its tools being aimed at its existing cloud customers.

And given the opportunity that Alibaba has just within its home country and its near neighbors, don't be surprised if the company makes an Nvidia-size splash there.

Opportunity awaits
A recent analysis done by JPMorgan speaks volumes. As its researchers bluntly noted in response to China's recent AI development work, "A sleeping giant awakens." Quantifying the comment, JPMorgan's analysts believe China's AI industry could be worth $1.4 trillion by 2030, translating into a 52% return on investments made in this tech in the meantime.

This technology will, of course, be sold as a service outside China, but it will also be used within its borders to improve the nation's own business efficiency. Goldman Sachs expects that whatever gross domestic product (GDP) growth rate the nation was going to experience through 2030 will now be improved by 20 to 30 basis points thanks to China's growing adoption of AI.

Alibaba's processors won't be responsible for all of this expansion. Baidu (BIDU -8.07%) is working on its own AI processors, as is Huawei. Baidu's Kunlun processor was technically China's first domestically made AI silicon, in fact.

It's not quite a direct threat to Alibaba's eventual dominance, though. Baidu's Kunlun is a cloud-to-edge AI chip largely meant for the mobile market. It doesn't have the same sort of raw computing power of Alibaba's T-Head, which is expected to be able to handle heavier-duty inference work like figuring out how respond to a new query when there's no specific data or clear history to draw on. China's state-owned telecom outfit, China Unicom, already ordered a bunch of Alibaba's T-Head processors for a new data center in Qinghai, in fact, even before these chips officially entered mass production.

And this may be just a taste of the demand that awaits. Again, JPMorgan expects China's AI market to grow to $1.4 trillion by 2030, while the country's total GDP is a little less than $20 trillion right now.

It's no Nvidia, but it's still a buy, or will be soon enough
Will Alibaba replicate all the success that Nvidia has dished out over the course of the past three years, after the launch of ChatGPT set off an AI arms race? For that matter, will Alibaba stock reproduce the 1,400% gain that Nvidia's stock has made during this stretch?

The answer to both questions is probably not.

Don't lose perspective on the comparison, though. Nvidia was in the right place at the perfect time with the right product, further assisted by the fact that nobody saw such a phenomenon taking shape coming out of the COVID-19 pandemic. There was more than a little bit of luck involved. Even if Alibaba does only half as well from here as Nvidia has, it will still be a fantastic investment.

And yes, it certainly looks like Alibaba could become the Nvidia of China, even if its net opportunity is measurably smaller. Analysts believe the company's top line is not only going to grow all the way through 2027, but also accelerate the whole time.

Just don't tarry too long if you're interested. Although Alibaba stock is a bit overheated right now and arguably due for a dip, it's unlikely that that dip is going to drag this ticker back down to its most recent major low. Take whatever decent-size discount you can get.

JPMorgan Chase is an advertising partner of Motley Fool Money. James Brumley has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices, Baidu, Goldman Sachs Group, Intel, JPMorgan Chase, and Nvidia. The Motley Fool recommends Alibaba Group and recommends the following options: short November 2025 $21 puts on Intel. The Motley Fool has a disclosure policy.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

SoundHound AI's management is bullish about its future growth rate.

SoundHound AI (SOUN -6.57%) is a fairly popular artificial intelligence (AI) stock. A few of the factors contributing to its popularity are its small size and rapid growth rate. Both of these attributes often combine to produce explosive returns, which makes SoundHound AI a popular stock pick.

It has been a huge success so far, with the stock up nearly 1,000% since the AI arms race began in 2023. But what matters is where SoundHound AI is heading over the next few years, as that will determine your returns from today's levels.

So, where will SoundHound AI be in three years? Let's find out.

Image source: Getty Images.

SoundHound AI is blending audio recognition with AI
SoundHound AI combines leading audio recognition technology with artificial intelligence. This isn't a new concept, and has been around for quite a while (think about Siri or Alexa). However, SoundHound AI's product has far superior performance to these dated models, and can sometimes be indistinguishable from its human counterparts.

If SoundHound AI can blend in and take the role of one party during an interaction, it could provide substantial cost savings to its users. A few areas where SoundHound AI's technology has been deployed are restaurant drive-thrus, financial institutions, and digital assistants in vehicles. As this technology advances and becomes closer and closer to replicating a real human, I'd expect it to grow in popularity, leading to impressive returns.

Even now, SoundHound AI is growing rapidly, with revenue rising 217% year over year to $43 million. However, investors can't take that figure at face value because SoundHound AI has made multiple acquisitions. This skews results, as it adds a revenue stream that wasn't a part of the company during the previous year, which affects the year-over-year comparison.

Instead, investors should be focused on organic growth, which measures how existing businesses grow year over year. Unfortunately, management didn't break out this figure for investors during the quarter, but it did give us a hint as to what the future holds. Management told investors during the conference call that the company has historically produced 50% or greater organic growth, and that growth rate is something they "anticipate for the foreseeable future."

The "foreseeable future" is a vague time measure, so we'll just assume that it is at least three years to guide us in projection, where SoundHound AI will be by 2028.

SoundHound AI is a great buy now if management's growth projection is correct
Should SoundHound AI deliver 50% organic growth between now and 2028, it would generate $570 million in revenue by the end of 2028 if we use management's $169 million full-year 2025 outlook as the starting point. That's substantial growth, but what does it mean for the stock?

SoundHound AI currently has an expensive price-to-sales (P/S) valuation of more than 50 times sales.

SOUN PS Ratio data by YCharts

Considering that most software stocks trade between 10 and 20 times sales, this is an immediate hurdle SoundHound AI must overcome, as a lot of future growth is baked into the stock already. Should SoundHound AI generate $570 million in revenue and its market cap doesn't change from today's $7.44 billion level, that would value the stock at 13 times sales. Considering how rapidly the company is projected to grow, the odds of investors being able to buy the stock for that price are fairly slim, so it will likely be worth much more than that.

If SoundHound AI can maintain a 50% growth rate or better, I'd say 25 times sales is a fair price to pay for the stock. If SoundHound AI achieves $570 million at a 25 times sales valuation, that would price the company at $14.3 billion, or a 92% upside from today's level.

That's nearly double in three years, making SoundHound AI a smart investment if the company can deliver on management's promises. Time will tell if they're correct in their projection, but if it comes true, SoundHound AI is a no-brainer buy right now.

Keithen Drury has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of NEM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Etsy benefited greatly from the COVID-19 pandemic, but the business has struggled in recent years.

During the depths of the pandemic, Etsy (ETSY -5.46%) was booming, as spending activity on its online marketplace soared. Growth was through the roof, which sent shares higher. However, the company has struggled in recent years.

These days, investors have every reason to be dissatisfied with this business. If you'd invested $10,000 in this e-commerce stock five years ago, here's how much you'd have today.

 

 

Etsy shares have lagged the overall market
Etsy was once a darling on Wall Street. But this positive momentum seems like ancient history. That's because the stock has nosedived 47% in the past five years (as of Oct. 7), a disappointing showing that would've turned a $10,000 investment into $5,300 today.

The S&P 500, on the other hand, doubled during that period.

Gone are the days of huge growth
Etsy benefited tremendously from the COVID-19 health crisis, but it was a temporary phenomenon. Once consumers returned to their normal shopping patterns, it created a headwind for the business.

The company has been having a hard time growing. It handled $12.3 billion in gross merchandise sales on the platform in the last 12 months. This was 9% below the total from 2021, indicating falling buyer interest for the unique products Etsy offers.

Shares now trade at a cheap valuation, which might be enticing for contrarian investors.

Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Etsy. The Motley Fool has a disclosure policy.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

SummaryI reiterate my strong buy rating on TSMC going into Q3 2025 earnings, citing strong AI/HPC demand as noted by the monthly revenue data, with very tight N3/N5 capacity.N2 remains on track for 2H25. Bigger lift likely from N2P (2H26) and A16 (2H26, first process node with backside power). Near term, 2026 deployments (Vera-Rubin, MI4xx) remain on 3nm.Valuation is still attractive at 20x next year's P/CF and 30x forward P/E (below sector median), with room for multiple expansion as Nvidia/AMD GPU ramps next year.Management flagged 210 bps gross-margin compression in Q3 from overseas fabs. Keep a close eye on the bottom line in the next earnings release.The key risk comes from Intel’s foundry push. Reported talks to add AMD to Intel Foundry could divert future wafers from TSMC, if (big if) formalized. BING-JHEN HONG/iStock Editorial via Getty Images

After my last coverage on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), the stock is up by double digits. I believe my ratings on this stock are spot on, with the share price doubling

Analyst’s Disclosure:I/we have a beneficial long position in the shares of SOXL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Recommended For You