Analyst Doubles Down On ‘Boring’ Utility Alts Like XLM & HBAR

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An analyst best known for XRP coverage is using a secondary channel to make a blunt case for four other lagging large-cap altcoins, arguing that Stellar (XLM), Hedera (HBAR), Quant (QNT) and XDC are quietly positioning for the next phase of institutional adoption despite brutal price action and thin retail interest.

The host, who says the Crypto Crusaders channel is “for everything XRP & beyond”, walks through on-chain tokenization data, bear-market drawdowns and new institutional pilots to justify why he remains “very bullish” on all four assets, even as several sit near 2024 lows.

XLM, XDC & HBAR: Very Dull Charts, Quickly-Growing Tokenization

Stellar’s XLM is down heavily from recent highs and could theoretically revisit sub‑$0.10 levels if it repeated past 84–96% bear-market drawdowns. He suggests the “safest area” to watch is around $0.155 but concedes “it’s anyone’s guess” in the short term.

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What matters more is the network’s role in asset tokenization ahead of the DTCC going live with new infrastructure next month, after prior collaborations involving Stellar.

Citing tokenization dashboards, the analyst highlights roughly $2.4 billion in distributed asset value on Stellar, an 8–9% rise over 30 days, plus a stablecoin market cap near $309 million and 30‑day stablecoin transfer volume of about $3.75 billion.

He points to a long list of fiat-backed assets — euro, Swiss franc, Australian dollar, Canadian dollar, Japanese yen and more — as evidence Stellar is “a completely different beast of a network” for financial use cases at scale.

Crypto Crusader is less impressed by visible tokenized value on Hedera and XDC, calling it “very lackluster” on public trackers, but leans on other sources.

For XDC, he cites an audit firm’s findings that more than $860 million in tokenized real‑world credit (invoices, receivables, business loans) settle on the network, putting XDC’s total tokenized value around $1.1 billion and, by his count, roughly sixth among major chains. Both Hedera and XDC, he says, are likely underrepresented on popular dashboards.

Hedera’s (HBAR) price is down about 82–83% from the prior cycle top versus a 93% drawdown last cycle, which he frames as part of a broader pattern of “diminished returns and diminished drops.”

Crypto Crusader flags ongoing corporate activity — including a June announcement with Archax on tokenized securities and real‑time streaming cash flows — and notes Hedera’s developer activity is now close to Ethereum’s by some measures.

Quant’s Silent Consolidation & Tokenized Deposits Hint at Potential

Quant’s QNT, trading in a long multi‑year wedge since 2022, is described as “boring” but structurally bullish.

Crypto Crusader believes a 10x move from current levels is a “very safe” upside scenario, arguing a $9.7 billion market cap at around $650 per token is reasonable, with a more aggressive case pushing toward $60–100 billion – in line with Dogecoin’s 2021 peak market cap.

The analyst frames Quant as critical infrastructure for institutions that want to access multiple blockchains without ripping out existing systems.

New products like Quant Flow are pitched as “programmable money for smarter financial systems,” while Fusion and Overledger aim to give banks and corporates a single integration layer to tap into networks for payments, tokenization and other use cases.

Taken together, the video sketches a familiar but still underpriced thesis: while prices for XLM, HBAR, QNT and XDC are either stagnant or falling, on-chain tokenized value, enterprise pilots and developer traction are quietly building in the background — conditions that could leave patient holders better positioned if institutional adoption accelerates.

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People Also Ask:

Does the analyst think these coins can fall further short-term?

Yes. The host openly acknowledges the possibility of deeper drawdowns, especially for XLM and HBAR, and focuses instead on gradual accumulation at key support areas.

Which of the four does he see as most undervalued on tokenization metrics?

XDC, because audit data suggests over $1 billion in tokenized credit, far above what popular dashboards currently show.

What kind of upside does he outline for Quant (QNT)?

Crypto Crusader considers a 10x move to roughly a $9–10 billion market cap a conservative scenario, with a high-end case approaching $60–100 billion if adoption lines up with expectations.

DailyCoin’s Vibe Check: Which way are you leaning towards after reading this article?





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