ETH, XRP, SOL, LINK Flagged Cheap as Upgrades and ETF Flows Loom

Market analysts now view Ethereum, XRP, Solana and Chainlink as undervalued relative to fundamentals and upcoming catalysts. This follows yesterday’s more cautious commentary from Michael van de Poppe, who rotated fully into altcoins while warning of concentrated gains only for the top 1% of tokens if Bitcoin breaks above $90k–$100k. Today’s assessment highlights ETH’s $43B DeFi TVL, XRP’s 3M daily transactions plus potential $4–$8B ETF inflows from the CLARITY Act, Solana’s developer growth, and Chainlink’s $18B monthly volume. ETH remains 57% below its August 2025 high of $4,946 and XRP 62% below its July peak, setting the stage for repricing if regulatory and upgrade milestones materialize.