Expert Rejects Cardano 'Dead Money' Narrative, Explains Why ADA Is a Once-in-a-Lifetime Opportunity

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Source: CryptoNewsNet Original Title: Expert Rejects Cardano ‘Dead Money’ Narrative, Explains Why ADA Is a Once-in-a-Lifetime Opportunity Original Link: Crypto analyst Dr. Cuadrado has criticized the way the broader crypto market assigns value to blockchain projects, pointing to Cardano as a prime example.

In a recent commentary, Cuadrado noted that Cardano (ADA) accounts for just 0.55% of “the Crypto Top 20 Index (DFT)”. By comparison, Bitcoin dominates the index with nearly 69%, while Ethereum follows at almost 14%. Meanwhile, other major assets such as BNB, XRP, and Solana carry weightings of 4.60%, 4.57%, and 2.82%, respectively.

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Cardano Is Not Dead Money, but a Once-in-a-Lifetime Opportunity

Reacting to these figures, Cuadrado raised concerns about Cardano’s marginal allocation, describing the 0.55% weighting as abnormal, particularly for a project that has survived every major crypto bear market since launch.

Based on this disparity, Cuadrado observed that critics often label Cardano as “dead money,” largely because it has failed to deliver explosive short-term price movements in recent periods. However, he disagrees with that characterization. Instead, the analyst argued that the market has largely ignored Cardano, as many traders focus on short-term price action rather than long-term fundamentals and network resilience.

Notably, Cuadrado described Cardano as a once-in-a-lifetime opportunity, stressing that this view is grounded in fundamentals rather than hype. According to him, his conviction stems from a deep understanding of Cardano’s architecture, underlying technology, and competitive advantages.

In his view, evaluating the network through these lenses reshapes the conversation and offers clearer insight into its true value.

Regulation Will Reset the Market

Meanwhile, Cuadrado argued that the market’s fixation on short-term gains is approaching its end as regulatory frameworks begin to take shape. For context, regulators are currently reviewing key legislation aimed to clarify the regulatory status of cryptocurrencies like Cardano, designate appropriate regulators, and reduce market manipulation.

Consequently, Cuadrado characterized regulation as a market reset mechanism, asserting that it could curb persistent manipulation on centralized trading platforms and shift attention back to fundamentals. He projects that many people will eventually realize that they have been keeping close tabs on noise while other projects were busy building convictions.

The Amazon Parallel

Notably, the broader market downturn has weighed heavily on Cardano’s price performance. Since the start of 2025, ADA has declined by 55.4%, falling 59.3% over the past three months and 9.42% in the past week alone. At its current price of $0.374, ADA now trades 87.94% below its all-time high of $3.10.

Amid this steep decline, Cuadrado drew a comparison between Cardano’s current price action and a major tech stock during the dot-com crash.

At the time, the stock plunged nearly 90%, leading many observers to write it off as dead. However, Cuadrado pointed out that the company’s internal metrics continued to improve, steadily strengthening the business beneath the surface.

To underscore this point, he referenced a well-known remark from a tech executive: “The stock is not the company.”

With that stock now trading significantly higher, Cuadrado argued that history rewards those who recognize strong fundamentals early, rather than those who react impulsively to short-term price movements.

ADA-1.47%
BTC-1.8%
ETH-0.3%
BNB-0.17%
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