CRV stock price is up 44% or more. Details of the price increase: ๐๐๐
I expect $CRV stock price to see a significant increase in 2026. The disconnect between stock price and fundamentals is becoming increasingly apparent and cannot be ignored.
๐ก Curve recently accounted for 44% of all transaction fees on Ethereum DEXs, a significant increase from approximately 1.6% a year ago, solidifying its position as a core DeFi infrastructure. Currently, the top ten Ethereum DEXs account for 20% of transaction fees over the past 30 days.
๐ก Q3 2025 revenue reached $7.3 million, more than doubling sequentially. This is comparable to revenue levels in 2022, when CRV was trading between $3 and $6.
๐ก Total Value Locked (TVL) continues to exceed $2 billion, highlighting its ongoing practical application value. The sheer volume of funds invested in the protocol far exceeds its market capitalization, further demonstrating that CRV is not a speculative hot token, but rather a utility asset underpinned by a strong flywheel effect.
๐ก Token issuance is structurally lower than early levels, and the inflation rate is currently in the mid-single digits, reducing long-term selling pressure.
๐ก The 2024 liquidation action largely eliminated Egorov's excessive leverage, thus removing a significant risk that had been depressing the price for years.
โฆHowever, despite operating as a cash flow generation protocol with a strong network effect, CRV's trading price still fluctuates between $0.37 and $0.41, with a circulating market capitalization approaching $560 million. Curve's fees are significantly lower than Uniswap's, and while it primarily focuses on stablecoins and low-slippage trading, it contributes nearly half of Uniswap's 30-day fees. Even so, CRV's valuation remains significantly lower than Uniswap's, highlighting a clear disconnect between fee revenue, actual usage, and market pricing.
The price is currently in an accumulation phase, approaching some key areas such as the 50-day moving average at $0.4080 and the higher timeframe trend breakout point at $0.42 (see my previous post, link below).
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Looking ahead, a continued rise in Bitcoin's price in 2026 is likely to coincide with a decline in Bitcoin's market dominance. Historically, this often foreshadows a broader rotation of funds to other cryptocurrencies. Simultaneously, increased global liquidity as central banks strive to stabilize financial systems, coupled with the accelerated adoption of decentralized finance (DeFi) and stablecoins, and cryptocurrencies increasingly becoming a backdoor for governments to finance ever-expanding deficits, all contribute to setting the stage for a Bitcoin price surge.
