AI-Driven Opportunities in Altcoins: Why Chainlink, Toncoin, and Kaspa Are Undervalued in a Recovering Crypto Market

The cryptocurrency market's post-stabilization environment in 2025 has sparked renewed interest in utility-driven altcoins, with AI-driven analytics tools identifying three projects-Chainlink (LINK), Toncoin (TON), and Kaspa (KAS)-as undervalued yet structurally positioned for outperformance. These projects, each leveraging distinct technological innovations, are being evaluated by AI models as catalysts for growth in a market increasingly prioritizing real-world utility and scalability.

Chainlink: Tokenization Infrastructure as the New DeFi Backbone

Chainlink's Cross-Chain Interoperability Protocol (CCIP) has emerged as a cornerstone for tokenized finance, enabling seamless data and asset transfers across blockchains. According to a report by Grayscale, Chainlink's infrastructure is now considered "essential" for tokenization due to its real-world data feeds, compliance tools, and cross-chain capabilities. AI-driven analytics highlight its dominance in the oracle market, where it holds 62% of total value locked ($80.5 billion) and supports applications like xStocks on Solana, which rely on its pricing data.

A critical development in Q3 2025 was the launch of the Digital Transfer Agent (DTA) technical standard, streamlining tokenized asset workflows. UBS, the first major institution to adopt DTA, is using it to tokenize corporate bonds and real estate, signaling institutional validation. Furthermore, Chainlink's integration with Telegram's TON blockchain as a cross-chain standard has expanded its reach into decentralized finance (DeFi), enabling AI-powered applications to leverage real-time macroeconomic data from partners like the U.S. Department of Commerce.

Toncoin: Telegram Integration and AI-Powered Ecosystem Expansion

Toncoin's growth is inextricably tied to its integration with Telegram's 900 million-user ecosystem. The launch of Confidential Compute Open Network (COCOON), a decentralized AI compute network, has positioned TON as a hub for AI-driven DeFi. COCOON allows GPU owners to earn TON tokens by contributing computational power, directly linking Telegram's user base to blockchain-based AI applications.

Transaction metrics underscore TON's adoption: daily on-chain transactions averaged 2.16 million in Q4 2025, with 45.96 million wallets activated since the network's inception. The TON Wallet, embedded within Telegram, has driven 38% of demand from first-time users, while transaction fees surged 52%, reflecting heightened economic activity. AI models have flagged TON's integration of tokenized U.S. stocks and digital collectibles as a key differentiator, with the price surging 8.33% to $1.60 following these developments.

Kaspa: BlockDAG Efficiency and Scalability in a High-Throughput Era

Kaspa's blockDAG (block Directed Acyclic Graph) architecture has attracted attention for its ability to process 15,000 transactions per second, rivaling Bitcoin's annual volume in a single day. This efficiency, combined with a hybrid proof-of-work (PoW) + DAG framework, has made Kaspa a compelling alternative to Bitcoin-focused ETFs for miners and traders. AI-driven analytics highlight its recent addition as a base asset on the Dymension platform, further boosting demand.

Despite a volatile price trajectory-dropping to $0.036428 in mid-November before rebounding)-Kaspa's on-chain data tells a different story. Trading volume surged 144% to $103 million in late 2025, coinciding with a 25% price increase. While the price remains 74% below its 2024 high, AI models emphasize its structural advantages: 158 million transactions processed in 24 hours and a growing mining ecosystem.

Why These Projects Are Undervalued

AI-driven analytics reveal a common theme: these projects are undervalued relative to their utility and adoption metrics. Chainlink's tokenization infrastructure is critical for institutional onboarding, yet its price remains below its 2024 peak. Toncoin's Telegram integration offers mass-market access, but its valuation has yet to reflect its 43,623 daily wallet activations. Kaspa's blockDAG efficiency is a technical breakthrough, yet its ecosystem lacks the breadth of DeFi applications seen in TON or Chainlink.

In a recovering market, investors are increasingly prioritizing projects with clear real-world use cases and scalable infrastructure. Chainlink, Toncoin, and Kaspa each address a critical gap-tokenization, mass adoption, and throughput-positioning them to outperform in 2025.