2 Beaten-Down Crypto Assets to Buy on the Dip - Massive Rebound Potential
Crypto bloodbath creates prime buying opportunities—these digital assets got hammered but fundamentals remain rock-solid.
Undervalued Gems Emerge From Market Carnage
While traditional investors panic-sell, crypto veterans recognize these price levels as historic entry points. Both assets boast strong developer activity, growing adoption metrics, and proven utility—yet trade at massive discounts from recent highs.
Blockchain Infrastructure Play
First pick operates critical Web3 infrastructure with tokenomics designed for long-term appreciation. Network activity continues climbing despite price weakness—classic divergence signaling imminent reversal.
DeFi Bluechip Discount
Second selection represents a established DeFi protocol generating real revenue. Trading at 60% below its ATH while protocol revenue hits new records? That's what we call a disconnect between price and value.
Smart money accumulates during fear cycles—retail eventually follows. These assets won't stay cheap for long. (Wall Street still doesn't get that crypto markets move faster than their quarterly report cycles.)
Image source: Getty Images.
1. Intuitive Surgical
Intuitive Surgical is facing at least two main issues. First, President Donald Trump's tariffs could have a significant impact on the company's financial results, potentially decreasing its earnings. Second, there is mounting competition in its niche. Intuitive Surgical develops and markets robotic-assisted surgery (RAS) devices. Its best-known one is the da Vinci system, which is cleared across a range of indications, from general surgery to urologic procedures, weight loss surgeries, and more.
However, medical device giantis inching closer to launching its Hugo system in urologic procedures in the U.S. Do these challenges make Intuitive Surgical's prospects unattractive? Not at all, in my view. Even with the impact of tariffs, the company's financial results remain excellent. Second-quarter revenue grew by 21% year over year to $2.44 billion, despite a 1% hit from tariffs.
Also, although competition is intensifying, the RAS market remains deeply underpenetrated. Furthermore, Intuitive Surgical has a significant established lead in this field, having launched its da Vinci system in 2000. The company's advantage doesn't just come from its large installed base of 10,488 systems as of the second quarter. Real-world use of its crown jewel has proven its efficacy beyond what can be established in clinical trials, and it has also provided Intuitive Surgical with the data and insight to improve its device.
Last year, the company launched the fifth generation of its da Vinci system, which was well-received in the market. Intuitive Surgical also benefits from high switching costs associated with the price of its da Vinci systems, making it likely to retain most of its customers. The company will profit from increased demand for surgical procedures. Though it makes money from the sale of its devices, it makes even more revenue from instruments and accessories, which is tied to procedure volume.
That's a long-term trend that could ride for a while, given the world's aging population and increased demand for medical services. So, Intuitive Surgical might be down right now, but the stock remains attractive to long-term investors.
2. Regeneron
In the second quarter, Regeneron's revenue increased by 4% year over year to $3.68 billion. While that may not seem impressive, it's essential to put things into perspective. The drugmaker is facing competition, including from biosimilars for Eylea, a medicine used to treat wet age-related macular degeneration. However, it is mitigating the losses associated with that product, thanks to a new, high-dose formulation of it, whose sales should continue moving in the right direction as it earns some label expansions.
The rest of Regeneron's lineup looks pretty strong. The company's revenue from cancer medicine Libtayo is growing at a healthy clip, while its most important growth driver, eczema treatment Dupixent, remains as robust as ever. Regeneron shares global rights to Dupixent with. The medicine has been performing well over the past year, thanks to new indications, including an important one in COPD. Dupixent's sales in the second period (recorded by Sanofi) grew by 22% year over year to $4.34 billion.
Meanwhile, the medicine could earn even more label expansions in the future, seeing as it is still being tested across a range of potential indications. Libtayo could also earn a label expansion of its own in squamous cell carcinoma. Furthermore, Regeneron recently received approval for a new cancer medicine, Lynozyfic.
The company's pipeline features several additional products that could enhance its lineup. So, despite the competition for Eylea, Regeneron has launched a new formulation of the medicine, which is helping it stay afloat. The company is also launching new products and expanding labels for existing growth drivers. The stock looks like a buy despite the headwinds it has encountered.