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Things in the Middle East are got real, real quick. What began with US and Israeli strikes on Iran on the 28th of February has escalated into a full-blown war, Things in the Middle East are got real, real quick. What began with US and Israeli strikes on Iran on the 28th of February has escalated into a full-blown war,

DeepSeek Predicts Cardano and Pi Coin Prices If the US–Iran War Ends

Autore: Captainaltcoin
Fonte: Captainaltcoin
2026/03/12 04:00
4 min di lettura
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Things in the Middle East are got real, real quick. What began with US and Israeli strikes on Iran on the 28th of February has escalated into a full-blown war, and the results are being felt worldwide.

Iran has moved from “reciprocal hits” to “continuous strikes” and has said oil prices could reach as high as $200 a barrel because of the instability in the region.

The Strait of Hormuz has been totally blocked, and 20% of the world’s oil goes through there. Iran has said no oil will be allowed to pass to the US, Israel, or their allies, and any ship carrying oil to these countries will be targeted.

While oil price rose to over $100 per barrel last week, it has stabilized at $90. Gold and silver also surged to $5,417 and $94 per ounce, respectively, before coming back to $5,090 and $82.50. Analysts say some of these moves may be profit-taking and cash-raising strategies amid the decline in stocks.

The big question for crypto is: what happens if this war ends?

Cardano (ADA): Waiting for the Macro Fog to Lift

The Cardano price has been sliding since last year, and the Iran situation made it worse. Global uncertainty tends to hit risky assets like crypto first.

Charles Hoskinson hasn’t been idle. Cardano’s 2026 plan focuses on improving user experience, investing in dApps, and even includes a buyback program that pulls ADA from circulation.

Source: TradingView.com

If the war ends, DeepSeek predicts Cardano could trade between $0.42 and $0.58 in the weeks following. That’s a classic relief rally: the uncertainty lifts, and investors remember that Cardano is actively building.

Longer-term, numbers like $4.50 are possible but require a full bull market with ETF approval and major updates. More realistic targets are in the $2.75-$3.25 range. 

Right now, the ADA price sits below most moving averages, RSI is neutral at 43, and the first resistance is $0.27-$0.28. Breaking that could build momentum quickly.

Source: DeepSeek

Pi Coin (PI): Riding Its Own Wave

The Pi Coin price has been doing the opposite of Cardano. Despite the war news dragging down Bitcoin and Ether, Pi has been rallying, up 6% today and 35% for the month.

There are several catalysts coming up: the v20.2 protocol update on March 12, Pi Day on March 14, and details about an OpenMind AI partnership. Retail demand is showing too, nearly 5 million PI tokens left exchanges in 24 hours, with one whale moving 5.46 million PI from OKX.

Technically, PI is approaching resistance at $0.2396. A close above that could push it toward the 200-day EMA at $0.2842. RSI is 62 and MACD is bullish.

Source: TradingView.com

If tensions ease, the Pi Coin price could jump to $0.65-$0.85, with a shot at $1 if Pi Day momentum continues. 

Analysts were already eyeing $0.50 before factoring in a potential ceasefire, so this is a more optimistic but realistic range. Keep an eye on token unlocks, though, 4.8 million moving to exchanges could trigger some selling.

Read Also: Shiba Inu Price Prediction: SHIB Chart Mirrors Pattern From 455% Explosion

Source: DeepSeek

However, if the war ends, crypto markets could get a major boost. Cardano benefits from lifted macro uncertainty, and Pi Coin gains both that and its own event-driven momentum.

The charts, upcoming events, and news all point toward potential gains. The only major obstacle is the conflict itself. Iran is talking about continuous strikes and $200 oil, while Israel says operations will continue indefinitely.

If peace does come, $0.50 for ADA and $0.85 for PI start to look very realistic.

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The post DeepSeek Predicts Cardano and Pi Coin Prices If the US–Iran War Ends appeared first on CaptainAltcoin.

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Author: G3ronimo Compiled by: TechFlow HyperLiquid has grown into a mature crypto-native exchange, with the majority of its net fees programmatically distributed directly to token holders through an "Assistance Fund" (AF). This design makes $HYPE one of the few tokens capable of being valued based on cash flow. To date, most valuations of HyperLiquid have relied on traditional multiples, comparing it to established financial platforms like Coinbase and Robinhood, using EBITDA or revenue multiples as a reference. Unlike traditional corporate stocks, where management typically retains and reinvests earnings at their discretion, HyperLiquid systematically returns 93% of transaction fees directly to token holders through a support fund. This model creates predictable and quantifiable cash flows, making it well-suited for detailed discounted cash flow (DCF) analysis rather than static multiple comparisons. Our methodology begins by determining $HYPE's cost of capital. We then invert the current market price to determine the market-implied future earnings. Finally, we apply growth projections to these earnings streams and compare the resulting intrinsic value to today's market price, revealing the valuation gap between current pricing and fundamental value. Why choose discounted cash flow (DCF) over a multiple? While other valuation methods compare HyperLiquid to Coinbase and Robinhood via EBITDA multiples, these methods have the following limitations: The difference between the corporate and token structures: Coinbase and Robinhood are corporate stocks, whose capital allocation is guided by the board of directors, and profits are retained and reinvested by management; while HyperLiquid systematically returns 93% of trading fees directly to token holders through a relief fund. Direct Cash Flow: HyperLiquid's design generates predictable cash flows that are well-suited to DCF models, rather than static multiples. Growth and risk characteristics: DCFs are able to explicitly model different growth scenarios and risk adjustments, whereas multiples may not adequately capture growth and risk dynamics. Determining an appropriate discount rate To determine our cost of equity, we start with reference data from the public market and adjust for cryptocurrency-specific risks: Cost of equity (r) ≈ Risk-free rate + β × Market risk premium + Crypto/illiquidity premium Beta Analysis Based on regression analysis with the S&P 500: Robinhood (HOOD): Beta of 2.5, implied cost of equity of 15.6%; Coinbase (COIN): Beta of 2.0, implied cost of equity of 13.6%; HyperLiquid (HYPE): Beta is 1.38 and the implied cost of equity is 10.5%. At first glance, $HYPE appears to have a lower beta, and therefore a lower cost of equity than Robinhood and Coinbase. However, the R² value reveals an important limitation: HOOD: The S&P 500 explains 50% of its returns; COIN: The S&P 500 explains 34% of its return; HYPE: The S&P 500 only explains 5% of its returns. $HYPE’s low R² suggests that traditional stock market factors are insufficient to explain its price fluctuations, and crypto-native risk factors need to be considered. risk assessment Despite $HYPE’s lower beta, we still adjust its discount rate from 10.5% to 13% (which is more conservative compared to COIN’s 13.6% and HOOD’s 15.6%) for the following reasons: Lower governance risk: Direct programmatic distribution of 93% of fees reduces concerns about corporate governance. In contrast, COIN and HOOD do not return any earnings to shareholders, and their capital allocation is determined by management. Higher Market Risk: $HYPE is a crypto-native asset and is subject to additional regulatory and technological uncertainties. Liquidity considerations: Token markets are generally less liquid than established stock markets. Get the Market Implied Price (MIP) Using our 13% discount rate, we can reverse engineer the market’s implied earnings expectations at the current $HYPE token price of approximately $54: Current market expectations: 2025: Total revenue of $700 million 2026: Total revenue of $1.4 billion Terminal growth: 3% annual growth thereafter These assumptions yield an intrinsic value of approximately $54, which is consistent with current market prices. This suggests that the market is pricing in modest growth based on current fee levels. At this point we need to ask a question: Does the market-implied price (MIP) reflect future cash flows? Alternative growth scenarios @Keisan_Crypto presents an attractive 2-year and 5-year bull market scenario. Original tweet link: Click here Two-year bull market forecast According to @Keisan_Crypto’s analysis, if HyperLiquid achieves the following goals: Annualized fees: $3.6 billion Aid fund income: $3.35 billion (93% of fees) Result: HYPE's intrinsic value is $128 (140% undervalued at current price) Related links Five-year bull market scenario Under a five-year bull market scenario (link), he predicts that transaction fees will reach $10 billion annually, with $9.3 billion accruing to $HYPE. He assumes HyperLiquid's global market share will grow from its current 5% to 50% by 2030. Even if it doesn't reach 50% market share, these figures are still achievable with a smaller market share as global trading volumes continue to grow. 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Additional Value Driver: USDH Under the Native Market model, USDH will use 50% of its stablecoin revenue for buybacks similar to a bailout fund. As a result, $HYPE can increase its free cash flow by $100 million (50% of $200 million) annually. Looking ahead five years, if USDH's market capitalization reaches $25 billion (currently still one-third of USDC's, and an even smaller portion of the total stablecoin market five years from now), its annual revenue could reach $1 billion. Following the same 50% distribution model, this would generate an additional $500 million in free cash flow per year for the aid fund. This would value each token at over $400. Excluding Value Drivers: HIP-3 and HyperEVM This DCF analysis intentionally excludes two important potential value drivers that are not amenable to cash flow modeling. 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