Since the October 2025 highs, the crypto complex has retraced aggressively — more than 45% from peak values and roughly $1.9 trillion erased from market capitalization, with Bitcoin down about 45% — driven by geopolitical shocks and large institutional outflows (source reference: https://www.fool.com/investing/2026/02/15/3-tech-stocks-with-more-potential-than-any-cryptoc/).

Alphabet: a discounted compounder
Alphabet is trading at a materially cheaper entry point than several months ago while posting heavyweight fundamentals: revenue of $113.8 billion and net income of $34.45 billion. Management’s multiyear, large-scale capital allocation into AI infrastructure and services is positioning the company to monetize both search and a widening set of enterprise AI use cases. That combination — high-margin ad revenue plus expanding AI upside — gives investors clearer earnings visibility and repeatable cash flow compared with the binary outcomes common to crypto projects.

TSMC: the foundry moat
Taiwan Semiconductor Manufacturing controls roughly 72% of the global foundry market and reported Q4 revenue of $33.73 billion. Consensus models still expect TSMC to grow revenues about 25% through 2029 as demand for advanced nodes from hyperscalers and AI accelerator makers remains structural. For investors, TSMC is an exposure to the physical scarcity of advanced semiconductor capacity and the oligopolistic pricing power that comes with it — a commodity with durable demand profiles that contrasts with the liquidity- and sentiment-driven price swings seen in digital assets.

Oracle: discounted cloud exposure with an enterprise moat
Oracle’s stock has fallen more than 35% over the past six months even as its cloud business is accelerating. Q2 cloud revenue came in at $7.97 billion, up 34% year-over-year, and Oracle has closed a material commercial agreement with OpenAI that anchors future infrastructure and software revenue. The company’s enterprise sales engine and contract economics create more predictable revenue recognition than the stop‑start monetization paths of many crypto protocols.

A note on token design versus public-market mechanics
Some crypto token designs attempt to address sell-pressure and unpredictable liquidity through engineered tokenomics: fixed-price entry, predefined short holding cycles, and staged unlock mechanisms intended to reward early participants and create predictable flow. Those constructs can reduce near-term volatility for a specific token, but they are still fundamentally different from the cash-flow and contractual revenue models that underpin public-company valuations.