Cardano News Update: Cardano's Decline Compared to BigBear's AI Bet – Will Excitement Keep the Value Up?

Cardano (ADA) has entered a downward trend, with technical signals indicating the possibility of a 20% drop in the short term. After reaching a high of $1.0196 in August, the token has declined to $0.6420 as of October 25, sparking worries about a wider crisis in its ecosystem, according to a

. Experts highlight the appearance of a "death cross" on the daily chart, where the 50-day moving average is about to cross below the 200-day average—an indicator often associated with bearish momentum. The Supertrend indicator has shifted to red, and a bearish pennant pattern points to more downside risk, possibly sending the price toward its yearly low of $0.5085. At the same time, Cardano’s DeFi sector has seen its total value locked (TVL) drop by 20% over the past month, now at $291 million—far less than the TVL of Solana and Binance Smart Chain, the report added.

While Cardano faces these challenges, BigBear.ai (BBAI) has become a speculative favorite in the defense AI industry. The company’s stock has soared 300% so far this year, fueled by a series of major contracts with U.S. defense and security agencies. In October, BigBear joined forces with Tsecond to deliver AI-driven edge computing devices for tactical teams and introduced its veriScan facial recognition system at Chicago O'Hare International Airport, significantly reducing processing times for pre-approved travelers, as reported by a

. Alongside these achievements, BigBear holds $390 million in cash and has a $380 million contract backlog, boosting investor confidence despite a net loss of $228.6 million in Q2 2025, the article noted.

Despite these gains, the company’s valuation is a topic of debate. Wall Street analysts are divided, with the consensus being a "Hold" rating and a 12-month price target of $6, which is below the current price of $7.05, according to TS2 Tech. H.C. Wainwright stands out as the only bullish analyst, raising its target to $8, citing BigBear’s improved financial position and the positive outlook for federal AI spending. Critics, however, argue that the stock is overvalued at 13 times forward sales, with Simply Wall St estimating its fair value at $5.83. The next few months will reveal whether BigBear can turn its contract pipeline into lasting revenue, especially as it competes with Palantir and C3.ai, as noted in a

.

C3.ai (AI), another company in the defense AI space, has seen its share price drop nearly 50% in 2025, impacted by a 20% fall in revenue and the resignation of its CEO, according to a

. Recent legal issues, including a securities fraud class action lawsuit, have further shaken investor trust. In contrast, BigBear’s strong government relationships—led by CEO Kevin McAleenan, a former Homeland Security Secretary—may help it benefit from the One Big Beautiful Bill (OB3), which allocates $320 billion for defense and security AI, as highlighted by Yahoo Finance.

The contrasting fortunes of

and BigBear.ai underscore the unpredictable nature of the tech and crypto markets in 2025. While Cardano contends with technical and ecosystem setbacks, BigBear.ai is riding a wave of speculation, relying on its ability to deliver in a demanding, capital-heavy industry. For investors, the central question is whether BigBear’s ambitions in defense AI can support its high valuation, or if it will become another example of hype outpacing fundamentals.