Tomas Kirchovas @SSAVISS: "eToro company. Beyond crypto weakness, the..."

Tomas Kirchovas shared a post via Ieva Kirchovaite

Lithuania

eToro company. Beyond crypto weakness, the post-IPO pressure also reflects valuation reset, revenue cyclicality, and lower retail trading activity. Markets tend to reprice quickly when growth visibility declines. ________________________________________ @SSAVISS — 𝘚𝘮𝘢𝘳𝘵 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘐𝘛, 𝘛𝘦𝘤𝘩 𝘚𝘵𝘰𝘤𝘬𝘴 & 𝘊𝘳𝘺𝘱𝘵𝘰 $ETOR (eToro Group LTD) $BTC $MSTR (Strategy Inc)

Ieva Kirchovaite

Lithuania

3mo

Crypto is crashing hard. eToro stock is following. Coincidence? Unlikely. Over the past weeks, the crypto market has taken a brutal hit. Bitcoin, Ethereum, and others aren’t just dipping — they’re falling in a way that kills trading appetite. And that’s where eToro starts to feel the pain. 🔻 eToro is highly exposed to crypto activity. A significant share of its revenue comes from crypto transactions: spreads, fees, trading volume. When crypto sells off aggressively → • fewer trades • less speculation • lower revenue 🔻 A crypto crash isn’t just about prices — it’s about silence. For a trading platform, volatility is fine. What hurts is when users stop clicking BUY and SELL. That’s exactly what usually happens during sharp crypto drawdowns like this one. 🔻 The stock market sees this clearly. Investors connect the dots fast: if a meaningful portion of eToro’s revenue depends on crypto, and crypto is bleeding, there’s little reason to expect near-term strength in the stock price. 👉 This doesn’t mean eToro is a bad company or “just a crypto platform.” It means that in this phase of the cycle, its revenue mix is working against it. As long as crypto remains under heavy pressure, it’s hard to see eToro stock feeling comfortable. @Uogyte $BTC $SOL $ETOR (eToro Group LTD)

Not investment advice. The author may have financial interests in the mentioned instruments.