Ethereum Updates Today: Major Gaming Companies Surpass Crypto as Optimism Moves Toward Regulated Digital Marketplaces
- Ethereum's 4.44% two-day drop contrasts with RSI's 19.7% YoY revenue surge, highlighting shifting investor priorities toward regulated digital entertainment. - RSI's Q3 results beat estimates by 24.5% on strong U.S. casino growth, with 46% YoY user growth and record first-time deposits. - RSI raised 2025 guidance to $1.11B revenue and $150M EBITDA, driven by cost-cutting and Alberta market expansion, outperforming gaming sector peers. - Analysts note RSI's disciplined growth model is reshaping "bullish"
Chainlink has demonstrated notable price stability, while Ethereum has continued to slide, creating a sharp divergence in market sentiment as 2025 draws to a close. At the same time,
Ethereum (ETH) has declined by 0.88% in the last 24 hours, trading at $3,949.15 as of 5 p.m. ET on October 29, 2025, according to Morningstar. This represents the steepest daily drop since October 28, when it fell 3.59%. Over the last two days,
 
 
    In contrast, RSI has distinguished itself as a top performer within the digital entertainment industry. The company’s third-quarter 2025 results surpassed expectations across the board, with revenue climbing 19.7% year-over-year to $277.9 million and adjusted earnings per share (EPS) of $0.09, exceeding analyst forecasts by 24.5%, based on TradingView’s analysis. The online casino division, which is the main driver of RSI’s expansion, achieved record levels of new player sign-ups and engagement, especially in key U.S. markets. CEO Richard Schwartz pointed to "ongoing acceleration in North American online casino markets," with monthly active users up 46% year-over-year and first-time depositors reaching a new quarterly peak, as highlighted in a
RSI’s achievements are not happening in isolation. The company has raised its full-year 2025 revenue outlook to $1.11 billion at the midpoint, a 3.3% increase over previous guidance, and now expects adjusted EBITDA of $150 million—well above what analysts had predicted, according to a
The wider gaming sector is also benefiting from RSI’s strong performance. The Zacks Gaming Industry Rank, which measures industry health, is currently in the top 24% of all sectors, and RSI’s results may have a positive impact on peers like DraftKings (DKNG), which is scheduled to announce its third-quarter results in mid-November. StockStory analysts note that RSI’s disciplined marketing and focus on high-value markets have established a "sustainable growth model," which is rare in the often unpredictable digital entertainment industry.
As Ethereum faces continued downward pressure, the rise of RSI and the gaming sector as a whole points to a change in investor preferences. While the crypto space remains centered on token valuations and blockchain technology, regulated digital entertainment companies are leveraging clear rules and growing user bases. For now, the definition of "bullish" seems to be shifting—moving away from speculative crypto assets and toward businesses with solid, revenue-driven models in emerging industries, as observed by Morningstar, TradingView, and Seeking Alpha.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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