Crypto Analyst Predicts XRP Could Outshine Bitcoin Amid Global Market Turmoil

Crypto Analyst Jake Claver Doubles Down on Bold XRP Forecasts

Crypto markets are once again abuzz after analyst Jake Claver reignited his controversial XRP Domino Theory, suggesting that Ripple’s XRP could surpass Bitcoin as the dominant digital asset—especially if severe macroeconomic stress hits global markets. His scenario ties together geopolitical risk, liquidity crises, and structural vulnerabilities in major crypto infrastructure to forecast a dramatic shift in capital flows.

Claver, the CEO of Digital Ascension Group, has been vocal about XRP’s potential for years. Despite missing earlier ultra-bullish price targets, he recently reaffirmed his conviction that major events will eventually unlock XRP’s explosive growth potential.

Global Financial Stress Could Trigger Ripple Effects

Claver’s thesis begins with broader macroeconomic pressure. He points to a potential break in the Japanese yen carry trade—a decades-old strategy where investors borrow low-interest yen to fund higher-yielding positions globally. According to Claver, a surge in oil prices alongside heightened geopolitical tensions involving Iran, China, Russia and Venezuela could disrupt this trade, forcing widespread deleveraging and intense demand for safe-haven assets.

In this liquidity crunch, he suggests that holders will liquidate risk assets, including cryptocurrencies, to reallocate into bonds and other perceived safe havens. This kind of waterfall selling, Claver argues, would destabilize key markets and reshape institutional priorities.

Stablecoin Vulnerabilities Highlighted

A focal point of Claver’s forecast is the risk embedded in Tether (USDT), the world’s largest stablecoin. He highlights concerns around Tether’s reserve composition, noting that a significant portion of its assets are held in non-treasury instruments such as bitcoin, gold and private credit. Claver warns that a broad margin call could slash these assets’ values by as much as 20–50%, potentially placing pressure on the stablecoin’s dollar peg and triggering wider market liquidity stress.

Indeed, recent financial-sector analysis has flagged Tether’s backing and transparency shortfalls as areas of risk—though opinions vary widely across the market.

Bitcoin Under Pressure, XRP ETF Demand Mounts

In Claver’s most striking prediction, institutional demand—and not just panic selling—could reshape crypto capital flows. He anticipates that a severe drawdown in Bitcoin prices could force leveraged holders and Bitcoin ETFs into selling positions, creating downward pressure on BTC. While mainstream forecasts vary on Bitcoin’s immediate outlook, some analysts have flagged technical support challenges and market corrections.

At the same time, XRP spot ETFs have attracted meaningful inflows, with exchanges reporting significant accumulation of XRP tokens. This dynamic, coupled with shrinking over-the-counter and dark pool liquidity, could tighten available supply and heighten volatility—potentially setting the stage for sharp price moves if demand continues.

Why Claver Thinks XRP Could Outshine Bitcoin

Central to Claver’s thesis is a belief that XRP’s instant settlement capability—settling transactions in seconds compared to Bitcoin’s longer confirmation times—makes it uniquely suited for a future global financial plumbing layer. He argues that traditional financial infrastructure could increasingly value such features when counterparty risk is elevated.

Claver also emphasizes that institutional purchasing—via ETFs and alternative liquidity channels—is rapidly diminishing the amount of XRP available for trading, potentially leading to a supply squeeze. If institutional interest accelerates amid market stress, he suggests available XRP could be absorbed quickly, leading to sharper price spikes.

Criticism and Realism Around the Domino Theory

It’s important to note that Claver’s views are controversial and not universally accepted. Critics point out that many assumptions underlying his domino scenario—especially conflating global macro events with outsized crypto price moves—are highly speculative. Mainstream analysts caution that price movements tend to reflect broader risk appetite and technical factors rather than single catalysts.

Nevertheless, his commentary underscores growing interest in how evolving macroeconomic conditions, stablecoin stability, ETF flows and liquidity dynamics could intersect with major crypto assets’ valuations.

As the market continues navigating volatility and shifting institutional behavior in 2026, observers will be watching closely to see whether XRP’s unique characteristics attract new demand—or whether Bitcoin retains its position at the crypto ecosystem’s core.

Dimitar Todorov publication: "Crypto Analyst Predicts XRP Could Outshine Bitcoin Amid Global Market Turmoil" was written for 24crypto.news

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