US-Israeli strikes on Iran over the weekend have pushed geopolitical risk back to the center of crypto markets, but in CryptoInsightUK’s latest weekly note, the immediate takeaway for XRP is not simple downside. Founder Will Taylor argues that the first shock may be arriving at a moment when bearish positioning is already crowded, creating conditions where XRP could hold up better than Bitcoin and Ethereum if the market absorbs the news without fresh breakdowns.
Writing in the Week 184 edition of The Weekly Insight, Taylor framed the conflict first as a volatility event. “There could be extreme volatility in the near term,” he wrote, adding that this was also the kind of backdrop where bottoms can form “on the onset of bad news.”
He pushed the point further in a longer passage that gets to the core of his market view: “I am not saying number three is the definite outcome here. But I am saying, and I have said this for a while, that when people are overly invested emotionally in an event and are deeply worried about it, that is often where markets form bottoms. Especially if you do not see strong follow through to the downside.”
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That distinction matters for XRP because Taylor is not arguing that war is bullish for crypto in itself. He is arguing that the market’s reaction function matters more than the headline. In his read, Bitcoin initially sold off on the news, but the move lacked the kind of follow-through that would usually confirm a deeper washout. He noted that liquidity still sat lower on Bitcoin, around $60,000, and said he would still prefer to see that level swept before calling for a more durable move higher.
Ethereum, in his telling, looked similar. Taylor said there was still downside liquidity near $1,720, but stressed that the larger pools of low-timeframe liquidity were sitting above price rather than below it. That left room for another dip, but not necessarily for a structurally bearish reset.
Why XRP Looks Different
XRP is where his framework becomes more interesting. Taylor argued that XRP had already done some of the work Bitcoin and Ethereum were still waiting to do. “XRP had a spike to the upside about ten days ago that Bitcoin and Ethereum did not have. It showed relative strength there,” he wrote. “And now XRP has already moved down into the liquidity pools that Bitcoin and Ethereum are still waiting to touch. So in a way, XRP has already done what the others have not.”
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He stopped well short of calling that confirmation, but the implication was clear. If the market was entering a fear-driven macro event and XRP had already traded into nearby liquidity while its larger peers had not, then XRP could be better positioned if the selling pressure fades instead of accelerating.
Taylor said he had been discussing the possibility of XRP leading altcoins and “potentially leading the market generally,” with this low-timeframe setup offering at least a hint in that direction.
Taylor’s broader thesis rests less on the war itself than on market structure. He continues to argue that Bitcoin still has significant daily liquidity above current levels and can make new all-time highs, while altcoins outperform on the way there. He tied that view to Bitcoin dominance, where he said Bollinger Bands were as tight as they had ever been on the weekly and extremely compressed on the monthly. If that volatility resolves lower, altcoins would be positioned to take share.
That is also why he ended the note on XRP against Ethereum. Taylor said the XRP/ETH chart “has started a new trend to the upside” and may be the beginning of a larger impulsive move. His closing framework was blunt: if Bitcoin pushes to new highs, if dominance weakens, and if XRP continues to hold momentum against Ethereum, then “XRP could be setting up for an explosive move.”
At press time, XRP traded at $1.3437.
Featured image created with DALL.E, chart from TradingView.com
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