Analyst Warns Of “Shocking” XRP & HBAR Repricing

The host argues that investors are underestimating how closely crypto now trades with geopolitics and macro risk, pointing to the ongoing U.S.–Iran tensions and elevated oil prices as the “single largest negative catalyst” for digital assets in the current environment.

Levi Rietveld links recent daily losses — more than 5% for XRP, over 4% for HBAR, and a smaller pullback in bitcoin — to stalled negotiations and a broader “risk-off” mood.

In the YouTube video, Levi Rietveld highlights a stark divergence: the S&P 500 and Nasdaq have been “continuously smashing all-time highs” for roughly 10 weeks, with some large-cap stocks up 500% over the past year — an extreme move for multi-billion-dollar companies.

At the same time, crypto inflows are described as “very weak,” with U.S. spot bitcoin ETFs seeing multi-week net outflows totaling billions of dollars in 2026.

Levi frames this as an ongoing “great rotation from crypto to stocks,” arguing that both are risk-on assets but current flows favor equities as the “safer growth story.” High bitcoin dominance and broad altcoin weakness are cited as evidence that speculative capital is still sitting on the sidelines or chasing momentum in shares, not tokens.

The host dates the current crypto bear leg to a sharp sell-off on October 3, tied to what he calls the “10/10 liquidation event,” which he claims wiped “tens of billions of dollars” from the market in a single day. Since then, he says, XRP, HBAR, bitcoin and most majors have traded under persistent downward pressure.

The core of Levi's thesis rests on a familiar technical indicator: the 200-week simple moving average (SMA). On XRP’s chart, he places this key long-term support around $1.19 and notes that price is now “just a couple of cents away” from that level.

Historically, he argues, buying XRP, bitcoin and other large caps below their 200-week SMA has produced “the best possible entry” in previous bear markets.

Levi does not offer an exact date for a reversal and cautions that “anyone who tells you they know the exact date is lying,” but sketches a rough window “anytime from 2026 to 2027” for what he calls a major repricing event.

Three conditions, in his view, need to align: a stock market pause or correction, easier macro liquidity (such as Federal Reserve rate cuts), and crypto-specific catalysts like broader adoption or new ETFs.

Strategically, the host pushes dollar-cost averaging into beaten-down assets while “nobody is paying attention,” arguing that buying after a spike — for example, chasing XRP at $2.50 — is a recipe for becoming “exit liquidity.”

Levi also promotes an external yield platform as a way to earn double-digit returns on idle crypto during the downturn, presenting it as his own approach to the current lull.

For investors, the message is blunt: if the equity rally cools and liquidity swings back toward digital assets, the move into select large-cap cryptos could be fast and violent.

Those waiting for absolute clarity may miss what this analyst believes will be the most attractive entry zone of the cycle.

Stay in the loop with DailyCoin's trending crypto scoops:
Crypto.com Now Lets You Trade Directly On TradingView
Bitcoin Slides Below $70K: Did Mt. Gox Play a Role?

Does he give a precise timeline?

No. He outlines a broad 2026–2027 window for a major rotation back into crypto but stresses that exact timing is unknowable.