Analyst argues Bitcoin’s upside no longer justifies risk, with BTC now trading about 30x above its last cycle low.
A prominent crypto analyst known for their long-standing Bitcoin optimism has issued a stark recommendation: reduce BTC exposure in favor of select altcoins.
In a detailed social media post, CrediBULL Crypto argued that with BTC near $90,000, its potential return no longer justifies the risk compared to fundamentally sound alternatives trading at deep discounts.
Bitcoin Still Leads, But Alts Offer Better Upside
CrediBULL opened the analysis by stressing their history of bullish Bitcoin calls from as low as $3,000 in 2017 through $15,000 and $30,000 in later cycles. However, with the OG cryptocurrency now hovering near $90,000, the analyst argued that the math has changed for investors planning to take profits before the cycle ends.
They contended that while Bitcoin typically leads the market out of a bear phase, the most explosive altcoin rallies historically occur later in the cycle, often after Bitcoin has peaked. With the number one cryptocurrency now 30 times higher than its last cycle low, CrediBULL believes the “risk vs. reward” profile for new Bitcoin investments has diminished significantly.
“After finally cracking 100k+, and despite my belief that we still have higher to go for Bitcoin in this cycle, the reality is that R/R and expected ROI from current levels does not favor buying $BTC over alts at these levels,” they wrote on X.
The analyst used XRP as a primary example, highlighting that the Ripple token underperformed Bitcoin for over 460 days before exploding with a 7x gain in just 23 days in mid-2025. This move, CrediBULL argued, erased all prior underperformance and resulted in greater returns for XRP holders than for those who bought BTC above $25,000 during that same window.
The lesson, according to the post, is that high-quality altcoins can lie dormant for extended periods before making their major moves in a fraction of the time, rewarding patient accumulation.
“The real opportunity at this point in time is in high quality, fundamentally sound, and structurally solid alts,” CrediBULL summed up.
Market Context: Bitcoin Stuck Near $90K as Pressure Builds
Bitcoin’s price action helps explain why this argument is gaining traction. At the time of writing, it was trading around $87,000, down about 1% in the last 24 hours and roughly 6% over the past two weeks, after repeated failures to hold above $90,000.
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Major altcoins, including Ethereum (ETH), followed Bitcoin lower in a widespread pullback, with data showing the recent pullbacks came with about $250 million in liquidations, most of them tied to long positions.
Options markets are also shaping near-term behavior. On-chain technician Wise Crypto said on X that Bitcoin has been confined between $85,000 and $90,000 by a large options structure, with hedging activity keeping volatility muted until a major expiry later this week.
Meanwhile, XRP was trading near $1.85, down close to 50% from its July peak of $3.65 and weaker across weekly and monthly timeframes. While sentiment around the token has turned negative, analysts have noted that similar pessimism in the past has often preceded sharp rebounds.
Taken together, Bitcoin’s stalled momentum and growing focus on relative value are keeping the rotation narrative alive, even as traders wait for clearer direction into year-end.
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