In a bold market move, a well-known pseudonymous investor and commentator, Crypto X AiMan, has announced he has sold his entire Bitcoin (BTC) stack and reallocated 100% of the capital into XRP. AiMan, who claims to have first purchased Bitcoin when it traded around $3,000, outlined four primary reasons for this dramatic shift in a public statement on December 5, 2025.
The cornerstone of his decision is the legal clarity afforded to XRP in the United States. He specifically referenced the July 2023 ruling by Judge Analisa Torres, which determined that programmatic sales of XRP did not constitute securities offerings. AiMan framed this as a "rare, explicit legal test" that distinguishes XRP from many other digital assets. He contrasted this with Bitcoin's regulatory treatment, often classified as a commodity by U.S. regulators, a stance previously reiterated by former SEC Chair Gary Gensler.
AiMan also pointed to Ripple's substantial holdings and partnerships as a key factor. Citing company disclosures, he noted that Ripple holds close to 40 billion XRP, representing nearly 40% of the total supply. He argued these reserves could support future utility if deployed for payments. Furthermore, he highlighted Ripple's network of over 300 partnerships with banks, central banks, and payment providers, particularly in preparation for the ISO 20022 global reset in 2026.
The investor drew a direct utility comparison between the two assets. He characterized Bitcoin as "digital gold"—a store of value that is "slow and expensive to move." In contrast, he described XRP as a "digital dollar" built for cross-border payments, emphasizing its speed and low cost for transfers.
Finally, AiMan presented a market-size argument for XRP's potential. He referenced analyst projections that the cross-border payments market could reach $250 trillion by 2027. AiMan suggested that even capturing a 1% share of this volume could translate to significant gains for XRP, potentially allowing it to surpass Bitcoin's current market capitalization, which he noted is approximately $1.8 trillion.
The announcement has sparked significant debate and a notable market reaction. Data from Coinglass reveals an overwhelmingly bearish sentiment among derivatives traders toward XRP, with $15 million in short positions against only $0.6 million in longs. This creates a shorts-to-longs ratio of roughly 25 to 1, indicating that 96% of leveraged positions are betting on a price decline. For context, Bitcoin showed $131 million in shorts versus $70 million in longs, and Ethereum had $110 million in shorts against $58 million in longs.
Analysts note that such extreme short positioning can signal weak near-term sentiment but also creates the technical risk of a short squeeze, which could rapidly drive prices higher if shorts are forced to cover. Despite the heavy shorting, XRP has posted intermittent daily gains. Critics of AiMan's thesis point to centralization concerns due to Ripple's large token holdings and note that widespread adoption by banks for settlement remains unproven. AiMan himself acknowledged the extreme risk of his bet, stating, "If I'm wrong? XRP probably goes to zero, and I lose everything."
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