A well-known crypto analyst, CryptoCapo, has cautioned that while altcoins currently present an accumulation opportunity, the anticipated rally is likely a final surge before a severe bear market. In a series of posts on X, he noted that many altcoins have already plummeted 90–99% from their peaks and are now showing relative strength against Bitcoin, creating a favorable risk-reward window for building positions. He believes the recent stock market rally could trigger a rotation of capital into crypto, temporarily boosting digital assets.
Two specific token categories were highlighted for potential outperformance. First, ISO 20022-compliant tokens such as XRP, XLM, QNT, and HBAR, which adhere to international financial messaging standards and could gain from regulatory clarity. Second, privacy coins like Monero (XMR) and Zcash (ZEC), which may see renewed demand as financial privacy gains attention. CryptoCapo stressed that this is not the start of a new bull market but rather the final upward push across multiple asset classes—crypto, stocks, and real estate—before a broad bear market takes hold.
Market participants are also closely watching other altcoins like Cardano (ADA), Pi Network (PI), Shiba Inu (SHIB), and Near Protocol (NEAR) for potential tailwinds, though the overarching theme remains one of caution. Investors are advised to manage risk carefully, as any gains could be short-lived and a major downturn may be imminent.