A claim has been made that the long-term investment case for XRP and bitcoin (BTC) strengthens as global macro uncertainty and geopolitical tensions rise.

On April 13 (local time), blockchain outlet The Crypto Basic reported that financial coach John Vasquez said recent discussions showed failed negotiations involving the United States and Iran, Middle East-driven tensions and the possibility of shrinking liquidity were increasing the need for alternative assets, including cryptocurrencies.

Vasquez singled out XRP and bitcoin as assets that could benefit from macro uncertainty. He said market volatility could continue in the short term, but viewed the overall trend as favorable for alternative assets. He mentioned that tensions involving the United States and Iran were weighing on global markets and that, in such an environment, decentralised assets such as XRP carry greater significance.

He cited inflation and credit-market instability as key factors. Vasquez said inflation pressures could rise again if disruptions around the Strait of Hormuz push up oil prices. He also flagged stress in global credit markets and liquidity tightening as risk factors. He defined the current situation as a phase in which a global credit crisis is unfolding and said de-dollarisation, with countries reducing dependence on the dollar, is also progressing.

He judged that a strategy of holding cash for a long time may not be effective under such conditions. He said that as inflation erodes purchasing power, assets such as XRP, bitcoin and commodities could deliver better performance over time.

Still, short-term market moves have differed from his argument. The outlet said bitcoin was down 16.32 percent over the past year, while XRP fell 38 percent. It also said that even after a Middle East conflict began in February, cryptocurrency prices did not clearly demonstrate the hedging role that had been expected. It noted there were periods of relatively stable moves during heightened tensions, but it is difficult to say prices themselves functioned as a defensive tool.

Even so, Vasquez argued that over longer horizons such as 5 to 10 years, major cryptocurrencies have been better assets to hold than cash. He mentioned that over the past 10 years, the purchasing power of the U.S. dollar fell 28 percent, from 43.10 to 30.9. He said bitcoin and XRP prices rose by nearly 200 times over the same period. He viewed this long-term trend as a possible benchmark for asset allocation, separate from short-term corrections.

He offered two possibilities for the future path of the global economy. One is a scenario in which low interest rates and monetary expansion continue, extending current imbalances. The other is a path in which sharp corrections occur in stock and credit markets. He also cited changes in Japanese interest rates and the unwinding of carry trades as factors that could increase systemic risk.

Vasquez said large downturns and resets have repeated in the past. As a strategy needed amid such uncertainty, he suggested accumulating assets in down markets. He cited XRP and bitcoin as his long-term positions, along with income-generating assets such as commodities including silver.

Ultimately, his message centers on preparing for a changing economic environment rather than asserting a definitive market direction. Vasquez stressed the need to prepare for a new market order not only financially but also mentally.

XRP & Bitcoin narrative getting stronger day by day. In the long run this will play out well. Short term expect extreme volatility. pic.twitter.com/2BXRKw3MFD