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DTCC Pilot, JPMorgan Settlement & Goldman's $154M XRP ETF Bet
Audio is available on Spreaker — see link below.
The DTCC confirmed Ripple in its tokenized settlement pilot, JPMorgan completed a live Treasury bond transfer on XRP Ledger, and Goldman Sachs disclosed a $153.8M spot XRP ETF position — all in the same cycle. But the CLARITY Act's odds just dropped to 60%, and the infrastructure is now building faster than capital can legally follow.
Audio is available on Spreaker — see link below.
The DTCC just confirmed Ripple as a participant in its tokenized real-world asset settlement pilot, targeting limited production trading in July of twenty twenty-six. That's not a partnership announcement.
JPMorgan Chase, Ripple, Mastercard, and Ondo Finance completed a cross-border Treasury bond transfer on XRP Ledger. Not announced.
On a parallel track, TrustLinq integrated Ripple Payments to enable direct stablecoin-to-fiat transfers in underserved cross-border corridors. This is a different layer of the ecosystem.
Goldman Sachs disclosed a one hundred fifty-three point eight million dollar position in spot XRP ETFs in its fourth-quarter thirteen-F filing. Weekly inflows into XRP ETFs reached one hundred nineteen point six million dollars in early April, the strongest pace since December of twenty twenty-five.
The CLARITY Act is the complication in this picture. Polymarket odds of passage dropped from eighty-two percent to sixty percent, with a Senate Banking Committee vote now at risk of slipping into twenty twenty-seven.
One data point worth watching alongside all of this: stablecoin monthly transaction volume dropped twenty-five point six eight percent to eight point one six trillion dollars, while the on-chain real-world asset market cap grew four point seven percent to thirty point nine one billion dollars. The directional contrast is the signal.
The watchpoints from here are specific. First, the CLARITY Act Senate vote.
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