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Goldman's Full XRP Exit, RLUSD Structural Risk & $1.04 Holds | Jul 1
Audio is available on Spreaker — see link below.
Goldman Sachs liquidated its entire $153.8M XRP position in Q1 2026, rotating into crypto equities — and Ripple's own RLUSD may be the deeper structural threat to XRP demand. Today's briefing breaks down the exit signal, ODL erosion, ETF flow cracks, and the CLARITY Act delay.
Audio is available on Spreaker — see link below.
Goldman Sachs just exited its entire XRP position. Not trimmed it.
That rotation lands harder when you set it against what Ripple has actually built. The company has spent roughly two point seven billion dollars on acquisitions in recent months.
The stablecoin point deserves a closer look, because it's structural, not cyclical. RLUSD was designed to compete in the exact use case XRP was supposed to own: on-demand liquidity, cross-border settlement, institutional payment rails.
Step back to price and the picture stays uncomfortable. XRP is trading at one dollar and four cents as of July first, down roughly twenty percent through June.
On the regulatory side, the CLARITY Act missed its July fourth target. The Senate returned July thirteenth with a defense bill as its priority, pushing the commodity classification vote to late July or August at the earliest.
The real test this cycle is whether the one-dollar floor holds under genuine stress. Whale withdrawals surged to nearly fifty percent of Binance outflows by July first.
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