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Infrastructure Strong, Token Lagging: StanChart's Model & the ODL Gap
Audio is available on Spreaker — see link below.
Standard Chartered slashed its 2026 XRP target by 65% yet held every long-term price target through 2030 — here's why the gap between Ripple's infrastructure wins and XRP price action has rarely been wider. Today's briefing unpacks the ODL conversion problem, CBDC rejection, CLARITY Act momentum, and the RLUSD wildcard that could reshape the 2030 demand model.
Audio is available on Spreaker — see link below.
Standard Chartered just slashed its two thousand twenty-six XRP price target by sixty-five percent, from eight dollars down to two dollars and eighty cents. That's a major near-term cut from one of the most consistently bullish institutional voices on XRP.
Here's what the bull case actually requires. Standard Chartered's targets of seven dollars by two thousand twenty-seven, twelve dollars sixty by two thousand twenty-eight, and twenty-eight dollars by two thousand thirty are all contingent on specific conditions being met.
Only forty percent of RippleNet's three hundred banking partners use On-Demand Liquidity, which is the product that actually requires purchasing XRP. The other sixty percent use messaging rails.
On the regulatory front, Treasury Secretary Scott Bessent formally rejected a US central bank digital currency, citing privacy concerns. That's the first explicit Trump administration ruling on a digital dollar.
Ripple's infrastructure story is genuinely strong right now. XRP Ledger tokenized real-world assets grew from nine hundred ninety-one million to three point five billion in the first half of this year.
Two things narrow that gap or they don't. The first is CLARITY Act progress in the Senate.
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