XRP holds the $1.05 support zone despite an SEC appeals dismissal, a landmark Torres ruling, and XRPL v3.3.0 institutional upgrades — because escrow supply is outpacing ETF inflows two-to-four times over. Today's briefing breaks down ODL concentration risk, the stalled CLARITY Act, and the three data points that actually matter for price recovery.
Audio is available on Spreaker — see link below.
The XRP ledger is about to get its most substantive institutional upgrade in years, and the price still can't clear a dollar ten. That tension is the signal worth tracking today.
Here's what matters structurally. Ripple releases between two hundred million and four hundred million XRP from escrow every month.
On-Demand Liquidity volume has now consistently reached two point three billion dollars monthly. That's a real number.
The SEC appeals dismissal in August twenty twenty-five, combined with Judge Torres's ruling confirming XRP is not a security on secondary markets, produced no sustained rally. After five years of litigation driving the regulatory narrative for this token, resolution arrived and the price didn't follow.
One security note worth passing along. The XRPL Foundation has flagged an active phishing campaign impersonating Ripple with a fake announcement called XRP Holder Tiers, directing users to a fraudulent website.
Sell-side consensus for twenty twenty-six clustered between four and ten dollars. The actual price is one point zero eight.
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