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Three Pillars Cracking: ETF Collapse, CLARITY Odds & XRP Sub-$1 | Aug 13
Audio is available on Spreaker — see link below.
XRP closed below one dollar for the first time since November 2024 as ETF inflows collapsed 97%, CLARITY Act passage odds halved to 15.5%, and Ripple moved 50 million XRP to an unknown wallet. All three pillars of the 2026 XRP bull thesis are cracking simultaneously.
Audio is available on Spreaker — see link below.
XRP closed below one dollar on August thirteenth for the first time since November twenty twenty-four. That's not a rounding error.
Start with ETF inflows, because the numbers here are stark. In Q four twenty twenty-five, monthly XRP ETF inflows hit one point one seven billion dollars.
Compounding that is a supply-side problem. Grayscale sold one hundred and three point four one million XRP in the first half of twenty twenty-six to meet trust redemptions.
The regulatory picture is where the second pillar is wobbling. The CLARITY Act's cloture vote is scheduled for September fifteenth.
The third pillar is institutional adoption, and this one tells the most interesting story. Ripple's stablecoin, RLUSD, has surpassed one point six billion dollars in market cap.
One more development deserves attention. On August ninth, TX Chain's XRPL bridge was exploited via a relayer logic bug, losing two hundred thousand four hundred and ten XRP, roughly two hundred thousand dollars.
XRP is trading at one dollar and six cents with the next technical support levels at ninety-two cents and then fifty cents. Standard Chartered still holds a twenty-eight dollar target for twenty thirty, having cut its twenty twenty-six forecast from eight dollars to two eighty.
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