XRP ETF inflows have flatlined for seven straight days while on-chain whale wallets just hit their highest count of 2026 — a split that defines the market right now. Today's briefing breaks down the $30M liquidation cascade, a surge in XRP Ledger wallets, Ripple's RLUSD supplier payments, and the White House's SEC broker-rule review.
Audio is available on Spreaker — see link below.
Spot XRP ETFs have recorded zero net inflows for an entire week, and yet millionaire whale wallets just hit their highest count of the year. That split is the story right now.
That gap got wider after November fourth. A market reversal triggered more than thirty million dollars in forced liquidations on leveraged long positions across five days.
Separately, the XRP Ledger logged seven thousand nine hundred thirty-four new wallets on November first. That's the sixth-highest single-day creation count of twenty-twenty-six.
Ripple announced it plans to pay suppliers in RLUSD, its own stablecoin. The practical question that raises is uncomfortable but clear.
On the regulatory side, the White House began reviewing the SEC's draft rule on broker-dealer treatment of crypto assets, covering capital requirements, custody, and recordkeeping. This is moving separately from the stalled CLARITY Act.
Pull it together and three things matter most in the next cycle. First, whether the one dollar fifteen eighty-eight support holds or breaks under liquidation pressure.
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