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XRP's Demand Problem: ODL Reality, RLUSD Risk & ETF Disconnect
Audio is available on Spreaker — see link below.
XRP crypto news reality check: 60% of Ripple's 300+ partners have never touched XRP, RLUSD is cannibalising ODL demand, and $1.48B in ETF inflows still can't lift the price. Today's briefing untangles the signal from the noise.
Audio is available on Spreaker — see link below.
Ripple has over three hundred institutional partners. Sixty percent of them have never touched XRP.
Even among the forty percent using On-Demand Liquidity, the demand picture isn't what it looks like. Banks don't hold XRP.
The more direct threat to XRP's demand structure is Ripple's own stablecoin. RLUSD has grown to a one-point-seven billion dollar market cap.
XRP spot ETFs in the US have now pulled in one-point-four-eight billion dollars in cumulative inflows. Monday alone added fifteen-point-three-four million dollars.
The regulatory context isn't helping. JPMorgan has entered the CLARITY Act fight directly, publishing an explicit warning to the Senate opposing stablecoin yield provisions and demanding liability standards for DeFi developers.
The signals worth tracking from here are narrow. Does the one-point-oh-six support hold with ETF inflows as the backstop?
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