Private investment company focused on strategic accumulation of digital assets and financial infrastructure. Proprietary Capital. Not Financial Advice.
Congrats $XRPC on breaking $BSOL’s day one launch volume record! via @EricBalchunas
Here’s why ETFs are crypto’s coming of age moment in the capital markets… 🧵👇
[1/🧵] @Ripple Swell 2025 just happened, and an excessive number of news articles and press releases were published. 🥳
In case you've touched grass the last few days, here's a complete summary of all the official news you've missed.
It's happening on XRP. 👇
This is articulated really well @LongBullyStick. I remember reading Susie Crew’s $334 prediction for $XRP in 2018 based on Swift’s $5t per day payment flows and that made so much sense too. It’s crazy how far the XRPL has come since then. I think XRP holders are positioned well.
$1,000 $XRP? I've spent the last few month's pondering @dom_kwok price prediction from this past summer. Reverse engineering his target, I think I have a good handle on how and where the price prediction was derived.
Just know, someone like Dom Kwok (@easya_app founder) wouldn’t toss out $1,000/$XRP casually. To get there, he’s almost certainly modeling macro-level settlement volume capture, deflationary supply, and velocity compression on a global scale.
Here’s what that looks like when you unpack his prediction step-by-step 👇
💰 1. He’s Valuing $XRP as a Global Liquidity Utility, Not a Coin
At $1,000 per $XRP, even with a reduced circulating supply of say 35 B tokens, that’s a $35 T market cap.
That sounds enormous -- until you realize it’s roughly half of today’s global daily FX settlement turnover multiplied over a year.
So his model most-likely uses and assumes:
$XRP settles a measurable share of global cross-border payments, FX swaps, and tokenized-asset flows. $XRP becomes the neutral bridge asset between digital dollars, euros, CBDCs, and tokenized securities.
He’s pricing $XRP as monetary infrastructure, not a speculative crypto asset!!!!! (This is both factual and the key!)
🌐 2. Global Tokenization Math
By 2030, institutions like BlackRock, BNY Mellon, and Citi project $14–$20 T+ in tokenized real-world assets (RWAs).
If $XRP captures 10% of that settlement volume, that’s ~$2 T flowing through $XRPL.
With 2%–3% turnover velocity, the float required to support that liquidity is ~$60T total value settled annually, which can justify multi-hundred-dollar valuations per token under a bridge-liquidity model.
Dom most-likely is simply pushing those assumptions further -- e.g., 25%–30%share of tokenized-asset and FX settlement, yielding numbers in the $500–$1,000 range.
🔥 3. Deflationary Supply Compression
If he’s factoring in an accelerating burn/lockup curve -- maybe 4–5 % annually plus institutional vaulting by Evernorth, Prime, and custodians -- effective circulating supply could drop toward 20–25 B $XRP by 2030. Same liquidity demand spread across half the coins = 2× higher price.
🏦 4. Institutional Leverage & Derivative Layers
Ripple Prime, Evernorth, and custodial partners could create a levered liquidity ecosystem, where each $XRP supports multiple layers of settlement (similar to how reserve money supports bank deposits).
That “velocity dampening” means fewer $XRP in motion settle more nominal value — another multiplier in valuation models. (Another key!!!)
⚙️ 5. Real-World Reference Points
Dom is a TradFi-meets-DeFi thinker; he most-likely benchmarks $XRP against:
SWIFT ($5 T daily flow) → even 10 % = $500 B/day potential.
Visa’s payment rail (~$14 T/year) → comparable market-cap logic puts $XRP above $1 T.
Gold (~$15 T market cap) → if $XRP becomes the “digital reserve liquidity,” a similar cap gives ~$270/$XRP with 55 B supply -- and easily four-digit if supply tightens to 20 B.
📊 So The Math Behind $1,000 $XRP
Start with the global settlement market, which processes around $250 trillion annually when you include FX, cross-border payments, and tokenized asset transfers.
If $XRP captures just 10% of that market, it would be facilitating about $25 trillion in yearly settlement volume.
Now, assume an average liquidity turnover (velocity)of around 3%, meaning $XRP only needs to provide enough liquidity to cover a small fraction of those transactions at any given moment. That equates to a required liquidity pool of roughly $0.75 trillion.
Divide that by an effective circulating supply of 25 billion $XRP, and you get a baseline value of around $30 per $XRP -- just to support that 10% market share under normal liquidity conditions.
Next, factor in real-world catalysts -- tokenized asset bridging, institutional credit through Ripple Prime, supply scarcity, and slower velocity as $XRP becomes locked in institutional use.
Each of these adds a multiplier effect to the utility value, estimated between 30x and 40x, which brings the fully adjusted price range to $900–$1,200 per $XRP. 🔥🚀🎉🥂
🧭 The Ultimate Summary
Dom Kwok’s $1,000/$XRP thesis likely combines:
XRP capturing a double-digit percentage of global tokenized and cross-border settlement flows;
Ongoing burn and escrow reductions cutting supply near 20–25 B; Lower transaction velocity (each $XRP circulates slower as it’s locked in institutional pools);
Multiplier effect from derivative usage and prime-broker leverage; Ripple’s rails becoming foundational to CBDCs, RWAs, and institutional payments.
Under those conditions, a four-figure $XRP is NOT meme math --- it’s a long-horizon macro-liquidity model. Something only a brainiac like Dom would stick his neck out and publicly predict! Sure you can question the PP, but understanding "how he got there" just proves he is NOT just guessing or throwing darts -- he did a ton of research first before announcing that $1,000 number!