JUST IN: Spot XRP ETFs see $54 million in net inflows over five trading days
The products outpaced other altcoin ETF suites while the XRP Ledger’s stablecoin ecosystem reached $1.06 billion
🇯🇵LATEST: Japan is preparing markets for ANOTHER rate hike.
BOJ Deputy Governor Ryozo Himino says policymakers will debate the pace and timing of further hikes at each meeting as they seek to stabilise underlying inflation around 2%.
The BOJ hasn't committed to September, but markets are now pricing nearly a 90% chance of a hike at the Sept. 17–18 meeting.
Japan's policy rate is already at a 31-year HIGH of 1%, with another 25bps hike taking it to 1.25%.
Currently, Japan's key indicators are sitting at:
- Wholesale inflation: +7.2%
- Core inflation: 1.8%, up from 1.6%
- USD/JPY: 159.35
Himino says the timing and pace will also reflect risks from FX moves, AI-related demand and the Middle East conflict.
The main objective for $XRP this week is to secure a weekly close above $1.54 (50 week EMA) to continue the trend. Two consecutive weekly closes below would warrant further caution, as failure to break through increases the likelihood of going back to the drawing board 👇🏼
SEC Filing Puts 21Shares XRP ETF Back in Focus
The SEC has published an 8-K filing involving the 21Shares XRP ETF.
The filing details an agreement allowing 21Shares to use the FTSE ripple:native Index. That index provides the reference price for the fund’s XRP exposure. This does not represent a new ETF approval or a fresh market launch.
The fund has already traded on Cboe BZX since December 11, 2025. Its purpose is to track XRP’s price through direct holdings of the cryptocurrency.
Bank of New York Mellon and Coinbase provide custody services for the fund. By Aug. 26, 2026, the ETF had accumulated roughly $149.67 million in net assets.
🔬Is Globelink using #Ripple?
Globelink invested in Alfred to reach the places Alfred says it uses Ripple for. The timeline is provocative:
>4/25 Globelink invested in Alfred to expand into Asia.
>10/25 CEO says it's aimed at Asia-LATAM.
>3/26 Ripple discloses Alfred uses Ripple for flows across the LATAM, China & US.
1/2
There are moments when the most useful thing we can do is set aside what we think we know and simply ask a better question.
This is one such thought experiment.
Not a prediction.
Not a price target.
Not investment advice.
A vision to examine, challenge and discern.
For most of XRP’s history, people have understandably viewed its price through the familiar lens of markets:
How many people want to buy it?
But what if that eventually becomes the wrong question?
Imagine a world in which securities, Treasuries, currencies, real estate, commodities and other forms of legally recognized value increasingly become tokenized and capable of moving around the clock.
Those assets still have to settle.
Different currencies still have to exchange.
Different pools of liquidity still have to meet.
Market makers still have to provision capital.
And somewhere between all those assets, currencies and networks, the system may need exceptionally efficient forms of neutral bridge liquidity.
If XRP earns a meaningful role there, something subtle but profound changes.
Demand would no longer arise solely because someone believes XRP will appreciate.
Some demand could arise because value actually needs to move.
And markets do something fascinating when necessary demand encounters finite available supply:
price discovers the level at which sufficient economic capacity becomes available.
A higher XRP price would therefore not merely represent greater speculative enthusiasm.
It could allow the same number of XRP to carry substantially more value.
$10 XRP creates ten times the dollar-denominated liquidity capacity of $1 XRP.
$100 creates ten times the capacity of $10.
And so forth.
That raises an intriguing possibility.
Perhaps mature XRP price discovery would not resemble a smooth upward curve at all.
Perhaps long periods of relative equilibrium could be interrupted by sharp stair-step repricing events as successive thresholds of institutional liquidity demand are reached.
Not because somebody administratively declares what XRP should be worth.
Not because social media becomes excited.
And certainly not because a chart says so.
But because the market continually asks a brutally simple question:
At what price can the available liquidity carry the value that needs to move?
I don’t pretend to know the answer.
None of us knows what percentage of future institutional settlement XRP will capture—or whether competing technologies ultimately solve much of this problem differently.
But I believe the question itself deserves serious consideration.
Because if tokenization creates vastly more financial traffic…
if programmable settlement changes how capital moves…
if liquidity increasingly operates 24/7…
and if XRP becomes meaningful operational inventory connecting otherwise fragmented pools of value…
then we may eventually discover that we spent years debating the price of XRP when the more consequential question was always:
How much economic value must each available XRP be capable of carrying?
The graphic below is simply an attempt to visualize that possibility.
Take nothing on faith.
Challenge the assumptions.
Test the mathematics.
Study the architecture.
Then reach your own conclusion.
Knowledge → Understanding → Wisdom → Life.
Let’s Always Seek Truth.
@Ripple@X
Hedge funds are rapidly dumping chip stocks:
Semiconductor and semiconductor equipment stocks now account for ~16% of total global hedge fund market exposure, near their lowest in 6 months.
This percentage has declined -8 points since its June peak.
However, exposure still remains double the levels seen in November 2025.
To put this into perspective, semiconductor stocks accounted for ~6% of global hedge fund exposure on average in 2024 and 2025.
Meanwhile, software and services stocks now account for just ~2% of hedge funds' portfolios, near the lowest level on record.
Hedge funds are locking-in massive profits in chip stocks.
NEW: 🇺🇸 "This is money... Of course, it needs to have a regulated path," says BitGo CEO Mike Belshe.
Belshe warns that without a framework, the U.S. cannot begin the process: "If you don't put the CLARITY Act in or something like it, then you don't even get to get started." 📜
LATEST: 🇺🇸 The SEC has sent proposed crypto custody rule changes to the White House for review, aiming to clarify how investment advisers can hold digital assets for clients.
There are no doubts we are in cycle bottom territory when it comes to momentum on $XRP's 3 month RSI. Yet we still haven't touched down on prior cycle bottom readings of 47 (2020/2022). The RSI did however tag early 2024 levels, and has since bounced. Will this time be different?