2026-01-03 08:21:55

XRP today surged above $2, up 7.5% in a single day, marking the first time since mid-December last year that it has reached this level. The driving force behind this is clear — the market is digesting expectations of a possible shift in the SEC's stance. From a capital perspective, the spot XRP ETF saw a single-day inflow of $13.59 million on January 2nd, bringing the total inflow since launch to $1.18 billion. The key point is that over these 29 trading days, there has been continuous net inflow without interruption.

The truly interesting change is on the supply side. The XRP holdings on exchanges have fallen to their lowest levels in years, which is the market's logical support — tight supply combined with institutional entry, and the influence is here. If the $2 level can be maintained, the next target could be around $2.45. Based on this momentum, industry insiders expect the annual ETF capital inflow to range between $4 billion and $8 billion.

Ultimately, this wave of market activity is not just a technical rebound; it reflects significant capital deployment into compliant crypto assets.

XRP0,43%

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MevTears

· 20h ago

Tight supply is indeed a fact, and exchanges are holding fewer and fewer chips. --- Once the SEC shifts focus to institutions, it becomes aggressive. Turns out, compliance is still the most valuable. --- If it stabilizes at $2, the next psychological barrier to watch is whether it can break through 2.45—that's the real test. --- 29 trading days of continuous net inflow? This ETF is really bleeding us dry. --- Talking about compliant layout sounds nice, but actually it's just betting that the SEC won't cause more trouble. --- The spot ETF has accumulated $1.18 billion, which is not small, but the question is how much more money is still to come in. --- Is the claim that XRP on exchanges has bottomed out reliable? It feels like someone says bottoming out every day.

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ProveMyZK

· 20h ago

The supply shortage is definitely worth paying attention to; with fewer exchange tokens, institutions will have more say.

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GateUser-e19e9c10

· 20h ago

The logic of supply shortage is plausible, but only truly counts if it can hold above $2.

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gas_fee_trauma

· 20h ago

The supply shortage is real, and there's not much room for exchanges to dump.

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LazyDevMiner

· 20h ago

Oh no, the supply side is the key, really understanding it thoroughly. Exchange XRP is almost out of stock, institutions are frantically accumulating, no wonder it's rising so sharply. Is the 2.45 target reliable? Should I keep averaging down or start reducing my position? Wait, has the ETF fund never stopped flowing in? Feels like a explosion is coming this year. Compared to technical analysis, I trust the supply school more. Now it's just a matter of who has fewer coins in hand to win.

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RugResistant

· 20h ago

Supply shortages are real, and exchanges are running out of chips. Exchange XRP has been decreasing continuously, which is the fundamental reason for the rise. Holding onto $2 is indeed a sign of hope. The SEC has changed its stance, now institutions are really daring to come in. The ETF has had net inflows for 29 days straight, indicating that the funds are truly optimistic. It's both a supply shortage and capital entering the market; this rhythm is quite intense. The question is whether we can hold steady at $2. Honestly, I still feel a bit uncertain. Large funds are positioning in compliant assets; retail investors, let's enjoy the benefits together. This wave is definitely not just hype; the fundamentals are right here. Is $2.45 the next target? Then we must first hold onto $2.

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