2025-12-29 08:30:46

#数字资产市场动态 Will XRP face a supply shortage? Recently, this question has caused a stir in the market.

Some analysts claim that XRP ETFs will quickly deplete exchange inventories, even hinting that a supply shock could be triggered within the next few weeks. These views spread rapidly on social media, accompanied by Glassnode data charts, making their assertions seem particularly confident. Some even foresee that by 2026, XRP will transform from a speculative asset into a global infrastructure-level liquidity tool.

But the story isn't that simple. Vet, a validator on the XRP Ledger, recently poured cold water on these claims: exchanges actually hold close to 16 billion XRP, a figure far exceeding the 1.5 billion circulating in the market. In other words, market liquidity is actually quite ample, with mainstream trading pairs executing transactions in seconds.

Does the entry of institutions and ETFs make it completely harmless? Not necessarily. Industry insiders have pointed out that ETF custody and the continuous absorption by large institutions will, in the short term, change the structure of effective circulating supply. However, to truly trigger a supply shock in the meaningful sense, it would require very concentrated and extremely large buy orders. Discussing this now might be premature.

Overall, XRP's supply situation is not a bottleneck. Currently, XRP is priced at $1.8982. Market anxiety often exceeds the actual threat—and this time, it may be no different.

XRP-1,38%

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hodl_therapist

· 2h ago

Is this another round of hype about supply shortages? 16 billion tokens are just sitting there, still worrying unnecessarily. --- When Vet came out to debunk the rumors, no one listened. Only regretting when the market crashes. --- Honestly, it's still FOMO driving the market. As soon as the chart is shown, people believe it. --- The entry of ETFs will indeed change the circulation structure, but it's too early to say it will trigger a shock now. --- Market anxiety is always greater than the reality. How many times has this trick been used? --- 160 billion vs 15 billion, how this gap is calculated is the real question. --- Let's wait until major institutions actually come in. With this volume, it can't really stir up a wave. --- Can't hold back anymore. Every time it's hyped like this, investors have become immune. --- Ample liquidity is not a problem; the concern is potential black swan events later. --- Instead of worrying about shortages, it's better to look at the fundamentals.

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GasGuru

· 15h ago

16 billion coins in stock? Now those who are shouting "supply crisis" can finally shut up. They are spreading rumors too much.

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FallingLeaf