XRP Supply Shock Predicted as ETFs and Treasury Vehicles Lock Up Supply
- Crypto commentator Zach Rector predicts a supply shock for XRP in 2025 due to pending spot exchange-traded funds (ETFs) and digital asset treasury vehicles.
- Rector cites a net inflow of only $118 million in November 2024, with market cap rising by $105 billion, suggesting an “883x market cap multiplier.”
- Evernorth, a US vehicle, plans to list on Nasdaq via SPAC in early 2026, aiming to build one of the largest public XRP treasuries with over $1 billion committed capital.
- A US government shutdown starting October 2025 is delaying ETF approvals, potentially impacting the timing of the predicted supply shock.
Zach Rector argues that substantial inflows from ETFs and treasury vehicles will significantly reduce XRP’s circulating supply, leading to a price increase unless delayed by external factors like the US government shutdown.
The potential for locked-up supply due to institutional buying and ETF inflows suggests a significant impact on XRP’s market dynamics this year. (Source)
