![\"XRP](\"https:\/\/www.newsbtc.com\/wp-content\/uploads\/2025\/10\/XRPUSDT_2025-10-22_13-48-51.png?resize=1024%2C473\")
<\/p>\n","protected":false},"excerpt":{"rendered":"In a livestream on October 22, 2025, crypto commentator Zach Rector argued that an XRP supply squeeze in 2025 is effectively \u201cbaked in,\u201d contending that pending spot exchange-traded funds and a wave of \u201cdigital asset treasury\u201d vehicles will lock up meaningful amounts of circulating supply.<\/p>\n
\u201cThis is no longer speculation,\u201d Rector these ETFs do go live, we are going to see inflows\u2026 With conservative assumptions on the inflows and simple math on the multiplier\u2026 we can confirm that XRP is going to a much higher price and that a supply shock will ensue this year unless the government shutdown extends until 2026.\u201d<\/p>\n
Rector anchored his thesis to what he described as empirics from last year\u2019s trading. Citing his own notes, he said that in November 2024 net inflows to XRP totaled only 118 million, while market capitalization rose by 105 billion,\u201d implying, in his framing, an \u201c883x market cap multiplier over a one-month period.\u201d Anticipating skepticism about the short-window math, he countered that the same dynamic can cut both ways during liquidations. \u201cIt works on inflows coming in and price going up. It also works when there\u2019s mass FUD and we get selling and people want to leave,\u201d he said.<\/p>\n
Projecting forward to an ETF era, Rector posited that even \u201cridiculously conservative\u201d assumptions lead to double-digit XRP. He referenced external estimates he said he\u2019s seen for first-year or first-month demand\u2014\u201cJP Morgan saying $4 to $8 billion in the first year\u201d and a range of \u201c$5 to $10 billion\u201d discussed by a fund executive\u2014then applied a 100x multiplier as his base case.<\/p>\n
\u201cWhat you see is XRP\u2019s market cap growing by 500 billion\u2026 If we get 10 billion of inflows\u2026 you\u2019re looking at a trillion of market cap growth,\u201d he said, adding that at \u201caround a 60 billion circulating supply\u201d that math \u201cis about a $17 to $20 XRP.\u201d He stressed that the precise number is unknowable but the direction, in his view, is not: \u201cIt\u2019s not a riddle\u2026 it\u2019s rather simple math at this point.\u201d<\/p>\n
Beyond ETFs, Rector highlighted what he called a parallel pipeline of balance-sheet buyers in the form of public digital asset treasury companies. He focused on Evernorth, describing it as a US vehicle \u201cestablished to promote the adoption of the crypto asset XRP at an institutional scale\u201d and planning to list on Nasdaq under the ticker \u201cXRP\u201d via a SPAC in early 2026.<\/p>\n
Related Reading: XRP DEX Volumes Surge As Price Plunges: Smart Money Accumulating?<\/p>\n
He read from an SBI Holdings press statement announcing a $200 million PIPE alongside Ripple and other investors, saying proceeds would be used \u201cprimarily to purchase XRP in the open market to build one of the world\u2019s largest public XRP treasuries,\u201d with audited reporting.<\/p>\n
\u201cThey\u2019re going to bring 200 million of inflows into XRP,\u201d he said, adding that Evernorth\u2019s total committed capital \u201cis expected to raise a total of over 1 billion.\u201d For Rector, those purchases\u2014whether from order books or OTC\u2014still reduce float. \u201cEven if they\u2019re getting it OTC, they\u2019re still driving a supply shock ,\u201d he argued.<\/p>\n
Rector framed timing risk around Washington, asserting that a US government shutdown, which he said began on October 1 and had reached \u201c21 days,\u201d is delaying ETF approvals. He repeatedly caveated his 2025 call with the shutdown wildcard: \u201cThe only way that we don\u2019t get a supply shock here in 2025 is if the government stays shut down throughout the rest of this year\u2026 Very unlikely, [but] that is the one caveat.\u201d<\/p>\n
He added that, consistent with prior crypto cycles, he expects a \u201cbuy the rumor, sell the news\u201d pullback on the day spot products go live, even as he maintains a bullish net view on cumulative inflows over subsequent weeks and months.<\/p>\n
At press time, XRP traded at $2.39.<\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
In a livestream on October 22, 2025, crypto commentator Zach Rector argued that an XRP supply squeeze in 2025 is effectively \u201cbaked in,\u201d contending that pending spot exchange-traded funds and a wave of \u201cdigital asset treasury\u201d vehicles will lock up meaningful amounts of circulating supply. Why A XRP Supply Shock Could Be Coming \u201cThis is…<\/p>\n","protected":false},"author":1,"featured_media":7789,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[361],"tags":[148,326,327,3358,3359],"class_list":["post-7788","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-xrp-news","tag-xrp","tag-xrp-news","tag-xrp-price","tag-xrp-supply-shock","tag-xrp-supply-shock-theory"],"_links":{"self":[{"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/posts\/7788","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/comments?post=7788"}],"version-history":[{"count":0,"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/posts\/7788\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/media\/7789"}],"wp:attachment":[{"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/media?parent=7788"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/categories?post=7788"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ad-doge.com\/blog\/wp-json\/wp\/v2\/tags?post=7788"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}