XRP has a massive dark horse behind it and we have to talk about this. So, right off the rip, let's actually address a few things. Number one, let's go back to February 9th where Generation Infinity posted an XRP innovation spotlight. Now, this is regarding XRP community day. Now, this just went through, this is actually happening today. Uh, so this is on February 11th, and this is with a few players around the XRP community. Obviously, the main one that we are looking at here is Evernorth. Evernorth is a m ...

Core Insights - Ripple is currently ranked as the ninth-largest IPO candidate globally, with a valuation of $50 billion, which could enhance institutional confidence in XRP and its payments business [1][4] - Despite speculation, Ripple's leadership has consistently denied any plans for an IPO, emphasizing the company's ability to fund growth internally [2][9] Valuation and Market Position - Ripple's estimated enterprise value of $50 billion reflects significant market expectations for its business potential, marking a 25% increase from a previous valuation of $40 billion [5][8] - The valuation places Ripple above notable unicorns like Canva and just below Stripe and Revolut, indicating its substantial growth trajectory [4] Investment and Acquisitions - Since 2025, Ripple has made aggressive investments, spending nearly $4 billion on acquisitions, including Hidden Road and GTreasury, to enhance its capabilities in payments, custody, and trading [8][10] - The company has successfully attracted major investors, including Citadel and Fortress, without needing to go public, showcasing its strong financial position [10]

Market Performance - XRP experienced a significant decline, dropping 15% in the last 24 hours and approximately 28% over the past week, trading at $1.30 [1] - Ethereum fell 6% on the day, losing about 30% of its value in the last week, trading at $1,985 [3] - Dogecoin decreased by 8% to $0.09, shedding nearly 19% over the past week [3] - BNB dropped 9% in the past day, losing 23% in the past week, trading at $666 [3] - Solana fell about 8% in the past day and is 27% lower than the previous week, trading at $85 [3] XRP Specifics - XRP's price dipped to $1.28, marking the lowest since November 2024, and it recorded the largest daily drop among the top 100 cryptocurrencies [2] - XRP trading volume surged by 57%, with over $11 billion worth of coins traded in the past 24 hours [5] - The liquidation of XRP derivatives contracts exceeded $47 million, with nearly $44 million being long positions [4] Market Capitalization and Company Holdings - The global crypto market capitalization fell by 7.4% to $2.37 trillion, down from a peak of over $4.2 trillion in September 2025 [6] - Evernorth, an XRP treasury firm, reported a $446 million unrealized loss on its XRP holdings, which have decreased in value to approximately $501 million since a $947 million purchase in late October [6][7] - XRP ETFs saw $5.9 million in volume and net inflows of $6.9 million on Wednesday, indicating a slowdown but not a complete withdrawal [7]

I have been watching these XRP amendments every single day because we are getting closer and closer and closer to some of the crucial ones passing to enable some of the biggest use cases on the XRP ledger. Now, when we are looking into some of these amendments, a few of them stand out. The lending protocol is definitely one of them. I think that this is like one of the most important ones to focus on. Um on top of that we also look at the permission decks and the permission domains. Now these are very very ...

Core Insights - Evernorth, an XRP treasury firm, is partnering with t54 Labs to utilize AI technology for increasing reserves and generating yields on the XRP Ledger [1][3] - The company aims to raise over $1 billion to create the largest institutional XRP treasury, focusing on active expansion through institutional lending and DeFi yield strategies [2][4] Company Strategy - Evernorth plans to implement smart yield strategies that involve continuous oversight and fast execution across multiple protocols, supported by AI agents for real-time strategy execution and liquidity management [3] - The collaboration with t54 Labs will provide verification, risk assessment, and compliance tools to enhance AI-driven treasury management [4] Market Context - The trend of yield generation and staking among crypto treasury firms is gaining traction, with expectations that crypto treasuries could increase nearly fivefold by 2026 [4] - Ripple is also expanding its reach into traditional banking by partnering with DXC Technology to integrate blockchain solutions with conventional banking infrastructure, supporting over 300 million deposit accounts globally [5][6]

Core Viewpoint - XRP's price is currently experiencing consolidation between $2.07 and $2.17 following a two-sided liquidation event on Binance Futures, indicating market uncertainty and a search for direction [1][3][5]. Market Dynamics - XRP fell 2.3% over a 24-hour period, from $2.17 to $2.12, as traders reacted to a liquidation reset that left the price trapped within a defined range [3][4]. - The liquidation event involved approximately $4.4 million in short liquidations on January 5, followed by about $5.5 million in long liquidations the next day, reflecting a symmetrical leverage reset [4][5]. Technical Analysis - The $2.07–$2.08 demand pocket was defended, with a significant volume spike of 154.85 million XRP on January 8, indicating strong buying interest at lower price levels [6]. - A V-shaped rebound occurred, pushing XRP from $2.09 to $2.16, but upward movements faced resistance near $2.17, confirming supply overhead [6][7]. Institutional Interest - XRP continues to attract institutional interest, highlighted by Evernorth's strategic collaboration with Doppler Finance to explore liquidity and treasury use cases on the XRP Ledger [8]. - This initiative is in an exploratory phase, focusing on structured liquidity deployment and treasury management, amidst a market that is currently driven more by derivatives than fundamentals [8].

xrp loss, evernorth xrp. Photo by BeInCrypto Evernorth, the largest institutional holder of XRP, is sitting on more than $200 million in unrealized losses. This position highlights the volatility and risks associated with institutional cryptocurrency holdings during a market downturn. XRP Treasury Firm Evernorth Sees Value of Holdings Drop by Over $200 Million Evernorth has emerged as a prominent player in the institutional adoption of XRP. In late October, the Nevada-based firm announced plans to raise ...

Core Insights - U.S.-listed spot XRP exchange-traded funds (ETFs) have surpassed $1 billion in assets, achieving consistent net inflows since their launch in mid-November, distinguishing them from bitcoin and ether ETFs which experienced outflows during the same period [1][2][4] Group 1: Performance Metrics - Total net assets for spot XRP ETFs reached approximately $1.18 billion as of December 12, with cumulative net inflows around $975 million [2] - XRP ETFs have recorded 30 consecutive trading days of net inflows since their debut on November 13 [2] Group 2: Market Context - The milestone for XRP ETFs occurs amid a broader decline in crypto prices and a risk-off sentiment in global markets, as investors reassess rate expectations and earnings momentum [3] - Bitcoin and ether have seen recent price declines, while major altcoins have followed suit [3] Group 3: Investor Behavior - Analysts suggest that the inflows into XRP ETFs are driven more by access and structure rather than short-term price movements, indicating a shift in investor focus [4][6] - The consistent inflow pattern of XRP ETFs suggests a "set-and-hold" buyer profile, with institutional investors prioritizing assets that fit within established ETF frameworks [8] Group 4: Broader Implications - The success of XRP ETFs may signal a shift in the crypto ETF landscape, where capital is diversifying beyond bitcoin and ether into alternative assets packaged in regulated wrappers [9]

Group 1 - XRP is currently priced below $3, significantly lower than its all-time high, amidst a struggling crypto market, while Ripple is focused on creating catalysts for long-term growth [1] - XRP serves as the native asset of the XRP Ledger (XRPL), designed for fast, low-cost payments and as a bridge asset for fiat currencies in foreign exchange [2] - Ripple is advancing the XRPL by developing services for payments, asset tokenization, and compliance-friendly asset issuance, linking its future success to the XRPL's growth [3] Group 2 - The appeal of XRPL to financial institutions and fintechs enhances the value of XRP, especially following the approval of the first spot XRP exchange-traded fund (ETF), which opens new capital inflow opportunities [4] - The launch of the Canary XRP ETF attracted approximately $245 million in first-day inflows, marking it as the largest crypto ETF launch of 2025, with more ETFs expected to follow [5] - XRP ETFs facilitate easier accumulation of the asset by institutional investors, potentially reducing the freely trading supply over time if inflows are sustained, providing a significant advantage for purchasing XRP [6] Group 3 - Evernorth, a Ripple-backed digital asset treasury, plans to go public and aims to raise over $1 billion to purchase XRP, positioning itself as the largest institutional holder of the token [7] - XRP's price has decreased recently, but new holders are actively acquiring the asset, indicating strong and improving core drivers for its value [8]

Core Viewpoint - XRP is positioned for a potentially strong year due to the launch of a U.S. spot ETF, institutional interest, and enhancements to its ledger technology [1] Group 1: Market Developments - The approval of the first U.S. spot XRP ETF, the Canary XRP ETF, began trading on November 13, attracting $250 million in investments within the first few days, marking it as the strongest crypto ETF debut of the year [3] - Ripple has partnered with over 300 banks and financial institutions to promote the use of the XRP Ledger (XRPL) for cross-border settlements, aiming to integrate XRP into these financial functions [4] Group 2: Technological Advancements - The XRP Ledger has introduced an automated market maker (AMM) feature and tools for issuing tokenized real-world assets, enhancing its appeal for asset managers [5] - The emergence of XRP-focused digital asset treasury companies, such as Evernorth, which plans to raise over $1 billion to become a major publicly traded holder of XRP, could increase demand and tighten the asset's float [6]