XRP extended its rally as U.S. spot ETF inflows continued in the green, reviving bullish long-term price targets as high as $100. | Credit: Gemini. Key Takeaways Record ETF inflows have boosted XRP sentiment across the industry. XRP’s price has climbed sharply over the past week. Bullish price targets as high as $100 have resurfaced. XRP extended gains for a fifth consecutive session on Tuesday, supported by further positive inflows into U.S.-listed spot exchange-traded funds (ETFs) and rising act ...

Total ETF assets under management (AUM) stood at $713 billion by the end of the year, it said, which represented a compound annual growth rate of 23% over the past decade. By comparison, at the end of 2015, total ETF AUM amounted to $90 billion.As market volatility spiked and abated, a significant volume of ETF units changed hands in 2025.“In a year of trade war, tech frenzy, and geopolitical tumult, ETF traded value also skyrocketed to $1.2 trillion ($4.6 billion daily) surpassing the previous record set i ...

Core Viewpoint - The potential for $10 billion in ETF inflows into XRP by late 2026 is becoming increasingly plausible due to supportive macro conditions and legal clarity, which could significantly impact XRP's market dynamics and price trajectory [1][2]. Group 1: Market Conditions and ETF Developments - The Federal Reserve's rate cuts beginning in late 2025 are expected to drive capital into risk assets, including cryptocurrencies like XRP [1]. - By late 2025, over a dozen asset managers have filed for spot XRP ETFs, indicating a competitive landscape for market share [2]. - U.S. spot XRP ETFs launched in November 2025, accumulating approximately $1 billion in assets within the first four weeks, demonstrating strong investor interest [3]. Group 2: Supply Dynamics and Price Predictions - XRP's exchange balances decreased from 3.95 billion to 2.6 billion, a 45% decline, indicating that ETF inflows and whale accumulation are reducing the liquid supply [3]. - To achieve $10 billion in ETF inflows, XRP must see monthly inflows of about $375 million over two years, which would absorb roughly 4.5 billion tokens at a price of $2 per XRP, removing about 8% of the circulating supply [6]. - ChatGPT predicts that if ETF inflows reach $10 billion, XRP could trade in the $6-8 range, reflecting a significant increase from current levels [10]. Group 3: AI Predictions and Analyst Insights - ChatGPT's conservative estimate suggests XRP could rise to approximately $4.40 by Q1 2026 without the $10 billion scenario, while Claude's more aggressive prediction sees XRP potentially reaching between $8 and $14 by 2026 [8][13]. - Analysts generally target a price range of $5 to $6 for XRP by the end of 2026, citing legal clarity and Ripple's partnerships as positive factors, but caution that broader adoption of ODL is necessary for significant price appreciation [19][20]. - The contrasting predictions from AI models highlight differing assumptions about market dynamics, with ChatGPT focusing on supply constraints and profit-taking, while Claude emphasizes a self-reinforcing adoption cycle [24][22].

Core Insights - XRP experienced a significant price decline of over 45% from its peak of $3.66 in July 2025 to around $2.00 by December 2025, primarily due to profit-taking by whales and a broader selloff in the crypto market [4][6][10] - Despite the price drop, XRP ETF inflows reached $1 billion in under four weeks, marking the fastest institutional adoption since Ethereum ETFs launched, which could potentially stabilize and reverse the price decline [6][9][10][15] Price Movement and Market Dynamics - XRP's all-time high of $3.66 was achieved after a 480% increase over the previous year, but the subsequent retreat has left approximately 37% of XRP holders with unrealized losses [4][6][10] - The broader crypto market lost over $1 trillion in value from October to November 2025, contributing to XRP's decline alongside Bitcoin and Ethereum [2][4] Whale Activity and Selling Pressure - Whales sold approximately 200 million XRP (valued at $400 million) in late November 2025, likely to lock in profits from the summer surge [2][3] - A significant portion of recent XRP buyers are now holding underwater positions, leading to continued selling pressure as some investors cut losses [3][6] ETF Inflows and Institutional Demand - XRP ETF inflows have created structural demand, with nearly $1 billion in assets attracted within four weeks of launching, indicating strong institutional interest [9][10][14] - The inflows have absorbed nearly 1% of XRP's circulating supply, contributing to a tightening of exchange balances, which fell from 3.95 billion to 2.6 billion XRP over 60 days [10][14] Future Price Predictions - Analysts present three potential scenarios for XRP's price trajectory through 2026, depending on the sustainability of ETF inflows and broader market conditions [16][17][20] - The bullish scenario suggests that sustained ETF inflows could push XRP back to its previous high of $3.66 by Q4 2026, while the bearish scenario warns of a potential drop to $1.50 if whale selling accelerates and ETF inflows fade [17][23][24]

Core Insights - XRP has slipped below the $2.20 threshold due to a daily death cross, indicating renewed selling pressure and a critical support test that may influence the broader market correction into December [1] - Long-term holders and institutional investors are accumulating XRP despite short-term liquidation flows driven by derivatives unwinding and risk-off sentiment in the crypto market [1] Market Dynamics - Binance exchange reserves have decreased to 2.7 billion XRP, the lowest level in over a year, following the exit of approximately 300 million XRP from the platform since October [2] - XRP's price failed to maintain strength driven by ETF inflows, with Franklin Templeton's XRPZ and Grayscale's GXRP experiencing three consecutive sessions of net inflows [2] - The price breakdown from $2.22 to $2.18 confirmed rejection at the $2.23–$2.24 resistance zone, reinforcing a descending price channel observed over the past two weeks [2] Technical Analysis - The death cross adds structural weight to the current price pattern, aligning with a series of lower highs at $2.185, $2.180, and $2.178 [2] - Momentum indicators show persistent selling pressure, with the RSI failing to reclaim the midline and the MACD drifting deeper into negative territory [2] - XRP's price remains below all major short-term moving averages, with the 50-day average slope accelerating downward, historically indicating follow-through selling rather than immediate reversals [2] On-Chain Analysis - On-chain flows indicate an improving underlying bid, with steady ETF inflows and decreasing exchange balances suggesting a shift towards mid-term accumulation despite the bearish near-term chart [2]

📈 11/25 ETF Inflows🟢 BTC +45.7M🟢 ETH +32.5M🟢 SOL +53.1M (today’s leader)Strong inflows across majors — momentum heating up again. 🔥 https://t.co/LEvwMTDnkZ ...

Core Insights - Solana ETFs have experienced 19 consecutive days of inflows, totaling $476 million, despite a broader market downturn that affected Bitcoin and Ethereum ETFs significantly [3][4][5]. Group 1: ETF Performance - Solana ETFs launched on October 28, 2025, and have not recorded any outflows since their debut, accumulating approximately $476 million in net new assets by November 21 [5][6]. - Bitwise's BSOL fund has captured 89% of the total inflows, amounting to $424 million, by staking all holdings and charging a low fee of 0.20% [4][6][7]. - On November 21, Solana ETFs attracted $23 million, while Bitcoin and Ethereum products lost over $1.6 billion in the same session, indicating a shift in institutional investment towards Solana [4][7]. Group 2: Market Dynamics - Despite a sharp price drop from $186 to around $141, institutional confidence in Solana appears to be growing, suggesting a strong demand for SOL amidst market volatility [2][9]. - The inflows into Solana ETFs are notable given the overall market conditions, where Solana's price fell nearly 30% from late October to early November [9].

Core Insights - Bitcoin has experienced a significant decline, trading around $87,319, down approximately 4% in the last 24 hours and nearly 13% over the week, following a drop from highs above $103,000 [1] Market Sentiment - The Fear and Greed Index indicates extreme fear at a reading of 11 for the second consecutive week [2] - In the past 24 hours, 221,588 traders were liquidated, totaling $794.11 million, with Bitcoin accounting for $118.47 million of this amount [2] Price Predictions - A Bloomberg analyst warns that Bitcoin could potentially crash to $10,000 if the current market pattern resembles that of 2018, when prices fell from $10,000 to nearly $3,000 [3] - The analyst cites factors such as expanding token supply, late-cycle ETF inflows, and a deteriorating macroeconomic environment as contributing to this potential decline [4] Market Dynamics - The analyst notes a lack of clear catalysts to stop Bitcoin's downward momentum, highlighting rising volatility signals and market fragility [4][5]

Core Insights - The ETF industry has seen record inflows, with $1.1 trillion invested year-to-date, surpassing previous records and indicating strong investor interest [3][4][23] Industry Overview - The ETF market crossed the trillion-dollar mark at the end of the previous year, ending with $1.12 trillion, and is on track to set new records [4][5] - There has been a notable demand for fixed income ETFs and international equities, which were not anticipated a year ago [5][6] Popular Funds - The Vanguard S&P 500 ETF (VOO) has crossed $100 billion in net inflows, making it the only ETF to achieve this milestone [7][8] - Other popular ETFs include State Street's low-cost S&P 500 ETF (SPYM) and iShares S&P 500 ETF (IVV) [8] - Actively managed ETFs have gained traction, accounting for nearly 40% of net flows this year, indicating a shift in investor preferences [9][10] New Fund Types - New fund types, including those utilizing options strategies and covered calls, are gaining traction, with J.P. Morgan's Nasdaq Equity Premium ETF (JEPQ) nearing $10 billion in assets [12][13] Market Dynamics - There is a shift of assets from traditional mutual funds to ETFs, with net outflows from equity mutual funds contributing to the inflows into ETFs [14][15] - The ETF market is expected to continue growing, with projections of breaking $1 trillion in net inflows again by 2026 [16][20]

Core Insights - ETFs have achieved record inflows, surpassing $1.14 trillion in 2024 and projected to reach $1.4 trillion by the end of the year [1][2] - Despite various market headwinds, ETFs managed to achieve over $1 trillion in inflows for the second consecutive year, outpacing the previous year's performance [2][3] ETF Market Trends - The ETF industry is experiencing significant growth, driven by strong demand for equity and fixed income ETFs, as well as alternatives like gold and bitcoin [3] - Notable investment trends include increased international asset allocation, a resurgence in thematic investing, and heightened interest in various ETF sub-categories [3] Equity ETFs Performance - The Vanguard S&P 500 ETF (VOO) has crossed $100 billion in inflows for two consecutive years, solidifying its position as a leading equity ETF [4][5] - VOO's low fees (3 basis points) contribute to its attractiveness as a low-cost indexed fund provider [5] Fixed Income ETFs Performance - Fixed income ETFs have also seen record inflows, with $51 billion in October alone and over $350 billion overall for the year [6][8] - The demand for fixed income ETFs is driven by interest in municipal bonds, short-term funds, and active fixed income strategies [8]