Supply squeeze
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Is XRP the Most Undervalued Crypto in 2026? The Case for $5 and Against It
Yahoo Finance· 2025-12-23 23:44
Core Argument - The valuation debate surrounding XRP suggests it may be undervalued, with potential price targets of $5 or higher based on its growing transaction volumes and institutional adoption [1][4][24]. Group 1: Transaction Volumes and Market Dynamics - XRP processed approximately $1.3 billion in cross-border payments in Q2 2025, indicating a 41% year-over-year growth, which could lead to an annual processing volume of over $5 billion [1][2][24]. - The market capitalization of XRP is around $113 billion at a price of $2 per token, leading value investors to question if the current price reflects its real-world utility [2][4]. - The On-Demand Liquidity (ODL) network's growth and partnerships with over 300 banks support the bullish case for XRP's valuation [4][14]. Group 2: Institutional Demand and ETF Inflows - The launch of U.S. spot XRP ETFs in November 2025 attracted approximately $1 billion in net inflows within the first month, indicating strong institutional interest [7][8]. - Institutional demand is characterized by long-term allocations from pension funds and asset managers, which helps stabilize XRP's price [8][10]. Group 3: Supply Dynamics - XRP's supply on exchanges has decreased significantly, dropping from 3.95 billion tokens to 2.6 billion in just two months, a 45% decline, which creates a supply squeeze [9][10]. - Large holders, or "whales," accumulated about 340 million XRP tokens between September and November 2025, reinforcing the scarcity argument [11][12]. Group 4: Regulatory Clarity and Adoption - The SEC's settlement with Ripple in August 2025 clarified XRP's status, removing regulatory uncertainties and paving the way for broader adoption [13][24]. - More than 300 financial institutions are now utilizing Ripple's technology, processing approximately 2 million transactions per day, which enhances the case for XRP's undervaluation [14][24]. Group 5: Counterarguments - Critics argue that many banks use Ripple's technology without utilizing XRP, which limits the token's demand despite the network's success [17][19]. - The large circulating supply of XRP, approximately 57 billion tokens, poses challenges for extreme price targets, making significant appreciation mathematically difficult [20][21]. - Regulatory risks and competition from CBDCs and stablecoins could hinder XRP's adoption and demand in the future [22][23].
Silver, Copper Eclipse Gold as Top Metals Bets on Supply Fears
Yahoo Finance· 2025-12-07 14:30
Core Viewpoint - Silver and copper are emerging as the leading metals in trading, surpassing gold, with both institutional and retail traders anticipating significant price rallies heading into 2026 [1] Group 1: Silver Market Dynamics - Silver prices have nearly doubled in 2023, with most gains occurring in the last two months due to a historic supply squeeze in the London market, driven by increased demand from India and silver-backed ETFs [2] - Recent weeks have seen a slight easing of the supply crunch in London, but other markets, particularly China, are experiencing decade-low inventories [2] - The volatility of silver has increased, with a steeper parabolic price movement observed compared to previous rallies, indicating concentrated buying in a shorter timeframe [3] Group 2: Investment Trends - Implied options volatility in the iShares Silver Trust reached its highest level since early 2021, with nearly $1 billion flowing into the ETF over the past week, surpassing inflows into the largest gold fund [4] - Western investors, previously under-allocated to precious metals, are increasingly investing in silver ETFs, suggesting potential for further inflows as allocations normalize [5] - There has been a surge in options trading on Comex silver futures, with retail traders actively participating, as evidenced by high trading volumes on micro futures contracts [6] Group 3: Speculative Trading Activity - A notable example of speculative trading is the transaction of over 5,000 lots of Comex silver February $80/$85 call spreads, equivalent to 25 million troy ounces, indicating a strong belief in a rally at the start of the new year [7]
Copper Hits Fresh Record on Rising Risk of Tariff-Fueled Squeeze
Yahoo Finance· 2025-12-03 12:20
Group 1 - Copper prices have surged to a record high, trading above $11,400 a ton, driven by increased orders in LME warehouses and concerns over potential US tariffs leading to a global supply squeeze [1][2] - The LME's global benchmark price for copper has increased by over 30% this year, with US futures rising even more as traders anticipate tariffs on primary copper forms [2][3] - The announcement of potential tariffs by President Trump has significantly impacted the copper market, leading to record-high US copper imports and increased shipments to American ports [3][4] Group 2 - Major metals trader Mercuria Energy Group Ltd. has warned that current trade dynamics could lead to a significant global supply squeeze by early next year, predicting further increases in copper prices [5] - The copper market is facing supply challenges due to mine outages in regions like Chile and Indonesia, tightening the market despite weak demand [6] - Negotiations between Chinese smelters and miners for 2026 supply are proving difficult, with miners currently holding the upper hand in these discussions [6]
Silver (XAG) Forecast: Silver Rally Eyes Record as Fed Bets and Supply Squeeze Fuel Bulls
FX Empire· 2025-11-28 14:36
Core Viewpoint - The content emphasizes the importance of conducting personal due diligence and consulting competent advisors before making any financial decisions, particularly in the context of investments and trading activities [1]. Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1]. - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1]. - Users are advised to perform their own research and consider their financial situation before making decisions [1]. Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1]. - It encourages users to understand how these instruments work and the associated risks before investing [1]. - The content may include advertisements and promotional materials, with the website potentially receiving compensation from third parties [1].
X @Bitcoin Magazine
Bitcoin Magazine· 2025-08-14 12:59
RT Bitcoin Magazine Pro (@BitcoinMagPro)🚨 Less than 23% of Bitcoin has moved in the last 6 months! 🚨Supply squeeze incoming? ⏳👇 👇 👇 https://t.co/RnQGNLd39i ...