2026-01-21 04:21:28

According to the latest data, the XRP spot ETF market has recently experienced a significant phenomenon of capital differentiation. On January 20th, Eastern Time, the overall XRP spot ETF recorded a net outflow of $53.32 million, with the largest outflow coming from the Grayscale XRP ETF (GXRP), which had a single-day net outflow of $55.39 million. This trend has attracted market attention, as the previous cumulative net inflow of this product still remains at $232 million.

However, it is worth noting that the market is not entirely pessimistic. Franklin XRP ETF (XRPZ) performed relatively better, achieving a net inflow of $2.07 million yesterday, with a total net inflow of $290 million historically. This indicates that different institutional XRP ETF products are attracting differentiated capital allocations.

In terms of overall scale, the total net asset value of XRP spot ETFs is approximately $1.34 billion, with XRP holdings accounting for 1.16% of net assets. More notably, since their launch, these products have accumulated a net inflow of $1.22 billion, reflecting ongoing institutional investor interest in XRP asset allocation. Although short-term adjustments have occurred, the long-term capital accumulation trend remains upward.

XRP-2,22%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

12 Likes

Reward
12
6
Repost
Share

Comment

0/400

DAOdreamer

· 8h ago

Grayscale is dumping again, Franklin is bleeding out, this capital divergence is really incredible.

View OriginalReply0

YieldWhisperer

· 8h ago

Grayscale is dumping again, sticking to the old ways... but funds on the Franklin side are still coming in, seems like they are selecting high-quality targets.

View OriginalReply0

SatsStacking

· 8h ago

Is Grayscale dumping again? Franklin's side has actually stabilized, that's interesting.

View OriginalReply0

GweiObserver

· 8h ago

Is Grayscale dumping again? This pace is really incredible, but seeing Franklin make a comeback makes it seem like someone still has confidence.

View OriginalReply0

FUD_Whisperer

· 8h ago

Is Grayscale starting to divest again? But Franklin is taking over, and the vibe of this fund reallocation is quite interesting.

View OriginalReply0

EyeOfTheTokenStorm

· 8h ago

Grayscale net outflow of 55.39 million in one day. At first glance, this data is indeed shocking, but my quantitative model shows that this is actually a typical bottoming and shakeout pattern... The long-term net inflow of 1.22 billion is right there, don't be fooled by short-term fluctuations. Although Franklin's net inflow of 2.07 million is small, from the perspective of institutional differentiation, this is precisely a market signal that is searching for an equilibrium point. Historical data tells us that fund switching at the ETF level often indicates a major trend reversal. To be honest, the technical signals from XRP in this wave have already been given; the question is whether you dare to do T during panic. What are the institutions doing? Are they setting a long trap or truly positioning? I think the scale of 1.34 billion USD is the real core indicator worth paying attention to. This market reminds me of late 2017, but now the risk management system is more sophisticated... By the way, who can truly accurately predict market cycles?

View OriginalReply0