XRP fund size surpasses $1.3 billion as institutional funds pour in and accelerate

Ripple(XRP) related ETF asset management size(AUM) recently surpassed $1.3 billion, reflecting a shift in institutional investors’ attitude towards this digital asset. Crypto media commentators have emphasized in recent market reviews that this is not merely price speculation but a true reflection of capital inflows. Continuous net inflows over approximately 30 trading days indicate that market participants’ recognition of XRP’s long-term value is increasing.

From Speculation to Actual Capital Allocation

The rapid expansion of ETF size marks a significant turning point in investor sentiment. Industry insiders point out that the performance of XRP ETFs over the past two weeks no longer falls into short-term trading but represents institutional-level asset allocation decisions. The growth from zero to $1.3 billion in assets under management is quite substantial by industry standards. This momentum is closely related to the synergy with the global macro liquidity cycle and the rising expectations for clearer regulation of crypto assets.

It is worth noting that XRP’s current circulating market cap has reached $116.72 billion, providing a solid liquidity foundation for institutional investment.

Supply-Side Drivers and Price Support

ETF issuers acquire XRP through direct purchases or structured exposure, and these trading volumes have a tangible impact on market supply. When prices are relatively low, each dollar spent can lock in a larger quantity of tokens. Industry analysts emphasize that this mechanism will gradually tighten supply over time, thereby supporting prices.

Wall Street’s previous forecasts for annual net inflows into XRP ETFs ranged between $6 billion and $8 billion. However, based on recent capital inflow speeds, these estimates may be conservative. Market participants generally believe that as the US regulatory framework becomes clearer and global central bank policies evolve, actual inflows could exceed these baseline predictions.

Short-Term Volatility Risks and Long-Term Opportunities

The Bank of Japan’s interest rate decision has become a recent focal point. Market expectations of rate hikes could trigger unwinding of global arbitrage trades, leading to phased adjustments in digital assets. Such macro shocks typically cause short-term price fluctuations but do not alter the long-term supply and demand fundamentals.

On the US side, new policy support has made the regulatory environment more friendly for the crypto industry, clearing many policy hurdles for institutional investment. Analysts believe that once the regulatory framework is fully established, 2026 could become a period of significant expansion for alternative assets. XRP, with its payment attributes and potential as a financial infrastructure asset, is expected to gain broader allocation during this cycle.

Overall, the rapid breakthrough in XRP ETF asset size reflects the market’s reassessment of its value. From supply chain integration and institutional participation to macro policy support, multiple positive factors are coming together to lay a foundation for its medium- to long-term performance.