2026-01-01 18:23:29

Recently, there has been an interesting phenomenon worth noting — in December, the crypto market has been volatile, with various coins fluctuating, but the US XRP ETF has gone against the trend.

The numbers are in front of us: a net inflow of $1.17 billion over 30 consecutive days, with holdings soaring nearly 40% during the same period. This "buying more as prices fall" stance is indeed rare in a bear market. What are institutions doing?

There are two straightforward explanations. First, XRP's payment network processed over 1 billion cross-border transactions recently, and institutions might be betting that its actual utility will be revalued. Second, there are upcoming developments in the lawsuit between Ripple and the SEC, and the possibility that funds are being quietly positioned in advance.

But it's important to clarify — ETF capital inflows do not necessarily mean the market will rise. The volatility of the crypto market is inherent, and regulatory risks are always present. Moreover, the speed at which institutions withdraw often surpasses that of retail investors.

So, what do you think? Are institutions genuinely optimistic about XRP's long-term prospects, or are they just playing short-term arbitrage? Share your thoughts.

XRP1.95%

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GasGrillMaster

· 4h ago

This move by the institution is quite interesting, but to be honest, I still can't understand their true intentions. It feels like they're betting on SEC's actions.

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DaoGovernanceOfficer

· 4h ago

empirically speaking, the $1.17B inflow narrative is compelling but let's pump the brakes here—data suggests institutional positioning != price appreciation guarantee. the ripple effect of sec litigation is real tho, can't ignore the governance implications once clarity hits.

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RamenDeFiSurvivor

· 4h ago

1.17 billion entered the market so aggressively, it feels suspicious. I'm just worried that after the institutions finish playing, they'll run away.

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ApeWithNoChain

· 4h ago

1.17 billion net inflow—this number is indeed eye-catching, but honestly, institutions tend to pull out even more aggressively... Who knows if this is genuine confidence or just another round of harvesting profits?

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screenshot_gains

· 4h ago

This move by the institution is quite interesting. The net inflow of 1.17 billion indicates that some people are indeed betting, but I still think we need to wait for the SEC's ruling, as that will be the real catalyst.

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LiquiditySurfer

· 4h ago

The net inflow of 1.17 billion is indeed quite aggressive, but I still have to play the wet blanket — it's like appearing at the best surfing spot, but that doesn't mean the waves won't turn. Institutional LPs have a different mindset about returns compared to retail investors; their ambushes might really be betting on new developments from the SEC, but they can also turn around just as quickly, so don't be fooled by the illusion of capital efficiency.

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