🏦🦅 SUPPLY SHOCK ⚡️📈 GRAYSCALE PROJECTS THAT ETFs COULD FREEZE UP TO 6% OF THE TOTAL CIRCULATING SUPPLY OF
$XRP ⚡︎
The traditional financial ecosystem and the big players on Wall Street have capitulated in the face of the obvious utility of infrastructure-focused digital assets.
According to data gathered by crypto.news, Grayscale's head of research, Zach Pandl, published a market report estimating that the recently approved ETFs for
$XRP (like GXRP on the New York Stock Exchange) are expected to absorb and hold between 5% and 6% of the entire circulating supply of the asset, mirroring the exact accumulation pattern witnessed during the launches of Bitcoin and Ethereum.
The projection signals that the era of cheap liquidity abundance on retail exchanges is coming to an end.
📌 The Liquidity Strangulation Vectors
🔒 Institutional Lockup: The absorption of 5% to 6% of the circulating supply by giants like
#Grayscale , Bitwise, and Canary Capital pulls hundreds of millions of tokens off the daily secondary market, transferring them to regulated long-term custody.
💼 The Entry of Giants: The report gains macro traction after revelations that institutions like Morgan Stanley have begun officially declaring positions in ETFs of
#xrp on their regulatory balance sheets with the SEC.
🚧 The Wall of $1.45: On-chain data reveals that about 60% of the circulating supply (36.8 billion of
$XRP ) is concentrated in the cost range between $1.44 and $1.45. The constant flow of inflows into the ETFs promises to shatter this historical resistance through pure mechanical buying pressure.
💡 MY ANALYSIS
The skeptics are silent while the largest asset managers on the planet fight over a supply of
#XRP’ in the OTC market. Grayscale alone has locked up 6% of the supply in cold storage. When ISO 20022 banks arrive at exchanges needing deep pools to liquidate trillions, they will encounter real scarcity, not just narrative. Price adjustment doesn’t schedule a meeting with a chart analyst.