The cryptocurrency market recently resembles a bustling night market; some coins have surged three times based on concepts, while fans in the comments shout 'young models from clubs'; some coins have made headlines due to hacker attacks, with teams working overnight to write apology letters; and some coins rely on their founders making unrealistic promises, riding the roller coaster of market capitalization. But have you noticed that the XRP, once criticized as the 'king of being trapped,' is now quietly like an outsider.
Let me throw out my core viewpoint first: XRP's silence is not about lying flat; it's waiting for the wind to come. And this wind is not the 'freak wind' from small workshops driving up prices, but a 'typhoon' that can overturn old patterns. Today, let's uncover three truths; those who understand this may find that collecting chips now is ten times more appealing than chasing after those 'freak coins.'
The first truth: On-chain data has already exposed the main players' intentions. Don't just focus on those few broken lines of K-lines; the real money movement is on-chain. In the past three months, 'whale addresses' holding between 100,000 and 1 million XRP have increased their holdings by 12%. What does this mean? It's like in a vegetable market, where bulk buyers quietly swept all the cabbages off the shelves, leaving only some rotten leaves for retail investors to pick from. On the other hand, those coins that are trending every day, the whale addresses are secretly offloading, while retail investors are still buying in and shouting 'faith'. Isn't this just asking for trouble?
Interestingly, the transfer activity of XRP has not decreased but rather increased, especially the proportion of cross-chain transfers hitting historic highs. What does this indicate? It’s not retail investors speculating on short-term trades; it's institutions quietly adjusting their portfolios. Just like ants moving houses before a heavy rain, smart money has already started looking for a safe haven.
The second truth: The macro environment is paving the way for XRP. Let's look outside the crypto world. The US dollar's 'hegemonic throne' has recently been a bit shaky. Previously, the dollar was the unchallenged boss, but now BRICS has introduced a new player called 'Unit', clearly aiming to divert the dollar's role. Oil-producing countries in the Middle East have also started using non-dollar currencies for settlements, weakening the dollar's 'petrodollar' status.
What does this have to do with XRP? Have you forgotten that XRP's initial positioning was as a 'cross-border payment lubricant'? In the past, banks used the dollar for settlements, leaving little room for XRP; now that the dollar is losing its power, banks in various countries are searching for new settlement tools. Isn't XRP stepping up at just the right time like 'a pillow for a sleepy head'? Moreover, it already has partnerships with many financial institutions in various countries, which cannot be compared to those coins that only draw empty promises.
The third truth: the regulatory 'tightening spell' is about to loosen. In the past two years, US regulators focused on XRP with threats and intimidation, causing many to panic and sell at a loss. Looking back now, that was all 'the darkness before dawn'. Recently, the US regulatory attitude towards related fields has noticeably softened, and there have been positive developments in the lawsuit against XRP. To put it simply, regulators want rules, not to take everything down with a single blow.
Comparing with other popular coins, they either face the 'unknown fear' of regulation or cannot cooperate with traditional financial institutions due to their decentralized nature. XRP, on the other hand, finds itself perfectly positioned between 'compliance' and 'practicality', which is essentially the 'golden position' in the era of regulation. Once the regulatory framework is clarified, its valuation will only rise, not fall.
At this point, someone will definitely ask, 'So can I buy now?' I won't give you any buy signals; after all, investing is a personal matter, and if you lose, no one will bear the burden for you. But I can share a harsh truth: in the crypto world, there are only a handful of coins that can survive both bull and bear markets, have real utility, and can withstand regulation. XRP is one of them.
Finally, let me make a bet with everyone: let's check the price of XRP in six months. Those who are currently calling it 'garbage' will most likely be chasing and asking, 'Can I still get in?' If you think I'm right or if you think I'm just boasting, don't swipe away. Save this article, and we can revisit it in six months to discuss. Follow Yangyang for more discussions and learning.
