The broader crypto market is firmly in risk-off territory, with $BTC pulling major assets lower. XRP hasn’t escaped the pressure, moving down alongside Bitcoin and Ethereum -but beneath the surface, a different narrative is forming. ETF activity suggests quiet accumulation rather than retreat.
During the first week of February, XRP-focused ETFs recorded roughly 12.6 million XRP in net inflows. Total inflows reached about 13.15 million XRP, while outflows were limited to nearly 590K XRP, pushing combined holdings to approximately 755.5 million XRP across tracked funds.
The timing is notable. These allocations occurred amid market weakness, indicating that some institutional participants may be viewing the dip as a strategic entry point rather than a signal to reduce exposure.
Current ETF XRP distribution:
▪ Canary: ~186M XRP
▪ Bitwise: ~165M XRP
▪ Franklin: ~147M XRP
Key insight: Price action can reflect short-term sentiment, but capital flows often reveal longer-term conviction. While charts may show selling pressure, ETF positioning implies that certain investors are leaning into the pullback - not stepping away from it.
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