- The XRP treasury signals a major shift from speculative leverage to long-term strategic positioning.
- Native USDC on XRPL boosts TVL potential and reinforces Ripple’s role for growing utility.
On the macro frame, Ripple [XRP] is fiercely defending the $2 support to stave off a market-wide capitulation.
On the micro, its 5.7% drawdown barely scratches the surface compared to the double-digit meltdowns from other high-caps.
Sure, the rollout of the first-ever XRP treasury has helped stabilize sentiment. But according to AMBCrypto, there’s more than just price action in play.
Instead, some under-the-hood fundamentals might be pointing to a bigger shift brewing.
XRP treasury marks the shift from speculation to strategy
As AMBCrypto flagged, XRP’s current consolidation phase could be the base layer for Ripple’s bigger long-term play. With smart money now steering the ship, the threat of capitulation is fading fast.
Look at Open Interest: XRP has been coiling between $4-$5 billion for over two months, signaling a market transitioning from speculative leverage to conviction-driven utility.
And it’s paying off. While Ethereum [ETH] and Solana [SOL] have broken down hard, racking up double-digit losses as leveraged longs got flushed, XRP’s tighter 4.78% drawdown screams controlled positioning.
In turn, dodging liquidation cascades that wreck sentiment fast.
Source: CoinGlass
Now, that foundation seems to be catching institutional eyes. Singapore-based Trident Digital (NASDAQ: TDTH) is gearing up to raise $500 million to launch the world’s first large-scale corporate XRP treasury.
But this isn’t just a passive accumulation to create XRP treasury. The initiative also includes using XRP for staking to earn yield. In short, it’s an active bet on Ripple’s long-term utility and value flow.
XRPL’s DeFi engine kicks in
On top of the XRP treasury bringing in long-term capital, there’s another major boost for XRPL’s DeFi future. Circle has officially launched native USDC on the XRP Ledger.
That’s a big deal. It means developers and institutions can now use USDC on XRPL for things like faster, cheaper B2B payments, or building new financial apps.
More importantly, it sets the stage for real DeFi growth.
With native USDC in play, projects can start locking value into lending protocols, and liquidity pools, giving a much-needed boost to XRPL’s Total Value Locked (TVL).
Source: DeFiLlama
And with all that activity, XRP gets used more too, since it’s the gas for transactions. So even if its price doesn’t jump right away, this move is a big step toward real, sustainable demand for Ripple.
As for the $500 million XRP treasury? It’s likely just the first move.
With less wild leverage, steadier price action, and actual utility coming into play, Ripple’s setting the stage for more treasuries to follow — this could be where things really start to scale.
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