XRP FINALLY DECOUPLES from BTC?

Added: 2026-05-25

[00:00:00]So, this is one thing that people forget about ETFs and how it differs from the actual tokens that they're, you know, basically wrapping for people to be able to trade in on Wall Street, in traditional finance, is that once they sell, they don't automatically cause the price of the token to go down. So, when you sell an ETF, you're just transferring the contract from one person to another. Now, the company that provides the ETF doesn't usually sell the tokens. They're still holding the tokens. So, the tokens, say for instance, XRP, that are used to create the ETFs are locked away in a vault. So, in a way, that's removing the XRP actually that's traded in the market. So, ETFs are good even when they're selling, okay? Because while they sell, somebody else is actually buying the ETFs. So, when Goldman Sachs went ahead and dumped all of their ETFs, all of the XRP ETFs, Goldman Sachs didn't go to sell XRP. They just transferred ownership of the XRP ETFs to other people. So, effectively, what we have is rather than one entity holding all of that ETF juice in their portfolio, we now have several companies, several entities, you know, holding because people were buying as they were selling. So much so, while this happened, XRP ETFs pulled in a record inflow in that week that Goldman Sachs dumped all of the XRP ETFs. What this means is that not only did people buy up all of those ETFs that they dumped, institutions bought new ETFs to create the record weekly since XRP ETFs launched. Just let that sink in. At the same time, though, Bitcoin and Ethereum ETFs are bleeding, basically. Even up till now, institutions are getting rid of their Bitcoin and XRP ETFs. Probably in preparations for some things to come in some I've talked about that uh on this channel.

[00:02:13]The economy doesn't look so great, so companies are basically restructuring what they've got in their portfolios, rebalancing stuff to try and match the economy, getting rid of risky stuff.

[00:02:24]And, you know, unfortunately, Bitcoin is seen as risky. So, that's what's going on. But, even in that scenario, XRP ETFs experienced not just inflows, but record inflows compared to Bitcoin or Ethereum, who actually saw outflows net. So, that's one thing to think about. Forget about Solana. Solana, people were dumping ETFs, and even Solana tokens were dumped completely. There are companies that completely dumped all of their Solana actual tokens, not just the ETFs.

[00:02:57]Now, the reason why I mentioned Solana is because right at this moment, the three top tokens when it comes to the, you know, top 100 tokens that are competing for institutional-based real-world asset tokenization are, of course, XRP, Ethereum, and Solana, believe it or not. Solana was a bit of an early starter compared to the other tokens, not XRP, of course, because people saw it as a way to tokenize for cheap. And, they really went in positively, you know, maybe campaigning to companies and trying to get clients. And, you know, they're not doing too badly. I think Ethereum is in the race by default just because there's so many tokens that are sitting on top of Ethereum, or they're Ethereum compatible, okay? A lot of these tokens that you see are really just Ethereum L2s. Even though they've got their own blockchain, they're kind of just EVMs, right? Or, you know, forked Ethereum, whatever.

[00:03:53]So, by default, and by the fact that this, you know, Ethereum has such a big market share when it comes to crypto, is why Ethereum is even in the race. Nobody would think, I don't think, of Ethereum natively as an avenue to tokenize real-world assets. It's way too expensive, way too inefficient, not that secure compared to something as mean and lean as the XRP ledger. And if you see what the institutions are doing in terms of which coins that they're amassing at the moment, you can see where the institutional sentiment is, and that's with XRP.

[00:04:26]Now, there's a lot of buzz going on about [clears throat] this bill also that Donald Trump just signed. So, this is the thing. XRP content creators, especially the top ones, they need content to create about XRP on a daily basis. If they don't create content about XRP on a daily basis, revenue goes to zero on on on YouTube because these videos that we make, they have a lifespan of 24 hours, if you're lucky, 48 hours, and people move on to the next thing. So, every day content creators have to keep creating content. So, the slightest thing that happens that is even related in any way to XRP or crypto, you're going to see massive exaggeration, big thumbnails, people saying, "Oh, we're going to 100,000 XRP." I even saw uh you think I'm You think it's funny. I saw two of the top XRP content creators release a video yesterday talking about 1,000 XRP. Someone even had, you know, Donald Trump holding up XRP bill signed. And it's completely ridiculous. And I think people who watch these videos know that this is insane.

[00:05:32]But unfortunately, XRP content creators have to do this to get attention. If you look at those videos, they're the ones that get the most views because they have to do those thumbnails to to draw people in. If you look at the comment section, people are moaning and complaining, but to be fair, if they didn't do that, they wouldn't be the top views. You know, if they did what I do or somebody else does and just tell you, like the video I made two two days ago where I just basically the title was just basically what I said in the video.

[00:06:01]Lowest performing video of all time, okay? Even though the video itself contained quite a lot of information, right? People on YouTube want clickbait, okay? And without clickbait, you're not going to see the algorithm is not going to push it.

[00:06:17]It is what it is, okay? So, this bill that Donald Trump signed has nothing specifically and directly to do with XRP. What it is is it helps fintech, okay? It's a fintech bill. Yes, indirectly this means Ripple and XRP will thrive under these new rules or it's kind of a push to get this whole thing going. And now we also have, you know, Kevin Warsh coming in. Again, he's expected to make a move on fintech, modernizing the existing system, Fedwire, settlements, tokenization of the dollar. This stuff that we've talked about for months now, okay? And him coming in now, obviously it's going to boost that, okay? So, yes, it's good news, but it's good news for all cryptos. It's good news for all fintechs. It's not an XRP specific bill.

[00:07:03]The bill doesn't mention XRP, doesn't mention Ripple.

[00:07:07]It's a generic let's go, you know, let's do this type of bill, okay? And that's what's happening. And because I'm saying this now, I'm I'm not saying, "Oh, you know, Trump said XRP to the moon. XRP going to $1,000."

[00:07:22]I'm not going to get views, okay? It is what it is. So, you know, it behooves me actually, if I wanted to make money from this video, to say what this guy said and say, "Hey, look, XRP to the moon."

[00:07:33]Oh, I don't even know why I'm ranting about this. But, the whole point is yes, it's good news for fintech. Yes, it's good news for XRP and Ripple, okay?

[00:07:42]It means, you know, we're pushing on, right? The The government recognizes in the United States that they have to make a move because if they don't, by the way, then, you know, Europe is making the moves. Asia is making the moves. You know, Africa is making the moves. Australasia making the moves, okay? We've seen projects come up in Japan. We've seen South Korea. We've seen Dubai, even though there's some problems now in the Strait of Hormuz and the war and all that sort of stuff slowing things down a little bit. You know, we have the reverse carry trade starting to kick in. You know, governments, companies internationally are not waiting around when it comes to, you know, infrastructure and what they need to do with XRP. We're seeing laws and different regulations being enacted in Europe. We saw something in Switzerland. We saw something in Belgium. There's stuff in England, okay?

[00:08:27]So, no one's going to wait around. It's in the interest of the United States to get this stuff going, okay? Clarity Act still looming. All those things still looming. They're probably going to pass, but now we're moving into election campaign period, which may slow things a little bit, but they need to get things going, okay?

[00:08:44]Anyway, it's a wonderful day today. It's going to be 30° in London. Can you believe that? It's the one of the hottest cities in the world today is London. And I'm going to go out uh and enjoy the the weather a little bit.

[00:08:56]I've got some work to do. I've got my uh laptop here, by the way. And um yeah, I've got some clients that I need to talk to, etc. Uh yeah, hopefully we get to that in the park. But, for now, there's no financial advice. Do your own research. I'll see you in the next one. Take care of yourself. Peace.