XRP: This Is Why WE WIN

Añadido: 2026-06-01

[00:00:00]Hello, this is Matt on the Moon Lambo channel. The XRP ecosystem is growing non-stop. It is the envy of every other community out there in the world of crypto. The amount of utility oozing out of XRP is unreal.

[00:00:16]It is the number one payments coin, most adopted payments coin, and with and the highest market cap payments coin in existence, full stop.

[00:00:25]And this isn't a fluke. This isn't an accident. This is where the money keeps going because XRP's really good at a bunch of stuff and broadly speaking, if it has to do with payments, XRP's probably going to dominate it. And so, I'm going to share with you in this latest Moon Lambo hot gem some of the latest data which proves exactly that point. But before going further, I do want to be clear. I do not have a financial background of any kind. I am not offering financial advice, and you definitely should not buy or sell anything because of anything I say or write. I'm just an enthusiast who enjoys making YouTube videos about crypto-related topics, but just as a hobby and just for fun. All right. So, this was just released from Messari, a state of XRP Q1 2026. And they do all sorts of on-chain analytics, in-depth analysis. Uh they're an insights firm, and I haven't had the time to read through this whole thing yet.

[00:01:19]So, I may have some additional things to share on the channel in regard to this uh in in the following day or days. But even so, there were a few quick snapshot items that were were shared by Messari which are absolutely worth mentioning in this video. So, I may circle back to this in a future video, but I got some high-level stuff you're going to want to hear right now.

[00:01:39]Uh so, there's this post and again, this this all from Messari. And I also I got to tell you, somebody that's been here since 2017, it's amazing to see this.

[00:01:46]Messari, founded by uh Ryan Selkis, uh he was the CEO and he's no longer with the firm. There was a thing that happened, not worth getting into in this video. But Ryan Selkis suffers from XRP Derangement Syndrome.

[00:01:59]And as a result, for years and years and years, Messari would put out hit pieces on XRP fud, nonsense, absolute lies, and I would make whole videos debunking them back in like 2019, 2020, early earlier years.

[00:02:13]And now, Messari, without Ryan Selkis at the helm, they have snapped back into reality and acknowledged that XRP's actually freaking dominated.

[00:02:23]It it just is.

[00:02:25]Look at what Messari shared here. They got this chart on the screen and they wrote the following.

[00:02:30]Uh state of XRP Q1 2026, key update.

[00:02:34]XRP's utility continues to grow as XRP ledger's feature set expands, particularly for institutional DeFi use cases such as RWAs, real-world assets, stablecoins, and decentralized liquidity Oh, there you go.

[00:02:52]An acknowledgement that XRP is in DeFi.

[00:02:55]Yes, it absolutely is. RWAs.

[00:02:59]This is so amazing. We in the community we've been talking about this for so freaking long.

[00:03:03]It's just that everyone else had to catch up to us. People outside of our community had to catch up to what our community already knew and believed the future should look like as it pertains to tokenization.

[00:03:13]Here we are. We were right. And it turns out, and this isn't just my opinion, date date there's no shortage of data to prove this.

[00:03:20]Total value locked on a network, which includes, yes, of course, tokenization of assets, that that's what it is, that's what we're talking about.

[00:03:28]Includes stablecoins and all sorts of other stuff.

[00:03:31]Any you know, any financial asset tokenized. Turns out, the higher that figure is, the more likely it is that the token that's native to that chain goes up in price.

[00:03:42]So, this is a huge deal. The fact that XRP has one of the highest dollar values in terms of tokenization on any chain on on planet, the fact that's true is huge for XRP holders.

[00:03:56]It's already won. This is utility.

[00:03:58]And my And my investment thesis is simple. Utility matters and will win the day.

[00:04:02]The money flows to where the utility is.

[00:04:04]This is simple stuff here. And it's just nice to see that Messari, of all places, is acknowledging the actual utility and the actual growth of the ecosystem.

[00:04:16]It's just amazing to see it. So, uh quarter-over-quarter metrics, they got What's the four bullet points here?

[00:04:21]Number one, US spot ETF XRP holdings up 2% to $775.4 million.

[00:04:31]So, that's about 1.3% of circulating supply. Now, folks, I got to tell you, that is astonishing to me.

[00:04:39]Because spot XRP ETFs have only existed for half a year.

[00:04:45]Just over half a year now. And in just over half a year, they already snatched up 1.3% of the circulating supply of XRP.

[00:04:54]That is real demand. So, now imagine what that figure might look like after 2 years, 3 years, 5 years, 10 years. And this is why I said, it's not the case, necessarily, that we get spot XRP ETFs and the price of XRP instantly goes up as a result of that, but over a span of years and certainly decades, yeah, you're going to see some outrageously higher prices than you otherwise would have. Because these spot XRP ETFs, they are backed by actual XRP.

[00:05:25]That has always been why this matters.

[00:05:27]So, to see 1.3% after half a year, and XRP's existed almost 14 years now, just imagine. I'm just saying, folks, it's going to be way bigger. Bullet point two, RLUSD market cap on XRP ledger, get this, folks, up 45% to $340 million. That's a quarter-over-quarter stat.

[00:05:50]45% And the utility for stable coins, it's only increasing here.

[00:05:59]They're getting used for all sorts of stuff. I mean, RLUSD specifically, it's getting used for all sorts of settlement purposes including with the the pilot with MasterCard, the one that was announced, not the recent one. The the recent one was headed to more so with tokenization.

[00:06:13]But the one from I believe was this past November. There's that pilot there's literally settling utilizing RLUSD on the XRP ledger, which of course does require XRP. That's why it matters for XRP holders, even though they're using the stable coin. Anytime they're using the stable coin, you should be thrilled.

[00:06:29]That is great if you're an XRP holder.

[00:06:30]That drives value and demand for XRP itself. It absolutely does. To think otherwise means you don't understand how the ecosystem works.

[00:06:38]So, love to see that. But 45 freaking percent.

[00:06:42]Geez, folks. So, there's the yeah, there there's that and then also RLUSD, another big one of course.

[00:06:47]It's being used to settle with Ripple Prime, the prime brokerage firm.

[00:06:51]It was hidden road Ripple bot. Third bullet point, RWA market cap on XRP ledger up 124% to 2.25 billion.

[00:07:02]And then they wrote in parentheses, now number four all among all networks. So, 2.25 billion. Again, that was quarter over quarter. This is as of the end of Q1. Now, if you go to where we are now, it's not 225 billion. We're up to 4.1 billion. And as I've been reporting to anyone who will listen, shared it on this channel, XRP is number four on the planet in terms of tokenized real world assets.

[00:07:27]It's number four out of all coins in existence.

[00:07:30]It's number four. And it just makes sense. Why the hell wouldn't it be?

[00:07:34]It settles in real time. Transactions are so cheap at like a thousandth of a penny, they might as well be free.

[00:07:40]Uses almost no energy, immutable transactions, 14-year track record of just working.

[00:07:47]Yeah, it makes XRP and the XRP ledger highly appealing.

[00:07:52]And again, all of this drives value.

[00:07:53]That that is why I'm sharing this with you. XRP is required for every single one of these transactions. Investors and speculators know that. That's why I'm here. Isn't that why you're here?

[00:08:02]Because XRP does stuff?

[00:08:04]Well, yeah, smart investors get that.

[00:08:07]So, what's going to happen as more people and businesses and institutions figure that out, well, more value is going to be driven.

[00:08:13]This is real life, folks.

[00:08:15]XRP really is number four right now.

[00:08:17]That is amazing.

[00:08:19]Fourth bullet point.

[00:08:21]Average daily transactions up 35% to 2.48 million.

[00:08:28]And then they wrote, "Ongoing implementation of identity, compliance, and privacy features is also driving value to XRP as increased institutional adoption on the XRP ledger means more operations using XRP. Reserve requirements, transaction fees, asset bridging, etc." Spot on, exactly. This makes XRP itself more useful. All of these things happening, including the tokenization, including the uptick in usage of RLYUSD, stablecoins in general.

[00:08:55]Yes, absolutely. 100%.

[00:08:58]Um I got to call out Evernode though. I like Evernode, of course I do. They're doing great things for the XRP ecosystem, but this is the second notable incorrect thing they've put out recently. And I'm just going to highlight I'm not going to go too harsh on them because I like them, but I got to acknowledge this. I was surprised to see this.

[00:09:16]Uh this is of course the the world's largest XRP public treasury. So, anyway, uh by current size, XRP ranks number 11 in tokenized RWA value and number five by market cap. By the growth and velocity metrics we looked at, XRP sits in the top tier. Okay, that's not true.

[00:09:33]They wrote it's number 11.

[00:09:35]I just showed you it's number four. And it was yesterday the day before that, and the day before that, and the day before that.

[00:09:41]Number four. So, I'm not sure what they're looking at.

[00:09:45]If you're looking at represented uh value, it's number three. Uh XRP has fallen off on the the uh distributed list, so and this this only goes 1 to 10. I don't know if that means that they're they're only looking at distributed, and maybe XRP's number 11, so we're just barely off the list. I don't know, they didn't say.

[00:10:01]Either way, they're wrong. Uh the right number is you look at all You don't look at just distributed or just represented, you look at all, and then that's the number that matters, 4.1 billion.

[00:10:09]So, I don't know, folks, is what it is, but the network it just keeps getting adopted.

[00:10:14]I mean, so we're we're at a very {quote} scary period, right?

[00:10:19]We're still seeing anywhere from like Well, I'd say on average on any given day, it's up, it can stay down, you know, but about 2,500 new accounts per day.

[00:10:26]Um this is this is during the scary period, and there's still that much attention on XRP. That is astonishing to see.

[00:10:33]It really truly is.

[00:10:35]I mean, in in 2024, before the the you know, the hotness at the end of the year, you'd average about 1,000 new accounts per day.

[00:10:45]So, like 2 and 1/2 times that in the in the scary period. But in 2024, even even in the middle of the year, 1,000 new accounts per day, and like there was no fear there. Like the people were, you know, kind of neutral or or some maybe sometimes we're in greed a little bit. I have to go back and look, but definitely not scared.

[00:11:03]So, if this is the scary time, what do you think happens when we flip to extreme greed? Like the it's wild to see this. And that's because there's real adoption unfolding right here.

[00:11:12]It actually is happening.

[00:11:14]And if you look here on an institutional level, look at this.

[00:11:18]Um let me look at the date here for you.

[00:11:20]Uh yeah, the data here is for the week close So, you this is updated only once per week.

[00:11:25]So, this is for the week closing May 22nd.

[00:11:28]Look at this.

[00:11:31]XRP inflows So, it's for Monday through Friday. XRP inflows $31.8 million for that week. And this is all institutional inflows, okay?

[00:11:42]What about Bitcoin? No inflows, outflows. Bitcoin had outflows, negative.

[00:11:48]Outflows of 1.3 over 1.3 billion dollars.

[00:11:53]Ethereum, outflows.

[00:11:55]Down $222.8 million, but again XRP over that same time period, up 31.8 million dollars. Why does this keep happening? I know it's not literally like there you can obviously find weeks where XRP's down. Uh but have you noticed this keeps happening?

[00:12:13]Like there's so much institutional interest in XRP, it's just wild to see.

[00:12:17]Uh and then you have this.

[00:12:20]Look at the monthly data for a spot XRP ETFs.

[00:12:24]This is the best month of the year and still got to close, but we're up. So the best month of the year before this was April with $81 million in inflows.

[00:12:32]May, not quite finished. We are at just over $120 million in inflows. 120 million. This is a huge jump up. So despite whatever the fear is out there, the big money continues to purchase XRP.

[00:12:45]Them's the facts. And maybe it's because they recognize that XRP's freaking useful. Maybe that's why XRP has always been in the top 10 coins by market cap for its entire freaking 14-year existence. Maybe that's why.

[00:12:58]Food for thought. I'm not a financial advisor. You should not buy or sell anything because of anything I say, all right? That would be a very very very bad idea. Until next time, to the moon Lambo.