Ripple XRP: this is the week ! (Does it happen??)

Añadido: 2026-05-14

[00:00:00]The story of the week, maybe story of the century. Does clarity get done? And what does it look like once it arrives?

[00:00:08]Elizabeth Warren leads massive amendment push against Clarity Act. More than 100 amendments have been submitted ahead of the Senate Banking Committee per Politico. And we've been hearing the banking cartel has been making one last push, one final harra to strip even more away from the crypto industry for themselves. Are they successful or not?

[00:00:28]We see Senator Elizabeth Warren alone has reportedly filed more than 40 amendments signaling intensifying political resistance. Now, this is the deal. We have a hundred amendments or so, maybe a little more that were submitted. Out of all of that, maybe five actually get absorbed into the final bill and the rest get thrown away.

[00:00:46]So, you're not going to make all of these changes we see here. Hopefully, all 40 of Elizabeth Warren get thrown right in the dumpster. I can't imagine there's anything good for us in there, but we'll have to see this play out.

[00:00:56]This is a big moment for cryptocurrencies.

[00:00:59]Senator Cynthia Lumis says the latest digital asset markup moves the US one step closer to becoming the global leader in financial innovation. She is correct. Let's make this thing, you know, let's get it across the finish line and make history big moment for all cryptocurrencies. David Schwarz says the following. If I had one wish, it'd be that everyone in crypto will watch this one video I made six years ago. out of all the stuff he's made, this is the one he wants you to watch. I suggest you do.

[00:01:29]One of the brightest minds in crypto, saying this is it. You need to watch this. It's the famous best incentive is no incentive here. Now, I'm not going to argue with David's genius. This guy's the Jedi of blockchain, but I think it's still worth discussing because we've seen David before where David said, "Oh, it's all about micro payments. You know, DeFi, ah, you know, we can wait on that." Well, it didn't play out like that. Even though long term, we might be right. we see AI is gonna absolutely rip with micro payments. So long term he might absolutely be correct but again not perfect and I think this needs to uh have discussing and my point was look Ripple they were gifted billions of XRP to incentivize the company to build on the XRP ledger that's worked out fantastic maybe we incentivize people to run infrastructure that's my point maybe it's done through staking or some other mechanism that would be fair and it's paid by the whole network not just Ripple see that would not be fair to do I think it's worth discussing it reminds me when I said we need a stable coin and everyone's like, "Oh, you're an idiot.

[00:02:29]We only need XRP." And you see what happened or when I said we need programmability of some sort. Uh, you know, this network will evolve over time. And this is a big one because we look at Ethereum right now and XRP ledgers and better in many ways than Ethereum, but Ethereum has a monetization layer for the people that run infrastructure and Fura and Alchemy.

[00:02:50]There are multibillion dollar companies that run middleware. And we have XRPL labs that, you know, they're they got to beg for their dinner, right? They're struggling at times. Might there be something where others that actually build a very strong and resilient network can acrue value as well? I think it's worth discussing at a minimum.

[00:03:10]Great post by Ever North. They said that the stats on here, wait till you see this. Utility is rare in digital assets on XRP. Well, it's measurable. And last month, well, it set a record. Let's see what's going on with the good old XRP ledger. Speculative volume on blockchains, it comes in bursts and we know how that is. We've been around, we understand that uh that idea. Real utility, well, it looks different. It's steady. It's programmatic, tied to real businesses moving well, real money. And so, what's driving this volume of the last 12 months on the XRP ledger?

[00:03:44]Bitstamp, RLUSD, just Token, uh, Braza Bank in Brazil, and VERT exchanges, stable coin issuers, DeFi protocols, and a Brazilian bank all settling on the same ledger. This is real utility, real money movements, not speculative bursts, but sustainable and one that you could scale and grow. That's exciting. Great, great post by Evernorth. uh link down below and in the pin uh comment here.

[00:04:11]The frontier, I cover different areas of AI, uh you know, science, just kind of fringe stuff in investing that you might find interesting. Link down below. Sign up. You get at least once a week a newsletter covering a lot of topics there. I think you'll enjoy it. Now, we see this from Jack Mers. He's doing the math on Michael Michael Sailor's strategy, quote unquote strategy here.

[00:04:35]And well, it seems kind of questionable.

[00:04:37]He's saying, "Of course, he has to sell Bitcoin. We always knew this would happen." When we look at right now today, well, Michael Sailor, he has to pay out $1 billion in dividends every year forever. Forever. It never ends.

[00:04:51]How's he going to come up with all this cash forever? Well, he's going to have to sell Bitcoin. Of course, we understand this. A lot of people are shocked by it. And this is a point he makes. Let's say this fund at some point 10xes. Let's hope not. Let's hope it doesn't get too big, but let's just say it does. You know, you might be paying a billion dollars a month in a company that doesn't even really make any cash flow. Like, eventually the numbers get out of control and you got a big problem. He can't take his foot off the pedal, though, because well, he has to give you more uh return than an ETF would, or you just buy a Black Rockck ETF. He has to continue to push the uh leverage, push the different levers, and that's going to get things more and more uncontrollable, I believe, over time.

[00:05:32]Jack Mueller wasn't talking smack about strategy, just stating the obvious. Of course, he's got to sell Bitcoin. He don't make that kind of money, and very few companies do. Uh, Coinbase now letting users borrow against Salana.

[00:05:45]Coinbase users can now borrow up to a 100,000 against their Salana holdings through Morpho on base, adding it to its cryptobacked lending options. We have a lot more ability here to lend and borrow and this kind of stuff is exciting even though I don't do a lot of that anymore.

[00:06:03]Ray Dalia lists three reasons why gold still beats Bitcoin. Uh Bitcoin it it's not as big as gold. Gold has a much bigger market cap. It has a lot more trading as of now. Uh Bitcoin is very correlated to tech stocks, right?

[00:06:21]And so it's not as good of a hedge in his opinion. Uh, you know, to me, crypto, Bitcoin by extension, of course, has a lot of competitive advantages against gold. It doesn't need to be gold specifically, the exact same hedge, the exact same asset, but Bitcoin and crypto at large. It has a lot of I mean, you can move it around the world compared to gold. You know, Bitcoin's very cheap to move. You can put it in your pocket on a ledger and move a billion dollars across border, right? Like, no one can seize your your funds. I it's just has built-in advantages and I think we will see crypto market cap continue to swell and really eventually run down gold in my opinion. We'll see though. Senate confirms Kevin Worsh as Fed Governor.

[00:07:05]The US Senate has confirmed Kevin Wors to a 14-year term as Federal Reserve Governor. A major step towards him succeeding Jerome Pal. Uh you know, here's the deal. First of all, Kevin Worsh, like many other people in the administration, well, he's not in the administration, but you know what I mean. He's proc crypto in in the sense that he has a crypto investment. That's great. Yay for that. He holds some Bitcoin. Uh he's a little bit younger, so probably has a sensible outlook on this technology. Uh he is part of the Fed though, so I don't think he's going to be, you know, I wouldn't say he's our crypto bro, per se. I I look forward to a new era. And it's nothing wrong with Jerome Pal, but it's just time for him to move out of the way. I hope he doesn't stick around uh to squabble with the president. Just get out of the way.

[00:07:47]And I think Kevin Worsh will be a good uh as good as any Fed is like he'll be a good chair and uh execute his job and he's there for the long term and that's important because you have to be able to execute a long-term vision. This isn't something where really your daily or monthly moves matter. It's how you deal with things over over time. Out with your own pal in with Kevin Walsh. Let's hope it's a successful transition.

[00:08:11]Charles Schwab is rolling out Schwab crypto accounts to retail clients, allowing them to buy Bitcoin and Ethereum directly alongside the traditional investments. This is all about access. Many of us may not use this option, but a lot of people will, and you're going to get more money flowing into the space, and it's going to expand beyond those two coins over the long horizon. Lastly, we see 4.8 trillion JP Morgan launching a money market fund on Ethereum. Uh we also see Goldman Sachs, right? They're the biggest holder of XRP. JP Morgan doing trials. Uh you with Ripple of course. So you're going to see giants like JP Morgan use all sorts of crypto infrastructure from Ethereum, XRP ledger, Bitcoin. They've told you they're anti-crypto. They're full of it.

[00:08:58]They've been one of the biggest investors in this space for a long time.

[00:09:01]Watch what they do, not what they say.

[00:09:04]Let me know what you think down below.

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