Billion-Token Unlock: Supply Shock or Background Noise?
カートのアイテムが多すぎます
ご購入は五十タイトルがカートに入っている場合のみです。
カートに追加できませんでした。
しばらく経ってから再度お試しください。
ウィッシュリストに追加できませんでした。
しばらく経ってから再度お試しください。
ほしい物リストの削除に失敗しました。
しばらく経ってから再度お試しください。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
Billion-Token Unlock: Supply Shock or Background Noise?
-
ナレーター：
-
著者：
概要
This episode unpacks Ripple's monthly escrow unlock in full — the mechanics behind re-escrowing, the difference between available supply and actual sell pressure, and why the market consistently conflates the two. The honest answer depends on what's absorbing the flow, and right now the absorption story is unusually strong.
On-chain, the XRP Ledger processed 2.4 million transactions in 24 hours at 3.9-second block intervals. Ondo Finance, Doppler Finance, and OpenEden have deployed $323 million in tokenized real-world assets on XRPL. Total stablecoin liquidity on-ledger has reached $446 million, led by RLUSD. These are deployed capital figures, not speculative positions — institutions are already committed to the infrastructure.
Meanwhile, Ripple Prime expanded its derivatives footprint through a new partnership with regulated exchange Bullish, with RLUSD now functioning as collateral for institutional Bitcoin options trading. In 2025, Ripple Prime cleared over $3 trillion in volume. The stablecoin is earning structural weight inside institutional workflows — every new collateral use creates a demand sink that feeds back into on-ledger settlement activity.
And in governance, XRPL validators are actively voting on a native lending amendment that would enable direct on-chain lending at the protocol level — a move that would shift XRPL from a payments-first network toward a general-purpose financial settlement layer.
Supply pressure and adoption momentum are running simultaneously. This episode is your guide to reading which signal is louder.
This episode includes AI-generated content. A YesOui.ai Production.
This episode includes AI-generated content.
まだレビューはありません