Goldman's Full XRP Exit, RLUSD Structural Risk & $1.04 Holds | Jul 1
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Goldman's Full XRP Exit, RLUSD Structural Risk & $1.04 Holds | Jul 1
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(00:00:36) Ripple's $2.7B Conglomerate vs XRP
(00:01:23) RLUSD Eroding XRP's ODL Role
(00:01:47) XRP ETF Flows and Price at $1.04
(00:02:42) CLARITY Act Delay and Senate Math
(00:03:12) What to Watch Next
Goldman Sachs didn't trim its XRP position — it exited completely. The Q1 2026 13-F filing confirmed a full rotation out of $153.8 million in XRP into crypto equities including Coinbase and Galaxy Digital. The message isn't that Goldman left crypto. It's that Goldman left the token.
That signal lands harder against what Ripple itself has built. The company has deployed roughly $2.7 billion on acquisitions — Hidden Road, GTreasury, and the rapid scaling of RLUSD — creating a Wall Street-grade conglomerate. The problem for XRP holders is structural: almost none of this infrastructure routes through XRP. RLUSD now handles on-demand liquidity and cross-border settlement at $1.7 billion in market cap, doing the exact job XRP was supposed to own — without the price exposure institutions want to avoid.
On price, XRP sits at $1.04 as of July 1st, down roughly 20% through June, with every major moving average in bear alignment above current levels. Spot XRP ETFs logged their first net daily outflow in weeks on June 30th — just $2.83 million, but notable after accumulating $1.48 billion in total inflows since launch. Monthly June flows stayed net positive at $59.5 million, but the trend lost momentum precisely at support.
Regulatory clarity also slipped. The CLARITY Act missed its July 4th target; the Senate returns July 13th with a defense bill first, pushing commodity classification to late July or August at the earliest. The bill still needs 60 votes.
The one-dollar floor and the Senate floor schedule are the two things to watch closest. A YesWee production.
This episode includes AI-generated content.
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