『XRPL Emergency Patch, Goldman Exits & 13-Week ETF Streak | Oct 12』のカバーアート

XRPL Emergency Patch, Goldman Exits & 13-Week ETF Streak | Oct 12

XRPL Emergency Patch, Goldman Exits & 13-Week ETF Streak | Oct 12

無料で聴く

ポッドキャストの詳細を見る

【Amazonプライム会員限定】今ならプレミアムプランが4か月 月額99円。

10月19日まで。※適用条件あり
(00:00:00) XRPL Emergency Patch, Goldman Exits & 13-Week ETF Streak | Oct 12
(00:00:29) XRPN Share Price vs Token Reality
(00:01:26) ETF Inflows vs Spot Selling Paradox
(00:02:08) Goldman Sachs Exits XRP and Solana ETFs
(00:02:40) XRP Ledger Emergency Patch and Governance Concerns
(00:03:21) Macro Headwinds and What to Watch Next

XRP ended October 12th at $1.40, down 7% on the week, even as institutional infrastructure news dominated the headlines. Today's episode unpacks the growing gap between XRP's on-chain and market-structure story and its stubborn price reality.

Evernorth began trading on Nasdaq under ticker XRPN, holding 473 million XRP valued near $660 million. The key question isn't whether the listing is significant — it is — but whether equity wrappers create genuine token demand. The short answer: not directly. XRPN tracks the token; it doesn't lift it.

US spot XRP ETFs extended their consecutive inflow streak to 13 weeks, with $11.3 million added in the week ending October 9th and cumulative flows now at $1.8 billion. But that weekly figure isn't large enough to offset spot selling, leverage unwinding in perpetual futures, and November's looming 1 billion XRP escrow unlock. Binance XRP reserves climbed to 2.64 billion tokens — a supply signal, not a demand signal.

Goldman Sachs exited roughly $154 million in XRP-linked ETF positions in Q1 2026, rotating into Circle and Galaxy Digital equities instead. It's a selective repositioning, not a crypto retreat — but it highlights how major institutions are still weighing direct token exposure against equity proxies.

Perhaps the most underreported story: the XRP Ledger Foundation quietly patched a critical vulnerability on October 12th that could have enabled the minting of trillions of XRP. Version 3.4.1 closed the bug fast — but by bypassing the standard amendment process. The $250,000 bounty paid to the researcher drew criticism as too low for a vulnerability of this severity.

Wednesday's CPI report and the November escrow unlock are the next major watchpoints. The XRPN premium or discount to NAV will serve as a live gauge of institutional conviction in the token itself.

This episode includes AI-generated content.
adbl_web_anon_alc_button_suppression_t1
まだレビューはありません