XRP Supply Shock Is Now Visible — New ETF Data Shows How Fast the Liquidity Is Vanishing

• $909.74M AUM locked inside XRP ETFs
• 400,000,000 XRP absorbed since launch
• $2.20 XRP price
• $41.37M ETF daily volume
• $45M per day in net ETF buying (the real driver)

That last number is the one the entire market is underestimating — and it changes everything.

If you’re not already following Ripple Bull Winkle on YouTube, you’re missing the fastest XRP ETF updates anywhere online.
When the next wave of inflows hits, when the liquidity breaks, when the charts start doing the impossible — you’ll see it there first.

👉 Subscribe now before the next blast-off:
https://www.youtube.com/channel/UCcuZuPUJgYKQIwFJRwE6vcg

The Real Math: $45M Per Day Is Not “Bullish” — It’s Structural

When you run the numbers with $45 million of net daily buying going directly into XRP ETFs, the absorption rate becomes staggering.

Here’s the real calculation:

• $45,000,000 ÷ $2.20 = 20,454,545 XRP per day

That’s not a typo.

At this pace, ETFs are removing ≈20.45 million XRP every single day.
That’s four to seven times more aggressive than early estimates.

Monthly Absorption: The Market Has Never Seen Anything Like This

Multiply the daily rate over a full month:

• 20,454,545 XRP/day × 30 days = 613,636,350 XRP/month

Round it out:

≈614 million XRP removed from circulation every month.

Let that sink in for a moment. ETFs would remove more XRP in three weeks than they’ve accumulated since the day they launched.

The OTC Problem: There Simply Isn’t Enough Supply

This is where the math turns from bullish to downright chaotic.

Institutional liquidity for XRP sits primarily in OTC books, estimated at:

• 1.5B–2.5B XRP globally

Those reserves used to buffer institutional demand.
Now the ETFs are draining them at a record pace.

If ETFs keep absorbing 614M XRP/month:

• 2.5B XRP OTC supply → gone in ~4.0 months
• 1.5B XRP OTC supply → gone in ~2.4 months

This is not a slow grind.
This is a clock ticking down on the largest liquidity squeeze XRP has ever faced.

What Happens When OTC Runs Dry?

Once OTC markets can’t source deep liquidity, the entire structure of XRP trading changes instantly.

1. Market makers are forced onto exchanges.
2. Exchange order books thin out faster.
3. Slippage spikes across every pair.
4. Price gaps upward violently.
5. Retail FOMO accelerates the breakout.
6. Institutional algorithms chase the momentum.

This isn’t speculation — this is the same behavior seen during Bitcoin’s 2024 ETF-driven surge, except XRP has a much smaller available float and historically tighter liquidity.

The $220 Long-Term Target Makes More Sense Now

Market analyst Chad Steingraber projected an XRP target near $220 based on sustained institutional accumulation.

Originally, critics said the accumulation rate he used was too optimistic.

But the real numbers we’re seeing now?

$45 million per day flowing into XRP ETFs makes his model look conservative.

If ETFs keep absorbing over **600 million XRP per month**, Steingraber’s timeline actually shortens. Under these conditions, you’re not looking at a gradual path to higher valuations — you’re looking at a supply shock so violent that the market has to reprice XRP aggressively just to function.

The Signals Investors Need to Watch

If this liquidity crunch is truly underway, the earliest warning signs will show up in:

• Exchange reserves — already at multi-year lows.
• OTC desk delays — the first sign of supply exhaustion.
• ETF net inflows — if $45M/day becomes the baseline.
• Resistance breakouts — price begins ignoring overhead supply.

At some point, price stops reacting to resistance — not because buyers are overpowering sellers, but because sellers simply don’t exist.

The Bottom Line

With nearly $1B AUM, 400M XRP locked, and $45M/day flowing in, XRP ETFs are devouring supply at an unprecedented rate.

If this pace holds steady, the entire OTC market — the reservoir institutions rely on — could be drained in a matter of months. And once that happens, liquidity dies, volatility spikes, and price has no choice but to reprice upward.

This isn’t hopium.
This is math.

The coming months may define XRP’s next decade — and the numbers point to a market that’s running out of time.