Ripple's 'North Star' XRP Teases $1.50 Breakout as US ETFs Lock Record 1.34% of Supply

XRP, serving as the "North Star" in Ripple's ecosystem, is now one step away from breaking through the psychological $1.50 threshold. The main driver behind the impulse is an unprecedented reduction in freely available market supply.

According to SoSoValue, U.S. spot ETFs alone have reached a historic milestone, locking away 1.34% of XRP's total circulating supply in custody. Over the past 24 hours, net inflows into U.S. XRP ETFs totaled $18.52 million, while trading volume reached $46.78 million.

Since the launch of these products in late 2025, cumulative capital inflows have climbed to $1.37 billion, while total assets under management (AUM) have stabilized at $1.25 billion.

Total XRP Spot ETF Net Inflow since May 2026 with a price action, Source: SoSoValue

It is evident that Wall Street's fundamental confidence is being reinforced by the Senate Banking Committee's approval of the CLARITY Act, as well as Ripple's successful pilot project involving the settlement of tokenized U.S. Treasury bonds on the XRP Ledger (XRPL) in collaboration with JPMorgan and Mastercard.

Charting the path to $3.50 for XRP

From another flank of the crypto market, on-chain metrics point to an unprecedented concentration of capital. Wallets holding balances of 10 million XRP or more have reached an 8-year accumulation high of 45.83 billion tokens, meaning this investor cohort now controls 68.5% of the total circulating supply.

The combination of aggressive institutional demand and strict long-term holding by large players has created a classic supply squeeze across XRP exchanges. According to the latest XRP price outlook:

• Nearest trigger ($1.50–$1.55): The local high has been established at $1.54974. A confirmed breakout above this zone would validate an exit from the prolonged correction phase.