This is the XRP news that keeps me buying
In today’s XRP Premium Analysis, I update a price target and talk about trades I made today.
There has been so much good news for XRP that the war in Iran has drowned out that I need to take today and summarize all the reasons that I continue to average-in to XRP in spite of the slight dip in price.
Donald Trump has another serious deadline for Iran tonight, and while geopolitics continues to dominate most people’s feeds, the bullish news and infrastructure announcements for XRP have been nothing short of historic.
Market Context
Earlier today, Iran claimed to have cut off all direct diplomatic communications with the US after Trump threatened to end the regime’s civilization by 8pm, so investors are punishing risk assets indiscriminately.
Bitcoin just slipped under $68,000. XRP is below $1.30.
However, I have been around markets long enough to know that short-term price action and long-term trends are two completely different things.
Today’s geopolitical overhang is temporary. What’s under construction beneath the surface is not.
The current sell-off is real and is happening for legitimate reasons, but I am eternally grateful for the opportunity to average-in to XRP at these prices, and in today’s XRP Premium Analysis, I am updating my all-in price targets.
News
SEC crypto fundraising regs pending White House OIRA sign-off (CoinDesk)
Jamie Dimon warns blockchain a threat, calls AI key to future (JPMorganChase)
China pushes banks to adopt blockchain for lending (CoinTelegraph)
DeFi Technologies $DEFT FY’25: Revenue $99M +215% y/y | Net loss $27M (PRNewswire)
Strategy $MSTR + 4,871 BTC | BTC Holdings 766,970 | Q1’26: Unrealized loss of $14B on digital assets | $2.4B associated differed tax benefit | $51.6B digital assets carry value (SecFiling)
Strive $ASST BTC holdings 13,741 | Cash and equivalents $86.9M (SecFiling)
Bitmine Immersion $BMNR ETH holdings 4,803,334 (PRNewswire)
DMG Blockchain $DMGGF takes delivery of 2MW data center module in BC (GlobeNewswire)
Bitmine Immersion $BMNR gets NYSE uplisting approval (PRNewswire)
SATO Technologies $CCPUF subsidiary signs forbearance agreement (Newsfilecorp)
Robinhood $HOOD sues WA state over Kalshi crackdown (KING5)
Appeals court: NJ cannot regulate Kalshi prediction markets (Reuters)
Broadridge $BR puts shareholder voting on-chain via Avalanche (X/AVAX)
Korean fintech Toss building own L1 mainnet (BlockMedia)
Circle $CRCL Arc Network drops quantum resistance roadmap (Arc.network)
BTC Digital $BTCT developing off-grid gas-powered compute in Alberta (PRNewswire)
Bitget gives AI agent its own trading account for autonomous execution (GlobeNewswire)
Polymarket upgrading tech stack and trading engine, adding new USD token (X/PolymarketDevs)
Nothing in this newsletter is financial or investment advice. We summarize news for informational and entertainment purposes only. We do not provide advisory services, guidance, or information regarding trading or investing. Past performance is not indicative of future results.
XRP Premium Analysis
Let’s quickly review the recent news about XRP that everyone has overlooked due to the understandable focus on Iran.
First, Ripple Treasury processed $13 trillion in flows in 2025.
Second, Ripple is quietly replacing the SWIFT wire network from the inside using XRP.
Third, XRP’s co-creator David Schwartz explained that XRP’s volatility is a necessary feature that makes it structurally attractive for banks to hold.
Fourth, a new US 401(k) rule change could unlock trillions of dollars of potential investment into XRP.
Fifth, XRP-focused ETFs have seen net inflows while ETFs for other major crypto assets experienced outflows.
Sixth, the New York Stock Exchange signed an agreement with an XRP Ledger tokenization partner to help build future market infrastructure.
Seventh, Missouri’s Standing Committee on Commerce approved a state reserve bill that explicitly includes XRP by name.
Eighth, Arizona’s Rules Committee approved a state reserve bill for XRP, building on XRP’s clarified non-security status and ETF momentum.
Ninth, Ripple’s valuation surged by $10 billion in four months, up over 300% since January 2024.
Tenth, the Fed’s new chair pick under President Trump released information that strongly validates the core XRP thesis.
If those headlines sound familiar, yes, it’s a recap of news that I have shared in the past dozen or so newsletters.
Now, let’s move along to my personal price updates and trades as of today for XRP and also some additional positive news for Premium subscribers…