Institutions accumulate $200M XRP, priming markets for supply shock as liquidity falls

Institutions are buying XRP on weakness. Reported purchases exceed $200M as exchange liquidity thins, raising supply-squeeze risk per market watchers.

Market analyst @CryptoCupra says institutions are “silently loading up,” with over $200M already committed. He expects more inflows from large funds. Sources: Bitcoinist: institutions are buying XRP, X post by @CryptoCupra.

Named buyers include Goldman Sachs and Millennium. Bitcoinist: top institutional XRP holders reports Goldman holds 83.63M XRP (~$153.8M) and Millennium holds ~12.54M XRP (~$23M).

Price action is weak. XRP has fallen for six straight months since October 2025 and is drifting toward $1.3. Sources: X post on six-month losing streak, Bitcoinist: XRP slides toward $1.3.

Liquidity is thinning. RoyalPeakCap’s CIO Arthur says Binance’s 30‑day XRP liquidity index fell to zero, with volumes down from ~$200M in Jan 2025 to near nil. Sources: Bitcoinist: XRP liquidity on Binance crashed, X post by Arthur.

Coinbase flows add pressure. Reports of an XRP holder boycott and withdrawals from Coinbase align with falling exchange supply. Source: NewsBTC: XRP supply dropping on Coinbase.

Analysts link these trends to a possible supply shock if demand meets thin liquidity. Background: Bitcoinist: supply shock thesis.