Speculation continues to dominate conversations around XRP, but one crypto analyst believes many investors are asking the wrong questions. Following the announcement of OpenUSD and its broad industry backing, Ripple Bull Winkle released a video explaining that the development has been widely misunderstood.
Rather than focusing on price predictions, he explained what OpenUSD means for Ripple, how XRP derives value, and what he believes will ultimately drive the token’s long-term price.
Analyst Says OpenUSD Is Not a Threat to XRP
Ripple Bull Winkle opened his analysis on X by addressing concerns that OpenUSD could weaken XRP’s role within the digital asset ecosystem. He explained that the newly launched dollar-backed stablecoin is supported by a consortium of more than 140 companies, including BlackRock, Visa, Mastercard, Google, Stripe, Coinbase, Solana, and Ripple.
According to the analyst, the project is governed by an independent organization called OpenStandard rather than a single issuer. He described the initiative as one of the largest cross-industry stablecoin alliances introduced at launch.
He also pointed to the market reaction following the announcement, noting that Circle’s stock declined after the launch. In his view, OpenUSD primarily challenges the business models of Circle and Tether because it distributes reserve earnings among participating partners rather than allowing a single issuer to retain the interest income.
OMFG THEY ADMITTED IT?! $XRP Real Price!!! pic.twitter.com/rC2DBmrOnb
— Ripple Bull Winkle | Crypto Researcher 🚀🚨 (@RipBullWinkle) July 3, 2026
Addressing XRP directly, Ripple Bull Winkle emphasized that OpenUSD is not launching on the XRP Ledger. Instead, it will initially operate on Solana, with Stellar, Base, and Polygon also participating. Because of that, he rejected claims that OpenUSD would immediately increase transaction volume on the XRP Ledger.
Instead, he argued that Ripple strengthened its position by joining OpenUSD as a launch partner while continuing to expand its own stablecoin, RLUSD. He stated that Ripple benefits whether OpenUSD gains adoption or RLUSD continues growing on the XRP Ledger.
XRP’s Utility Goes Beyond Transaction Fees
The analyst also responded to criticism that XRP functions only as a transaction fee token. While acknowledging that every XRP Ledger transaction burns a small amount of XRP, he maintained that fee burning was designed for spam prevention rather than as the asset’s primary source of value.
He identified four core functions that he believes define XRP’s utility. These include serving as a bridge asset for cross-border settlements, acting as the primary trading pair for RLUSD on the XRP Ledger, supporting tokenized real-world assets, and enabling settlement through a proposed institutional lending protocol being developed for the network.
According to Ripple Bull Winkle, these combined use cases position XRP as a settlement asset supporting an expanding on-chain financial ecosystem rather than simply paying network fees.
Demand, Not Speculation, Will Determine XRP’s Price
Turning to XRP’s valuation, Ripple Bull Winkle stated that lasting price appreciation depends on sustained demand instead of speculative trading. He noted that Ripple continues to release XRP from escrow each month, although much of it is subsequently relocked, meaning demand must consistently exceed both new supply and selling pressure.
He identified institutional utility, ETF inflows, greater regulatory clarity, and expanding tokenized assets on the XRP Ledger as the main drivers capable of creating long-term demand.
The analyst concluded that temporary rallies fueled by excitement rarely produce lasting gains. In his assessment, XRP’s future price depends on increasing real-world usage, institutional participation, and reduced available supply rather than optimistic forecasts alone.
Disclaimer: This content is meant to inform and should not be considered financial advice. The views expressed in this article may include the author’s personal opinions and do not represent Times Tabloid’s opinion. Readers are advised to conduct thorough research before making any investment decisions. Any action taken by the reader is strictly at their own risk. Times Tabloid is not responsible for any financial losses.
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