Abs Nassif, host of the Good Evening Crypto podcast, shared a clip featuring analyst Jake Claver walking through a chain of macroeconomic events he believes will force XRP’s price substantially higher. The argument moves from Japanese monetary policy to U.S. stablecoin legislation to stock market tokenization.
Japan holds $1.6 trillion in U.S. Treasuries, making it the second-largest foreign holder. For decades, the yen carry trade drove that accumulation. Investors borrowed yen at near-zero rates, converted to other currencies, and parked returns in higher-yielding U.S. Treasuries.
🚨 Why $XRP Is About to EXPLODE: Jake Claver Explains Clarity Act, Japan Trade & Liquidity Reset! https://t.co/aOP7phD9HY pic.twitter.com/roDpJyP9GC
— Good Evening Crypto (@AbsGEC) July 15, 2026
That Trade Is Now Reversing
Rates are rising in Japan, loans are maturing, and the ongoing conflict in the Middle East threatens Japan’s oil supply. Claver says higher energy costs will push Japanese inflation further and force additional rate hikes. When Japanese rates rise, the cost of borrowing yen increases and the yen strengthens. Both conditions squeeze the carry trade.
Investors sell Treasury positions, convert back to yen, and repay loans. That triggers a rotation out of U.S. Treasuries into Japanese bonds, flooding global markets with paper. Claver points to August 2024, when carry trade fears contributed to a 13% single-day S&P drop, as a preview of what a full unwind looks like.
Where XRP Comes In
The Genius Act positions U.S. banks to absorb returning Treasuries as stablecoin reserves. Investment banks holding unrealized losses would need an appreciating asset to offset them. Claver points to Bitcoin ETFs as a systemic risk factor, noting that pension funds and sovereign wealth funds have made allocations.
A sharp Bitcoin drawdown forces those positions to be sold, accelerating volatility and pushing markets toward real-time settlement infrastructure.
The DTCC Is Already Building
Stock markets currently settle at T+1. Claver referenced a statement from the NASDAQ president, made in conversation with Ripple’s Monica Long at Swell, about using distributed ledger technology for DTCC settlement and reconciliation between clearinghouses and brokers.
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That development is already moving. Ripple Prime has been confirmed as a named participant in the DTCC’s 50-firm Industry Working Group, alongside Goldman Sachs, JPMorgan, BlackRock, Circle, and Ondo Finance. The DTCC plans initial production trades for its tokenization service in July, with a full launch in October.
Legislation and Liquidity
The CLARITY Act adds another layer. It was designed to resolve longstanding regulatory uncertainty around digital asset classification. It currently sits on the Senate Legislative Calendar with a vote expected soon.
Settling tokenized equity markets at scale requires deep liquidity, and Claver believes that XRP must rise to provide that buffer. Between the yen carry trade unwind, Bitcoin ETF demand, and the DTCC’s tokenization rollout, the conditions for a supply shock are building.
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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