Something is shifting in how serious money thinks about crypto. Veteran investor Digital Asset Investor covered the trend in a recent video, pointing to XRP specifically while highlighting a major institutional development that suggests conviction is already moving beyond talk.
Long-dated investors are rotating out of AI equities and into digital asset infrastructure. The question of which layer 1 blockchains will carry that capital is becoming harder to ignore.
Layer 1 Blockchains as the Coordination Layer
Digital Asset Investor cited commentary from multiple analysts who see layer 1 blockchains as the backbone of the emerging digital economy. One speaker in the video stated, “Blockchains are the coordination layer for the new digital economy. This is the infrastructure layer for the digital economy. That’s it.”
Another analyst connected the shift directly to AI. As AI agents begin operating across financial rails, the layer 1 blockchains servicing those rails become the infrastructure play. Those who own the layer ones can participate in the success of everything built on top of them.
Digital Asset Investor identified the core layer 1 blockchains as Bitcoin, Ethereum, Solana, XRP Ledger, and BNB Chain. He noted that some analysts discussing this trade avoid naming XRP directly, but were clear about what their analysis points to. XRP reinforced the case with its recent performance, climbing over 50% in a few days, more than double Bitcoin’s gains of just over 21%.
XRP Layer Layer 1 Coordination Layer & EverNorth Treasury
Watch The Full Youtube Video Here:https://t.co/SF1313h9Fv pic.twitter.com/Vyy4deFO4h— Digital Asset Investor (@digitalassetbuy) August 26, 2026
Evernorth Files Amendment 7 With the SEC
The institutional side of the story focuses on Evernorth, an independent XRP digital asset treasury company backed by Ripple, Pantera Capital, Kraken, SBI Holdings, and others. The company filed amendment 7 to its S-4 registration statement with the SEC and is merging with Armada Acquisition Corp. II, targeting a NASDAQ listing under the ticker XRPN.
Evernorth has already purchased over 473 million XRP tokens. Unlike an ETF, the company is structured to grow XRP per share through institutional and DeFi yield strategies, ecosystem participation, and capital markets activity.
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Digital Asset Investor also flagged that the merger structure involves a subsidiary called Pathfinder Digital Assets. He suggested that Ripple may use it to move XRP holdings into Evernorth via an in-kind contribution. He called the setup “a riddle.”
CLARITY Act and ETF Data
Prediction markets put CLARITY Act passage before October 2027 at 54%. Fidelity has publicly urged Senate passage. On the ETF front, 21Shares research showed US spot XRP ETFs absorbed 14.8% of net new supply in the first half of May alone. RLUSD supply rose 1,131% by June, with more than half deployed directly on XRPL.
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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