The crypto market has seen explosive rallies before, but XRP could experience a surge unlike anything witnessed previously. Analysts note a rare convergence of supply and demand factors. Institutional appetite and limited liquidity are creating conditions that could push the XRP price sharply higher.
Limited Supply Amid Growing Demand
Time Traveler recently highlighted XRP’s constrained supply on X, noting, “There isn’t enough XRP to meet the institutional demand.” According to him, this shortage could trigger significant price movement once demand intensifies.
In a video clip embedded in Time Traveler’s post, Abs Host in a conversation with Jake Claver asked, “Is it a make-or-break situation from an OTC standpoint? Because we know there’s about 30 billion, if you include the OTC desk, $30 billion in value. Now, to some people, it sounds like a huge number. To those in the know, like yourself, it’s a small number.”
There isn't enough XRP to meet the institutional demand, so the price will skyrocket. pic.twitter.com/uPBu2zmDHN
— 𝚃𝚒𝚖𝚎 𝚃𝚛𝚊𝚟𝚎𝚕𝚎𝚛 (@Traveler2236) November 20, 2025
Going further, he asked: “With these ETFs, with the Clarity Act, with this event that you’re talking about, what does it mean for the XRP price? Why do you get to the arbitrary number of three or four digits? How do you get to these numbers? Demand, right?
Jake Claver, while responding, explained that institutional demand drives price potential.
“It’s just a math equation. If you’re going to settle back into the stock market, you would need enough liquidity to be able to do that, and I believe that’s where they’re going to push it to in order to be able to facilitate that. So that’s five or six trillion dollars a day in settlement” he said.
ETFs and Market Absorption
Claver emphasized that ETFs are already consuming a significant XRP supply. The first days of XRP ETF trading generated record inflows for spot crypto products. “That’s already eating into the OTC desk,” he added.
He noted that both OTC and dark pools are absorbing XRP before it reaches public exchanges. Institutions currently acquire large amounts without affecting the visible market price.
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XRP’s growing use in foreign exchange adds another demand layer. Claver cited Japan, explaining SBI’s major role in adopting Ripple and R3. “If you needed a liquidity buffer for the FX market for all of those transfers, swapping back to Yen, that’s another demand point that they’re going to be utilizing the asset for,” he said.
Exchange Bottleneck: The Tipping Point
Time Traveler and Claver argued that once OTC and dark pool liquidity depletes, institutions will seek XRP on exchanges. Potential simultaneous pressures from Bitcoin and tether markets, the “Shane Ellis theory” could amplify demand, forcing buyers to compete for the limited XRP supply.
Claver summarized the situation: “Everybody needs it all at the same time, and there’s not enough to go around.” It underscores that this could lead to a sudden, sharp price surge that few investors anticipate. The combination of ETF inflows, FX usage, and limited supply may trigger a dramatic upward movement of XRP price.
As XRP navigates this convergence of adoption, institutional demand, and liquidity constraints, market participants may witness one of the most significant bull runs in crypto history.
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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