The digital asset market is entering a new phase where demand patterns carry deeper consequences. When institutional buyers lock tokens away for long periods, the broader market feels the impact. XRP is now facing this shift as long-term accumulation intensifies through newly launched US spot ETFs.
Ripple Bull Winkle drew attention to a striking trend. He highlighted $622 million in XRP ETF inflows recorded in only 13 days. His post renewed focus on how fast these products are removing XRP from active circulation. The data confirms that these inflows are already reshaping market liquidity.
Spot ETFs work by acquiring the underlying asset. Each purchase removes XRP from the exchange supply. Issuers custody these tokens, keeping them away from trading venues. This means circulating liquidity shrinks with every ETF share created. Reduced supply increases sensitivity to buy pressure.
$622M in ETF inflows in 13 days. Run that over 30, 60, 90 days… the supply shock becomes unavoidable.
Every ETF buy pulls XRP OUT of circulation. $XRP pressure is building FAST. pic.twitter.com/Ux2kVyxrPN
— Ripple Bull Winkle | Crypto Researcher 🚀🚨 (@RipBullWinkle) November 26, 2025
Growth of XRP ETF Demand
New US spot XRP ETFs have attracted strong interest since launch. Daily demand has remained steady and shows no signs of slowing. These inflows reflect rising confidence from institutional investors. They also show that the ETFs are becoming preferred instruments for gaining exposure.
The $622 million recorded in 13 days averages about $47.85 million per day. Extending this rate over 30 days produces about $1.435 billion. Over 60 days, it reaches $2.871 billion. Over 90 days, it climbs to roughly $4.306 billion. These projections show how sustained demand multiplies pressure on supply.
Exchange Balance Declines
On-chain trackers show falling XRP exchange balances since ETF trading began. Large ETF creations require sizable purchases from exchanges. These withdrawals reduce liquidity available for traders. With fewer tokens listed, order books become thinner and more reactive.
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A supply shock emerges when demand outpaces available liquidity for an extended period. If ETF purchases continue at present levels, supply tension escalates. Market-makers will face challenges sourcing XRP. Even moderate buy volume could trigger sharp price reactions. This process becomes unavoidable when withdrawals exceed replenishment.
Factors to Monitor Going Forward
Several indicators will reveal how fast the market approaches this shock zone. ETF inflow consistency remains the most important metric. Exchange reserves also require close monitoring. Issuer activity and authorized participant behavior can accelerate or slow the process. Regulatory factors may also influence demand levels.
In conclusion, XRP is entering a critical period defined by institutional accumulation and reduced circulating supply. If current inflow levels persist for 30 to 90 days, the resulting pressure could reshape market dynamics. Ripple Bull Winkle’s early warning aligns with the observable data. Traders should treat the ongoing ETF-driven liquidity drain as a key market signal.
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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