A market shock often begins with a simple idea. XRP analysts argue that the asset sits at a critical point. Several major catalysts are aligning, and many traders may not see the shift coming. Ali G amplified this discussion in a recent X post, highlighting the arguments that frame the scale of demand building around XRP.
Ali G argues that XRP’s public supply of $30 billion is small compared to incoming institutional activity. He links this view to regulatory clarity, ETF approvals, rising institutional interest, and Ripple’s expanding partnerships. His post suggests that these factors are converging simultaneously, creating a scenario that could strain available liquidity.
Understanding the Liquidity Equation
The video embedded in Ali G’s post features a conversation between Abs and Jake Claver. Abs asks if the situation is a “make-or-break” moment for OTC markets. He points out that while some people view $30 billion as a significant amount, industry professionals consider it relatively small. He then asks Claver how such numbers support predictions of three or four-digit XRP prices.
$30B Public Supply of $XRP is nothing!
Everything we have been waiting for: Regulation clarity, ETFs, Institutional demand, SEC case over, @Ripple Acquisitions & Partnerships announced are all aligning at once.
(+) Add that to the Liquidity crisis we are about to experience &… https://t.co/rzSOqvl4Zi pic.twitter.com/69f5awaOCE
— Ali G (@AliGthe1st) November 20, 2025
Claver replies that it is “just a math equation.” He explains that large markets need deep liquidity buffers. He notes that daily settlement volumes in the stock market reach trillions. He also highlights FX settlement flows in Japan. Claver mentions SBI’s influence in Japan and reminds viewers that its leadership has publicly supported XRP.
Demand Sources Expanding Fast
Claver states that several XRP ETFs have launched and posted strong early inflows. He notes that these inflows already draw from OTC desks. He adds that even dark pool liquidity is being absorbed. Claver explains that price movement remains limited because buyers currently target these off-exchange channels.
He stresses that this phase will not last forever. Once OTC and dark pools run low, buyers must turn to exchanges. He warns that exchanges cannot meet heavy demand without a significant price impact.
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— TimesTabloid (@TimesTabloid1) June 15, 2025
Additional Pressure from Institutional Shifts
Claver also raises concerns about broader market stress. He suggests that potential issues with Tether or Bitcoin could lead exchanges to turn to XRP as a liquidity asset to secure their positions. He mentions the Shane Ellis theory, which describes a scenario where rapid institutional demand forces sudden price jumps.
He concludes that the market could reach a point where “everybody needs it at the same time.” He cautions that the XRP supply wouldn’t be enough to meet all of these demands simultaneously.
A Convergence That Could Reshape Price Action
Ali G argues that regulation, ETFs, institutional demand, and Ripple’s strategic acquisitions are combining into a powerful liquidity event. These factors create a setting where the available XRP may be too small to meet incoming needs. The message is clear. Supply may appear large on paper, but in practice, it may not withstand concentrated demand.
Ali G’s post and Claver’s comments outline a simple conclusion. When many critical systems rely on one asset for liquidity, scarcity becomes inevitable. And when scarcity meets institutional urgency, price discovery becomes explosive.
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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