In a recent post, BullRunners founder Nick Anderson directed attention to a convergence of macroeconomic pressures and emerging digital asset trends that, in his view, are reshaping how investors evaluate risk and opportunity heading into 2026.
The commentary positions XRP within a wider discussion about rising national debt, persistent inflation, and shifting confidence in traditional monetary systems.
Anderson positioned the current moment as one where market participants are increasingly attentive to alternatives that demonstrate both liquidity and functional efficiency.
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ETF Momentum Highlights XRP’s Institutional Traction
Central to Anderson’s analysis is the performance of XRP-related exchange-traded products. He noted that XRP ETFs have accumulated approximately $1.16 billion in inflows since inception, with no recorded days of net outflows during that period.
This consistency contrasts with recent volatility in Bitcoin and Ethereum ETF flows, which experienced significant swings before closing the week near neutral.
According to Anderson, XRP ETFs have already absorbed an estimated 746 million tokens, representing over one percent of the circulating supply, a figure he views as material when assessing market dynamics.
Supply Constraints and the $5 Billion Scenario
Looking ahead, Anderson outlined a scenario in which XRP ETF assets could reach $5 billion by mid-2026. Under that assumption, roughly 2.6 billion XRP could be removed from active circulation, equating to close to four percent of total supply.
He emphasized that exchange balances for XRP reportedly declined sharply over the past year, suggesting reduced availability in spot markets. Anderson argued that sustained institutional holding through ETFs, combined with tightening supply conditions, could exert a measurable influence on price formation if demand remains steady or increases.
Real-World Utility as a Valuation Anchor
Beyond inflows, Anderson underscored the importance of demonstrated utility. He referenced comments from Galaxy Digital CEO Mike Novogratz, who has stated that long-term value depends on real-world usage rather than capital flows alone.
As an example, Anderson highlighted remarks from Arrington Capital founder, Michael Arrington, who described executing a $50 million XRP transfer in seconds at minimal cost, positioning XRP as an efficient settlement tool for large-scale transactions. This, Anderson suggested, provides tangible evidence of functionality that institutional investors often require.
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Market Structure and Forward-Looking Expectations
Anderson also contextualized XRP’s outlook within broader market structure developments, including improving sentiment indicators and declining Bitcoin dominance.
He cited external forecasts, including a projection from Standard Chartered pointing to a potential triple-digit percentage increase, while cautioning that outcomes will depend on observable data such as ETF flows, supply trends, and overall market conditions.
His analysis ultimately presented XRP as an asset increasingly influenced by institutional behavior rather than retail speculation, with 2026 shaping up as a critical period for validation.
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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