Why XRP Is Our Largest Holding
It Is Unlocking It For years, the crypto market has framed stablecoins and native assets as competitors. That framing is wrong. Stablecoins are not designed to replace native liquidity assets. They are designed to prepare capital to move. And when capital is prepared correctly, the infrastructure beneath it becomes exponentially
There are a thousand strategies in this market. Momentum strategies. Value strategies. Quant models. Liquidity plays. Narrative rotations. Everyone is searching for the perfect system, the perfect indicator, the perfect catalyst. But the deeper you go into the craft, the more obvious one truth becomes. The most valuable skill in
The Only Question That Matters Most investors begin their analysis of XRP at the wrong starting point. They look at today’s price and imagine hypothetical scenarios that might push it higher. That is how retail thinks. Infrastructure assets are not priced on hope. They are priced according to what
Most discussions about XRP’s price revolve around speculation, cycles, narratives, and catalysts. None of that has anything to do with what ultimately determines the long-term valuation of a settlement asset. The market price of a bridge asset is not shaped by sentiment or community excitement. It is shaped by