XRP Supply Shock. Jake Claver on liquidity and institutional custody.
More on this subject: jakeclaver.com.
What this recording covers
Claver discusses the mechanics of supply distribution for XRP, focusing on spot exchange-traded fund requirements and available circulating balances. He explains that proposed spot exchange-traded funds require issuers to purchase and hold physical asset reserves based on specific backing ratios per share. This mandatory reserve accumulation reduces the available liquid supply circulating across public platforms. Claver outlines estimates regarding how much circulating volume resides on secondary exchanges compared to amounts held by retail participants and wealth management firms in institutional custody. He notes that while some holders may sell portions of their holdings as market demand develops, the liquid supply available for institutional acquisition remains limited. Claver concludes that the severity of any resulting supply constraint depends on the scale of fund inflows and total exchange reserves.
Where this fits
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