XRP Supply Shock Incoming – Exchanges Running Dry!. Jake Claver, recorded November 2025.
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What this recording covers
Claver addresses how institutional demand from exchange-traded funds interacts with dwindling token inventory on consumer trading platforms. He examines the question of where market liquidity originates once exchange reserves are depleted, pointing out that retail holders control a primary portion of available supply. Claver explains that as market activity develops, individual participants tend to sell at various personal thresholds, reducing the number of large token holders over time. He describes the mechanical impact of shrinking liquid reserves and explains how token concentration shifts among market participants over multi-year timeframes as institutional products absorb available circulating supply from open markets. He notes that over extended holding periods, circulating supply becomes concentrated among a diminishing number of long-term market participants.
Where this fits
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