🚨 12 straight weeks of positive fund flows, yet XRP fell from $1.52 to $1.46—is this accumulation, or are investors catching a falling knife?
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👀 Background: U.S. spot XRP funds have recorded net inflows for 12 consecutive weeks. But in a sharp drop early on October 7, XRP was pulled straight down from $1.52 to $1.46, a decline of about 4.5%.
📊 Data: According to SoSoValue, XRP funds saw net inflows of $3.14 million on October 6, with Bitwise doing all the heavy lifting—it attracted $10.55 million that day, bringing its cumulative inflows to $688 million. Franklin’s XRPZ, by contrast, saw $4.07 million in outflows, leaving its cumulative inflows at $501 million. The other issuers combined saw outflows of about $3.34 million. During the 12-week winning streak, inflows totaled $121 million in September alone, even as the funds’ net assets shrank over the same period.
🔥 The point of contention: What’s even more striking is the “cost gap”—XRP funds have seen cumulative inflows of $1.794 billion, but hold just $1.697 billion in net assets, leaving investors with combined unrealized losses of about $97 million. Still, four days ago that gap stood at $133 million, so it has narrowed by about $36 million over the past few trading sessions. Money is flowing in, but the price is falling.
💡 What’s really worth watching isn’t the “12-week winning streak” itself, but the growing divergence between the flow and price curves. Before, “inflows meant good news”; now, inflows look more like they’re absorbing tokens others are selling.
⚠️ A reality check: All the flows mentioned above were recorded before the sharp drop early on October 7. During the sell-off, about $412 million in positions across the market were liquidated within an hour—almost all of them long positions. This move may well have erased a large part of the improvement in net assets seen earlier this week.
👀 Which side are you on: have these 12 weeks of inflows been “institutions accumulating at low prices,” or are retail investors using ETFs to catch the falling knife? Pick a side in the comments 👇
Tap the profile picture to watch the livestream + join the Jiujiu chat group for daily strategies 🚀
#XRP #ETF #机构资金 #Ripple
Group: 点击进入玖玖短线策略群
👀 Background: U.S. spot XRP funds have recorded net inflows for 12 consecutive weeks. But in a sharp drop early on October 7, XRP was pulled straight down from $1.52 to $1.46, a decline of about 4.5%.
📊 Data: According to SoSoValue, XRP funds saw net inflows of $3.14 million on October 6, with Bitwise doing all the heavy lifting—it attracted $10.55 million that day, bringing its cumulative inflows to $688 million. Franklin’s XRPZ, by contrast, saw $4.07 million in outflows, leaving its cumulative inflows at $501 million. The other issuers combined saw outflows of about $3.34 million. During the 12-week winning streak, inflows totaled $121 million in September alone, even as the funds’ net assets shrank over the same period.
🔥 The point of contention: What’s even more striking is the “cost gap”—XRP funds have seen cumulative inflows of $1.794 billion, but hold just $1.697 billion in net assets, leaving investors with combined unrealized losses of about $97 million. Still, four days ago that gap stood at $133 million, so it has narrowed by about $36 million over the past few trading sessions. Money is flowing in, but the price is falling.
💡 What’s really worth watching isn’t the “12-week winning streak” itself, but the growing divergence between the flow and price curves. Before, “inflows meant good news”; now, inflows look more like they’re absorbing tokens others are selling.
⚠️ A reality check: All the flows mentioned above were recorded before the sharp drop early on October 7. During the sell-off, about $412 million in positions across the market were liquidated within an hour—almost all of them long positions. This move may well have erased a large part of the improvement in net assets seen earlier this week.
👀 Which side are you on: have these 12 weeks of inflows been “institutions accumulating at low prices,” or are retail investors using ETFs to catch the falling knife? Pick a side in the comments 👇
Tap the profile picture to watch the livestream + join the Jiujiu chat group for daily strategies 🚀
#XRP #ETF #机构资金 #Ripple