21Shares gives XRP a 30% chance to reach $2.69 in 2026, driven by SEC clarity and ETF inflows. XRP’s bull case depends on sustained ETF demand, RLUSD adoption, and XRPL growth in tokenized assets. Bear risks include ETF demand erosion, weak RWA adoption, and rising competition from networks like Canton. This prediction hinged on several milestones that XRP and, more generally, Ripple, have achieved in 2025.
Following the August 2025 conclusion of a multi-year Securities and Exchange Commission (SEC) litigation that effectively lifted a legal cloud from the asset’s head, XRP reopened to the public, unlocking access to US-based institutions, banks, and payment companies. Only after that legal clarity was established did US XRP spot ETFs receive SEC approval. XRP amassed $1.3 billion following its spot ETF launch. According to Matt Mena, a crypto researcher at 21Shares, this launch fundamentally rewrote the asset’s demand profile.
Within a month of launching, these ETFs amassed over $1.3 billion in assets under management. This is an insane fact and shows just how durable the XRP ETF inflows have been post-launch. XRP’s RLUSD stablecoin has grown exponentially since its launch in December 2024. The report highlighted RLUSD’s rapid expansion, with its market capitalization rising by roughly 1,800% from $72 million to $1.38 billion in under a year.
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