Why I Decided to Exit My XRP Position There's always a story behind every trading decision, and today I'm breaking down what led me to offload my XRP holdings. It wasn't impulsive—there were specific factors that made me reassess my position in this particular token. Looking at the broader market dynamics, I've been monitoring the movements across major players like Bitcoin, Ethereum, and Solana, alongside emerging tokens like Pengu and Bonk. The correlation patterns and on-chain metrics painted a picture that made me question whether XRP aligned with my current portfolio thesis. The timing, the support levels, and the risk-reward ratio simply didn't favor holding. Sometimes the smartest move in crypto isn't about missing the next pump—it's about protecting your capital when the setup no longer makes sense. If you're holding XRP or any significant position, it's worth asking yourself: Are you holding for a reason, or just holding out of habit?

Recently, I have been studying the long-term supply pressure of XRP and have discovered some interesting details. In 2026, a new round of unlock plans will take place, which was once considered a negative factor in the crypto community—after all, a large influx of tokens into the market often means selling pressure. However, on-chain data seems to tell a different story. According to the latest monitoring, Ripple releases about 250 million XRP per month. This amount sounds alarming, but relative to the total circulating supply, it accounts for less than 1%. More importantly, very few of these unlocked tokens actually flow into exchanges—most are directly absorbed by institutions. The total release for 2026 is expected to be about 12% of the current circulating supply. However, during the same period, XRP’s compliance efforts in cross-border payments could strengthen institutional accumulation, resulting in increased supply alongside rising demand. This logic is somewhat like抢演唱会门票—when tickets are scarce, it actually drives up the scalper prices. If institutions are truly continuing their布局, then unlocks are not necessarily bearish; they could even act as catalysts. Of course, this hinges on whether institutional interest can sustain until 2026. But it’s also important to recognize the risks. First, if the bear market hits again, institutions might freeze their strategies, shifting from active accumulation to passive observation. Second, regulation is always a black swan—although lawsuits in the US seem calm now, a definitive resolution is still far off. Third, on-chain data reflects past behavior patterns; whether institutions will change their strategies in the future is uncertain—after all, these big players also like to keep surprises up their sleeves. Overall, the unlock wave itself doesn’t need to be overly feared. The real game depends on how long institutional power can be maintained. If large holders continue to buy more than the monthly release, this unlock could be neutral or even positive for the price. But investing should remain rational—don’t get caught up in this kind of analysis, because the market is always more complex than you think.

XRP has been frequently oscillating near the downward trendline recently, and this movement has many traders pondering—whether it is accumulating strength for a breakout or a trap for a false breakout. From a data perspective, over 500 million XRP are locked, directly reducing the circulating supply in the market. In theory, a decrease in supply should reduce selling pressure, but the key is whether buying interest is truly strong. The locked amount looks good on paper, but if large holders unlock or policy changes occur, the supply and demand dynamics could reverse instantly. Technical breakout signals are indeed worth paying attention to. If XRP can hold above the trendline, bulls may initiate a rebound. However, history often reminds us that false breakouts are common before a genuine breakout, especially near historical highs, so caution is necessary. But don’t forget the impact of macro factors. Changes in Federal Reserve policies, movements of other major cryptocurrencies, regulatory developments—all are variables. The XRP/BTC ratio is also oscillating repeatedly, and any unexpected change in one factor could disrupt the current accumulation rhythm. In simple terms, we are still in an observation phase. Technical signals may indicate a breakout possibility, and the locked-up data supports the logic of reducing selling pressure, but the market is always full of uncertainties. It’s essential to keep an eye on relevant news, and don’t forget to implement stop-loss and risk management.