Macro Factors and ETF Flows Could Send XRP Higher, Strategist Says

Macro commentator Levi Rietveld highlighted Raoul Pal’s view that several macroeconomic and regulatory shifts could boost demand for risk assets, potentially driving XRP higher. Pal cited a likely decline in the US Treasury General Account (TGA), the end of quantitative tightening (QT), China expanding its balance sheet, upcoming regulatory adjustments, and expected interest-rate cuts as catalysts that would increase liquidity and risk-on positioning. Social-media commenters added that active spot ETF inflows for XRP are already supplying liquidity and could accelerate price gains if sustained. The article frames these points as reasons some market participants expect renewed strength for XRP but stresses uncertainty: outcomes depend on how policy, economic data, and institutional flows evolve. This is analysis and not financial advice.
Bullish
The article highlights several liquidity-positive macro drivers (falling TGA balances, end of QT, China balance-sheet expansion, potential rate cuts) and observers’ reports of active spot XRP ETF inflows. Together these elements typically support higher risk-asset prices by increasing available capital and creating sustained buy pressure. ETF accumulation, in particular, has been a clear mechanical demand source in prior crypto rallies (e.g., BTC spot ETF inflows supporting Bitcoin price). That said, the piece is cautious: it notes the view depends on policy outcomes and investor behavior, so short-term volatility remains likely. Traders should expect a bullish bias if ETF inflows continue and macro policy shifts materialize, but risk-manage for pullbacks tied to rate surprises, regulatory setbacks, or intermittent outflows. In summary: positive for XRP medium term if flows and policy trends persist; watch liquidity indicators, ETF flow reports, and macro data for trade triggers.