XRP Weakness Seen as Market Timing Gap Despite Ripple’s Expansion
Oliver Michel, CEO of Tokentus Investment AG, says recent XRP price weakness reflects a timing and sentiment mismatch rather than deterioration in Ripple’s business. Speaking on DER AKTIONÄR TV, Michel noted XRP traded near $1.85 after a roughly 10% one‑month decline, while Ripple continues to expand via acquisitions, pursue regulated banking channels and roll out new products including stablecoins. He highlighted strong institutional interest: five spot XRP ETFs launched since November have attracted about $1.13 billion in net inflows and now hold roughly $1.25 billion AUM combined. Michel argues institutional flows and business growth have not yet been priced into XRP, attributing the divergence to short‑term sentiment, liquidity and macro factors. No timeline was given; he expects the gap to be temporary and for fundamentals to eventually drive repricing. (Not financial advice.)
Neutral
The report presents a mixed signal: strong fundamental developments at Ripple (acquisitions, regulated banking moves, product launches) and sizable institutional inflows into spot XRP ETFs, contrasted with a recent ~10% price decline. For traders, this implies limited immediate directional certainty. Short term: the price may remain pressured or volatile due to sentiment, liquidity constraints and macro factors despite positive fundamentals. Catalyst risk is also present — ETF inflows can be episodic and may not immediately translate into price if outflows, low retail participation or broader market weakness persist. Long term: if institutional demand continues and Ripple’s business metrics keep improving, fundamentals could support a repricing higher, producing a bullish outcome over months. Given the current divergence between on‑chain/institutional signals and spot price, the most appropriate near‑term classification is neutral — traders should watch ETF flows, liquidity metrics, on‑chain activity and macro news for triggers that could convert the neutral setup into a clearer bullish or bearish trend.