XRP Supply Shock in March 2026 as Legal Clarity Arrives
Crypto analyst Skipper (@skipper_xrp) disputes Jake Claver’s prediction of a $750 XRP price surge this year. Instead, he points to March 2026 as the key turning point. He says an AI model (Elon Musk’s Grok) forecasts a disorderly unwind of the reverse carry trade in Q1 2026, peaking in March. Skipper argues that full legal clarity under the U.S. Clarity Act, possibly signed by November 22 to align with SWIFT’s ISO 20022 deadline, is essential for institutional adoption of XRP. He cites unverified reports that banks have privately tested XRP on side chains at prices reaching $327,000. These trials demonstrate potential settlement models and foreshadow a supply shock when transactions shift from private to the public ledger. While assertions about concealed ledgers and test prices remain speculative, many expect the convergence of regulatory clarity and system readiness to trigger a significant XRP supply shock. Traders should monitor legislative updates, ISO 20022 adoption, and any institutional moves to anticipate market shifts.
Bullish
Skipper’s prediction of a supply shock in March 2026, driven by the transition from private to public ledgers and full U.S. legal clarity, suggests a bullish outlook for XRP. Regulatory milestones like the Clarity Act and ISO 20022 adoption can unlock institutional capital, mirroring past events such as Bitcoin ETF anticipation that lifted BTC prices. The narrative of high test prices and potential large-scale institutional use creates positive sentiment. In the short term, traders may rally XRP ahead of legislative updates and ISO 20022 deadlines. Long term, integration into mainstream financial systems could sustain demand and support further price gains. This convergence of regulatory clarity and operational readiness aligns with bullish catalysts observed historically in crypto markets.