Digital Asset Investor (DAI), an XRP community figure, believes XRP could face a major supply crunch soon amid the ambitions from mXRP and FXRP.
Notably, his warning came on the back of the launch of ...

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Digital Asset Investor (DAI), an XRP community figure, believes XRP could face a major supply crunch soon amid the ambitions from mXRP and FXRP.
<adv/>Notably, his warning came on the back of the launch of mXRP, a yield-bearing project from Axelar Network. Following the launch, DAI called attention to two interviews that revealed how much XRP Axelar and Flare want to take out of circulation through their respective staking products.
<adv/><h2>Axelar and Flare Eye XRP Targets with mXRP and FXRP</h2>
In the most recent interview, Eleanor Terrett from Crypto in America asked Georgios Vlachos, co-founder and Director of the Axelar Foundation, what success would look like for the newly launched mXRP. 
<h2>Imminent Supply Shock?</h2>
After highlighting both interviews, DAI argued that there could be massive implications. Notably, if Axelar succeeds in locking 5% of the supply through mXRP and Flare reaches its goal of 5 billion XRP through FXRP, the total adds up to around 8 billion XRP.
For context, this figure equals about 13% of the current circulating supply. DAI suggested that just these two projects alone could contribute to the supply shock that most individuals in the community have been anticipating.
However, the goals remain ambitious at press time. For instance, the mXRP product, unveiled recently at XRP Seoul 2025, currently holds only 3.851 million XRP across the EVM Sidechain and the XRP Ledger, with most of the tokens, about 2.786 million on the sidechain. 
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<img src="https://cnews24.ru/uploads/9ca/9caff31483e5b923fde0a9b386842a2d67641926.png"/>
<div>Axelar mXRP on XRPL EVM</div>
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This represents just a tiny fraction, about 0.006% of the XRP circulating supply, when compared to the project’s $10 billion target. Still, it is important to point out that mXRP is in its early stages, so the project has time to grow.
<h2>Collapsing Exchange Reserve and Reduced Liquid Supply</h2>
Meanwhile, DAI’s supply shock warning comes at a time when XRP balances on exchanges also appear to be shrinking. 
Specifically, Coinbase’s XRP balance has dropped sharply in recent months. In June, the exchange held about 970 million XRP spread across 52 cold wallets. By Sept. 20, the balance had collapsed to just 32 million XRP sitting in two wallets. 
The sharp decline has led to speculation within the community that exchange balances are drying up, though Coinbase has not explained the movements or responded to questions.
Also, other community members point out that a large part of the supply is already tied up. Analyst 24HrsCrypto recently noted that Ripple controls 37.3 billion XRP in escrow and another 3.5 billion in liquid form. Chris Larsen holds 2.3 billion, while Arthur Britto holds 1.3 billion. Together, these account for about 44.4 percent of all XRP in existence.
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People don’t realize how little XRP is left.
Ripple escrow: 37.3B XRP (37.3%) Ripple liquid: 3.5B (3.5%) Chris Larsen: 2.3B (2.3%) Arthur Britto: 1.3B (1.3%)
That’s nearly 44.4% of supply already accounted for…
..and then you have look at institutions.
Purpose ETF already… pic.twitter.com/ExyK7OUEAa
— 𝟸𝟺𝙷𝚁𝚂𝙲𝚁𝚈𝙿𝚃𝙾 (@24hrscrypto1) September 22, 2025
</blockquote>
He pointed out that institutional investors have also started building positions. For one, Purpose ETF owns 29.6 million XRP while Canadian manager 3iQ holds 45 million XRP. 24HrsCrypto estimated that retail investors probably own no more than 15% of the supply. 
The market pundit added that once major banks like JPMorgan, Wells Fargo, and Goldman Sachs enter the market, billions more XRP could end up in cold storage. Moreover, spot XRP ETFs, which could launch later this year, may also lock up some of the tokens in supply.

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Here’s Why 13% of XRP Supply May Get Locked, Triggering a Supply Shock

XRP社区人物数字资产投资者 ( Dai ) 认为，在 mXRP 和 FXRP 的雄心壮志下， XRP可能很快面临严重的供应紧缩。
值得注意的是，他的警告是在……推出之后发出的。

<div><div>XRP 社区人物数字资产投资者 (Dai)认为，在mXRP 和 FXRP的XRP下， XRP可能很快面临严重的供应紧缩。<adv/>值得注意的是，他的警告是在Axelar Network 推出收益型项目 mXRP 之后发出的。该项目发布后， Dai注意到了两段采访，这两段采访揭示了Axelar和FlareXRP希望通过各自的质押产品从流通中收回多少XRP 。<adv/><h2> Axelar和Flare Eye XRP目标为 mXRP 和 FXRP</h2>在最近的一次采访中，来自 Crypto in America 的 Eleanor Terrett 询问Axelar基金会联合创始人兼董事 Georgios Vlachos，新推出的 mXRP会取得什么样的成功。<h2>即将出现供应冲击？</h2>在强调了两次采访之后， Dai认为这可能会产生巨大的影响。值得注意的是，如果Axelar成功通过 mXRP 锁定 5% 的 XRP 供应量，而Flare通过XRPFlare了 50 亿 XRP 的目标，那么 XRP 总量将达到约80XRP。具体来说，这个数字约占当前流通供应量的 13%。DAI 表示，仅这Dai项目就足以引发社区大多数人所预期的供应冲击。然而，截至发稿时，这些目标仍然雄心勃勃。例如，最近在XRP首尔 2025 大会上发布的 mXRP 产品，目前在 EVM 侧链和XRP账本上仅持有 385.1 万XRP ，其中大部分代币（约 278.6 万）在侧链上。 <div><img src="https://cnews24.ru/uploads/9ca/9caff31483e5b923fde0a9b386842a2d67641926.png"/><div> XRPL EVM 上的Axelar mXRP</div></div>与该项目 100 亿美元的目标相比，这仅占XRP流通供应量的 0.006%（很小一部分）。不过，需要指出的是，mXRP 尚处于早期阶段，因此该项目还有时间发展。<h2>外汇储备崩溃和流动性供应减少</h2>与此同时，DAI 的供应冲击警告正值交易所XRP余额似乎也在减少之际。具体来说， Coinbase 的XRP余额近几个月急剧下降。今年 6 月，该交易所持有约 9.7 亿XRP，分布在 52 个冷钱包中。到 9 月 20 日，余额已骤降至仅剩 3200 万XRP，分别存放在两个钱包中。尽管 Coinbase 尚未解释这一动向或回应相关问题，但这一急剧下跌导致社区内部猜测交易所余额正在枯竭。此外，其他社区成员指出，很大一部分XRP 供应已被锁定。分析师 24HrsCrypto 最近指出， Ripple 持有 373 亿XRP 的托管账户，另有 35 亿 XRP 以流动形式持有。Chris Larsen 持有 23 亿 XRP，Arthur Britto 持有 13 亿 XRP。这些账户合计约占现有XRP总量的 44.4%。<blockquote>人们没有意识到XRP所剩无几。瑞波币托管：373亿XRP （37.3%） 波纹液：3.5B（3.5%） 克里斯·拉森：23亿（2.3%） 亚瑟·布里托：13亿（1.3%）这已经占到了供应量的近 44.4%…… ..然后你看看机构。目的 ETF 已经……pic.twitter.com/ExyK7OUEAa — 𝟸𝟺𝙷𝚁𝚂𝙲𝚁𝚈𝙿𝚃𝙾 (@24hrscrypto1) 2025 年 9 月 22 日</blockquote>他指出，机构投资者也开始建仓。例如，Purpose ETF 持有 2960 万XRP ，而加拿大管理公司 3iQ 持有 4500 万XRP估计，散户投资者持有的 XRP 供应量可能不超过 15%。这位市场专家补充道，一旦摩根大通、富国银行和高盛等大型银行进入市场，数十亿XRP可能会被冷钱包。此外，XRP今年晚些时候推出的瑞波币现货ETF也可能会锁定部分流通中的瑞波币。</div></div>

这就是为什么 13% 的XRP供应可能被锁定，从而引发供应冲击

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