Will XRP’s New Treasury Company Frenzy Send Prices Soaring? Here’s Why Crypto Investors Are Watching 2025
XRP’s monthly supply battle heats up as new treasury firms pump up demand—could a price boom be next? See what 2025 has in store.
- $100M: VivoPower’s initial OTC XRP purchase in 2025
- 1B XRP: Released monthly from Ripple’s escrow
- 44M XRP: Approximate tokens one treasury firm can buy with $100M
- ~20%: Portion of a typical month’s net new supply absorbed by one treasury player
XRP is entering a high-stakes tug of war, one where the outcome could transform its price trajectory over the next three years. On one side, Ripple continues its predictable monthly coin releases from escrow. On the other, a bold new breed of crypto treasury companies is emerging—entities that hoard XRP as a corporate reserve, betting big on its long-term appreciation.
This battle between expanding supply and fresh, structural demand is new—and it has analysts buzzing about an impending XRP supply squeeze. If the XRP treasury trend picks up steam, early investors might be staring down sizable gains.
What Exactly Is an XRP Treasury Company?
Crypto treasury companies aren’t your average digital asset buyers. These publicly traded businesses raise capital, purchase large amounts of a single cryptocurrency—like XRP—and offer shareholders leveraged exposure through company stock, rather than the coin itself.
This model mirrors the strategy pioneered by MicroStrategy with Bitcoin, but now it’s XRP’s turn in the spotlight. What started in late May 2025 with VivoPower’s $100 million purchase has inspired rivals like Ault Capital Group and an Asia-based logistics firm to pledge similar moves—each aiming to make XRP their strategic reserve asset.
Why Are These Companies Hoarding XRP?
Crypto treasurers believe they can outperform traditional approaches by combining equity raises, digital asset purchases, and high-conviction holding. Investors receive an amplified bet—the stock’s performance is tied to XRP’s price swings, often providing more upside than just buying the coins outright.
This flood of institutional attention signals an important shift: for the first time, XRP’s demand has a “sticky,” deep-pocketed backer beyond banks and individual traders. And that demand is quickly stacking up against new supply.
How Does Treasury Buying Impact XRP’s Supply?
Ripple unlocks 1 billion XRP tokens monthly, but historically relocks ~800 million, resulting in a net ~200 million tokens entering the market each month.
VivoPower’s $100 million allocation at an XRP price of $2.25 means they can snatch up over 44 million tokens—about 20% of a typical month’s new supply. Layer on purchases from other treasury upstarts, and suddenly a large chunk of new XRP isn’t hitting trading exchanges at all.
If this behavior spreads, monthly net new supply could be overwhelmed—even before an anticipated U.S. ETF approval triggers the next wave of institutional FOMO.
Could a 2025 ETF Green Light Ignite XRP Prices?
Crypto analysts and insiders point to three powerful trends in 2025 that could supercharge XRP:
- ETF Momentum: An XRP ETF application is widely expected to gain approval in the U.S., potentially unleashing a surge of Wall Street capital—just as Bitcoin ETFs did in 2024.
- Finite Supply Drip: Ripple’s escrow supply has a hard limit. Once the company’s 36.5 billion XRP runs dry, the monthly supply increase halts—turning the market into a pure demand-driven contest.
- Corporate FOMO: As companies scramble for an alternative to Bitcoin, XRP’s payment utility, speed, and now treasury adoption are turning heads across boardrooms worldwide.
But critics argue that treasury companies are still risky—highly leveraged, sometimes under-capitalized, and vulnerable to rapid selloffs if the market turns. Yet, the fresh demand these firms create could easily offset those risks if the buying trend continues.
How to Ride the XRP Supply Tug-of-War: Tips for Investors
With volatility in the cards, experts say a measured approach is wise. Consider starting with a $1,000 stake and a three-year horizon—let the battle between monthly supply and rising treasury demand play out.
As always in crypto, patience is key. If the current tug-of-war tips demand’s way, XRP holders could see prices multiply before 2028.
FAQ: Treasury Companies & XRP Demand
Q: Isn’t Ripple’s monthly supply release a risk?
Ripple’s monthly supply expansion is slow, and if treasury firms keep gobbling up tokens, net new supply could dwindle quickly.
Q: Why care about a possible U.S. XRP ETF?
A U.S. ETF would unlock mainstream institutional demand, as seen with Coinbase-listed Bitcoin ETFs, driving up prices.
Q: Are treasury companies safe for retail investors?
Direct XRP investing is less risky than betting on small treasury company stocks, but treasurer buying strengthens overall XRP demand.
How to Track This Trend and Act on Opportunity
- Watch for treasury firm XRP buying announcements—they signal lasting demand spikes.
- Track U.S. ETF progress via reputable crypto news sites like CoinDesk.
- Consider a modest, long-term investment—$1,000 can offer major upside if trends continue.
- Monitor Ripple’s monthly escrow releases for changes in supply pace.
Ready to get ahead of the curve? Study the XRP treasury trend, set your buying plan, and prepare to let patience pay. Here’s a quick checklist:
- ✔️ Research treasury company XRP activity
- ✔️ Keep up with XRP ETF regulatory updates
- ✔️ Ease in with a small, manageable investment
- ✔️ Reassess after big buying or regulatory news
Stay focused, stay informed—and don’t miss this pivotal moment in XRP’s wild journey.
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