XRP Supply Crunch Looming: Analyst Highlights Path to $220

The arrival of multiple spot XRP Exchange Traded Funds (ETFs) has triggered intense debate about long-term supply and demand pressure. Analysts now question how institutional inflows may reshape the asset’s market structure. Many believe the industry has underestimated how quickly ETF participation can drain circulating supply once investment momentum accelerates.

Institutional demand for regulated crypto products has grown sharply since the approval of Bitcoin ETFs. These products created a clear pathway for traditional investors to gain exposure without managing custody.

XRP appears ready for similar attention, especially now that new spot funds are entering the market. Early inflow data shows strong interest, suggesting investor appetite may build faster than expected.

Chad Steingraber’s High-Demand Scenario

Market analyst Chad Steingraber presented a detailed model describing what aggressive ETF inflows could produce. He assumed an average of $90 million per day entering each XRP ETF.

With twelve funds in the market, that total could reach about $1.08 billion in daily inflows under ideal conditions. Using a 50 percent share-creation estimate, his model shows required daily acquisitions of roughly 229 million XRP.

Steingraber extended his model across longer time frames. His numbers suggest five trading days could require more than 1.1 billion XRP. One month of steady inflows could demand more than 4.5 billion tokens. Six months could produce a cumulative requirement of more than 27 billion XRP. These figures paint a clear picture of possible supply pressure if inflows accelerate.

Potential Impact on Public Supply

Steingraber warned that sustained demand of this scale could strain the circulating supply. He argued that ETF accumulation alone could absorb the entire public float within one year.

He stated that this outcome assumes no major price appreciation, which is unlikely under such conditions. His model indicates that rising prices would be the natural response to rapid supply depletion.

Why Steingraber Predicts a 100x Price Increase

Based on these calculations, Steingraber projected that ETF-driven buying could push XRP toward a 100x gain. He estimated a potential long-term target of about $220 per token. He stressed that this figure reflects the pressure created by regulated institutional demand. He added that organic market activity could amplify this trend during periods of heightened liquidity.

Market Variables and Unresolved Questions

Several uncertainties remain despite the compelling model. ETF inflows often fluctuate with investor sentiment and macroeconomic conditions. Market makers may also reduce net share creation during volatile periods.

Sellers could emerge at higher prices, slowing the rate of supply absorption. These factors make long-range projections difficult, even with strong historical parallels from Bitcoin ETFs.

Chad Steingraber’s scenario highlights the transformative power of institutional capital. His research suggests that ETF inflows could reshape XRP’s supply dynamics in profound ways. Although the projections remain hypothetical, the underlying logic is consistent with recent ETF trends. If sustained inflows emerge, XRP could face one of its strongest supply squeezes to date.