Independent Research XRP Ledger Ripple RLUSD

Data, news & research for the XRP Ledger ecosystem

We track the XRP Ledger and Ripple ecosystem the way a serious analyst would: weekly news reviews with sourced commentary, on-chain and market data reports, RLUSD stablecoin monitoring, and long-form deep dives on the stories that actually move XRP. Five columns, built for depth over frequency.

Latest Analysis

The latest report in each of our five weekly columns — earlier editions are archived on each column page.

Week Sep 28–Oct 4, 2026 · Weekly News Review

XRP & Ripple Weekly News Review — Week of September 28–October 4, 2026

Sixteen sourced stories from a settling week: XRP holding a $1.45–$1.58 band after the squeeze, Evernorth's 473M XRP treasury filing for a Nasdaq listing as XRPN due within days, three XRPL amendments activating within eighteen hours of each other, escrow's textbook monthly loop, ETF inflows at a thinnest-of-twelve +$4.74M, a $133M gap between the ETF complex's net assets and its cumulative inflows, September's $121.4M monthly total, Chainalysis closing the file on North Korea's largest theft, and a fully-green quarter facing October's −4.7% seasonal average — each with a summary, editorial take and the week's data snapshot.

Oct 4, 2026 · 16 items · ~19 min read · News Review
Week Sep 28–Oct 4, 2026 · Weekly Data Report

XRP Ledger Weekly Data Report — Week of September 28–October 4, 2026

Twenty-two sourced metrics for the digestion week: a quiet $1.45–$1.55 tape closing at $1.520 (+0.7%), escrow stepping down from 31.98B to 31.54B on the month's one-billion release, ETF inflows at +$4.74M with the complex's net assets falling $133M behind its cumulative flows, RLUSD crossing $2.5B on the widest four-read spread yet, payment volume spiking 35% on September 29, and futures OI carried at its $4.10B September 23 record — every line with its source and snapshot date.

Oct 4, 2026 · 22 metrics · ~19 min read · Data Report
Week Sep 28–Oct 4, 2026 · Weekly Intelligence

Weekly Intelligence — Week of September 28–October 4, 2026

Five structured questions — whether +$4.74M still counts as a bid, what a quiet tape is actually made of, what three amendments in eighteen hours say about XRPL governance, whether a corporate treasury can add what the ETF complex doesn't, and what decides the week ahead — plus an honest 2-for-5 scorecard with its misses dissected and five new calls, each carrying a timestamp and a one-sided risk.

Oct 4, 2026 · ~16 min read · Intelligence
Week Sep 28–Oct 4, 2026 · XRP Market Intelligence

XRP Market Intelligence — Week of September 28–October 4, 2026

A quiet inside week closing at $1.5202 (+0.7%): ETF inflows extended to a twelfth straight positive week but at a thinnest-of-run +$4.74M, the complex's net assets fell to $1.66B against $1.79B of cumulative inflows — a $133M gap — the leverage book holding near its September record, RLUSD crossed $2.5B, and the amendment calendar just ahead set up a governance-and-institution week.

Oct 5, 2026 · Weekly Update · ~18 min read · Market
Weekly Deep Dive · Oct 5

The Treasury Bid: Evernorth's 473 Million XRP and the Second Way to Buy a Coin

Research report: how Evernorth's 473M XRP — filed for a Nasdaq listing as XRPN due within days — adds a second structural buyer alongside the ETF complex, what the 37% discount problem does to the arithmetic, how the whale data corroborates the flow, and the six signals that will confirm or falsify the treasury-bid thesis — every figure sourced and dated.

Oct 5, 2026 · Research report · ~21 min read · Deep Dive
Methodology

How We Work

Each column publishes one substantive report at a time — sourced, dated and editorially independent. Every figure we publish carries a source and a snapshot date; see our editorial policy.


Our Weekly Columns

Five regular research features across the XRP ecosystem — focused on depth over frequency.

Weekly News Review

Weekly News Review

10–20 of the week's most important XRP & Ripple stories, each with a sourced summary and an editorial take. We filter, de-duplicate and cross-verify before we publish.

Weekly Data Report

Weekly Data Report

Week-over-week and four-week trend analysis of the XRP Ledger's core metrics: market and supply data on two bases, escrow, network activity, RLUSD and ETF flows — every figure sourced and dated.

Weekly Intelligence

Weekly Intelligence

The same five questions every edition — network health, stablecoins, DeFi, payments, and an outlook for the week ahead. Scored against outcomes, and the questions stay identical so consecutive editions read side by side.

XRP Market Intelligence

XRP Market Intelligence

A combined weekly snapshot and monthly report: price, derivatives, ETF flows, relative strength, driver decomposition and scenario analysis.

Weekly Deep Dive

Weekly Deep Dive

One research-grade report at a time on the story that matters most — ETF flows, RLUSD milestones, XRPL upgrades, regulatory turns. Background, data, multiple perspectives, scenarios and risks.