Research-grade 15+ min reads

Weekly Deep Dive

We pick the one story in the XRP ecosystem that deserves more than a headline — an ETF flow milestone, an RLUSD supply record, an XRPL protocol change, a regulatory turn — and write it up as a full research report: background, mechanics, data, multiple perspectives, scenarios and risks.


Deep Dive · Oct 5, 2026

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.

Published Oct 5, 2026 · Research report · ~21 min read

Previous editions

Sep 28, 2026

The Largest Line: Reading the Bitget Breach Through Its 102.9 Million XRP

Published Sep 28, 2026 · Research report · ~21 min read
Sep 21, 2026

Priced In, Then Priced Out: An Event Study of CLARITY Week

Published Sep 21, 2026 · Research report · ~16 min read
Sep 14, 2026

Who Keeps Buying? The Flows–Price Divergence, Dissected

Published Sep 14, 2026 · Research report · ~15 min read
Sep 7, 2026

Where the Stack Sits: A Supply Map of XRP Going Into the Fed

Published Sep 7, 2026 · Research report · ~15 min read
Aug 31, 2026

The September Decision Stack: How XRP Markets Are Positioned for FOMC Week

Published Aug 31, 2026 · Research report · ~15 min read
Aug 22, 2026

RLUSD at $1.87B and Counting: The Corridor Flywheel, Quantified

Published Aug 22, 2026 · Research report · ~15 min read
Aug 15, 2026

The Flow Drought: Reading XRP ETF Flows Before the August Record

Published Aug 15, 2026 · Research report · ~16 min read

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