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XRP has endured a difficult 2026 price-wise, but 21Shares believes the asset now has a considerably stronger fundamental setup than in previous years.
ByJordan Lyanchev
Swiss-based asset manager 21Shares has outlined its investment case for XRP, citing regulatory clarity, institutional access, growing XRPL utility, and a predictable supply.
Nevertheless, it outlined one major risk, which continues to haunt the underlying asset.
Why Bullish on XRP?
Given Ripple’s years-long battle with the US Securities and Exchange Commission and the favorable outcome in the past year or so, 21Shares’ report identified regulatory clarity as the first pillar. The conclusion in August 2025 removed what the asset manager described as a major compliance obstacle for institutions, and the regulatory environment for the asset improved further in 2026, giving it considerably clearer treatment than it had under the previous SEC tenure.
Perhaps related to regulatory clarity is the second pillar: expanding institutional access. Recall that several spot XRP ETFs hit Wall Street last November and attracted over $1 billion in a month and a half. As recently reported, the cumulative inflows reached a new all-time high above $1.7 billion, even during this difficult year for the asset.
Next, 21Shares outlined the actual network usage, as the report noted that XRP Ledger has processed close to $500 billion in on-chain value during the past 12 months. At the same time, Ripple’s RLUSD stablecoin expanded from a market cap of $72 million to $1.6 billion in less than two years.
Tokenized assets on XRPL have also grown substantially, recently hitting $4 billion. The network continues to target payments, stablecoins, and real-world assets.
Crypto commentator Vincent Van Code also weighed in on 21Shares’ report, arguing that Ripple’s broader infrastructure strengthens that proposition. They described it as an “out-of-the-box, turnkey end-to-end solution” for institutions looking to adopt digital assets.
Source: cryptopotato.com