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Crypto is entering a very different phase than most investors realize. |
The speculative cycle that defined the last run is fading. What is emerging in its place is quieter, slower, and far more consequential. |
Capital is no longer chasing narratives. It is positioning around infrastructure. |
Around assets that can move real value, at real scale, inside a financial system that is actively being rebuilt. |
As tokenization expands and institutions push further on-chain, one problem keeps surfacing again and again. |
The system is fragmented. Liquidity is scattered. Chains cannot talk to each other. And there is no universal settlement layer capable of handling serious volume with speed, certainty, and regulatory clarity. |
This bottleneck is now the single biggest constraint on institutional adoption. |
Most investors are looking in the wrong places for the solution. |
They are focused on applications, speculation, and hype, while the real opportunity is forming much deeper in the stack. |
There is one asset quietly positioned to sit at the center of this transition. |
Not because it is new.
Not because it is exciting.
But because it does something the system cannot function without. |
That positioning is why recent price action matters far more than most people realize. |
What the Market Has Been Telling Us |
Price does not move randomly during structural transitions. |
It moves in phases. It tests conviction. It creates volatility that separates participants from observers. |
Over the past several weeks, we have seen exactly that sequence play out. |
A sharp selloff.
A strong rebound.
A controlled pullback.
And buyers stepping in earlier than before. |
This is not the behavior of an asset being abandoned.
It is the behavior of an asset being accumulated. |
And it explains why disciplined investors are paying attention right now. |
The Asset at the Center of the Shift |
Once you frame the problem this way, the list of candidates gets very short. |
Most crypto assets were built to speculate. Some were built to experiment. Very few were built to settle value at scale. |
The asset drawing attention now is not new. It has survived multiple cycles, multiple narratives, and one of the most aggressive regulatory challenges in crypto history. |
Not because it was protected. But because it was necessary. |
It already operates globally. It already moves liquidity in seconds, not hours. And it already sits at the intersection of traditional finance and on-chain infrastructure. |
That asset is XRP. |
And understanding why it keeps re-emerging at critical moments explains both the recent volatility and the opportunity it is creating now. |
The last time I wrote about XRP, price was trading around $1.98 and I suggested accumulating XRP on dips. |
Since then, we have seen exactly the kind of volatility that disciplined investors wait for. |
XRP sold off as low as $1.70, rallied sharply above $2.40, pulled back again to $2.00, and has already rebounded toward $2.20. |
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That sequence matters far more than any single price print. |
What the Price Action Is Actually Telling Us |
Most investors only notice XRP when it is moving fast. The real information is in how it behaves between those moves. |
Here is what happened: |
A deep selloff created forced liquidation and fear near $1.70
Buyers stepped in aggressively and pushed price above $2.40
Profit-taking followed, which is normal and healthy
Price pulled back, but this time only to $2.00, not back to the lows
Buyers stepped in earlier, creating a higher base
Price has already begun moving higher again
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This is how accumulation phases look when larger players are involved. |
Sellers exhaust. Buyers step in sooner. Pullbacks get shallower. |
That is not hype. That is structure. |
How I Personally Am Trading XRP |
I want to be very clear about this, because this is where most investors get it wrong. |
I do not treat XRP as a single trade. |
I manage it using two distinct buckets. |
The Core Position |
I maintain a long-term XRP position that I do not trade. |
This position exists to capture the structural shift I believe is underway as tokenization, institutional settlement, and regulated on-chain finance expand. If you want to know more about this read this article. |
I do not touch this position during volatility. |
The Tactical Position |
On top of that core, I actively manage additional exposure. |
I add on dips when fear and liquidity events create discounts. I take partial profits into strength, like the move above $2.40. |
When entries are strong, I often leave a portion of those trades in the market permanently, converting short-term volatility into long-term ownership. |
Volatility is not something to fear. It is something to use. |
Why the Drop Back to $2.00 Was Important |
After XRP cleared $2.40, a pullback was expected. |
What mattered was how far it pulled back. |
The move to $2.00 created another opportunity to accumulate without chasing price, and importantly, it held above prior lows. |
That tells us something simple and powerful. |
Buyers are stepping in earlier. |
This is exactly the type of environment where disciplined accumulation works. |
Not by guessing bottoms. Not by chasing green candles. But by waiting for pullbacks and acting when price gives you room to be wrong. |
Why I Am Talking About XRP Again Now |
I am not revisiting XRP because it is going vertical. |
I am revisiting it because it is setting up. |
We have seen: |
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This is how assets build a base before larger moves. |
Most investors wait for confirmation that shows up as headlines and parabolic price action. |
By then, the easy part is already gone. |
The Bigger Picture Has Not Changed |
XRP is still positioned at the center of institutional settlement, liquidity movement, and tokenized finance. |
The legal overhang is gone. Infrastructure adoption is expanding. ETF and fund wrappers are forming. And volatility is creating opportunity, not risk, for disciplined investors. |
That is why dips are still for accumulating. |
Not emotionally.
Not blindly.
But systematically. |
Final Thought |
XRP is not a one-time trade. |
It is a long-term infrastructure position that rewards patience and discipline. |
I hold a core position because I believe in where this is going. I trade around it because markets are volatile. And when volatility gives me opportunity, I use it to build more long-term exposure, not less. |
That is the difference between reacting to price and using it. |
Stay sharp,
Dustin Pass
Market Traders Daily |
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