An analyst sounded the alarm about what could become one of the biggest explosive rise in XRP history. As the cryptocurrency prepares for its long-awaited exchange-traded fund (ETF) debut, the state of XRP on major exchanges continues to decline. Analysts warn that the looming supply crisis could cause a significant rally in the price of XRP, which is currently more than 34% below its all-time highs.
Lack of XRP supply to fuel parabolic rise
Amid constant market volatility and the capitulation of the whalecrypto market expert Arthur remains bullish on XRP, pointing to a series of events on the chain that could mark the start of a parabolic upward movement. In his post on the social network X, the analyst emphatically that XRP could soon see a supply crisiswhich could trigger the next price explosion.
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According to recent charts from CryptoQuant, XRP reserves on Binance they fell to around 2.79 million tokens, marking a continuous decline that began in early 2025. The chart also shows that while the price of XRP has remained relatively stable between $2 and $3, the available supply on almost all major cryptocurrency exchanges has continued to drop drastically. Arthur found that this signals a growing imbalance between supply and demand, which could set the stage for growth.
Arthur also referred to a prediction by JPMorgan analysts, who estimated that between $4 billion and $8 billion could pour into the upcoming XRP Spot ETFs once they launch. This projection indicates confidence in XRP’s future institutional demand and interest as a legitimate digital asset class. The analyst suggested that increased institutional demand for the ETF, combined with tight liquidity, could create a “perfect storm” for XRP’s price breakout.
Furthermore, the analyst revealed that the XRP ETF could also see an increase in retail demand, which would add to its projected price appreciation. At the moment reports show that approval of XRP Spot ETFs by the US Securities and Exchange Commission (SEC) is still pending. However, prominent analysts like Nate Geraci remain convinced that these investment products will be launched soon.
Binance XRP Reserve data shows steady losses
Delving deeper into XRP supply on exchanges, data from CryptoQuant shows that the cryptocurrency reserve on Binance is approximately 2.785 billion tokens as of November 12, 2025. Notably, this marks a decrease of over 10 million tokens from the previous day, when 2.795 billion XRP was recorded. Since early November, Binance’s XRP balance has been declining, hovering just above the 2.7 billion token threshold.
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Earlier in October, reserves fell to 2.74 billion tokens, one of the lowest levels seen in nearly a year. Although balance sheets recovered briefly in mid-October, the latest data shows a renewed downward trajectory, suggesting that selling pressure may have eased and accumulation may be taking place outside the stock markets.
Featured image from iStock, chart from Tradingview.com
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