XRP ETFs جذب $60.5M Weekly Inflows as Bitcoin Sees $1B Outflows

XRP-linked exchange-traded funds (ETFs) posted their largest weekly net inflow of 2026, drawing $60.5 million over the past week—even as Bitcoin (BTC) and Ethereum (ETH) ETFs saw sizable redemptions. The divergence is fueling fresh debate over whether institutions are beginning to reposition toward assets viewed as potential winners in a shifting U.S. regulatory landscape.

Market data compiled from industry trackers shows Bitcoin (BTC) ETFs recorded roughly $1.0 billion in net outflows during the same period, while Ethereum (ETH) ETFs shed about $65 million. By contrast, XRP-focused products attracted steady buying, a pattern some analysts interpret as early-stage 'institutional demand' rather than retail speculation.

XRP (XRP) was trading around $1.4074 as of Sunday ET, down 1.97% over 24 hours and off 0.69% over the past seven days. The token’s market capitalization stood near $87 billion, representing roughly 3.36% of the total crypto market.

The inflow surge comes after a sharp, headline-driven rally earlier in the month. XRP briefly jumped about 11% in a single day to a local high near $1.54 following reports that the U.S. Senate Banking Committee advanced the so-called 'CLARITY Act'—a proposal aimed at clarifying whether digital assets should be regulated as securities or commodities. While the price has since cooled back toward the $1.40 area, ETF flows suggest investors are still building exposure despite the pullback.

According to coverage cited by U.Today, the allocation shift matters because it is occurring while BTC and ETH ETF holders are de-risking. If the flow data reflects portfolio decisions by large allocators—rather than short-term trading—it could indicate a more nuanced institutional narrative: rotating capital toward tokens with perceived upside tied to regulatory outcomes, not just macro beta.

At the center of that narrative is the CLARITY Act’s path through Congress. Analysts at 24/7 Wall Street argue that if the bill passes the full Senate and ultimately becomes law, XRP could gain a clearer legal footing in the U.S., potentially resembling a 'commodity-like' classification. Such an outcome, they say, would reduce uncertainty that has shadowed Ripple’s long-running legal standoff with the U.S. Securities and Exchange Commission (SEC), and could improve risk appetite among traditional finance investors who have largely remained cautious around tokens with unresolved classification questions.

Technically, traders are watching the $1.61 level as a key near-term resistance zone. A decisive break above that area could reopen the path toward $2.00, a move of roughly 42% from current levels, according to several market commentators. 24/7 Wall Street outlined scenario-based projections that place a base-case target in the $2.15–$2.45 range, with a more optimistic case extending to $3.35–$4.00. The same framework also flags downside risk—potentially back to $1.00–$1.15—if regulatory timelines slip or broader market conditions deteriorate.

Comparisons with Solana (SOL) have also picked up, reflecting how investors are increasingly sorting major altcoins into distinct categories. Solana (SOL) was trading near $86 after falling below the $90 support level, and analysts note that SOL’s medium-term thesis is more closely tied to execution and network upgrades such as the 'Alpenglow' initiative, whereas XRP’s catalyst profile is more dependent on Washington’s legislative calendar.

The broader political backdrop remains part of the market’s framing as well. XRP previously surged following President Trump’s 2024 election victory as investors priced in expectations of a more crypto-friendly U.S. posture. With sentiment still leaning toward regulatory 'de-risking' for the sector, proponents argue XRP stands to benefit disproportionately if legal classifications become clearer and more institutional capital can enter through regulated vehicles.

Still, some observers caution that XRP’s roughly $87 billion market cap could limit the magnitude of upside compared with smaller, emerging tokens. Even so, the combination of record 2026 ETF inflows and renewed focus on U.S. policy suggests XRP is increasingly being treated as a macro-regulatory trade as much as a pure price momentum story.