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Show Summary
XRP has fallen three days in a row to about $1.42, and Jeff and Chip spend the night on what the sellers are not looking at. Ripple president Monica Long told XRP Seoul she expects $30 billion of tokenized assets on the XRP Ledger a year from now, and a $35 billion hedge fund just handed its prime brokerage to Ripple Prime.
- Monica Long at XRP Seoul: Chris Larsen’s triangle of utility, liquidity and trust, and her point that XRP is more than a token used mostly for gas fees.
- Her predictions: tokenized assets on the XRP Ledger went from $100 million to $1 billion in 2025, and she put a 5x on today’s figure to reach $30 billion. AI agent transactions, about 11 million now, go to 100 million.
- Ripple’s 2027 plan: move more payment volume onto the XRP Ledger with RLUSD, grow the decentralized exchange pilot, and offer short-term credit from pools of XRP once the lending protocol is live.
- Brevan Howard: Jeff reads the press release. Ripple Prime will provide multi-asset prime brokerage, clearing and financing to the $35 billion manager’s funds.
- AI agents: t54’s XRP Seoul recap says more than 25% of XRP Ledger transaction volume is already generated by AI. Plus Coinbase and Citi on stablecoins, Paxos adding XRP, iTrustCapital’s Q, and Mysten Labs with Google Cloud.
- Also in the back half: Grape’s XRP Man game, a live reaction to Founders episode 3, Marco Rubio’s Athens speech, CNN’s new owners, Quebec’s separatist minority government, Canada’s assisted-dying law, France’s school protests, and UK arrests over online posts.
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