I agree with a lot of what @JasonYanowitz is saying on this @Blockworks_ podcast—but I still think they’re missing the bigger picture.
Because of dominant narratives and general crypto chatter, I think many people are fundamentally misunderstanding what’s really going on with Ripple.
They’re talking about Ripple’s cash war chest and the company acquiring businesses to “add value” to Ripple. That’s fine on the surface—but I think this is the completely wrong way to look at it.
Maybe I’m being left-curve here, but come on—Ripple is sitting on an escrow of over 40 billion $XRP. How can any serious businessperson not see that their primary objective is to increase the value of that asset?
We can debate decentralization and the ethics of it all until our faces go blue—but do people seriously believe that XRP’s price appreciation isn’t Ripple’s endgame? Or are we just so deep into the narratives that we can’t see the obvious anymore?
It’s easy to say:
“Oh, they’re just selling $XRP to buy ‘real’ companies and assets.”
But zoom out.
The real play is to use those companies and assets to drive up the value of $XRP, not the other way around. This isn’t just about becoming a traditional financial powerhouse—it’s about creating massive wealth through XRP.
And what I really don’t get is—why is no one talking about this? Is it too obvious? Too uncomfortable?
Why does everyone mid-curve Ripple and $XRP
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