XRP’s Next Earthquake: Billions Set To Flow In, ‘Supply Shock’ Coming—Analyst
According to reviews, Evernorth — a Ripple-backed treasury agency — has agreed to merge with Armada Acquisition Corp II and plans to record underneath the XRPN ticker.
The SPAC deal goals to lift $1 billion to construct what Evernorth calls a big XRP treasury. Ripple and co-founder Chris Larsen contributed XRP to the venture.
Nine days after the SPAC announcement, reviews mentioned Evernorth had already acquired $1 billion price of XRP. The merger is focused to shut in Q1 2026.
On Contributions & Cash Buying
Because the early inputs have been paid in XRP fairly than money, fast upward stress on trade order books didn’t occur.
Market purchases require fiat or money to be positioned into public markets. SBI’s introduced $300 million money pledge is one instance of cash that could possibly be used to purchase XRP outright.
But thus far many of the headline quantities are XRP moved right into a treasury, not recent money hitting exchanges.
It is my understanding the brand new @evernorthxrp enterprise will increase $1BN by XRP direct funding, as introduced and as we’ve seen on the chain.
So you considering “how will that have an effect on open market XRP?”. Let me clarify.
There subsequent plan is to IPO on inventory trade. This will increase…
— Vincent Van Code (@vincent_vancode) October 27, 2025
Analyst Signals Incoming ‘Shock’
Vincent Van Code, a software program engineer and lively voice within the XRP group, informed followers on X that the larger occasion should still be forward.
He mentioned the IPO itself may convey billions in new money. If these funds are later used to purchase XRP on the open market, he warned, present provide may tighten and a “provide shock” would possibly comply with.
Van Code didn’t provide a set timetable. Other commentators, together with a market voice generally known as Nietzbux, have already framed the event as strongly bullish for XRP.
Why The Timing Matters
Based on reviews, the sequence is what may change costs: money raised first, then purchases on public markets. If that order is reversed — money arrives and huge buys comply with shortly — liquidity could possibly be examined.
Exchanges have various depth. A single giant purchaser can transfer costs extra in skinny markets than in thick ones. That is easy market mechanics. It can be why some group members are watching the SPAC schedule intently.
There will come a time the place XRP and XRPL is simply the place you retain most of your wealth. That is known as Treasury.
Hint trace.
— Vincent Van Code (@vincent_vancode) October 17, 2025
XRP’s Role And The Broader Narrative
A variety of builders and analysts now communicate of XRP not solely as a cost bridge but additionally as a treasury asset contained in the XRPL ecosystem.
Van Code recommended {that a} time might come when folks preserve an enormous share of their wealth in XRP and on the XRP Ledger.
Ripple’s CTO David Schwartz has emphasised related concepts about self-custody and on-ledger utility. Those themes are being reused as a part of the argument for long-term demand.
Featured picture from Gemini, chart from TradingView
