XRP $100 Thesis: Jake Claver Details What Must Happen
Jake Claver is once more laying out the situations he says should line up for XRP to succeed in triple digits, framing the wager not as a chart name however as a sequencing downside tied to institutional tokenization, on-chain liquidity, and controlled market plumbing. In a “Memes and Markets” interview on Feb. 16 with Ben Leavitt and Keith D, Claver defended his so-called “Domino Theory”.
Claver instructed the hosts he didn’t enter crypto till 2020, constructed a broader portfolio first, then consolidated into XRP after the 2022 drawdown as a result of he seen it because the “for positive factor.” The hosts pushed on his behavior of talking in absolutes, with Leavitt describing it as “the scariest factor” given how broadly his clips flow into. Claver didn’t retreat from the posture.
“I’ll put my nuts on the road and make statements,” he mentioned, including that his attorneys have suggested him to chorus from doing so going ahead. “I’m not going to again down. I’ve a really sturdy perception on this. And I’ve had sufficient validation from the suitable people who lead me to imagine that that is the result that can happen.”
From there, the dialog moved into what Claver sees because the social base of the XRP commerce. He argued that XRP attracts a “constant sort of individual,” describing holders as disproportionately “faith-based,” typically older, and oriented towards household wealth and philanthropy reasonably than maximalist anti-bank narratives.
Why XRP Could Reach $100
In his telling, that demographic choice is inseparable from the asset’s positioning. “They don’t assume the banks are going to go away. They’re not going to be disintermediated,” Claver mentioned. “They don’t assume that that is going to be a free DeFi ecosystem, free for all the place individuals can take part with out compliance and oversight. And so XRP being the banker’s coin, proper? Like that’s interesting to them.”
Claver’s core mechanism is much less a couple of single catalyst and extra about preconditions. He pointed to timelines he says had been aired by massive monetary establishments round tokenizing asset courses “within the subsequent two years, by the top of 2028,” arguing that tokenization doesn’t matter with out the power to transact at scale.
“It actually doesn’t present further worth at present as a result of there’s not sufficient liquidity in these ecosystems for individuals to transact like there’s on the inventory market or different markets,” he mentioned. In his mannequin, custody, id, and liquidity are gating objects; as soon as these are in place, stablecoins might be issued on XRPL with XRP used as an middleman asset, enabling marketplaces for tokenized shares, non-public markets, and actual property to perform “in a regulated surroundings.”
He additionally provided a cultural suggestions loop: a long-running perception in “very high value” outcomes encourages holders to sit down tight, lowering the tradable float. In Claver’s view, that shortage (100 billion token supply) dynamic can amplify value strain if demand arrives alongside institutional rails. “The extra that will get taken off the market, the scarcer the provision is that’s overtly traded and the upper the worth will get pushed,” he mentioned, arguing that many received’t promote “till they see the considerably increased costs that many individuals are hoping for.”
The interview didn’t keep away from the blowback from Claver’s missed New Year’s name. He mentioned his conviction was partly tied to NDAs and partly to a public wager whose function, he claimed, was to make sure retail members weren’t completely stripped of XRP in facet wagers. “Some individuals prefer to grind exhausting for the quantity of XRP that they’ve,” he mentioned. “And for them to only lose that to any individual else on a wager on Twitter, I didn’t be ok with. So all of these individuals have been returned their XRP.”
Pressed on the danger that followers made “very poor monetary choices” round his timeline, Claver leaned on disclaimers and a wealth-management argument: huge positive aspects may be destabilizing with out tax planning, property construction, and stewardship. He famous that his advisory agency’s regulated advisors “would inform me I’m being reckless and irresponsible with how I’ve made my allocation,” positioning his personal posture as private selection reasonably than template.
At press time, XRP traded at $1.47.