Black Swan Capitalist Founder: ‘When Migration Happens, You Won’t be Buying XRP’ – Here’s What Will Happen

• Institutions may soon compete directly with retail XRP buyers
• Over $1.24 billion flows reshape XRP supply dynamics
• Migration narrative shifts long-term XRP accumulation strategies

Black Swan Capitalist founder Versan Aljarrah has issued a pointed warning to the digital asset market, outlining a scenario in which access to XRP could tighten significantly once a broader financial migration begins to unfold.

In a recent post shared on X, he argued that current conditions may not reflect how participation will look if institutional capital moves decisively into blockchain-based liquidity infrastructure. According to Aljarrah, the present window for retail accumulation could narrow if global payment systems shift toward digital settlement layers at scale.

His remarks quickly gained traction across the XRP community, where long-term holders closely monitor adoption signals tied to cross-border finance. As the discussion expanded, the focus moved beyond short-term price swings and toward structural capital flows that could reshape supply dynamics.

Migration Narrative Shifts Focus to Institutional Competition

Aljarrah emphasized that once migration gains momentum, XRP may no longer trade primarily within a retail-dominated environment. He suggested that financial institutions could begin securing substantial token reserves for operational liquidity and settlement functions. In that scenario, market access conditions would differ significantly from the current landscape.

Also Read: ZKsync Lite Deprecation Locked for May 4 Funds Still Claimable

Such positioning would likely reduce readily available exchange supply, particularly if tokens move into long-term custody for institutional use. Moreover, operational demand typically reflects sustained balance sheet allocation rather than short-term speculation. That distinction could influence both liquidity depth and price responsiveness during demand spikes.

Over $1 Billion Flows Into XRP ETFs

According to data from Sosovalue, XRP’s cumulative net inflows into XRP ETFs have reached $1.24 billion as of February 26, while total net assets now stand at $1.02 billion, representing 1.19 percent of XRP’s market capitalization. Additionally, daily net inflows recently recorded $1.22 million despite price weakness.

Canary Capital holds 191.4 million XRP in custody, while Bitwise holds 188.4 million XRP and Franklin Templeton controls 165.6 million XRP. Combined, these issuers account for more than 545 million XRP within regulated vehicles. When ETFs receive inflows, they must acquire and hold XRP in custody, thereby reducing liquid exchange supply and potentially amplifying future demand-driven price reactions.

Also Read: Bitcoin ETFs Soak Up $254M in 3 Days as Price Stalls Below Key Levels

The post Black Swan Capitalist Founder: ‘When Migration Happens, You Won’t be Buying XRP’ – Here’s What Will Happen appeared first on 36Crypto.