🚨 Why a Japan-Driven Liquidity Shock Could Push XRP Toward $100 👇
Japan is the ultimate real-world stress test for XRP: • World’s largest net creditor
• Huge yen carry trade exposure
• Fragile bond market under rising rates
• SBI tightly integrated with Ripple & ODL
• Legacy payment rails breaking down
What Wall Street Watches • ~$4–5T/year in JPY FX flows
• BOJ tightening = carry trade unwind risk
• Liquidity stress in JGBs
• ODL already live for FX under pressure
The Math • Base case: 10% of JPY FX via ODL → $8–15/XRP
• Stress case: $1T carry unwind → $25–40/XRP
• Infrastructure case: FX + tokenized assets + 24/7 settlement → $60–100+ XRP
Key Takeaway:
XRP isn’t priced for hype — it’s priced for liquidity stress.
Japan doesn’t need crypto adoption, it needs a backup rail when the yen carry trade breaks.
XRP
1.8106
-3.78%
