Let’s break it down on what this means!
Short-term: JP Morgan’s partnership with Coinbase would also focus on #USDC integration (e.g., Chase rewards redeemable for #
$USDC) , directly competing with #Ripple’s fledgling stablecoin #RLUSD rather than #XRP itself. This reflects institutional preference for established stablecoins like USDC over newer entrants .
Long-term: Ripple could shift the dynamics by acquiring #Circle (USDC’s issuer), accelerating #RLUSD’s stablecoin GTM strategy and instantly gaining market dominance. Reports suggest Ripple previously bid $4–5B for Circle, though talks remain informal .
Conclusion: Ripple’s Long Game!
While #XRP isn’t the immediate battleground, Ripple’s potential control of USDC could realign the stablecoin war in its favor, especially with hashtag#USDC now available on the XRP Ledger.
USDC’s move to XRPL won’t disrupt Tether or Circle overnight but proves Ripple’s infrastructure is critical. The real fight isn’t RLUSD vs. USDC — it’s about dominating the rails. A Circle acquisition or RLUSD scaling (via partners like AMINA Bank) could reshape stablecoin dominance.
As for #XRP, its future depends on expanding beyond cross-border payments (e.g., real estate tokenization) and bridging liquidity gaps. While stablecoins pose a theoretical threat, XRP’s entrenched adoption — backed by the U.S. Strategic Reserve, hundreds of undisclosed institutional NDAs, and a clear path to 10% of SWIFT by 2030 — makes obsolescence unlikely. Given this scale, $1000/XRP by 2030 isn’t just hype — it’s a plausible trajectory. Time will tell 🙏
Key Takeaways
1. Infrastructure > Brand: #XRPL’s growing adoption (USDC, institutional use) cements its role as a key financial rail.
2. Stablecoin Wars: Ripple could win by acquiring Circle or leveraging RLUSD’s compliance edge.
3. XRP’s Moats: Strategic reserves, NDAs, and real-world utility (beyond payments) protect against stablecoin displacement.
4. Price Potential: SWIFT disruption + institutional demand = $1000/XRP is a credible long-term bet.
Bottom Line: The pieces are in place — execution will decide if XRP becomes the backbone of global liquidity.
See this video in this tweet below that compliments to what I have mentioned above: