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Ripple’s 2025 Shift to Regulated Finance Deepens With ETFs, Bank Charter Approval and Stablecoin Growth as XRP Pulls Back

The end of the SEC case cleared the way for nearly $1 billion in XRP ETF inflows that accelerated institutional expansion.

Overview

  • Multiple spot XRP ETFs from Rex/Osprey, Canary, Grayscale, Bitwise and Franklin Templeton launched in late 2025, drawing nearly $1 billion in net inflows with no recorded outflow days by mid‑December.
  • Ripple received conditional approval for a U.S. National Bank Charter in December, with reserves held at Bank of New York Mellon, positioning the firm to expand regulated U.S. services.
  • RLUSD reached roughly $1.3 billion to $1.4 billion in market value within a year of launch, supported by integrations with Mastercard/WebBank for card settlements, Securitize’s tokenization platform and expanded permissions in Singapore.
  • Ripple spent about $2.7 billion on acquisitions in 2025—Hidden Road (rebranded as Ripple Prime), GTreasury, Rail and wallet provider Palisade—and later raised $500 million at a $40 billion valuation.
  • XRP set a new all‑time high near $3.65 in July before sliding about 48% by mid‑December, with reports pointing to broader market weakness and technical pressures; native lending on XRPL is planned for 2026 pending governance votes.