Will XRP ETF Inflows Double if the CLARITY Act Passes?

▲ XRP (ETF/ChatGPT generated image) ©

XRP (Ripple) spot ETFs have recorded net inflows for 14 consecutive trading days, indicating that institutional funds are leaning towards accumulation despite the sluggish price.

According to TradingNews, an investment media outlet, on April 23 (local time), XRP ETFs attracted $71.31 million in April, continuing net inflows for 14 consecutive trading days. Cumulative net inflows recovered to $1.28 billion, and Assets Under Management (AUM) surpassed $1.28 billion. In contrast, XRPI fell by 0.74% to $8.03, and Rex-Osprey's XRPR dropped by 1.02% to $11.69, with ETF prices reflecting the underlying asset's weakness.

The key to this trend is the re-entry of institutional funds. XRP ETFs recorded a net outflow of approximately $31.16 million in March, marking their first monthly loss, but the atmosphere shifted with a streak of net inflows starting April 9. Notably, Bitwise XRP ETF closely trailed Canary Capital's $421 million with cumulative inflows of approximately $419 million, while Franklin Templeton recorded $345 million.

Wall Street's participation is also notable. Goldman Sachs disclosed in its Q4 2025 13F filing that it holds $153.8 million in XRP spot ETFs. This is a diversified investment structure across four products: Bitwise, Franklin Templeton, Grayscale, and 21Shares. It is also reported that 30 major institutions, including Millennium and Citadel, hold XRP ETF exposure.

The biggest variable in the future is the U.S. cryptocurrency market structure bill, the CLARITY Act. The media outlet suggested that if the bill progresses before the Senate recess in May, waiting institutional funds could flow in, potentially doubling the current cumulative inflows into XRP ETFs. JPMorgan projected that XRP ETFs could attract $4 billion to $8.4 billion in their first year.

However, the underlying asset's price is still at a technical crossroads. XRP is trading around $1.41-$1.42 and has not been able to break past the $1.44 resistance, with $1.30 identified as a key support level. If it falls below $1.30, there's a possibility of a correction to $1.18 and further to $1.01, following a head-and-shoulders pattern. Conversely, if it recovers $1.50 and surpasses $1.60, the bearish structure would be invalidated, and the ETF net inflow trend could lead to a price rebound, according to analysis.

*Disclaimer: This article is for investment reference only, and we are not responsible for any investment losses based on it. The content should be interpreted for informational purposes only.*