White House · CLARITY Act · Bitcoinist
The “Structural Base Case” raises the estimate to about $415 by adding supply compression
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In this case, derivatives margin locks up 20% of the productive float, reducing available XRP from 6 billion to about 4.8 billion.
Key facts
- This gives an MV=PQ estimate around $303, while the liquidity depth model places the floor between $125 and $170
- The same framework also applies a square-root liquidity depth model for $100 million transaction tickets, producing a floor range around $40 to $80 for XRP
- The “Full Integration” scenario gives the widest range, from $700 to $1,400
- In this case, derivatives margin locks up 20% of the productive float, reducing available XRP from 6 billion to about 4.8 billion
Summary
The CLARITY Act could become one of the most important factors that influences XRP’s price action in 2026. A new outlook shared by an XRP community member on X argues that the bill’s passage may do more than trigger a short-term bounce. The expected passage of the CLARITY Act has now been worked into several interesting price cases for XRP. The entire price framework is built on the quantity theory of money expressed as MV=PQ, a model that, in this context, links the required market value of XRP to the volume of transactions it must process, the velocity at which tokens turn over, and the circulating supply available to handle those flows. The first case assumes XRP starts to handle a small share of cross-border cash legs when the CLARITY Act is passed.