According to the external media review, the recent movement of the XRP lags behind the broader risk asset, and the more immediate reason behind it is not the progress of the project, but the fact that market funds have not returned to encrypted assets. The article focuses on the distribution of liquidity, arguing that current funds prefer to stay in AI equities rather than being reconfigured to digital assets such as XRP, Bitcoin and Ethera.

Funds remain on the AI Board

According to the article, for more than a year, a large amount of money that had driven an increase in the encryption market had shifted to AI stocks. The reasons are not complex: the related plates have already yielded stronger returns and, of course, the funds continue to remain on more performing assets.

Against this background, while the encryption market does not have a consistent vision, it also lacks sufficient new funding to drive continued growth. Each round of the XRP rebound appears shallow, with the prices going up and down very quickly, which makes it difficult to develop a longer trend.

Weak market liquidity

According to the article, the current market is not a visible market for cattle, nor is it a complete emptiness, but is at a stage of insufficient mobility. Limited funds go more to the empty side and traders are more willing to bet XRP, bitcoin and the Ethera, rather than to pick up.

  • The article says that XRP's recent performance is weaker than bitcoin.
  • Market funds have continued to flow to AI equities over the past year.
  • The current limited liquidity is more concentrated in empty trade

This means that even if the market occasionally rebounds, continuity is vulnerable to erosion. For XRP, price stagnation is not a single asset problem, but a temporary lack of incremental finance for the entire encryption market.

Four quarters are considered observation windows

The article cites the analysis of the industry and the tracking of financial flows, stating that the fourth quarter of 2026 may be a window of time for funds to be reallocated to encrypted assets. The logic is not that AI equities suddenly lose their performance, but that part of the profits may start looking for the next high return.

The article also mentions that the CLARITY Act in the United States, if advanced, could speed up the return of institutional funds to the encryption market. This is due to the fact that some institutional funds are still awaiting a clearer legal environment before deciding whether to expand the allocation.

Additional information:It is judged that it is mainly from the opinion of external commentators and analysts and is not a formal timetable for regulators or institutional funders; if the bill continues to stagnate in the United States Congress, the article suggests that the return of the funds concerned may be delayed.