hodler

29 May 2026, 08:02

Black Swan Capitalist: XRP Belongs in 100s of Thousands of Dollars per Token. Here’s why

Versan Aljarrah explained why he believes XRP could eventually trade in the hundreds of thousands of dollars per token if it becomes the foundation of a global digital settlement system. Rather than presenting what he described as a traditional price prediction, Aljarrah said his analysis focuses on the structural requirements needed for large-scale financial settlement in a tokenized economy. Aljarrah began by comparing XRP’s potential role in digital finance to the historical rise of the U.S. dollar as the world’s reserve currency. According to him, the dollar gained global dominance because value and settlement activity concentrated around it. He argued that a similar process is taking shape in the emerging digital economy, where liquidity and settlement efficiency will become increasingly important. Aljarrah stated that “the same concentration of value that lifted the dollar is happening around XRP.” He added that if XRP is expected to function as “the backbone of global reserve settlement at scale,” the asset would need to trade at a significantly higher valuation to process massive amounts of liquidity without creating friction in the system. I never give price predictions. I focus on explaining the mechanics of how certain price levels become structurally necessary. The US dollar became the world’s reserve currency because all the value needed for final settlement concentrated around it. That’s a fact. In this new… pic.twitter.com/l6SpZWwxlP — Versan Aljarrah – Black Swan Capitalist (@VersanAljarrah) May 27, 2026 Tokenization and Settlement Mathematics Aljarrah expanded on these ideas in an attached video, where he discussed the scale of value that could eventually move onto blockchain networks through tokenization . He cited figures up to the quadrillions and argued that the transition of financial systems and real-world assets into digital form changes how XRP should be valued. According to Aljarrah, many critics reject the possibility of extremely high XRP valuations because they are “measuring it incorrectly.” He claimed the mathematics behind his argument becomes clearer when multiple economic forces are considered together, including tokenized assets, liquidity requirements, digital identities, and cross-border settlement demands. In the video, he described tokenization as the digital representation of virtually any asset or data set. He pointed to examples such as currencies, gold, phones, health records, and personal identity systems. Aljarrah argued that once these forms of value are digitized and interconnected, a neutral bridge asset would need sufficient value to facilitate efficient settlement between them. We are on X, follow us to connect with us :- @TimesTabloid1 — TimesTabloid (@TimesTabloid1) June 15, 2025 He said this is why he believes XRP could eventually trade in the “hundreds of thousands of dollars.” According to Aljarrah, a neutral reserve settlement asset operating in a global digital economy must be capable of absorbing and transferring enormous amounts of value at any given time. Focus on Infrastructure Rather Than Short-Term Targets Throughout the X post and video, Aljarrah emphasized that he does not focus on short-term price targets. Instead, he framed his argument around infrastructure, liquidity mechanics, and adoption trends tied to digital finance. He stated that when factors such as tokenized asset flows, settlement mathematics, infrastructure growth, and adoption trajectories are considered together, XRP’s long-term valuation potential becomes much larger than many investors currently expect. Aljarrah also noted that although he had not publicly shared this view in a long time, he said he had “always known it.” Disclaimer : This content is meant to inform and should not be considered financial advice. The views expressed in this article may include the author’s personal opinions and do not represent Times Tabloid’s opinion. Readers are advised to conduct thorough research before making any investment decisions. Any action taken by the reader is strictly at their own risk. Times Tabloid is not responsible for any financial losses. Follow us on X , Facebook , Telegram , and Google News The post Black Swan Capitalist: XRP Belongs in 100s of Thousands of Dollars per Token. Here’s why appeared first on Times Tabloid .

29 May 2026, 05:00

Bitcoin Flashes A Historic Supply Setup – But One Key Signal Still Remains Bearish

Bitcoin has fallen back below $75,000 as selling pressure and market uncertainty combine to test the resilience of a recovery that has struggled to establish the structural foundation needed for a sustained advance. The breakdown is concerning on its own terms — but a CryptoQuant analyst has identified a data point in the exchange reserve data that places the current moment in a historical context that spans nearly six years of Bitcoin market cycles. Bitcoin’s Exchange Reserve across all exchanges has fallen to 2,666,753 BTC. The last time that specific reserve level was recorded was August 31, 2019 — when Bitcoin was trading at approximately $9,430. Today, Bitcoin trades near $77,300. The same exchange inventory reading. Approximately eight times the price. That comparison creates an immediate and important question. Two identical exchange reserve readings at dramatically different price levels describe two fundamentally different market structures — different participant compositions, different institutional presence, different regulatory environments, and different on-chain dynamics surrounding the same supply number. The reserve figure is the same. Almost nothing else about the two moments is. The CryptoQuant analyst uses a second indicator alongside the reserve data to capture what the raw number cannot — the Bull-Bear Market Cycle Indicator, which characterizes the structural regime surrounding each reserve reading and determines whether the same supply level carries the same forward implication in 2026 as it did in 2019. Same Supply Level But Two Very Different Market Regimes The CryptoQuant analysis places the identical exchange reserve readings side by side and reveals the structural divergence that makes the comparison as alarming as it is instructive. In August 2019, the Bull-Bear Market Cycle Indicator stood at +0.83, with the 30-day moving average at +1.045 — readings firmly in bull territory that confirmed the demand context surrounding the supply constraint. Bitcoin leaving exchanges in 2019 was occurring against a backdrop where the cycle structure supported the thesis that reduced available supply would meet genuine buying interest. In May 2026, the same indicator reads -0.379, with the 30-day moving average at -0.375 and the 365-day moving average at -0.323. The current exchange reserve level is identical to 2019. The cycle regime surrounding it is the opposite. The analytical framework the report establishes is precise. Declining exchange reserves reduce the inventory available for immediate sale — that supply dynamic is constructive regardless of the cycle context. But supply constraints alone do not drive prices higher. Demand must arrive to meet the reduced available supply before the constraint translates into price appreciation. In 2019, the bullish cycle structure provided that demand confirmation. In 2026, it has not yet appeared. The structural variable that separates 2026 from every previous exchange reserve comparison is the spot Bitcoin ETF. Approved in January 2024 and representing a category of demand that did not exist in August 2019, ETF inflows have been a persistent feature of the declining reserve environment throughout the entire post-approval period. That structural buyer changes the demand equation in ways the 2019 comparison cannot fully capture. Whether ETF demand is sufficient to bridge the gap between the current supply constraint and the demand confirmation that the Bull-Bear Indicator has not yet delivered is precisely what the current market setup is testing — and what the next phase of Bitcoin’s price action will begin to answer. Bitcoin Bears Retake Short-Term Control Bitcoin has fallen below the critical $75,000 region, confirming a significant loss of momentum after weeks of struggling beneath major resistance near the $80,000–$82,000 zone. The daily chart now reflects a market transitioning from consolidation back into defensive positioning, with sellers regaining short-term control after repeated failed breakout attempts throughout May. Technically, the breakdown below the $73,500–$74,000 support cluster is an important deterioration in structure. That zone had acted as the foundation for the April recovery and aligned closely with the rising 100-day moving average, making it one of the most important support areas on the chart. Bitcoin is now trading beneath that level, while the 50-day moving average has started curling downward again after briefly stabilizing during the recovery phase. The rejection from the declining 200-day moving average near $80,000 also reinforced the broader macro weakness still dominating the market. Bulls were unable to reclaim long-term trend resistance, and the failure triggered another wave of downside pressure that accelerated once short-term support gave way. The next major demand zone now sits near the $65,000–$66,000 region, where buyers aggressively defended price during the February capitulation event. Volume has started increasing slightly during the latest decline, suggesting market participation is rising again as uncertainty expands. Unless Bitcoin can quickly reclaim the lost $74,000 region, the broader structure now favors continued downside pressure and prolonged volatility rather than immediate recovery continuation. Featured image from ChatGPT, chart from TradingView.com

29 May 2026, 04:00

Trump Backs Crypto Market Structure Bill Ahead Of Senate Fight

President Donald Trump has re-entered the US crypto market-structure debate, saying his administration will codify a “future-proof” framework for digital assets as a Senate fight over the CLARITY Act moves closer. The message ties the White House’s crypto agenda to legislation that would define regulatory boundaries for digital assets, exchanges, custodians, stablecoins and derivatives markets. In a Truth Social post highlighted by Fox Business reporter Eleanor Terrett, Trump framed the issue as a reversal of the Gary Gensler era and a bid to make US crypto policy harder for future regulators to unwind. Terrett said the post marked the first time Trump had publicly weighed in on market structure since March, making the timing notable after the Senate Banking Committee advanced the CLARITY Act earlier this month. “Gary Gensler and the ‘Anti-Crypto Army’ nearly DESTROYED the American Crypto Industry by driving Bitcoin, Crypto Perpetuals, and INNOVATION offshore, but ‘TRUMP’ SAVED IT. America is now the CRYPTO CAPITAL of the WORLD, and Builders and Entrepreneurs are coming BACK to the United States where they belong. Under my Leadership, we will codify a FUTURE-PROOF Digital Asset Market Structure that cannot be undone by the Crypto Haters.” NEW: President Trump says his administration is building a “future-proof” digital asset market structure that can’t be undone by “crypto haters.” This marks the first time the president has publicly weighed in on crypto market structure since March. pic.twitter.com/7FNN06Vasy — Eleanor Terrett (@EleanorTerrett) May 27, 2026 The post was quickly echoed by CFTC Chairman Mike Selig, who wrote that, “Thanks to @POTUS’ leadership, America is the Crypto Capital of the World. Bitcoin, Crypto Perpetuals, and INNOVATION are Coming to America.” In Washington, “market structure” is shorthand for the legal architecture that determines whether crypto assets are treated as securities or commodities, which agencies supervise them, and how trading platforms, brokers, dealers, custodians and issuers are regulated. For crypto markets, the stakes are substantial: the framework would shape registration pathways, disclosures, custody rules, consumer protection, AML obligations and market integrity standards. The broader policy direction has been visible since Trump’s Jan. 23, 2025 executive order, which called for support for digital asset growth, self-custody, public blockchain access, dollar-backed stablecoins, fair banking access and clearer jurisdictional lines between regulators. The White House’s July 2025 digital asset working group report later recommended that Congress build on CLARITY by giving the CFTC authority over spot markets for non-security digital assets, while directing the SEC and CFTC to clarify rules for registration, custody, trading and recordkeeping. The stablecoin leg of that agenda has already become law. Trump signed the GENIUS Act on July 18, 2025, with the White House describing it as the first federal regulatory system for stablecoins. The law includes 100% reserve backing with liquid assets such as dollars or short-term Treasuries, monthly public reserve disclosures, marketing restrictions and priority claims for stablecoin holders in insolvency. The unresolved fight is the broader market-structure package. The House passed the Digital Asset Market Clarity Act, or CLARITY Act, in July 2025 by a bipartisan 294–134 vote. The Senate Banking Committee advanced its version on May 14, 2026, in a 15–9 vote, sending the bill toward the Senate floor. The committee vote drew support from two Democrats, though those lawmakers did not commit to backing the final bill. Crypto’s CLARITY Act Heads Toward Senate Fight The Senate version would create a category for ancillary assets, require initial and semiannual disclosures for certain transactions, and introduce a “Regulation Crypto” exemption from SEC registration for some ancillary asset offerings. It would also treat digital commodity brokers, dealers and exchanges as financial institutions under the Bank Secrecy Act, bringing AML programs, customer identification and due diligence into the framework. Trump’s reference to “crypto perpetuals” points to another piece of the agenda: bringing offshore derivatives activity into regulated US venues. Selig said in January that perpetual contracts had become widely used for risk management and price discovery, while arguing that the previous administration failed to create an onshore pathway for those products. He also said the CFTC would explore rules for leveraged, margined or financed retail crypto commodity transactions and a possible new registration category for retail leveraged trading. The bill still faces opposition. Critics have argued that AML provisions are too weak, that political officials should be restricted from profiting from crypto ventures, and that expanded CFTC authority may not fully address investor-protection concerns traditionally handled by the SEC. Bank groups have also focused on stablecoin-yield language, warning that crypto firms could compete for deposits through rewards on stablecoin balances. The timing is becoming a legislative risk in its own right. The CLARITY Act has cleared the Senate Banking Committee, but it has not yet secured a full Senate vote, and any final package still has to survive unresolved fights over AML rules, stablecoin rewards, political-conflict provisions and the division of authority between the SEC and CFTC. The bill also has to fit into a shrinking Senate calendar, with lawmakers facing summer recess, a fall campaign break and the Nov. 3 midterm elections. That leaves a narrowing window for Republicans and pro-crypto Democrats to turn committee momentum into final passage before election politics make a complex market-structure bill harder to move. At press time, the total market cap stood at $2.43 trillion.

28 May 2026, 22:32

Fidelity Digital Assets highlights 'growing evidence' of shift from dollar-based systems

The investment firm said nation-states and central banks are increasingly turning to assets like Bitcoin and gold as alternative settlement systems outside of US control.

28 May 2026, 22:30

BIS Tests Tokenized Bank Payments With Visa, JPMorgan, UBS and Deutsche Bank

The Bank for International Settlements and its partners are moving Project Agorá into real-value testing. The initiative aims to make cross-border bank payments faster and cheaper while keeping compliance checks inside the existing financial system. Project Agorá Links Central Banks on Unified Payment Ledger The Bank for International Settlements is preparing to test a blockchain-based

28 May 2026, 20:33

Treasury Secretary Urges CLARITY Act Passage, Saying The US Should Be Home For Crypto

On Thursday, Treasury Secretary Scott Bessent urged Congress to pass the CLARITY Act, a bill that would provide the crypto industry with a regulatory framework and the long-awaited clarity it needs regarding the classification of digital assets. Bessent Presses Lawmakers To Pass The CLARITY Act In remarks at the White House, Bessent emphasized that the goal of the CLARITY Act should be to bring digital assets into the US rather than letting activity remain largely offshore. He said: The most important thing we can do is to make digital assets come into the United States. Make the US the home. I would encourage the House and the Senate to get Clarity done. Related Reading: Ethereum (ETH) Drops Below $2,000—Why Standard Chartered Still Expects $40,000 By 2030 Bessent’s comments also targeted what he called the “wild, wild west” environment for digital assets outside the US. He argued that much of the confusion and controversy surrounding crypto stems from a lack of clear rules when the activity is happening offshore. “When you look at digital assets, all the nonsense that happens, all the things you read about, that’s because it’s the wild, wild west offshore. So we got to bring it onshore,” he said, before urging lawmakers again to “get CLARITY Act done.” CBDCs Off The Table The push comes after the CLARITY Act moved forward in the Senate earlier this month. The Senate Banking Committee approved its portion of the legislation, building on progress from January, when the Agriculture Committee successfully voted on its version. With those committee steps completed, the CLARITY Act must clear a full Senate vote, complete the legislative reconciliation steps required to finalize the bill, and secure a final agreement between the House and the Senate before the measure can move to the President’s desk. Related Reading: Hyperliquid (HYPE) In The Spotlight: Grayscale’s Latest Report Says What Comes Next Bessent also addressed the administration’s broader crypto policy direction, including central bank digital currencies (CBDCs). He said the US would not adopt a Central Bank Digital Currency, stating, “There will be no Central Bank Digital Currency. That would be the first step toward tracking. We took that off the table.” Featured image created with OpenArt; chart from TradingView.com