XRP News Today: Evernorth's XRP Treasury Strategy Could Fuel 2025 Bull Run as ETF Hype Builds

XRP, the digital asset underpinning Ripple's cross-border payment network, is poised for a significant surge in 2025-2026, driven by institutional adoption, regulatory clarity, and strategic market dynamics. Analysts and industry leaders highlight a confluence of factors—including active treasury management, ETF speculation, and competitive positioning against Ethereum—that could propel the token to new heights.

Evernorth, a newly NASDAQ-listed entity managing an institutional XRP treasury, is emerging as a key driver of XRP's long-term value. Unlike passive token reserves, Evernorth plans to actively lend and reinvest XRP, generating yield to expand its holdings. This approach not only reduces circulating supply but also balances Ripple's escrow releases, creating upward pressure on the token's price, as noted in a Coinpedia analysis. Meanwhile, Chainlink's strategic reserve program, which buys LINK tokens using network fees, offers a parallel model of supply reduction and scarcity creation, underscoring a broader trend of institutional-grade token management.

The potential approval of XRP spot ETFs has intensified market optimism. BlackRock, Fidelity, and other major firms have filed applications, with decisions expected in late October 2025. Analysts predict that regulatory green lights could trigger billions in institutional inflows, mirroring the Bitcoin ETF frenzy earlier in the year, according to a Coinpedia report. With XRP's market cap at $145 billion compared to Ethereum's $472 billion, even modest inflows could drive disproportionate gains, pushing the token toward $4–$6 by year-end. Regulatory hurdles, such as the U.S. government shutdown, remain a wildcard, but Ripple's recent legal victory over the SEC has bolstered confidence in XRP's compliance framework, as reported by a Blockchain Magazine report.

XRP's price action reflects mixed signals. Currently trading near $2.47, the token faces critical resistance at $2.50–$2.70, with a breakout likely to signal institutional demand. Conversely, a drop below $2.28 could trigger a sell-off to $1.60, particularly if ETF rejections occur. Technical indicators, including the RSI and MACD, suggest cautious optimism, while over 70% of XRP perpetual futures positions remain long, signaling bullish sentiment, as Blockchain Magazine noted. Analysts like Dark Defender and Xena have projected a $8 price target for XRP by 2025, per The Crypto Basic, though Ethereum's resilience complicates overtaking prospects.

The "XRP vs. Ethereum" debate has resurfaced as XRP challenges Ethereum's dominance in the second-largest crypto spot. While Ethereum's market cap stands at $472 billion, XRP's valuation of $145 billion would require a 231% price increase to surpass it. However, XRP's real-world utility in cross-border payments and Ripple's institutional partnerships provide a distinct edge. In contrast, Ethereum's focus on decentralized finance and smart contracts faces scalability and regulatory headwinds, as discussed in an InvestingHaven piece.

The coming weeks will be pivotal for XRP. If ETF approvals materialize, the token could enter a multi-year bull run, supported by Ripple's $1 billion institutional expansion and Evernorth's liquidity injections. Conversely, regulatory delays or rejections could stoke volatility. For now, the market remains split between those betting on XRP's utility-driven growth and skeptics wary of its concentration risks.