Crypto commentator Zach Rector stated during a livestream that an XRP supply squeeze in 2025 is no longer speculation but inevitable. He attributes this to upcoming spot exchange-traded funds and digital asset treasury vehicles locking up circulating supply.
On October 22, 2025, crypto commentator Zach Rector appeared in a livestream, arguing that a supply shock for XRP is effectively 'baked in' for the coming year. Rector contended that the development is no longer mere speculation, emphasizing structural changes in the market.
He pointed to pending spot exchange-traded funds as a key factor, which he believes will absorb significant portions of XRP's circulating supply. Additionally, Rector highlighted a growing wave of 'digital asset treasury' vehicles, designed to hold cryptocurrencies as part of corporate or institutional balance sheets. These mechanisms, according to Rector, will further restrict available XRP, potentially driving up its value through reduced liquidity.
The commentary comes amid ongoing interest in XRP, the cryptocurrency associated with Ripple, though Rector's analysis focuses specifically on supply dynamics rather than regulatory or price predictions. No specific timelines for the ETFs or treasury vehicles were detailed in the discussion.