Will The Passage Of The CLARITY Act Be Good For XRP Price? Why $50 Could Be The Minimum

bitcoinistОпубликовано 2026-05-17Обновлено 2026-05-17

Введение

The passage of the CLARITY Act in 2026 is viewed as a potential major catalyst for XRP's price. An analysis based on the quantity theory of money (MV=PQ) models various price scenarios depending on XRP's adoption level for regulated settlement and liquidity flows. A minimal use case, handling a small portion of cross-border transactions, could establish a price floor around $50. More extensive integration, such as bridging repo cash legs and collateral, could push prices to approximately $280. With supply compression from derivatives locking tokens, a "Structural Base Case" suggests a price near $415. A "Full Integration" scenario, where XRP is used across all major settlement positions, projects a range from $700 to $1,400. The CLARITY Act has passed the House and cleared a Senate committee, with a potential Senate vote and White House target for enactment by July 4, 2025.

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 calculation suggests that if XRP becomes part of regulated settlement and liquidity flows, even a thin adoption scenario could place its minimum price at $50, with deeper integration pushing the model into price targets as high as $1,400.

Why $50 Could Be The Minimum Price For XRP

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. The model assumes $15 trillion in annual volume, 6 billion XRP as the productive monetary base, and a a velocity of 50 times. That gives a price of at least $50. 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.

XRP is now trading at $1.40. Chart: TradingView

The second scenario puts the XRP price around $280. It assumes XRP bridges repo cash legs and collateral AppChain margin, with $100 trillion in annual flow, 6 billion XRP as the monetary base, and a velocity between 50 and 60 times. This gives an MV=PQ estimate around $303, while the liquidity depth model places the floor between $125 and $170.

The “Structural Base Case” raises the estimate to about $415 by adding supply compression. In this case, derivatives margin locks up 20% of the productive float, reducing available XRP from 6 billion to about 4.8 billion. The same $100 trillion in flow is then spread across fewer available tokens, pushing the required price higher.

The “Full Integration” scenario gives the widest range, from $700 to $1,400. It assumes XRP is used across all five settlement positions, including DVP and securities financing transactions. Under this scenario, the annual flow rises above $200 trillion and the available XRP falls to about 4.2 billion.

The CLARITY Act Is Closer Than It Has Ever Been

The Clarity Act’s progress has taken longer than many stakeholders had originally expected. The CLARITY Act formally passed the House of Representatives on July 17, 2025, but the Senate version has proved more complex.

However, the timeline of passage is now within reach. The CLARITY Act has now cleared the Senate Banking Committee, and the next step is a possible summer vote on the Senate floor. The White House is targeting July 4 as a target date for passage, and crypto investors are watching to see how the bill’s final approval could affect crypto prices, especially XRP, once it is signed into law.

Featured image from Unsplash, chart from TradingView

Связанные с этим вопросы

QWhat is the main argument made in the article regarding the potential impact of the CLARITY Act on XRP's price?

AThe article argues that if the CLARITY Act is passed, it could integrate XRP into regulated financial flows. This integration, even under minimal adoption for cross-border settlements, could potentially drive XRP's minimum price to $50 based on a quantitative economic model. Deeper integration scenarios could push the price much higher, up to $1,400.

QWhat economic model does the price analysis for XRP use, and what does the acronym 'MV=PQ' stand for?

AThe price analysis is built on the Quantity Theory of Money, expressed as MV=PQ. In this context, M stands for the required market value of XRP, V is the velocity (how fast XRP tokens circulate), P represents the price level, and Q is the volume of transactions XRP must process.

QAccording to the 'Structural Base Case' scenario, why is the estimated XRP price higher ($415) than in the second scenario ($280), despite similar annual flow assumptions?

AThe 'Structural Base Case' scenario introduces supply compression. It assumes that 20% of the productive XRP supply (6 billion) is locked up for derivatives margin, reducing the available tokens to about 4.8 billion. With the same $100 trillion annual flow spread across fewer available tokens, the required price per token increases to approximately $415.

QWhat is the current legislative status of the CLARITY Act as described in the article?

AAs of the article's writing, the CLARITY Act has passed the U.S. House of Representatives (on July 17, 2025) and has cleared the Senate Banking Committee. The next step is a potential vote on the Senate floor, with the White House targeting July 4 as a goal for final passage before it can be signed into law.

QWhat key variable change leads to the highest price estimate for XRP ($700-$1,400) in the 'Full Integration' scenario?

AThe 'Full Integration' scenario assumes XRP is used across all five major settlement use cases (including Delivery vs. Payment and securities financing). This expands the assumed annual transaction flow to over $200 trillion while further reducing the available XRP supply to about 4.2 billion tokens. The combination of dramatically higher flow and lower available supply results in the highest price estimates.

Похожее

SpaceX, OpenAI, Anthropic: The Three AI Giants Racing for IPO, Which One Is Worth Betting On?

SpaceX, OpenAI, and Anthropic are poised for historic IPOs within weeks, potentially raising a combined $180 billion—a sum exceeding the entire internet bubble's fundraising. The hosts of the Limitless Podcast argue this isn't just individual company financing but an unprecedented capital concentration for AI infrastructure, driven by an insatiable need for compute, data centers, power, and chips. SpaceX's IPO is notable for reportedly changing market index rules to allow faster inclusion, potentially funneling trillions in passive retirement funds into its stock, despite its unproven space-based data center business model. In contrast, Anthropic demonstrates explosive growth, with ARR reportedly hitting $45 billion and approaching profitability, fueled by strong enterprise adoption of products like Claude Code. Google's separate $80 billion raise highlights the immense capital pressure, even for giants. The discussion acknowledges bubble risks but leans optimistic. The hosts contend the massive spending is building essential physical infrastructure for the next technological era. A key bottleneck isn't capital but the real-world limits of chip manufacturing and construction speed. As long as demand for AI compute outstrips supply, this investment cycle represents a foundational build-out rather than a purely financial bubble. All three companies are seen as foundational bets on the future, with Anthropic often cited as the most immediately compelling due to its proven revenue trajectory.

marsbit35 мин. назад

SpaceX, OpenAI, Anthropic: The Three AI Giants Racing for IPO, Which One Is Worth Betting On?

marsbit35 мин. назад

From 'Old Guys' to 'New Favorites': How AI Is Revaluing Old Infrastructure from Dell to Nokia?

From "Vintage Tech" to "New AI Darlings": How AI Revalues Old Infrastructure One year ago, tech giants like Dell, Nokia, Cisco, and Western Data were seen as slow-growth, low-valuation stories, far from the AI spotlight dominated by players like Nvidia. Now, these legacy tech stocks are gaining market attention, sparking debate on whether this is genuine industry revaluation or a temporary narrative. As AI moves from model parameters to real-world data centers, the market is recognizing companies with proven delivery and infrastructure capabilities. This shift marks a change in the AI investment thesis: from pure model and GPU focus to the complex systems engineering required for deployment. Companies like Dell, HPE, and Corning are being revalued not for being "sexy" AI innovators, but for their decades of accumulated expertise in supply chains, enterprise delivery, and infrastructure—assets that have become critical in the AI buildout phase. The revaluation is unfolding across three key infrastructure lines: 1. **Servers & System Integration:** Dell and HPE are emerging as crucial system integrators or "general contractors" for AI data centers, translating GPU orders into complete, deployable server racks integrated with power, cooling, and networking. 2. **Networking & Connectivity:** AI's scale demands robust high-speed connections. Corning (fiber optics), Nokia (AI-RAN, 6G), and Cisco (data center switches) are gaining importance for enabling efficient data transfer within and between AI clusters. 3. **Storage:** Beyond high-speed memory (HBM/DRAM), the AI data explosion is driving demand for high-capacity hard drives (HDDs) from companies like Western Digital and Seagate to handle training data, logs, and cold storage cost-effectively. For this revaluation to be substantive and not just a narrative, three criteria are key: 1) Concrete AI-related order and revenue growth (e.g., Dell's AI server sales), 2) Upward revisions to company financial guidance, and 3) Sustainable improvements in profit quality, not just top-line revenue spikes. In essence, AI's transition to a real construction phase is re-pricing "old assets" against "new demand." The opportunity, however, is selective. Only those legacy firms that are demonstrably integrated into the capital expenditure chains of data center and enterprise AI deployment are likely to experience a true "logic re-rating" rather than just a temporary valuation bounce.

marsbit41 мин. назад

From 'Old Guys' to 'New Favorites': How AI Is Revaluing Old Infrastructure from Dell to Nokia?

marsbit41 мин. назад

The Merger of Codex and ChatGPT Marks the Beginning of a Major Reshuffle in Programming Tools

OpenAI is shifting its strategic focus from ChatGPT to Codex, merging them along with the browser tool Atlas into a unified desktop super-app. This move signals an internal belief that Codex, originally a programming tool, represents the next evolution of AI more than conversational models like ChatGPT. Over the past year, Codex's weekly active users have surged past 5 million. The key distinction is that while ChatGPT answers questions, Codex executes tasks. Enterprises increasingly value this ability to get work done over simply receiving advice. Consequently, Codex is attracting professionals beyond developers, including analysts, bankers, marketers, and product managers. OpenAI's reorganization and increased investment in Codex stem from recognizing that the future of AI competition lies in execution capabilities, not just conversation. The company is launching role-specific plugins (e.g., for data analysis, sales, design) to transform Codex into a broad knowledge work platform that automates and redefines white-collar workflows. Beyond being a tool, Codex reflects OpenAI's ambition to redefine software. New features like "Sites"—which generates interactive websites from documents—and collaborative "Annotations" aim to create a paradigm where the AI understands the goal and handles the tools and steps, functioning more like a digital colleague than traditional software. The ultimate goal is a unified experience where the user cares only about the completed task.

marsbit51 мин. назад

The Merger of Codex and ChatGPT Marks the Beginning of a Major Reshuffle in Programming Tools

marsbit51 мин. назад

Interpreting Investment Opportunities in the Age of Great Navigation, Invesco Great Wall Fund Releases '2026 Report on Chinese Enterprises Going Global'

Invesco Great Wall Fund has released its "2026 China Corporate Globalization Report," titled "The 'Great Navigation Era' of Chinese Enterprises." The report analyzes the new trends and investment opportunities as Chinese companies expand globally, moving from simple product exports to comprehensive overseas operations involving services, branding, and local production. Driven by factors like trade friction, the pursuit of higher profit margins abroad, and policy support, globalization is becoming essential for Chinese companies. The report outlines an evolution: from early product export ("Globalization 1.0") to the current "Globalization 2.0," characterized by overseas capacity, capital goods investment, consumer brand expansion, and service exports. Chinese firms' competitive advantages are highlighted, including a vast engineer talent pool, low-cost and robust infrastructure, and complete industrial clusters. Specific sectors with significant出海 potential are identified: * **Capital Goods** (e.g., engineering machinery, power equipment): Benefiting from global demand, especially in Belt & Road markets and the AI-driven power grid upgrade cycle. * **Consumer Brands**: Transitioning from cost to brand advantage, leveraging供应链 efficiency. * **Technology & Innovation**: Including AI applications, optical modules within global tech supply chains, and new energy vehicles focusing on local production. * **Pharmaceuticals**: Chinese biotech firms are becoming preferred partners for global pharma, with potential for breakthrough drugs in areas like oncology and weight loss. The report concludes that corporate globalization represents a sustained, core theme for China's capital markets, though companies must navigate challenges like geopolitics and localization.

marsbit1 ч. назад

Interpreting Investment Opportunities in the Age of Great Navigation, Invesco Great Wall Fund Releases '2026 Report on Chinese Enterprises Going Global'

marsbit1 ч. назад

Торговля

Спот
Фьючерсы

Популярные статьи

Как купить ONE

Добро пожаловать на HTX.com! Мы сделали приобретение Harmony (ONE) простым и удобным. Следуйте нашему пошаговому руководству и отправляйтесь в свое крипто-путешествие.Шаг 1: Создайте аккаунт на HTXИспользуйте свой адрес электронной почты или номер телефона, чтобы зарегистрироваться и бесплатно создать аккаунт на HTX. Пройдите удобную регистрацию и откройте для себя весь функционал.Создать аккаунтШаг 2: Перейдите в Купить криптовалюту и выберите свой способ оплатыКредитная/Дебетовая Карта: Используйте свою карту Visa или Mastercard для мгновенной покупки Harmony (ONE).Баланс: Используйте средства с баланса вашего аккаунта HTX для простой торговли.Третьи Лица: Мы добавили популярные способы оплаты, такие как Google Pay и Apple Pay, для повышения удобства.P2P: Торгуйте напрямую с другими пользователями на HTX.Внебиржевая Торговля (OTC): Мы предлагаем индивидуальные услуги и конкурентоспособные обменные курсы для трейдеров.Шаг 3: Хранение Harmony (ONE)После приобретения вами Harmony (ONE) храните их в своем аккаунте на HTX. В качестве альтернативы вы можете отправить их куда-либо с помощью перевода в блокчейне или использовать для торговли с другими криптовалютами.Шаг 4: Торговля Harmony (ONE)С легкостью торгуйте Harmony (ONE) на спотовом рынке HTX. Просто зайдите в свой аккаунт, выберите торговую пару, совершайте сделки и следите за ними в режиме реального времени. Мы предлагаем удобный интерфейс как для начинающих, так и для опытных трейдеров.

711 просмотров всегоОпубликовано 2024.04.12Обновлено 2026.06.02

Как купить ONE

Обсуждения

Добро пожаловать в Сообщество HTX. Здесь вы сможете быть в курсе последних новостей о развитии платформы и получить доступ к профессиональной аналитической информации о рынке. Мнения пользователей о цене на ONE (ONE) представлены ниже.

活动图片