Against the backdrop of Bitcoin's recovery and the overall cryptocurrency market, as the price of $XRP once again surpassed the $1.4 mark, company 21Shares published a notable analysis of the supply dynamics of this asset.
$XRP, one of the altcoins that showed the highest value increase as a result of this rally, received an important report from crypto asset management company 21Shares.
According to 21Shares data, the circulating supply of $XRP increased by 5.5% year-over-year in the first half of 2026. The company stated that at this rate, $XRP demonstrates the smallest annual supply decrease among payment-focused cryptocurrencies.
According to the analysis by 21Shares, the annual growth in $XRP's circulating supply is driven by the release and locking of funds from escrow accounts. The company stated that, according to its calculations, an average of about 272 million $XRP is added to the market each month.
Annual Supply Decrease of $XRP is 5.5%!
21Shares analysts stated that for $XRP holders, a 5.5% increase in supply translates to an approximate annual supply decrease of 5.5%, considering the current level of transaction fees. The analysts estimate that, all else being equal, the price of $XRP needs to rise by at least 5.5% annually for holders to reach a break-even point in terms of purchasing power.
However, the company claims that fee income alone is unlikely to be sufficient to fill this gap. They emphasize that the current level of fee revenue generated by the $XRP Ledger is far from compensating for the impact of new supply.
According to 21Shares' calculations, XRPL revenue would need to increase by 12,700 times to offset the new supply next year at current prices. This is because, according to 21Shares, $XRP Ledger revenue in the first half of 2026 fell by 81.6% compared to the same period last year, from $6.43 million to $1.18 million.
Comparison with Other Altcoins!
Company 21Shares also compared the supply dynamics of $XRP with other cryptoassets considered as payment networks.
Thus, the annual rate of supply decrease for $XRP is 5.5%, while for Stellar this figure is 8.8%, and for TON it is 9.6%.
Therefore, $XRP became the asset with the smallest annual supply decrease among the payment-focused cryptoassets the company compared.
*This is not investment advice.
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