Black Swan Capitalist founder Versan Aljarrah is closely monitoring a fascinating progression unfolding around Ripple. He points to Ripple pulling XRP away from the open market, lighting up XRPL accounts, scaling the footprint of RLUSD, and aiming XRP and its payment infrastructure directly at SWIFT.
His core takeaway is simple: “Activity first. Valuation later.” This serves as the framework through which he evaluates all of Ripple’s current maneuvers.
The Moves Aljarrah is Flagging
Every piece he points out represents a specific strategic step. From his perspective, Ripple is actively withdrawing XRP from open market circulation, bringing new accounts to life on the XRP Ledger, expanding the regulated stablecoin RLUSD, and challenging SWIFT head-on for cross-border payment supremacy. Aljarrah views these developments as a unified deployment rather than disconnected events.
By describing “XRP as the inventory,” he contends that Ripple is hoarding the digital asset ahead of widespread public interest. This tightens open market supplies while simultaneously scaling the network infrastructure underneath.
They’re draining $XRP off the open market, lighting up XRPL accounts, growing $RLUSD, and pointing Ripple at SWIFT in the same week. That’s the install. XRP is the inventory. Activity first. Valuation later. https://t.co/lA4Rmb3xsE
— Versan | Black Swan Capitalist (@VersanAljarrah) September 27, 2026
The Institutional Context
Within an accompanying video linked to his social media post, Aljarrah frames these trends within a broader macro environment. He maintains that major institutions—such as the International Monetary Fund, the World Bank, and the Bank for International Settlements—have spent years drafting frameworks for tokenized finance, settlement risk, and global remittances. “They’re not waiting on what everybody else has to say about it,” he noted. “They’re waiting on the conditions.”
According to his breakdown, these necessary conditions encompass geopolitical conflict, energy disruptions, strain in the bond markets, fractured trade pathways, and escalating regulatory expenses inside legacy banking. Aljarrah asserts that these strains provide the opening needed to launch a modernized financial architecture. He puts it directly: “That’s kind of where XRP comes in, plays out for the whole world.”
What This Means for XRP’s Price
Aljarrah intentionally draws a line between network activity and market valuation. The groundwork is being laid through the developments he highlights across the XRPL, RLUSD, and the competitive push against SWIFT. This implies that XRP pricing will ultimately mirror that infrastructure as usage expands.
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Should his assessment prove accurate and Ripple is indeed pulling XRP out of open circulation, retail availability drops. If institutional engagement with the XRPL scales alongside ongoing global payment overhauls, the need for XRP to act as a settlement tool increases. Both of these dynamics align.
Aljarrah maintains that this foundation is already taking shape. The underlying metrics of the XRP Ledger alongside Ripple’s strategic alignment provide the key indicators to watch. His commentary encapsulates Ripple’s strategy of prioritizing operational activity first while anticipating that market valuation will catch up later.