Top Trader Says I’ve Become 100x More Bullish on XRP After Reading This Thesis

Crypto Bitlord made a significant statement on X after reading a detailed Treasury thesis. He told his followers he had become 100x more bullish on XRP and that all his previous price targets need upgrading. “An ATH this cycle is only logical,” he added. That is a notable shift from a trader who already held a bullish position on XRP, but had expressed some doubts recently.

The Thesis Bitlord Is Building On

The post that moved Bitlord came from X Finance Bull, who laid out a detailed case for why XRP and the XRP Ledger could become infrastructure for a new kind of U.S. Treasury market. The argument starts with U.S. debt. The federal government has crossed $40 trillion in debt and continuously needs buyers for Treasury securities.

X Finance Bull points out that stablecoins are now part of the solution. Under the GENIUS Act, regulated stablecoins must hold 1:1 reserves in assets like short-term Treasury bills. So as stablecoin supply grows, demand for Treasuries grows with it. Treasury Secretary Scott Bessent has already acknowledged this dynamic publicly.

Ripple’s stablecoin, RLUSD, already qualifies for Treasury-eligible reserves. BNY serves as the primary custodian. That puts RLUSD inside the same financial structure that U.S. policymakers are actively encouraging.

XRPL Already Holds Tokenized Treasury Products

X Finance Bull goes further than the stablecoin angle. Tokenized Treasury products already exist on the XRP Ledger. Ondo Finance launched OUSG on XRPL, giving institutional investors exposure to short-term U.S. Treasuries.

Institutions can use RLUSD to mint and redeem that exposure. Ripple has also committed $10 million to OpenEden’s tokenized Treasury-bill product on XRPL. Guggenheim Treasury Services has Treasury-secured digital commercial paper on XRPL with a Prime-1 Moody’s rating.

The Community’s Opinion

Where XRP Fits

X Finance Bull argues that XRP can serve as a neutral liquidity bridge. A Japanese institution holding yen liquidity, for example, could route through XRP into RLUSD and then into tokenized Treasury exposure. The same path works in reverse. As more global currencies connect to this system, more liquidity moves through XRP.

The post argues that as tokenized Treasuries scale into the hundreds of billions, XRP dollar value must rise to support the liquidity load that market makers and institutions require.