Introduction Good morning and welcome to the BitMorpho Daily News & Fundamentals Report for Wednesday, December 10, 2025. Today, the crypto market is holding its breath as the Federal Reserve concludes its two-day policy meeting, with a widely anticipated 25-basis-point interest rate cut expected this afternoon. This critical macroeconomic event is overshadowing most other price action, as investors await the accompanying Summary of Economic Projections (dot plot) for clues on the 2026 rate path, especially given political pressures and mixed economic signals like delayed key inflation and jobs data. For XRP, the narrative is a compelling tug-of-war between macro uncertainty and burgeoning institutional adoption. On the fundamental side, XRP-spot ETFs are extending their inflow streak to a remarkable 16 consecutive sessions, marking one of the strongest institutional appetites for a digital asset post-launch. Furthermore, news of significant institutional capital including 500 million from major players like Citadel Securities funneling into Ripple has bolstered conviction in the token's long-term value, despite its current trading range below key moving averages. On-chain activity remains robust, with the XRP Ledger (XRPL) recently setting a new record for network velocity, confirming high liquidity and economic engagement, even as XRP price consolidation continues. Today's market direction will likely hinge on whether a potentially "hawkish cut" from the Fed reinforces the bullish flow into XRP's new ETF structure or if macro jitters cause a temporary pullback from the key 2.00 support level. In other global news, China released its November CPI, showing a surprise acceleration to a 21-month high of 0.7% year-on-year, largely driven by food prices, while the PPI remained in contraction territory. This domestic economic data will factor into Beijing's broader policy outlook for 2026. Stay tuned for our afternoon update following the FOMC announcement. News Analysis Good morning, I'm your reporter for the BitMorpho Daily News & Fundamentals Report. Today, December 10, 2025, XRP is navigating a tricky environment caught between robust institutional backing and broader Federal Reserve-induced market jitters ahead of this afternoon's crucial FOMC decision. Institutional Conviction: ETF Inflows Extend Streak to 16 The most potent bullish narrative supporting XRP continues to stem from the Exchange-Traded Fund (ETF) market. Spot XRP ETFs have now extended their inflow streak to an impressive 16 consecutive trading sessions without a single day of net outflows since their launch. This persistent institutional accumulation is tilting the supply-demand balance significantly in XRP’s favor and is notably outperforming its larger counterparts, with recent data showing XRP ETFs posting net inflows while Bitcoin ETFs saw outflows. The cumulative net inflows for these products are now nearing the $1 billion mark, demonstrating a strong, regulated appetite for the asset among traditional financial players. This sustained demand suggests that for large institutional capital, the structural utility narrative of XRP is strong enough to warrant accumulation even while the asset trades below key technical averages. Ripple Secures Major Capital Injection Further validation of Ripple’s institutional alignment came with the closing of a 500 million strategic funding round, which valued the company at 40 billion. Notably, this round was co-led by major financial players, including affiliates of Citadel Securities and Fortress Investment Group, and included participation from Pantera Capital and Galaxy Digital. This investment underscores deep-pocketed institutional confidence in Ripple’s compliance-focused infrastructure and its growing ecosystem, which now encompasses prime brokerage via Ripple Prime and the success of its native stablecoin, RLUSD, which recently crossed a $1 billion market cap. Interestingly, Citadel Securities’ public stance against DeFi regulatory exemptions contrasts with this major private investment into Ripple, signaling that for Wall Street, regulated blockchain infrastructure is a key prerequisite for future capital deployment. On-Chain Activity Reaches Peak Velocity The fundamental health of the XRP Ledger (XRPL) is also signaling high engagement. On-chain analytics from CryptoQuant confirmed that the XRP Ledger velocity metric hit a new yearly high of 0.0324 on December 2nd. Velocity measures how frequently XRP tokens are moving, and this spike suggests high liquidity and significant transactional activity, as tokens are circulating rapidly rather than sitting dormant in cold storage. This elevated turnover, occurring amidst price consolidation, is interpreted by some analysts as a sign of traders and whales actively reallocating or positioning assets, which historically can precede a price surge. This high network utilization confirms that the underlying economic role of XRP remains robust despite the current macroeconomic uncertainty. Community Sentiment and Macro Outlook Community sentiment remains a blend of cautious optimism and anticipation. The ETF inflows provide a strong foundation, but the market’s near-term direction is clearly tethered to the afternoon's Federal Reserve announcement. Traders are keenly watching to see if the Fed’s accompanying projections will signal a dovish path for 2026, which could further reinforce the bullish institutional flow into XRP ETFs, potentially pushing the price past the key $2.00 support level. Should the Fed deliver a "hawkish cut," a temporary pullback could see that support level tested. Meanwhile, unrelated geopolitical developments, such as China's surprise CPI acceleration, further compound the macro backdrop the Fed must navigate. In summary, the narrative for XRP today is one of strong, undeniable institutional footing against the backdrop of Fed-induced volatility. The on-chain data supports an active ecosystem, making XRP a prime asset to watch immediately following the FOMC’s release. Outlook CONCLUSION: XRP Navigates Strong Fundamentals Amid Macro Uncertainty In conclusion, the fundamental outlook for XRP remains decidedly positive, buoyed by two significant, non-speculative tailwinds. The relentless demand from regulated channels, evidenced by the 16-day inflow streak for Spot XRP ETFs, signals strong institutional conviction that is actively absorbing available supply, a trend that saw these products pull ahead of Bitcoin ETFs in recent sessions. Concurrently, Ripple's massive 500 million funding round, securing backing from titans like Citadel Securities and Fortress Investment Group, cements its valuation near 40 billion and validates its strategic direction, particularly with the success of RLUSD. However, this robust internal strength is currently battling external macroeconomic headwinds. Investors must closely monitor the market's reaction to this afternoon's crucial FOMC decision. In the next 24 to 48 hours, the key watchpoints will be whether the sustained ETF buying pressure can overcome any potential short-term risk-off sentiment driven by Fed commentary, and if XRP can maintain its current price levels despite broader market volatility. A sustained breakout above key technical resistance, underpinned by this structural demand, could be the next major catalyst. *Disclaimer: This report is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.*