XRP, SOL Could Surge as Big-Money Inflows Pick Up Pace, Analyst Predicts

Institutions Bet Big on XRP and Solana Amid Market Turbulence, Analyst Says $5 XRP Possible

As crypto markets face renewed volatility from geopolitical tensions, major institutional players are quietly doubling down on select digital assets — and analysts say XRP and Solana are leading the charge.

Thursday’s global market jitters, sparked by reports of Israeli strikes on Iranian nuclear sites, pushed Bitcoin (BTC) below $105,000 and sent most major tokens tumbling. But beneath the surface, a divergent trend is taking shape.

XRP’s Institutional Pivot

XRP, now trading near $2.10, is gaining traction as a treasury asset, with several firms reportedly allocating hundreds of millions toward long-term holdings. Ryan Lee, Chief Analyst at Bitget Research, says companies like Webus International ($300M), VivoPower ($121M), and Wellgistics ($50M) are positioning XRP at the center of their digital asset strategies.

“Legal clarity is close, and we’re seeing institutional actors frontrun what they believe is a major structural shift,” Lee wrote in a note. “ETF discussions and payment infrastructure use cases could propel XRP to $5 by mid-2025.”

Solana’s Fundamentals and Treasury Plays

Meanwhile, Solana has climbed to around $165, supported by strong Q1 metrics including over $1.2 billion in ecosystem revenue. Institutional interest is also heating up. DeFi Development Corporation announced a plan to raise up to $5 billion to build a Solana treasury, a significant increase from its earlier $1 billion filing.

Lee says this reflects a broader shift: “Solana’s application layer is generating serious value, and large investors are taking notice.”

Market Divergence?

Despite the broader downturn, XRP and Solana may be flashing early signs of a decoupling from Bitcoin — especially if ETF speculation materializes into concrete products later this year.

“Whereas BTC is still dominated by macro flows, ETH, XRP, and SOL are increasingly being evaluated on network activity, inflows, and real-world adoption,” Lee added.

In short, while the headlines may be dominated by conflict and correction, the underlying story might be one of strategic accumulation — with XRP and Solana at the center.